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Order Product Fields for Salesforce CPQ and Billing
The CPQ Order Product object contains fields for both the CPQ and Billing packages. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
| CPQ fields are available in Salesforce CPQ Summer ’16 and later. |
| Salesforce Billing fields are available in Salesforce Billing Winter ’18 and later. |
Note “SBQQ__” fields come with the Salesforce CPQ package, and “blng__” fields come with the
Salesforce Billing package.
CPQ Fields
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Activated | SBQQ__Activated__c | Checkbox | Activate this order product. By default, this field inherits the value of the order’s Activated field. You can contract and invoice only activated orders and order products. Deactivate to edit order product fields. |
| Activation Status | SBQQ__Status__c | Picklist | The status of this order product. This field is set to Drafted when you create an order product. Change it to Activated by selecting the Activated field on the order product or on the parent order. |
| Asset | SBQQ__Asset__c | Lookup(Asset) | The asset that Salesforce CPQ created when you contracted this order product. |
| Billing Frequency | SBQQ__BillingFrequency__c | Picklist | The schedule that Salesforce CPQ uses to bill this order product. You can pick monthly, quarterly, semiannual, or annual. |
| Billing Type | SBQQ__BillingType__c | Picklist | The billing type defines when billing occurs. Billing in advance lets you bill your customers for products or services before you provide them. Billing in arrears lets you bill your customers after the products or services are provided. |
| Block Price | SBQQ__BlockPrice__c | Lookup(Block Price) | The block price that applied to the quote line that created this order product. |
| Bookings Indicator | SBQQ__BookingsIndicator__c | Picklist | Specifies whether the order product's total price is included or excluded from the bookings. Default is set to 'Include.' |
| Bundle Root | SBQQ__BundleRoot__c | Lookup(Order Product) | For component order products, this field lists the bundle parent of the top-level bundle. If the bundle root order product is deleted, Salesforce CPQ also deletes the component order product. |
| Charge Type | SBQQ__ChargeType__c | Picklist | This field indicates whether you charge customers for this order product one time, as a recurring charge, or based on customer usage. The charge type inherits its value from the quote line that created this order product. |
| Contract | SBQQ__Contract__c | Lookup(Contract) | The contract you created from this order product. |
| Contract Action | SBQQ__ContractAction__c | Picklist | The contracting action that created the order product. |
| Contracted | SBQQ__Contracted__c | Checkbox | If you’re using contract-based renewals, selecting this field creates a contract, subscriptions, and assets from your order. If you’re using asset-based renewals, selecting this field creates assets from your order. |
| Contract Method | SBQQ__ContractingMethod__c | Picklist | The contracting method field controls how Salesforce CPQ sets the start dates and end dates of contracts you create from order products. If this field has a value of Inherit, the order product inherits the order’s contracting method. You can also choose not to contract this order product or to contract it separately when you contract the parent order. |
| Default Subscription Term | SBQQ__DefaultSubscriptionTerm__c | Number(5, 0) | Term length of the subscription, which only applies if the product is a subscription. It’s copied from the Subscription Term of the related product when the line item is first generated. |
| Discount Schedule | SBQQ__DiscountSchedule__c | Lookup(Discount Schedule) | The discount schedule that applied to the quote line that created this order product. |
| Estimated Tax | SBQQ__TaxAmount__c | Currency(16,2) | Salesforce CPQ estimated tax for the order product. This field isn’t related to tax calculation or tax estimation in Salesforce Billing. |
| Full-Term Net Unit Price | SBQQ__UnproratedNetPrice__c | Currency(14,2) | The full-term net price for this order product. Inherited from the quote line. This field is deprecated as of Salesforce Billing Summer ‘18. |
| Order Product Bookings | SBQQ__OrderProductBookings__c | Formula | If the Bookings Indicator is set to 'Include,' this field shows the amount of the order product's total price. Otherwise, it's set to 0. |
| Ordered Quantity | SBQQ__OrderedQuantity__c | Number(16, 2) | The quantity of products that you ordered from a quote. If your Salesforce org allows multiple orders per quote, you can order a partial quantity of the quote line’s total quantity. |
| Price Dimension | SBQQ__PriceDimension__c | Lookup(Price Dimension) | The price dimension applied to MDQ order products. The order product inherits the price dimension lookup from the quote line. |
