Billing Header

The ID of the Billing Header.

System generated

It indicates whether this record can be invoiced or not. Only the “Contracted” billing records are eligible to be invoiced. This will be "True" for all options and standalone products.

For Bundles, this value is auto-selected based on the “Invoice Level for a Bundle” field on the product.

This is a checkbox-type field. The default value is True.

Yes

It indicates whether the billing header is “Active” or not.

This is a picklist field where you can select from the following values:

• Active
• Inactive
• Pending Inactivation

The default value is Inactive. 

Yes

It is a textbox field and displays out-of-the-box error messages.

This is a read-only field and displays the associated Order Line Item (OLI).

This is a read-only field and displays the order number of the OLI.

This is a read-only field and displays the parent of the current order line item. If the current order line item itself is the parent, this column will be the same as the current order line item number.

This is a read-only field and it references if the order line is created using the Conga CPQ.

This is similar to the “Parent Order Line Item” functionality and serves as a source reference to track the billing throughout its lifecycle.

If this field is populated, Billing fetches the Parent Order automatically.

This field displays the name of the product that has been sold to the customer.

This field displays the name of the product on the corresponding sales line item.

Indicates the nature of the product - Recurring, One Time, Usage, Evergreen, etc. It's a read-only field and picks the "Price Type" of the product from the CPQ product structure.

Indicates the source from where the pricing information is fetched:

• Order Line Item
• Asset Line Item

Yes

It is a read-only field and displays the customer account responsible for paying the bills.

Yes

It is a read-only field and displays the start date of the current OLI.

Yes

It is a read-only field and displays the end date of the current OLI.

It indicates the cadence at which the product or service needs to be billed to the customer.

This is a read-only field displaying any of the following values:

• None
• One-Time
• Monthly
• Quarterly
• Half Yearly
• Yearly

Indicates whether the bill should be invoiced at the start of the period (i.e., in advance) or at the end (i.e., in arrears.)

This is a read-only field displaying any of the following values:

• Bill In Advance
• Bill In Arrears

The default value is Bill In Advance.

This is a read-only field and displays the customer billing policy preferences that apply to this transaction.

This is a read-only field and displays the number of units of the product or service to be billed to the customer.

Yes

This is a read-only field and displays the Term or duration of the current sales.

This is a read-only field and displays the currency of the transaction. The currency can’t be changed in the mid-term.

This is a read-only field and displays the “Net Unit Price” of the product or service. This value is derived from the order line item (OLI). The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

This is a read-only field and shows the transaction amount from the current OLI that the Billing engine has sourced to create new or additional schedule records.

In general -

For a “New” sale, the “Net Price” from the Order Line Item (OLI) is used to determine the billable amount.

For the subscription management scenarios, the “Delta Price” from the ongoing OLI is used to determine the additional billable amount.

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

This is a read-only field and displays the total value from the billing schedule details manually created under this billing header. I.e., Manual billing schedule details with a category as Adjustment and are approved.

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

This is a read-only field and displays the total of the “Fee Amount” from the billing schedule records that have been invoiced so far.

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

This is a read-only field and displays the remainder of the TCV (Sales) that hasn’t been invoiced yet.

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

Indicates the method to be used to compute the “Actual Fee Amount” for the prorated schedules of subscription billing products.

This is a read-only field and displays the total contract value from the sale of the product/service until date.

If there’s an Asset Line Item (ALI) reference, this value will be the same as the “TCV” field on the ALI.

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.

The total of “TCV (Sales)” and “Total Adjusted Amount.”

The precision for the values in this field is as per Billing Settings > Currency Decimal Places.