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Manage Your Billing Processes with Salesforce Billing
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            Manage Matching IDs

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            Manage Matching IDs

            A usage record and a usage summary contain a lookup relationship. However, both records must have identical Matching ID fields for the usage to count toward the usage summary. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later

            Salesforce Billing also uses Matching IDs when amending usage order products. An amendment quote results in a separate order with its own order product, which in turn results in a separate usage summary and usage records. Since the new usage and summary records all have the same Matching ID, Salesforce Billing can tie them back to the original usage summary.

            Users have to enter matching IDs for all of their usage summaries. You can use any value for the matching ID. We recommend using a process builder to quickly assign matching IDs to large groups of usage summaries at once.

            Note
            Note When you’re using products with consumption schedules, you can’t amend to increase quantity. You can only cancel.
             
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            Salesforce Help | Article