Standard Usage Summaries

Salesforce Billing creates a usage summary when you order a product with a charge type of Usage. In this case, Salesforce Billing generates usage summaries for your usage order products based on the order product’s billing day of month, billing frequency, start date, and end date. A usage order product billed monthly with a start date of 01/01/2018 and end date of 12/31/2018 would have 12 usage summaries, each the length of each month in the year.

The usage summary's Usage related list shows all your associated usage records. Remember, Salesforce Billing evaluates assigning usage to a summary only if they both records have the same Matching ID field values. We recommend using a process builder to quickly provide matching IDs to large groups of usage summaries at once.

Note You can use any value for the matching ID. However, if a usage record matches the matching IDs and start/end dates of multiple usage summaries, Salesforce Billing assigns it to one of the usage summaries at random. We recommend using the order product's record ID or number as your matching ID. That way, Salesforce Billing will always match the IDs between the usage summary and usage. If you use a more generic number such as a desk number or org ID, Salesforce Billing could assign your usage to a usage summary that's not related to the correct order product.

Usage summaries inherit their start and end dates from the order products that created them. After Salesforce Billing sees equal matching IDs between a usage record and a summary, it checks whether the usage's End Date Time field falls within the summary's start date and end date. If it does, the usage record appears in the summary's Usage related list.

You can assign usage to a usage summary between (and including) the summary's start date and end date. After the end date, the summary won't accept new usage, even if the usage and summary have equal matching IDs.

The usage summary's quantity field shows the total quantity of all related usage, and the unbilled subtotal shows the subtotal of all related usage before billing.