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Requirements for Standalone Evergreen Order Products
Create a monthly evergreen order product in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’21 and later |
Note Only the LIFO cancellation rule is supported. This cancellation rule is in the billing
treatment that the billing rule pulls in. If no billing rule exists, the package setting is
used, and LIFO must be specified in that setting. Otherwise the order can’t be activated.
Required Fields
| Field | Value |
|---|---|
| Billing Frequency | Monthly, Quarterly, Semiannual, or Annual |
| Billing Rule | [Required] |
| Charge Type | Recurring |
| Revenue Recognition Rule | [Required] |
| Tax Rule | [Required] |
| Field | Value |
|---|---|
| Account | [Required] |
| Effective Date | [Required] |
| Price Book | [Required] |
| Status | Draft |
| 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 | Monthly, Quarterly, Semiannual, or Annual |
| Billing Rule | Get value from product |
| Billing Type | [Required] |
| Charge Type | Recurring |
| Order | [Required] |
| Ordered Quantity | [Required] |
| Price Book Entry | [Required] |
| Product Subscription Type | Evergreen |
| Quantity | [Required] |
| Revenue Recognition Rule | Get value from product |
| Service Date | [Required] |
| Status | Draft |
| Subscription Type | Evergreen |
| Tax Rule | Get value from product |
| Unit Price | [Required] |
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