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Manage Your Billing Processes with Salesforce Billing
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            Requirements for Standalone Order Products with Consumption Schedules

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            Requirements for Standalone Order Products with Consumption Schedules

            Create a monthly order product with an order product consumption schedule and consumption rates in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’21 and later

            You must create the order, order product, order product consumption schedule, and at least one order product consumption rate. Your order product must be related to a product with a consumption schedule.

            Salesforce Billing creates usage summaries when you activate an order product with the following configuration.

            • The order product is related to a product with a consumption schedule.
            • The order product has an active order product consumption schedule with at least one consumption rate.

            Required Fields

            Product
            Field Value
            Billing Frequency Monthly, Quarterly, Semiannual, or Annual
            Billing Rule [Required]
            Charge Type Recurring
            Revenue Recognition Rule [Required]
            Tax Rule [Required]
            Order
            Field Value
            Account [Required]
            Effective Date [Required]
            Price Book [Required]
            Status Draft
            Order Product
            Field Value
            Billable Unit Price Required for invoice runs or Bill Now to pick up the order product for invoicing. We recommend calculating a value based on the formula described in Recurring Billing and Billable Unit Price.
            Billing Frequency [Required]
            Billing Rule [Get value from product]
            Billing Type [Required]
            Charge Type [Required]
            Charge Type [Required]
            Default Subscription Term [Required]
            End Date [Required]
            Order [Required]
            Ordered Quantity [Required]
            Price Book Entry [Required]
            Quantity [Required]
            Reference ID [Required]
            Revenue Recognition Rule [Get value from product]
            Revised Order Product [Required]
            Service Date [Required]
            Status Draft
            Tax Rule [Get value from product]
            Consumption Schedule
            Field Value
            Billing Rule [Required]
            Billing Term [Required]
            Billing Term Unit [Required]
            Category [Required]
            Rating Method [Required]
            Revenue Recognition Rule [Required]
            Tax Rule [Required]
            Type [Required]
            Consumption Rates
            Field Value
            Lower Bound [Required]
            Price [Required]
            Pricing Method [Required]
            Processing Order [Required]
            Upper Bound [Optional]
            Order Product Consumption Schedule
            Field Value
            Billing Rule [Required]
            Billing Term [Required]
            Billing Term Unit [Required]
            Category [Required]
            Consumption Schedule [Optional]
            Order Product [Required]
            Rating Method [Required]
            Revenue Recognition Rule [Required]
            Tax Rule [Required]
            Type [Required]
            Field Value
            Lower Bound [Required]
            Order Product Consumption Schedule [Required]
            Price [Required]
            Pricing Method [Required]
            Processing Order [Required]
            Upper Bound [Optional]
            Creating a Billing Order with Consumption-Based Usage (Standard Users)
            Field Value
            Consumption Rates [Required]
            Consumption Schedule [Required]
            Order Item Consumption Rates [Required]
            Order Item Consumption Schedule [Required]
            Price Schedule [Required]
            SBQQ__BlockPrice__c [Required]
            SBQQ__DiscountSchedule__c [Required]
             
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