Revenue Management Developer Guide
jNote: 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.
Billing Objects
This table provides the deployment sequence, object types, API names, and lookup fields
for Billing objects in Revenue Management.
| Object Use Type | Object Name | Object API | Deployment Sequence | Lookup Fields (Foreign Keys) |
|---|---|---|---|---|
| Configuration | Profile | Profile | 1 | None |
| Configuration | User | User | 2 | None |
| Configuration | User Role | UserRole | 3 | None |
| Configuration | Legal Entity | LegalEntity | 4 | None |
| Configuration | Billing Policy | BillingPolicy | 5 | None |
| Configuration | Billing Treatment | BillingTreatment | 6 | LegalEntity, BillingPolicy |
| Configuration | Billing Treatment Item | BillingTreatmentItem | 7 | BillingTreatment |
| Configuration | Tax Engine Provider | TaxEngineProvider | 8 | ApexAdapter |
| Configuration | Tax Engine | TaxEngine | 9 | NamedCredential, TaxEngineProvider |
| Configuration | Tax Policy | TaxPolicy | 10 | None |
| Configuration | Tax Treatment | TaxTreatment | 11 | TaxEngine, TaxPolicy |
| Configuration | Tax Treatment Item | TaxTreatmentItem | 12 | Product2 |
| Configuration | Payment Term | PaymentTerm | 13 | None |
| Configuration | Payment Term Item | PaymentTermItem | 14 | PaymentTerm |
| Configuration | Accounting Period | AccountingPeriod | 15 | None |
| Configuration | Legal Entity Accounting Period | LegalEntityAccountingPeriod | 16 | LegalEntity, AccountingPeriod |
| Configuration | General Ledger Account | GeneralLedgerAccount | 17 | LegalEntity |
| Configuration | General Ledger Account Assignment Rules | GeneralLedgerAcctAsgntRule | 18 | LegalEntity, GeneralLedgerAccount |
| Configuration | Payment Schedule Policy | PaymentSchedulePolicy | 19 | None |
| Configuration | Payment Schedule Treatment | PaymentScheduleTreatment | 20 | PaymentSchedulePolicy |
| Configuration | Payment Schedule Treatment Detail | PaymentScheduleTreatmentDtl | 21 | PaymentScheduleTreatment, PymtSchdDistributionMethod |
| Configuration | Payment Schedule Distribution Method | PymtSchdDistributionMethod | 22 | None |
| Configuration | Billing Milestone Plan | BillingMilestonePlan | 23 | BillingTreatment |
| Configuration | Billing Milestone Plan Item | BillingMilestonePlanItem | 24 | BillingMilestonePlan |
| Configuration | General Ledger Journal Entry Rule | GeneralLedgerJrnlEntryRule | 25 | GeneralLedgerAccount, GeneralLedgerAcctAsgntRule |
| Configuration | Payment Retry Rule | PaymentRetryRule | 26 | PaymentGateway |
| Configuration | Payment Retry Rule Set | PaymentRetryRuleSet | 27 | None |
| Configuration | Billing Arrangement | BillingArrangement | 28 | None |
| Configuration | Billing Arrangement Line | BillingArrangementLine | 29 | Account, BillingAccount |