| Price Schedule | SBQQ__PriceSchedule__c | Lookup(Price Schedule) | The price schedule applied to usage order products. The order product inherits the price schedule lookup from the quote line. |
| Pricing Method | SBQQ__PricingMethod__c | Picklist | Shows whether this order product’s parent quote line was priced based on list pricing or cost pricing. Salesforce CPQ calculates list pricing by applying discounts to a list price, and calculates cost pricing by applying markups to a cost price. |
| Product Subscription Type | SBQQ__ProductSubscriptionType__c | Picklist | Order product's default subscription type. By default, this field value is mapped from the quote line. The admin set up the proper page layout. For any legacy quote lines, this value is null. |
| Prorate Multiplier | SBQQ__ProrateMultiplier__c | Number(4, 4) | The ratio that’s used to calculate the prorated price for subscription order products with prorated billing periods. |
| Quoted List Price | SBQQ__QuotedListPrice__c | Number(12, 2) | List the unit price for the product quoted by this line item. The list price originates from the price book. |
| Quoted Quantity | SBQQ__QuotedQuantity__c | Number(10, 2) | The total quantity of the quote line used to create this order product. (Read only) |
| Quote Line | SBQQ__QuoteLine__c | Lookup(Quote Line) | The quote line where this order product originated. (Read only) |
| Required By | SBQQ__RequiredBy__c | Lookup(Order Product) | If this order product is part of a bundle, this field looks up to its parent product. |
| Revised Order Product | SBQQ__RevisedOrderProduct__c | Lookup(Order Product) | The order product that this order product has revised. |
| Segment Index | SBQQ__SegmentIndex__c | Number(2, 0) | The position of this MDQ order product’s segment in the overall segment table. |
| Segment Key | SBQQ__SegmentKey__c | Text(30) | For MDQ products, this shared key groups quote line segments together on the order. |
| Segment Type | SBQQ__DimensionType__c | Text(8) | The type of price dimension for an MDQ order product, such as year, month, or quarter. |
| Shipping Account | SBQQ__ShippingAccount__c | Lookup(Account) | Customer shipping account for the order product. Inherited from the account record. |
| Subscription | SBQQ__Subscription__c | Lookup(Subscription) | Subscription record created from a contracted subscription order product. |
| Subscription Pricing | SBQQ__SubscriptionPricing__c | Picklist | Indicates how Salesforce CPQ calculates subscription pricing for an order product. If this field is blank, the order product isn’t a subscription product. |
| Subscription Term | SBQQ__SubscriptionTerm__c | Number(18, 0) | The length of the term for a subscription order product. |
| Subscription Type | SBQQ__SubscriptionType__c | Picklist | Determines the contract's pricing and process. The value is mapped from the quote line. Used for reporting purposes. Admins set up the page layout. |
| Tax Code | SBQQ__TaxCode__c | Text(255) | The code used to calculate tax for order products in Salesforce CPQ. This field isn’t related to tax calculation or Tax Code fields in Salesforce Billing. |
| Term Discount Schedule | SBQQ__TermDiscountSchedule__c | Lookup(Discount Schedule) | The term discount schedule that applied to the quote line that created this order product. |
| Upgraded Subscription | SBQQ__UpgradedSubscription__c | Lookup(Subscription) | The subscription that this order product’s quote line is upgrading. |
| Terminated Date | SBQQ__TerminatedDate__c | Date | When you contract this order, Salesforce CPQ sets the subscription’s terminated date to the date of the contracting. |
Billing Fields
| Field | API Name | Data Type | Definition |
|---|---|---|---|
| Bill Through Date Override | SBQQ__BillThroughDateOverride | Date | Provides an end date for the next invoice line created from this order product. For the upcoming billing cycle, this field overrides the standard invoice line end date calculated using Charge To Date and Billing Frequency. Salesforce Billing clears this field after it creates the invoice line. |
| Billable Unit Price | blng__BillableUnitPrice__c | Currency(16, 2) | Salesforce uses the billable unit price to calculate the subtotal on the invoice line. See Recurring Billing for Subscription Products. |
| Billing Account | blng__BillingAccount__c | Lookup(Account) | The name of the billing account that the order is linked to. You can enter the account name or select the account using the lookup icon. |
| Billed Amount (without tax) | blng__BilledAmountwithouttax__c | Currency(16, 2) | The sum of all this order product’s invoice lines, excluding tax. |
| Billed Tax | blng__BilledTax__c | Currency(16, 2) | The sum of all taxes on invoice lines for an order product. |
