Invoicing Considerations When Using Customer Asset Lifecycle Management

Updates to the Asset Field on Invoice Lines

You can edit an invoice line’s Asset field at any time, including overriding the automated field value.

Updates to the Asset Field on Order Products

You can also edit the order product’s Asset lookup field at any time. However, if you change it after the order product has been invoiced, you must update the invoice line’s Asset field. It’s not updated automatically.

Requirements for Order Products Linked via Revised Order Field

Suppose that Salesforce Billing invoices an order product linked to one or more order products via the Revised Order field. The invoice line populates its Asset field only if all order products in the chain have the same value for the Asset field.

On an order product, the Asset lookup field can point to assets with or without lifecycle management. However, on an invoice, the Asset field doesn’t indicate which type of asset it points to.