Requirements for Standalone Order Products with Price Schedules

Create a standalone order product with price schedules through API in Salesforce Lightning or Salesforce Classic.

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

Salesforce CPQ doesn’t automatically create price schedules for standalone order products. You must create the price schedule and its price tiers on your own. Each price schedule requires at least one price tier.

Important

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
Billing Frequency	[Required]
Charge Type	Usage
End Date	[Required]
Price Book Entry	[Required]
Price Schedule	[Required]
Quantity	[Required]
Service Date	[Required]
Unit Price	[Required]

Field	Value
Discount Unit	[Required]
Price Type	[Required]

Field	Value
Lower Bound	[Required]
Optional	[Optional]
Price Model	[Required]
Price Schedule	[Required]