You are here:
Loading Usage
To load usage from API, the Data Loader, or other loading tools and successfully assign it to a usage summary, each usage record requires values for several fields. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Summer ’17 and later |
- Standard Required Fields
- Start DateTime
- End DateTime (must be equal to or later than Start DateTime)
If the End DateTime falls under a different usage summary than the start date time, Salesforce Billing assigns the usage to the usage summary that covers the end date time.
- Matching ID
- Quantity
- Required Fields for Prerated Usage
- Prerated Amount
- Prerated Quantity (required instead of Quantity)
- Required Fields for Upload Usage to Usage Summaries with Consumption Schedules
- Matching Attribute must match the consumption schedule’s Matching Attribute. These values can be null.
- Unit of Measure must match the consumption schedule’s Unit of Measure. These values can be null.
After Loading
If Salesforce Billing successfully assigns usage to a usage summary, it updates several usage fields.
- The Status field changes its value to Processed.
- The order, order product, account, and usage summary fields all inherit their values from the usage summary.
- The Unit Price field inherits its value from the usage summary.
- If the package setting Usage Rating Process has a value of On Trigger, the usage updates its Subtotal field.
- The usage inherits the usage summary’s currency, even if the usage originally had a different currency.
If Salesforce Billing can’t assign usage to a summary, it updates the following usage fields.
- The Status field changes its value to Warning - Unrated
- The Error Message field shows why Salesforce Billing couldn’t assign the usage.
Unrated usage can’t be changed or corrected. To add your unrated usage to usage summary, create a usage record with the necessary corrections and try loading it again.
