Requirements for Standalone Amendment Order Products

Create a standalone amendment order product through API in Salesforce Lightning or Salesforce Classic

Required Editions
Available in: Salesforce Billing Winter ’21 and later

Make sure to provide a value for the revised order product ID. The Revised Order Product field shows the ID of the original order product used before any amendments were made. Remember, an order product can be related to multiple amendment order products.

Required Fields

Field	Value
Billing Frequency	Invoice Plan
Billing Rule	[Required]
Charge Type	Recurring
Revenue Recognition Rule	[Required]
Tax Rule	[Required]

Field	Value
Account	[Required]
Effective Date	[Required]
Price Book	[Required]
Status	Draft

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]