Requirements for Standalone Order Products with Consumption Schedules

Create a monthly order product with an order product consumption schedule and consumption rates through API in Salesforce Lightning or Salesforce Classic.

Available in: Salesforce Billing Winter ’21 and later

You must create the order, order product, order product consumption schedule, and at least one order product consumption rate. Your order product must be related to a product with a consumption schedule.

Salesforce Billing creates usage summaries when you activate an order product with the following configuration.

The order product is related to a product with a consumption schedule.
The order product has an active order product consumption schedule with at least one consumption rate.

Required Fields

Table 1. Product
Field	Value
Billing Frequency	Invoice Plan
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	[Required]
Billing Rule	[Get value from product]
Billing Type	[Required]
Charge Type	[Required]
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]
Revised Order Product	[Required]
Service Date	[Required]
Status	Draft
Tax Rule	[Get value from product]

Table 4. Consumption Schedule
Field	Value
Billing Rule	[Required]
Billing Term	[Required]
Billing Term Unit	[Required]
Category	[Required]
Rating Method	[Required]
Revenue Recognition Rule	[Required]
Tax Rule	[Required]
Type	[Required]

Table 5. Consumption Rates
Field	Value
Lower Bound	[Required]
Price	[Required]
Pricing Method	[Required]
Processing Order	[Required]
Upper Bound	[Optional]

Table 6. Order Product Consumption Schedule
Field	Value
Billing Rule	[Required]
Billing Term	[Required]
Billing Term Unit	[Required]
Category	[Required]
Consumption Schedule	[Optional]
Order Product	[Required]
Rating Method	[Required]
Revenue Recognition Rule	[Required]
Tax Rule	[Required]
Type	[Required]

Field	Value
Lower Bound	[Required]
Order Product Consumption Schedule	[Required]
Price	[Required]
Pricing Method	[Required]
Processing Order	[Required]
Upper Bound	[Optional]

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" : "Price 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" : "1200",
19    "ServiceDate" : "2020-06-16", 
20    "EndDate" : "2021-06-15", 
21    "SBQQ__ChargeType__c" : "Recurring",
22    "SBQQ__BillingType__c" : "Advance",
23    "SBQQ__BillingFrequency__c" : "Monthly",
24    "blng__BillableUnitPrice__c" : "100",
25    "SBQQ__OrderedQuantity__c" : "1", 
26    "SBQQ__DefaultSubscriptionTerm__c" : "1", 
27    "SBQQ__Status__c" : "Draft", 
28    "PricebookEntryId" : "PricebookEntry records ID",
29    "SBQQ__ContractAction__c" : "New",
30    "orderId" : "@{refOrder.id}"
31    }
32  },
33  {
34  "method" : "POST",
35  "url" : "/services/data/v48.0/sobjects/SBQQ__OrderItemConsumptionSchedule__c",
36  "referenceId" : "refOrderItemConsumptionSchedule",
37  "body" : { 
38    "SBQQ__RatingMethod__c" : "Tier", 
39    "SBQQ__ConsumptionSchedule__c" : "ConsumptionSchedule record ID",
40    "SBQQ__BillingTermUnit__c" : "Month",
41    "SBQQ__BillingTerm__c" : "1",
42    "SBQQ__Type__c" : "Range/Slab",
43    "SBQQ__Category__c" : "Rates",
44    "blng__BillingRule__c" : "BillingRule record ID", 
45    "blng__RevenueRecognitionRule__c" : "RevenueRecognitionRule record ID", 
46    "blng__TaxRule__c" : "TaxRule record ID",
47    "SBQQ__OrderItem__c" : "@{refOrderItem.id}"
48    }
49  },{
50  "method" : "POST",
51  "url" : "/services/data/v48.0/sobjects/SBQQ__OrderItemConsumptionRate__c",
52  "referenceId" : "refOrderItemConsumptionRate",
53  "body" : { 
54    "SBQQ__ProcessingOrder__c" : "1", 
55    "SBQQ__LowerBound__c" : "1",
56    "SBQQ__UpperBound__c" : "100 or null", 
57    "SBQQ__Price__c" : "100", 
58    "SBQQ__PricingMethod__c" : "Per Unit/ Flat Fee",
59    "SBQQ__OrderItemConsumptionSchedule__c" : "@{refOrderItemConsumptionSchedule.id}"
60    }
61  }]
62}

Salesforce Billing Developer Guide

Requirements for Standalone Order Products with Consumption Schedules

Required Fields

Example