Requirements for Standalone Invoice Plan Order Products

Create a standalone invoice plan order product through API in Salesforce Lightning or Salesforce Classic.

Available in: Salesforce Billing Winter ’21 and later

Salesforce Billing invoices standalone invoice plan order products only when the order product has a billing treatment with a New Order Invoice Plan value. You can configure your billing rules and legal entities so that Salesforce Billing assigns your order product a billing treatment. Or, you can create your order product, and then give it a billing treatment on your own.

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	When Enable Billing Order Validations is active, Salesforce Billing sets this value to zero for order products created with a billing frequency of Invoice Plan.
Billing Frequency	Invoice Plan
Billing Rule	[Required]
Billing Rule	Get value from product
Billing Treatment	[Must be a billing treatment with an active invoice plan]
Charge Type	Recurring
End Date	[Required]
Price Book Entry	[Required]
Quantity	[Required]
Revenue Recognition Rule	[Required]
Revenue Recognition Rule	[Get value from product]
Service Date	[Required]
Status	Draft
Tax Rule	[Required]
Tax Rule	[Get value from product]
Unit Price	[Required]

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" : "50",
19    "ServiceDate" : "2020-06-16", 
20    "EndDate" : "2021-06-15", 
21    "BillingTreatment__c" : "BillingTreatment records ID", 
22    "SBQQ__ChargeType__c" : "Recurring",
23    "SBQQ__BillingType__c" : "Advance",
24    "SBQQ__BillingFrequency__c" : "Monthly",
25    "blng__BillableUnitPrice__c" : "50",
26    "SBQQ__OrderedQuantity__c" : "1", 
27    "SBQQ__DefaultSubscriptionTerm__c" : "1", 
28    "SBQQ__Status__c" : "Draft", 
29    "SBQQ__ContractAction__c" : "New"
30    "PricebookEntryId" : "PricebookEntry records ID",
31    "orderId" : "@{refOrder.id}"
32    }
33  }]
34}

Salesforce Billing Developer Guide

Requirements for Standalone Invoice Plan Order Products

Required Fields

Example