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Manage Your Billing Processes with Salesforce Billing
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            Editable Order Fields

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            Editable Order Fields

            Get the most out of orders by reviewing order field edit permissions. Salesforce Billing locks certain order fields from user edits based on user permission and order activation status. You also can't manually change key finance fields such as tax or amount regardless of permissions or order status. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            If you don’t have the Edit Activated Order user permission, you can’t edit any fields on an activated order. Otherwise, you can edit the following fields on an activated order.

            Edited Fields for Activated Orders
            Order Name
            Order Type
            Order Reference Number
            PO Number
            Status
            Bill Now
            Contracted
            PO Date
            Contracting Method
            Ship To Contact
            Bill To Contact
            Shipping Address
            Billing Address

            Salesforce CPQ and Salesforce Billing automate financial field changes to ensure that users don’t make changes that have a legal impact on bookings and billings. Sales reps and admins can’t manually edit these fields at any time.

            Locked Financial Fields
            Order Amount
            Estimated Tax
            Total Amount (With Tax)
            Billed Amount (Without Tax)
            Billed Tax
            Total Billings

            Salesforce Billing locks the following relationship fields to ensure that the order record maintains data integrity.

            Locked Relationship Fields
            Original Order
            Activated Date
            Reduction Order
            Contract Name
            Contract End Date
             
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