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          Revenue Recognition for Standalone Orders

          Revenue Recognition for Standalone Orders

          Standalone orders and order products require additional configuration for revenue recognition in Salesforce Billing. (Salesforce Billing Managed Package)

          Required Editions

          Available in: Salesforce Billing Winter ’21 and later

          By default, Salesforce Billing creates revenue schedules for standalone order products only when you change their status from Draft to Activated. Remember that activating a standalone order doesn’t activate its order products.

          Standalone order products allow you to create an order product in Draft or Activated status. If you plan to create your standalone order products with an Activated status, you have two options for creating revenue schedules. For both cases, we recommend using automation such as a process builder or workflow rule.

          • Change the order product's status to Draft, then change it back to Activated.
          • Update the order product's revenue schedule status to Queued.
           
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