BillingPolicy

Represents a group of billing treatments, which define the rules for how to invoice a customer for an order item.

Billing policies are related to products, which pass the policy on to the resulting order items. When an order is activated, Subscription Management assigns a billing treatment to each order item based on the values in the BillingTreatmentSelection field. Then Subscription Management uses the billing treatment to create billing schedules.

Introduced in API version 55.0.

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

  • This object is available with Subscription Management and Billing (Revenue Cloud).
  • For information about this object that’s available with Billing (Revenue Cloud), including its special access rules, see the Revenue Cloud Developer Guide.
  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Defines how Subscription Management assigns billing treatments to order items and to assets related to the billing policy.
  • Possible values:
    • Default — Default — The value specified in the DefaultBillingTreatmentId field is automatically applied to order items and assets.
    • Manual — Manual — Users must specify the billing treatment that’s applied to the order items and assets.

  • Type: reference

  • Properties: Create, Filter, Group, Nillable, Sort, Update

  • Description:

    When BillingTreatmentSelection has a value of Default, Subscription Management uses the selected billing treatment for all order items and assets related to the billing policy.

    This field is a relationship field.

  • Relationship name: DefaultBillingTreatment

  • Relationship type: relationship

  • Refers to: BillingTreatment

  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Optional user-defined description that describes the billing policy.
  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Optional user-defined name for the billing policy.
  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The billing policy’s status.
  • Possible values:
    • Active — Active — Indicates that the billing policy is available for use on products.
    • Draft — Draft — Indicates that the billing policy isn’t available for use on products. Use this status when creating billing policies that aren’t ready to be activated.
    • Inactive — Inactive — Indicates that the billing policy isn’t available for use on products.

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version.