To bill a usage-based legacy asset
To bill a usage-based legacy asset follow the procedure:
- Define an asset as per the guidelines given for "Usage" products by CPQ. For more information, see Creating Price List Items.
-
Perform the CPQ flow to generate Asset Line Item, Order, and Order Line
Item.
Warning: Make sure to disable all the functionalities associated with the auto-activation of the Order in your org. This ensures that the Order is not auto-activated once you accept the Proposal.
-
Make sure that the following data points are populated in the asset line item
record:
- Remaining Billable Amount = 0
- Is Legacy for Billing?
- First Billing Date.
- Activate the order manually. If the Initiate Billing on Order Activation custom setting is set to True, you must initiate billing by populating the Ready for Billing Date field on the corresponding order line item or order.
- Billing creates the billing schedules, even if the Remaining Billable Amount is $0.00. The first billing schedule is for the legacy period, with the Type field set to "Informational" and the Status field set to "Invoiced". On subsequent normal billing schedules, the Type field is set to "Contracted" and the Status field to "Pending Billing".
- Create a new Usage Input for the asset you want to process. For more information on how to create a new Usage Input, see Usage Input.
- Process the Usage Inputs for a particular period and Billing will reflect it in the corresponding billing schedule and Asset Usage Price Tiers get created for each processing. For more information on how to process usage inputs, see Usage Inputs. After processing the usage input, and invoicing the billing schedules, the remaining billable amount stays at $0.00.
