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Requirements for Standalone Amendment Order Products
Create a standalone amendment order product in Salesforce Lightning or Salesforce Classic. (Salesforce Billing Managed Package)
Required Editions
| Available in: Salesforce Billing Winter ’21 and later |
Provide a value for the revised order product ID. The Revised Order Product field shows the ID of the original order product used before any amendments were made. An order product can be related to multiple amendment order products.
You can’t use standalone evergreen subscription order products with amendment order products.
Required Fields
| Field | Value |
|---|---|
| Billing Frequency | Invoice Plan |
| 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 | [Required] |
| Billing Rule | [Get value from product] |
| Billing Type | [Required] |
| Charge Type | [Required] |
| Charge Type | [Required] |
| Default Subscription Term | [Required] |
| End Date | [Required] |
| Order | [Required] |
| Ordered Quantity | [Required] |
| Price Book Entry | [Required] |
| Quantity | [Required] |
| Reference ID | [Required] |
| Revenue Recognition Rule | [Get value from product] |
| Revised Order Product | [Required] |
| Service Date | [Required] |
| Status | Draft |
| Tax Rule | [Get value from product] |
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