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Manage Your Billing Processes with Salesforce Billing
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            Set Up Standalone Orders

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            Set Up Standalone Orders

            Manage your orders and order products in Salesforce and Salesforce Billing without first creating a CPQ quote. We call this type of order a standalone order. They’re useful if you manage your quotes and opportunities in an external platform but plan to use Salesforce Billing for order management and billing. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’21 and later

            Our standalone orders documentation contains required fields and setup instructions unique to standalone orders and order products. For concepts shared between standard orders and standalone orders, we provide links to the original CPQ and Billing topics.

            You still need the Salesforce CPQ package installed to create standalone orders and order products. While you won’t use any Salesforce CPQ features or objects, Salesforce Billing runs internal validations against the CPQ package for several features and workflows.

            Important
            Important Standalone order products and order products made in Salesforce CPQ can't be on the same order.
            • Enable Standalone Orders
              Orders and order products created in Salesforce CPQ have several field values inherited from parent products and quote lines. When you create an order without CPQ, you must provide these values on your own or through API. Enable a set of validations that confirm that your standalone orders and order products have the correct values for Salesforce Billing features. (Salesforce Billing Managed Package)
            • Creation and Activation Guidelines for Standalone Orders
              Standalone orders and order products have several unique rules for activation. (Salesforce Billing Managed Package)
            • Revenue Recognition for Standalone Orders
              Standalone orders and order products require additional configuration for revenue recognition in Salesforce Billing. (Salesforce Billing Managed Package)
            • Limitations for Standalone Orders
              Orders and order products created without CPQ have unique guidelines and validations to ensure that Salesforce Billing can manage them. Review these guidelines when you create your orders and order products. (Salesforce Billing Managed Package)
            • Standalone Order Product Pricing
              Standalone order products require you to calculate several pricing and pricing-related fields that would otherwise come from a CPQ quote. (Salesforce Billing Managed Package)
            • Required Configurations for Types of Standalone Order Products
              Standalone orders require you to fill out all the fields that would otherwise come from a CPQ quote. We Certain fields require a specific value, while some are required but (Salesforce Billing Managed Package)
             
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