Conga Product Documentation

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Creating Billing Plans with Product Configuration

createBillingPlanWithProductConfiguration API is used to create a billing plan for the product configurations. This API is used to create a billing plan without the quote flow, directly from the cart page. It creates a billing plan with billing plan line items. For plan type as Milestone, the API also creates milestones.

API

Signature

createBillingPlanWithProductConfiguration

static Apttus_Billing.BillingService.BillingPlanAPIResponse createBillingPlanWithProductConfiguration(Id productConfigurationId, Id billingPlanTemplateId, SetlineItemIds)

This API accepts Product Configuration ID, Billing Plan Template ID, and a Set of Line Item IDs as input parameters. It creates a billing plan and billing plan line items for the given proposal ID. Created billing plan is applied to the list of provided Line Item IDs. If you do not provide any line item IDs as input parameters, the created billing plan is applied to all the line items.

For a billing plan template with plan type as Milestones, createBillingPlanWithProductConfiguration API also creates milestones.

Request

Field

Type

Required?

Description

productConfiguraionID

ID

Yes

ID of the Product Configuration

billingPlanTemplateId

ID

Yes

ID of the Billing Plan Template

lineItemIds

Set <Id>

No

Set of Line Item Ids

Response: BillingPlanAPIResponse

Field

Type

Description

isSuccess

Boolean

Returns true if the API is executed correctly

errorMessage

String

Error Message if the API is not executed successfully.

billingPlanId

ID

Id of the created Billing Plan

Code Sample

Id productconfigurationId = 'a2G1N000002RpRZUA0';
Id billingPlanTemplateId = 'a3D1N000000blZc';
Set<Id> LineItemIds = new Set<Id>('a2E1N000001dHox', 'a2E1N000001eHox');

response = Apttus_Billing.BillingService.createBillingPlanWithProductConfiguration(productconfiguratlId, billingPlanTemplateId);
 
// Call API with line item ids parameter
response = Apttus_Billing.BillingService.createBillingPlanWithProductConfiguration(productconfiguratlId, billingPlanTemplateId, LineItemIds);
Warning: createBillingPlanWithProductConfiguration API is not supported for Evergreen Billing and Usage-based products.