| Billing GL Rule | blng__BillingGLRule__c | Lookup(GL Rule) | Billing rule for including billing transactions in an external general ledger. |
| Billing GL Treatment | blng__BillingGTreatment__c | Lookup(GL Treatment) | Billing treatment for including billing transactions in an external general ledger. |
| Billing Rule | blng__BillingRule__c | Lookup(Billing Rule) | The billing rule assigned to an order product. |
| Billing Treatment | blng__BillingTreatment__c | Lookup(Billing Treatment) | The billing treatment assigned to an order product. |
| Canceled Billing Amount (without tax) | blng__CanceledBillings__c | Currency(16, 2) | The total balance subtracted from the order product due to cancellations or swaps. |
| Hold Billing | blng__HoldBilling__c | Picklist | When this field is set to Yes on an active order product, invoice schedulers keep the order product active but don’t evaluate it for billing. |
| Group ID | blng__GroupId__c | Text(255) | After Salesforce Billing groups your order products by invoice group values, it assigns each group a unique ID (only for internal purposes). |
| Included Usage | blng__IncludedUsage__c | Number(16,2) | Salesforce Billing provides this amount of usage for free before charging. For example, if your usage order product has an included quantity of 10 and its usages for one billing period sum to 12, Salesforce Billing invoices only 2 quantities of usage from the usage summary. Included usage is available only for usage products using price schedules. |
| Invoice Group | blng__InvoiceGrouping__c | Picklist | Use invoice groups to split an account’s charges into multiple invoices based on user-defined values. When an invoice scheduler picks up its order products during an invoice run, it looks at each order product’s invoice group value. It then groups those order products into invoices by their respective value. You can set any number of invoice group values on 1 order product. |
| Invoice Group ID | blng__InvoiceGroupId__c | Text(100) | If you set the Invoice Group field to Invoice Group ID, the invoice automation run uses the Invoice Group ID field to group the resulting invoice lines with identical values into the same invoice as invoice lines. |
| Invoice Run | blng__InvoiceRun__c | Lookup(Invoice Run) | The invoice run that evaluates this order product for billing. |
| Invoice Run Processing Status | blng_InvoiceRunProcessingStatus__c | Picklist | Shows the status of an order product as the invoice run evaluates it.
|
| Invoice Run Start Date | blng__InvoiceRunStartDate__c | Date/Time | The start date and time of the invoice run that evaluates this order product. |
| Invoice Run Status (Index) | blng__InvoiceRunStatusIndex__c | Text(255) | The stage of the invoice run that’s evaluating this order product for billing. Users must not update this system field. This field is automatically updated with a text representation of the picklist value when the Invoice Run Processing Status field is updated. |
| Last Charge To Date | blng__LastChargeToDate__c | Date | The date an order product was billed through. This date is equal to the end date of the last invoice line for this order product. Salesforce Billing sets this field automatically and users can't change it. It's used in the calculation of invoice charge amounts. |
| Last Invoice Target Date | blng__LastInvoiceTargetDate__c | Date | The target date of the most recent invoice run that generated an invoice line for this order product. Salesforce Billing sets this field automatically and users can't change it. It's used mostly for auditing purposes. |
| Legal Entity | blng__LegalEntity__c | Lookup(Legal Entity) | The legal entity that covers this order product. When you bill this order product, Salesforce CPQ uses the legal entity to apply billing rules, tax rules, revenue recognitions rules, and their related treatments. |
| Lifecycle-Managed Asset | blng_Asset_c | Lookup(Asset) | The asset for the order product that is used with the Customer Asset Lifecycle Management (CALM) service. |
| Next Billing Date | blng__NextBillingDate__c | Date | The next date that Salesforce Billing evaluates and prices this product for billing. This is a system field that users and admins shouldn't change. |
| Next Charge Date | blng__NextChargeDate__c | Date | The next date that Salesforce Billing will charge this order product. Salesforce Billing sets this field based on this order product’s billing frequency, billing type, and date of invoice. Users can’t change it. |
| Override Billable Unit Price | blng__OverrideBillableUnitPrice__c | Currency | Provides a new billable unit price for unactivated and uninvoiced evergreen subscription order products. This field is useful if you’re migrating an evergreen subscription order product from outside Salesforce Billing. You can quickly define an Override Billable Unit Price rather than rerun calculations in Salesforce Billing to determine the billable unit price. |
