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blng__BillingTreatment__c

Represents information about how Salesforce Billing records billing rule actions in your finance books and general ledgers. Use billing treatments to specify an invoice plan and cancellation invoice plan for dynamic invoice plans. You can also set up the cancellation rule for amendment orders to override the package setting for the default cancel order rule.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The three-letter ISO 4217 currency code associated with the billing treatment when multiple currencies are enabled.
The default value is USD.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp of when the current user had last accessed the billing treatment, or a record or list view related to the billing treatment.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed the billing treatment, a record related to this record, or a record or list view related to the billing treatment. If this value is null, it's possible the user accessed this record or list view (LastReferencedDate) but didn't view it.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The name of the billing treatment.
blng__Active__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Indicates whether the billing treatment is active (true) or not (false).
The default value is true.
blng__BillingFinanceBook__c
Type
reference
Properties
Create, Filter, Group, Sort, Update
Description
The finance book that has finance periods to all the invoice lines that the billing rule creates from the order product.
This field is a relationship field.
Relationship Name
blng__BillingFinanceBook__r
Relationship Type
Lookup
Refers To
blng__FinanceBook__c
blng__BillingGLRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The General Ledger (GL) rule used to determine the GL accounts for the finance transaction.
This field is a relationship field.
Relationship Name
blng__BillingGLRule__r
Relationship Type
Lookup
Refers To
blng__GLRule__c
blng__BillingLegalEntity__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The legal entity related to the billing treatment. When your billing rule evaluates an order product, Salesforce Billing applies one of the rule’s treatments if the order product and treatment have matching legal entities.
This field is a relationship field.
Relationship Name
blng__BillingLegalEntity__r
Relationship Type
Lookup
Refers To
blng__LegalEntity__c
blng__BillingRule__c
Type
reference
Properties
Create, Filter, Group, Sort
Description
The billing rule related to the billing treatment.
This field is a relationship field.
Relationship Name
blng__BillingRule__r
Relationship Type
Master-detail
Refers To
blng__BillingRule__c (the master object)
blng__CancellationInvoicePlan__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The cancellation invoice plan related to the billing treatment.
This field is a relationship field.
Relationship Name
blng__CancellationInvoicePlan__r
Relationship Type
Lookup
Refers To
blng__InvoicePlan__c
blng__CancellationRule__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
Description
The cancellation rule for amendment orders. This rule overrides the package setting for the default cancel order rule.
Valid values are:
  • LIFO by Order Product Creation Date
  • Legacy
The default value is Legacy.
blng__InvoicePlan__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The invoice plan associated with the billing treatment.
This field is a relationship field.
Relationship Name
blng__InvoicePlan__r
Relationship Type
Lookup
Refers To
blng__InvoicePlan__c
blng__Notes__c
Type
textarea
Properties
Create, Nillable, Update
Description
Additional details about the billing transaction.