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Requirements for Standalone Termed Recurring Order Products

Create a termed recurring order product through API in Salesforce Lightning or Salesforce Classic.

Available in: Salesforce Billing Winter ’21 and later

Required Fields

Table 1. Product
Field	Value
Billing Frequency	Monthly, Quarterly, Semiannual, or Annual
Billing Rule	[Required]
Charge Type	Recurring
Revenue Recognition Rule	[Required]
Tax Rule	[Required]

Table 2. Order
Field	Value
Account	[Required]
Effective Date	[Required]
Price Book	[Required]
Status	Draft

Table 3. Order Product
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	Monthly
Billing Rule	Get value from product
Billing Type	[Required]
Charge Type	Recurring
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
Service Date	[Required]
Status	Draft
Tax Rule	Get value from product

Example