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Billing Fields on Order Product

Standard and custom fields extend the standard OrderProduct object for use in Billing to represent information about order products.

Fields

Field Details
blng__AllocatedRevenueAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The revenue amount that has been allocated for the order product.
blng__Asset__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The asset for the order product that’s used with the Customer Asset Lifecycle Management (CALM) service.
This field is a relationship field.
Relationship Name
blng__Asset__r
Relationship Type
Lookup
Refers To
Asset
blng__BillThroughDateOverride__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The end date of the next invoice line created from the order product. For the upcoming billing cycle, this field overrides the standard invoice line end date calculated by using the charge to date and billing frequency. Salesforce Billing clears this field after it creates the invoice line.
blng__BillableUnitPrice__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
When you order a quote, Salesforce CPQ calculates the billable unit price for one-time and recurring order products on the order. The formula for this value is
1[(Amount / Prorate Multiplier) / Pricing Frequency] * Billing Frequency
This field is a read-only field.
blng__BilledAmountwithouttax__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of amounts of all the invoice lines for the order product, excluding tax.
blng__BilledTax__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of taxes of all the invoice lines for the order product.
blng__BillingAccount__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The name of the billing account that the order is related to. You can enter the account name or select the account.
This field is a relationship field.
Relationship Name
blng__BillingAccount__r
Relationship Type
Lookup
Refers To
Account
blng__BillingGLRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The billing rule for including billing transactions in an external general ledger.
This field is a relationship field.
Relationship Name
blng__BillingGLRule__r
Relationship Type
Lookup
Refers To
blng__GLRule__c
blng__BillingGLTreatment__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The billing treatment for including billing transactions in an external general ledger.
This field is a relationship field.
Relationship Name
blng__BillingGLTreatment__r
Relationship Type
Lookup
Refers To
blng__GLTreatment__c
blng__BillingRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The billing rule that's assigned to the order product.
This field is a relationship field.
Relationship Name
blng__BillingRule__r
Relationship Type
Lookup
Refers To
blng__BillingRule__c
blng__BillingTreatment__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The billing treatment assigned to the order product.
This field is a relationship field.
Relationship Name
blng__BillingTreatment__r
Relationship Type
Lookup
Refers To
blng__BillingTreatment__c
blng__CanceledBillings__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total balance subtracted from the order product due to cancellations or swaps.
blng__FinanceBookAccounting__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The finance book for the order product. This field is auto-populated based on the billing treatment for the order product.
This field is a relationship field.
Relationship Name
blng__FinanceBookAccounting__r
Relationship Type
Lookup
Refers To
blng__FinanceBook__c
blng__GroupId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The external ID of the invoice group.
blng__GroupQuantity__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The quantity of order products for the invoice group.
blng__GroupUnitPrice__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The billable unit price for the invoice group.
blng__HoldBilling__c
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
Specifies whether invoice schedulers evaluate an active order product for billing.
Possible values are:
  • No: Invoice schedulers evaluate an active order product
  • Yes: Invoice schedulers don't evaluate an active order product
The default value is No.
blng__IncludedUsage__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
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 usage for one billing period sum to 12, Salesforce Billing invoices only 2 quantities of usage from the usage summary.
The included usage is available only for usage products using price schedules.
blng__InvoiceGroupId__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
After Salesforce Billing groups your order products by their invoice group values, it assigns each group a unique ID.
This field is a read-only field.
blng__InvoiceGrouping__c
Type
multipicklist
Properties
Create, Filter, Nillable, Restricted picklist, Update
Description
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 an order product.
Valid values are:
  • Contract Number
  • Invoice Group ID
  • Legal Entity
  • Order
  • Order PO Number
  • Separate Invoice
blng__InvoiceRunProcessingStatus__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The status of an order product as the invoice run evaluates it.
Valid values are:
  • Completed: The invoice run created and posted an invoice line for the order product. The order product doesn't have any more invoice lines.
  • Error: The invoice run encountered an error while trying to invoice the order product. For more information, review the invoice scheduler’s error log.
  • In Progress: The invoice run has created an invoice line but hasn’t posted it yet.
  • Pending Billing: A future invoice run creates another invoice line from the order product during its upcoming billing period.
  • Will Not Invoice: The invoice run evaluated the order product and determined that it’s not invoiceable.
blng__InvoiceRunStartDate__c
Type
dateTime
Properties
Create, Filter, Nillable, Sort, Update
Description
The start date and time of the invoice run that’s evaluating the order product.
blng__InvoiceRunStatusIndex__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The stage of the invoice run that’s evaluating the 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.
blng__InvoiceRun__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The invoice run that’s evaluating the order product for billing.
This field is a relationship field.
Relationship Name
blng__InvoiceRun__r
Relationship Type
Lookup
Refers To
blng__InvoiceRun__c
blng__LastChargeToDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The date the order product was billed through. This date is equal to the end date of the last invoice line for the order product. Salesforce Billing sets this field automatically and it's used in the calculation of invoice charge amounts.
This field is a read-only field.
blng__LastInvoiceTargetDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The target date of the most recent invoice run that generated an invoice line for the order product. Salesforce Billing sets this field automatically and it's used for auditing purposes.
This field is a read-only field.
blng__LegalEntityReference__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The legal entity that covers the order product. When you bill the order product, Salesforce CPQ uses the legal entity to apply billing rules, tax rules, revenue recognitions rules, and their related treatments.
