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Creation and Activation Guidelines for Standalone Orders
Standalone orders and order products have several unique rules for activation. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’21 and later |
To activate a standalone order or standalone order product, change its Activation Status field from Draft to Activated. Activating a standalone order activates all of its child standalone order products. You can activate standalone orders and order products on your own or through automation such as triggers and flows.
Salesforce Billing doesn’t use the Activated checkbox for standalone order products to activate them. We recommend not setting this field to True when loading order products or activating them.
A standalone order product refers to an order product that doesn’t have a parent quote line. If you activate a standalone order with child order products that have parent quote lines, Salesforce Billing doesn’t activate them. Only the standalone order and its standalone order products will be activated.
When you create a standalone order, its child order products inherit the product’s charge type, billing frequency, and billing type. If any order products were related to a product with a product consumption schedule and rates, the order products also receive order product consumption schedules and rates.
- Create your standalone orders and order products in a draft status, and then activate them after creation. Many Salesforce Billing features fire only when an order product’s status changes from Draft to Activated. If you create your order product with an Activated status, change it back to Draft, then activate it again.
- In Salesforce Billing Winter '21 only, activating a standalone order doesn't activate its child standalone order products. In this case, you must activate the standalone order products on your own or through automation.
- In Salesforce Billing Winter '21 only, standalone order products don't inherit the order's charge type, billing frequency, and billing type by default. They also don't receive order product consumption schedules and rates by default if they were related to a product with a product consumption schedule and rates.
