Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Requirements for Standalone One-Time Order Products

Create a standalone one-time 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 Rule [Required]
Charge Type One-Time
Revenue Recognition Rule [Required]
Tax Rule [Required]
Table 2. Order
Field Value
Account [Required]
Effective Date [Required]
Price Book [Required]
Status Draft
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 Rule [Get value from product]
Billing Type [Required]
Charge Type One-Time
Charge Type [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

1{
2"allOrNone" : true,
3"compositeRequest" : [{
4  "method" : "POST",
5  "url" : "/services/data/v48.0/sobjects/order",
6  "referenceId" : "refOrder",
7  "body" : { 
8      "Status" : "Draft" , 
9      "EffectiveDate" : "2020-06-16", 
10      "Pricebook2Id" : "Pricebook records ID",
11      "AccountId" : "Account records ID"}
12  },{
13  "method" : "POST",
14  "url" : "/services/data/v48.0/sobjects/OrderItem",
15  "referenceId" : "refOrderItem",
16  "body" : { 
17    "Quantity" : "1", 
18    "Unitprice" : "10",
19    "ServiceDate" : "2020-06-16", 
20    "EndDate" : "2020-06-16", 
21    "SBQQ__ChargeType__c" : "One-Time",
22    "blng__BillableUnitPrice__c" : "10",
23    "SBQQ__OrderedQuantity__c" : "1", 
24    "SBQQ__Status__c" : "Draft",
25    "PricebookEntryId" : "PricebookEntry records ID",
26    "orderId" : "@{refOrder.id}"
27    }
28  }]
29}