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Manage Your Billing Processes with Salesforce Billing
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            Defining Rules and Treatments

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            Defining Rules and Treatments

            Salesforce Billing uses rules and treatments to group records for evaluation and take action on specific records within that group based on matching values. After Salesforce Billing performs certain actions, it evaluates all records that share the same rule and applies general changes to those records based on the rule’s settings. The rule also contains treatment records, which allow Salesforce Billing to apply more specific changes. Salesforce Billing applies a treatment to one of the groups’s records only if the record and the treatment have the same legal entity. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Rules are initially defined on the product record and on legal entities.

            A map of the data flow from products to rules and then to legal entities.

            • GL Rules and GL Treatments
              General ledger rules define how Salesforce Billing records transactional data to your finance books. (Salesforce Billing Managed Package)
            • Define Your Invoicing Setup with Billing Rules
              Billing rules define how your order product produces an invoice line during an invoicing process. (Salesforce Billing Managed Package)
            • Tax Rules and Treatments
              Tax rules and their treatments define how Salesforce Billing processes tax for your transactions. (Salesforce Billing Managed Package)
            • Configuring Your Revenue Recognition Rules
              Revenue recognition rules define whether Salesforce Billing creates a revenue schedule for an invoiced order product or invoice line. (Salesforce Billing Managed Package)
             
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