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Generate Billing Schedules from Orders
Generate billing schedules from orders by using a flow or an API.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce Revenue Management |
| The Order To Billing Schedule flow template and Create Billing Schedules for Orders API are available with the Agentforce Revenue Management Advanced license or the Agentforce Revenue Management Billing license. |
| User Permissions Needed | |
|---|---|
| To use Create Billing Schedules for Orders API: | Create Billing Schedules From Billing Transactions API permission AND Context Service Runtime permission set |
| To use Order To Billing Schedule flow template: | Billing Admin permission set AND Billing Operations User permission set |
| To generate billing schedules for usage-based charge types: | Product Catalog Management Viewer permission set OR Usage Management Runtime permission set |
To automatically trigger the generation of billing schedules when the order is activated, use the Order to Billing Schedule flow. To generate billing schedules for orders by using API, use Create Billing Schedules for Orders API or Create Standalone Billing Schedules API.
Use the Order to Billing Schedules API and Order to Billing Schedules flow for any new sale, amendments, renewals, or cancellations that originate from Agentforce Revenue Management orders and assets.
- Use Order to Billing Schedule Flow
Use the Order to Billing Schedule flow to automatically generate billing schedules and billing schedule groups from order items as soon as orders are activated. - Use Create Billing Schedules for Orders API
Use Create Billing Schedules for Orders API to generate billing schedules from orders. - Use Create Standalone Billing Schedules API
For one-time, termed, and evergreen products, use Create Standalone Billing Schedules API to generate billing schedules from orders and order items.
