Changing Billing Terms on Multi-Year Deals

[bhartidalal]

I am looking for a solution for the solution to a billing period change mannual work. Can we autoamte a process where if we have a 2-year term - could we invoice annually in year 1, then change the billing period to quarterly in year 2 while keeping everything else consistent?

[Jyoti_Sinha]

Hi @bhartidalal In QuoteRatePlanCharge there is a field called zqu__period__c where you can define the billing period as per your requirement. Please add this field to the QuoteRatePlanCharge fieldset:

[bhartidalal]

Hi Jyoti, 

Thanks for your reply!

Can you share more details how and where I need to add this field or share the knowledgecenter link where I can refer to more details. 

Thanks, 

Bharti

[Jyoti_Sinha]

You can follow below steps:

Setup -> Create -> Objects -> Quote Rate Plan Charge -> Field Sets -> Display Charge Fields -> Click on Edit and you will see below screen where you can add the fields to show on the product selector.