Loading
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Asset Action Source Object and Fields in Salesforce Billing

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            Asset Action Source Object and Fields in Salesforce Billing

            The asset action source object is an optional way to record what transactions caused changes to lifecycle-managed assets. Use it to trace financial and other information about asset actions. This object supports Salesforce order products and work order line items, and transaction IDs from other systems. The fields can’t be edited and the records can’t be deleted. (Salesforce Billing Managed Package)

            Required Editions

             
            Available in Lightning Experience in Professional, Enterprise, Unlimited, and Developer Editions with Salesforce CPQ Plus and Salesforce Billing
            Note
            Note An action can have more than one source. For example, suppose that an initial sale is a ramped deal with two order products. Depending on how Customer Asset Lifecycle Management is configured for your company, you see two asset actions with one source each, or one asset action with two sources.

            Fields

            Actual Tax
            The region-specific tax amount determined at time of the order. This field is not used for price and tax calculations.
            Adjustment Amount
            An adjustment to the product amount, such as a discount.
            Asset Action
            The related asset action, that is, the change caused by a source transaction.
            End Date
            The end date of the service or change.
            External Reference
            The ID of a source transaction originating in a system outside Salesforce.
            External Reference Data Source
            A system outside Salesforce that contains source transactions.
            Estimated Tax
            Estimate of the region-specific tax amount made at time of the transaction.
            Name
            The ID of the asset action source.
            Product Amount
            The product amount after the source transaction.
            Quantity
            The product quantity or the change in product quantity after the source transaction.
            Reference Entity Item
            The ID of a source transaction originating in Salesforce. The transaction can be an order product or a work order line item.
            Start Date
            The start date of the service or change.
            Subtotal
            Sum of the product amount and the adjustment amount.
            Transaction Date
            The date of a source transaction, such as an order date.
             
            Loading
            Salesforce Help | Article