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Re: Changing Billing Terms on Multi-Year Deals

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Valued Scholar

Changing Billing Terms on Multi-Year Deals

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?

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Support SME

Re: Changing Billing Terms on Multi-Year Deals

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:

 

Screen Shot 2020-06-24 at 16.13.30.png

 

 






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Valued Scholar

Re: Changing Billing Terms on Multi-Year Deals

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

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Support SME

Re: Changing Billing Terms on Multi-Year Deals

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.

 

Screen Shot 2020-07-16 at 15.06.59.png 

 

 






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