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Billing for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Salesforce

Amending One Time Legacy Assets

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Prerequisites

  • The custom setting Creation of legacy BS record is set to Single Record value.
  • The object and fields required to support legacy billing for legacy asset line items (ALI) are configured. For more information, see Understanding Billing Schedules and Billing System Properties.
  • The following minimum criteria are met:
    • The Is Legacy for Billing checkbox is set to True.
    • The Price Type is set to One Time.
    • The Billing Frequency is set to One Time.
    • The First Billing Date is "not blank" and is greater than the ALI start date.
    • ABO operation to be performed on the CPQ is “Change” (“Change:Quantity” or “Change:Configuration” or any similar functions that CPQ might release in the future are not supported).
    • The amendment date should be greater than or equal to the "First Billing Date".
User Guide
Billing

February 11, 2025