blng__LegalEntity__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The legal entity that covers the order product. When you bill the order product, Salesforce CPQ uses the legal entity to apply billing rules, tax rules, revenue recognitions rules, and their related treatments.
This field is a relationship field.
Relationship Name
blng__LegalEntity__r
Relationship Type
Lookup
Refers To
blng__LegalEntity__c
blng__NextBillingDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The next date that Salesforce Billing evaluates and prices the order product for billing. This field is a system field that users and Salesforce admins mustn't change.
blng__NextChargeDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The next date that Salesforce Billing will charge the order product. Salesforce Billing sets this field based on the order product’s billing frequency, billing type, and date of invoice.
This field is a read-only field.
blng__OverrideBillableUnitPrice__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
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 define an Override Billable Unit Price rather than rerun calculations in Salesforce Billing to determine the billable unit price.
blng__OverrideInitialRevenueEndDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The end date of revenue recognition. This controls the end date of any revenue schedules created from the order product.
blng__OverrideInitialRevenueStartDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The start date of revenue recognition. This controls the start date of any revenue schedules created from the order product.
blng__OverrideNextBillingDate__c
Type
date
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
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.
blng__PendingBillings__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The total amount remaining to be billed from the order product, excluding tax.
blng__RevenueExpectedAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of expected revenue impact of all the credit note lines of the order product.
blng__RevenueLiabilityAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of revenue liability of all the credit note lines of the order product.
blng__RevenueMostLikelyAmount__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The sum of most likely revenue impact of all the credit note lines of the order product.
This field is deprecated from Summer ‘18.
blng__RevenueRecognitionRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The revenue recognition rule that defines whether Salesforce Billing creates a revenue schedule and applies revenue recognition treatments to the order product.
This field is a relationship field.
Relationship Name
blng__RevenueRecognitionRule__r
Relationship Type
Lookup
Refers To
blng__RevenueRecognitionRule__c
blng__RevenueScheduleStatus__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The status of recognizing the revenue for the order product.
Valid values are:
  • Complete
  • Error
  • Queued
blng__TaxCity__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The city of the address that Salesforce Billing uses to calculate tax for the order product.
blng__TaxCountry__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The country of the address that Salesforce Billing uses to calculate tax for the order product.
blng__TaxCounty__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The county of the address that Salesforce Billing uses to calculate tax for the order product.
blng__TaxErrorMessage__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
A message indicating that Salesforce Billing couldn’t calculate tax for the order product.
blng__TaxGLRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The tax rule for recording tax transactions in an external general ledger.
This field is a relationship field.
Relationship Name
blng__TaxGLRule__r
Relationship Type
Lookup
Refers To
blng__GLRule__c
blng__TaxGLTreatment__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The tax treatment for recording tax transactions in an external general ledger.
This field is a relationship field.
Relationship Name
blng__TaxGLTreatment__r
Relationship Type
Lookup
Refers To
blng__GLTreatment__c
blng__TaxPercentageApplied__c
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount of tax that Salesforce CPQ applied to the order product based on your tax engine’s tax calculations.
blng__TaxRule__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The tax rule that's assigned to the order product. Tax rules and their treatments define how Salesforce Billing processes tax for your transactions.
This field is a relationship field.
Relationship Name
blng__TaxRule__r
Relationship Type
Lookup
Refers To
blng__TaxRule__c
blng__TaxState__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The state of the address that Salesforce Billing uses to calculate tax for the order product. This field overrides the state inherited from the account.
blng__TaxStatus__c
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The tax calculation status for the order product.
Valid values are:
  • Completed
  • Copied
  • Error
  • Processing
  • Queued
  • Warning
blng__TaxStreet2__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The street of the address that Salesforce Billing uses to calculate tax for the order product. This field overrides the street inherited from the account.
blng__TaxStreet__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The street of the address that Salesforce Billing uses to calculate tax for the order product. This field overrides the street inherited from the account.
blng__TaxTreatment__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The tax treatment assigned to the order product. Tax rules and their treatments define how Salesforce Billing processes tax for your transactions.
This field is a relationship field.
Relationship Name
blng__TaxTreatment__r
Relationship Type
Lookup
Refers To
blng__TaxTreatment__c
blng__TaxZipCode__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The postal code of the address that Salesforce Billing uses to calculate tax for the order product. This field overrides the postal code inherited from the account.
blng__TerminatedBillings__c
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount available to be canceled from the order product, which can’t be more than the pending billing amount.
blng__TotalBilling__c
Type
currency
Properties
Filter, Nillable, Sort
Description
The sum of all invoice lines, including tax, for the order product. The formula for calculating this amount is
1blng__BilledAmountwithouttax__c  +  blng__BilledTax__c
.
blng__UniqueId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The unique ID of the order product.
blng__UsageFloorQuantity__c
Type
double
Properties
Create, Filter, Nillable, Sort, Update
Description
The minimum usage quantity that Salesforce Billing charges for, even if there's little or no usage. For example, if your order product has a usage floor quantity of 10, and the usages sum to 7, Salesforce Billing invoices for a usage quantity of 10. The included usage is available only for usage products using price schedules.