Forecast Billing Initiation from Order Details UI

Initiate Forecast Billing directly from the Actions panel on the order details page. You can forecast billing from the Order header at any point after the order has been created with atleast one valid Order Line Item, Bill To account, and Billing Preference before order activation and final billing generation.

For more information, see Forecasting the Billing from Order.

Forecast Billing Related Lists on Order Details UI

The Forecast Billing Schedule and Forecast Billing Summary related lists are added to the Related tab on the order details page. You can view the forecasted billing schedule records and the forecasted billing summary for the order from these related lists.

Custom Plan Template Creation from Manual Custom Plan

Sales representatives can now create a custom plan template directly from a manually configured custom plan, enabling reuse of plan configurations for future transactions. After completing a custom plan and its line items, use the Save this as template option to generate a template with a unique name based on the current plan's details.

For more details, see Creating a Custom Plan Using Plan Template and Creating Direct Custom Plan.

Milestone Expected Date Validation Update for Custom Plans

The system updates the Milestone Expected Date logic for custom plans with Plan Type = Milestone by requiring that, from the second installment onward, each expected date must be the same as or later than the previous milestone’s expected date. This validation applies to both API and UI, regardless of whether Periods Needed is on or off, and removes the restriction that the milestone expected dates must fall within the period start and end dates.

For more information, see Parameters or Rules for Plan Line Items.

Multiple Row Entry for Usage Inputs

Enter and manage multiple usage input records simultaneously using a grid-based interface, supporting bulk entry, row duplication, and deletion. The system validates each row individually, displays success or error messages per outcome, and auto-populates key fields for successful entries while allowing correction or discard of unsuccessful ones. All actions and navigation options remain accessible for efficient review and management of usage input records.

For more information, see Creating Usage Inputs.

Removal of Draft Quantity from Usage Input UIs

The Draft Quantity field is removed from all out-of-the-box Usage Input user interfaces, including List View, Detail View, and Create screens. All references to Draft Quantity now reference Quantity, and the Draft Rated Amount field is relocated to the Product & Billing Details section. The Draft Billing Details section is no longer present in the default page layout.

Draft Rating API: Removal of Draft Quantity Field

The Draft Rating API now uses only the Quantity field for all computations, retiring the Draft Quantity field from request and response payloads. All references to Draft Quantity are removed, and Draft Rating output behavior remains unchanged for existing processes.