Billing treatments define how Salesforce Billing records billing rule actions in your
finance books and general ledgers. You can use billing treatments to specify an invoice plan and
cancellation invoice plan for dynamic invoice plans. You can also set up the cancellation rule
for amendment orders to override the package setting for the default cancel order
rule. (Salesforce Billing Managed Package)
Required Editions
Available in: All Salesforce Billing Editions
Your billing treatment contains lookups to the following objects.
A finance book
A GL rule
A legal entity
When your billing rule evaluates an order product, Salesforce Billing applies one of the
rule’s treatments if the order product and treatment have matching legal entities. The
treatment defines the finance book that receives finance period lookups to all invoice lines
that your billing rule creates from this order product. For example, consider the following process.
You sell an enterprise resource planning order product in the UK.
The billing treatment associates your order product with the finance book you use to
track your ERP sales.
Your billing rule creates an invoice line for that order product.
The treatment creates a lookup to the invoice line in one of the finance book’s finance
periods. Salesforce Billing chooses the finance period based on the date of the invoice
line’s creation and matching legal entities between the billing treatment and finance
period.
Your billing treatment also associates the order product with a GL rule. Use this association
to create general ledger records for each transaction that occurs from the order product your
billing rule is evaluating.
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