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            Requirements for Standalone Order Products with Price Schedules

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            Requirements for Standalone Order Products with Price Schedules

            Create a standalone order product with price schedules in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’21 and later
            Important
            Important Salesforce CPQ doesn’t automatically create price schedules for standalone order products. You must create the price schedule and its price tiers on your own. Each price schedule requires at least one price tier.

            Required Fields

            Product
            Field Value
            Billing Frequency Monthly, Quarterly, Semiannual, or Annual
            Billing Rule [Required]
            Charge Type Usage
            Revenue Recognition Rule [Required]
            Tax Rule [Required]
            Order
            Field Value
            Account [Required]
            Effective Date [Required]
            Price Book [Required]
            Status Draft
            Order Product
            Field Value
            Billing Frequency [Required]
            Charge Type Usage
            End Date [Required]
            Price Book Entry [Required]
            Price Schedule [Required]
            Quantity [Required]
            Service Date [Required]
            Unit Price [Required]
            Price Schedule
            Field Value
            Discount Unit [Required]
            Price Type [Required]
            Price Tier
            Field Value
            Lower Bound [Required]
            Optional [Optional]
            Price Model [Required]
            Price Schedule [Required]
             
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