Prerequisites
- The object and fields required to support legacy billing for legacy asset line items are configured. For more information, see Understanding Billing Schedules and Billing System Properties.
- The Is Legacy for Billing checkbox is set to True.
- The Original Start Date, Start Date, End Date, Remaining Billable Amount, TCV, Selling Term, and CPQ Pricing fields (Base Unit Price and Net Price) are captured accurately on the asset line record.
Note:
- Credit and Rebill functionality is only applicable for:
- Approved invoices
- The approved invoice that is not yet paid or partially paid
- Invoices with no associated credit memos
- The criteria to perform credit and rebill for legacy assets remains the same as normal assets.
- The existing Credit and Rebill functionality is used to credit and rebill legacy assets.