| Override Initial Revenue End Date | blng__OverrideInitialRevenueEndDate__c | Date | Sets the end date of revenue recognition to any desired date. This controls the end date of any revenue schedules created from this order product. |
| Override Initial Revenue Start Date | blng__OverrideInitialRevenueStartDate__c | Date | Sets the start date of revenue recognition to any desired date. This controls the start date of any revenue schedules created from this order product. |
| Override Next Billing Date | blng__OverrideNextBillingDate__c | Date | Set a one-time custom billing date that invoice schedulers use instead of the Next Billing Date field when evaluating order products for invoicing. Salesforce Billing erases this field’s value after invoicing the order product. |
| Pending Billing Amount (without tax) | blng__PendingBillings__c | Currency | The total amount remaining to be billed from this order product, excluding tax. |
| Revenue Most Likely Amount | blng__RevenueMostLikelyAmount__c | Currency(16, 2) | This field is deprecated as of Salesforce Billing Summer ‘18. |
| Revenue Recognition Rule | blng__RevenueRecognitionRule__c | Lookup(Revenue Recognition Rule) | The revenue recognition rule that defines whether Salesforce Billing creates a revenue schedule for and applies revenue recognition treatments to this order product. |
| Revenue Schedule Status | blng__RevenueScheduleStatus__c | Picklist | Salesforce Billing’s status in recognizing the revenue for this order product. |
| Tax Calculation Status | blng__TaxStatus__c | Picklist | Salesforce Billing’s status in calculating tax for this order product. |
| Tax City (Override) | blng__TaxCity__c | Text(255) | The city of the address that Salesforce Billing uses to calculate tax for this order product. |
| Tax Country (Override) | blng__TaxCountry__c | Text(255) | The country of the address that Salesforce Billing uses to calculate tax for this order product. |
| Tax County (Override) | blng__TaxCounty__c | Text(255) | The county of the address that Salesforce Billing uses to calculate tax for this order product. |
| Tax Engine | blng__TaxEngine__c | Picklist | This field has been deprecated and is no longer supported. |
| Tax GL Rule | blng__TaxGLRule__c | Lookup(GL Rule) | Tax rule for recording tax transactions in an external general ledger. |
| Tax GL Treatment | blng__TaxGLTreatment | Lookup(GL Treatment) | Tax treatment for recording a tax transaction in an external general ledger. |
| Tax Error Message | blng__TaxErrorMessage__c | Text(255) | A message indicating that Salesforce Billing couldn’t calculate tax for this order product. |
| Tax Percentage Applied | blng__TaxPercentageApplied__c | Percent(16, 2) | The amount of tax that Salesforce CPQ applied to your order product based on your tax engine’s tax calculations. |
| Tax Postal Code (Override) | blng__TaxZipCode__c | Text(50) | The postal code of the address that Salesforce Billing uses to calculate tax for this order product. Overrides the postal code inherited from the account. |
| Tax Rule | blng__TaxRule__c | Lookup(Tax Rule) | The tax rule assigned to the order product. Tax rules and their treatments define how Salesforce Billing processes tax for your transactions. |
| Tax State (Override) | blng__TaxState__c | Text(255) | The state of the address that Salesforce Billing uses to calculate tax for this order product. Overrides the state inherited from the account. |
| Tax Street 1 (Override) | blng__TaxStreet__c | Text(255) | The street of the address that Salesforce Billing uses to calculate tax for this order product. Overrides the street inherited from the account. |
| Tax Street 2 (Override) | blng__TaxStreet__c | Text(255) | The street of the address that Salesforce Billing uses to calculate tax for this order product. Overrides the street inherited from the account. |
| Tax Treatment | blng__TaxTreatment__c | Lookup(Tax Treatment) | The tax treatment assigned to the order product. Tax rules and their treatments define how Salesforce Billing processes tax for your transactions. |
| Terminated Billing Amount (without tax) | blng__TerminatedBillings__c | Currency | Amount available to be canceled from an order product. Can’t be more than the pending billing amount. |
| Total Billings | blng__TotalBilling__c | Formula(Currency) | The sum of all invoice lines, including tax, for this order product. |
| Usage Floor Quantity | blng__UsageFloorQuantity | Number(16,2) | The minimum usage quantity that Salesforce Billing charges for, even in the event of little or no usage. For example, if your order product has a usage floor quantity of 10, and usages sum to 7, Salesforce Billing invoices for a usage quantity of 10. Included usage is available only for usage products using price schedules. |
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