BillingMilestonePlanItem

Represents a specific billing milestone within the billing milestone plan that’s used to manage and track billing based on the completion of certain deliverables or stages. This object is available in API version 63.0 and later.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), update(), upsert()

Special Access Rules

You need Revenue Cloud Billing license and the Billing Admin permission set to access this object.

Fields

Field Details
BillingMilestonePlanId
Type
reference
Properties
Create, Filter, Group, Sort
Description
The billing milestone plan associated with the billing milestone plan item.
This field is a relationship field.
Relationship Name
BillingMilestonePlan
Relationship Type
Master-detail
Refers To
BillingMilestonePlan (the master object)
BillingScheduleGroupId
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The billing schedule group that's related to the billing milestone plan item. Available in API version 64.0 and later.
This field is a relationship field.
Relationship Name
BillingScheduleGroup
Refers To
BillingScheduleGroup
CommencementDate
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The action that triggers the start of the billing milestone plan for a date-based milestone.
Valid value is:
  • OrderProductActivation
CommencementDateOffset
Type
int
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The offset applied to the commencement date to determine the milestone achievement date for a date-based milestone.
CommencementDateOffsetUnit
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The unit of time for the commencement date offset.
Valid values are:
  • Days
  • Months
  • Years
Description
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
Additional details about the billing milestone plan item.
FlatAmount
Type
currency
Properties
Create, Filter, Nillable, Sort, Update
Description
The amount in terms of units of currency, such as $10 or $21.52, to invoice from the order item. Used only when Type field has a value of FlatAmount.
IsMilestoneAccomplished
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Required. Indicates whether the billing treatment is for milestone billing (true) or not (false).
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed a billing milestone plan item record indirectly, for example, through a list view or related record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed a billing milestone plan item record. If this value is null, it’s possible that the user only accessed the billing milestone plan item record or a related list view (LastReferencedDate), but not viewed the billing milestone plan item record itself.
MilestoneAccomplishmentDate
Type
date
Properties
Filter, Group, Nillable, Sort
Description
The date the milestone is achieved for date-based milestones. For event-based milestones, this field indicates the date when the milestone is manually marked as completed.
MilestoneAmount
Type
currency
Properties
Filter, Nillable, Sort
Description
The amount that’s billed when the milestone is reached or completed.
MilestoneType
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The milestone type for the billing treatment item.
Valid values are:
  • Date
  • Event
Name
Type
string
Properties
Create, Filter, Group, idLookup, Sort, Update
Description
Required. The name of the billing milestone plan item.
Percentage
Type
percent
Properties
Create, Filter, Nillable, Sort, Update
Description
The percentage,such as 10% or 12.5%, to invoice from the order item. Used only when Type field has a value of Percentage.
ServicePeriodEnd
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The end date of the service associated with the milestone.
Valid value is:
  • Order Product End Date
ServicePeriodStart
Type
picklist
Properties
Create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The start date of the service associated with the milestone.
Valid value is:
  • Order Product Start Date
Status
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
The status of the billing milestone plan item.
Valid values are:
  • Cancelled
  • Draft
  • Error
  • Invoiced
  • Ready for Invoicing
  • Waiting for Milestone Accomplishment
Type
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Required. Specifies whether billing schedules created from this billing treatment item are based on a flat amount or a percentage of the order item's total amount.
Valid values are:
  • FlatAmount
  • Percentage
  • Remainder