You can use the BC Order to Contract Integration configuration wizard in Feature Console to enable and configure the Salesforce CPQ integration with Billing Central. This allows you to do the following directly from Salesforce CPQ orders:
- Create new contracts.
- Upsell existing contracts.
- Create replacements contracts.
- Renew existing contracts.
The wizard comprises the following:
Warnings
When you launch the wizard, the following checks are made and warnings displayed if necessary:
- Salesforce CPQ is installed.
- The Salesforce CPQ version is correct. You must have version 208 or above.
- The BC Opportunity to Contract integration is not enabled. You can only have one Salesforce to Billing Central integration active.
If you do not have the correct version of Salesforce CPQ installed, you must install it before you can configure the BC Order to Contract Integration.
If you have the BC Opportunity to Contract Integration enabled, you can disable it using the wizard.
Actions
You can use the Actions page to specify the actions taken when you click the Prepare Contract button on a Salesforce order.
You can select the field that is used to determine the actions, and map the values from your chosen field to the contract types that you want to create. The default action mappings are based on the Opportunity Type, which is taken from the Opportunity related to the Order. The following action mappings are supplied:
| Opportunity Type | Action |
|---|---|
| New Customer | Create a new contract |
| Existing Customer - Renewal | Renew the current contract |
| Existing Customer - Upgrade | Upsell the current contract |
| Existing Customer - Replacement | Replace the current contract |
| Don't perform an action |
If you have custom values configured for the Opportunity Type picklist, you can add these and map them to the available actions.
If you have selected a different field to determine the actions, you must manually enter the field values and select the actions.
Mappings
You can use the Mappings page of the wizard to map order header and line item fields to Billing Central contract header and line item fields. When you create a Billing Central contract from an order, these mappings are used to populate the specified contract fields.
A default mapping set is supplied, You can amend these and add more header and line item field mappings, if required.
Header Fields
|
CPQ Order Field |
Billing Central Contract Field |
|---|---|
| Account ID | Account |
| Account Name | Contract name |
| Company | Company |
| First Bill Date | First Bill Date |
| Order End Date | End Date |
| Order Start Date | Start Date |
Line Item Fields
|
CPQ Order Field |
Billing Central Contract Field |
|---|---|
| Billing Frequency | Billing Term |
| Contract Billing Type | Billing Type |
| End Date | End Date |
| First Bill Date | First Bill Date |
| Ordered Quantity | Order Quantity |
| Product ID | Product or Service |
| Quantity | Quantity |
| Start Date | Start Date |
| Unit Price | Unit Price |
Layouts
The Layouts page lists the changes that must be made to the page layouts you are using for CPQ Orders, CPQ Order Products, Billing Central Contracts and Billing Central Contract Line Items if you are using the default actions and mappings..
CPQ Order Page Layout Changes
Add the following:
|
Item Type |
Item |
|---|---|
| Button | Prepare Contract |
| Field |
Company Contract Contract End Date First Bill Date Original Contracted Order |
Remove the following:
|
Item Type |
Item |
|---|---|
| Field |
Contracted Contracting Method First Contracted Order |
| Related List | Contracts |
Edit the following:
|
Item Type |
Item |
Add |
Remove |
|---|---|---|---|
| Related List | Order Products (Order Line Items) |
Billing Frequency Contract Billing Type |
Contract Action Quoted List Price Revised Order Product |
CPQ Order Product Page Layout Changes
Add the following:
| Item Type | Item |
|---|---|
| Field |
Bill In Arrears Contract Billing Type |
Remove the following:
|
Item Type |
Item |
|---|---|
| Field |
Billing Type Charge Type Contract Action Contracted Subscription Pricing Subscription Term |
Billing Central Contract Page Layout Changes
Add the following:
|
Item Type |
Item |
|---|---|
| Related Lists | Orders |
Billing Central Contract Line Item Page Layout Changes
Add the following:
|
Item Type |
Item |
|---|---|
| Field | Ordered Quantity |
Billing Central Enhanced Contract Page Changes
If you are using the Billing Central Enhanced Contract page, add the following to the Enhanced Contract Additional Fields fieldset on the Contract Line Item:
|
Item Type |
Item |
|---|---|
| Field | Ordered Quantity |
For more information on amending page layouts, refer to the Salesforce Online Help.
Summary
The Summary page displays the actions and field mappings that you have defined for this integration. You can go back and change actions or field mappings if required.
Enabling and configuring BC Order to Contract Integration
To configure the BC Order to Contract integration you must have:
- Salesforce CPQ version 208 or above installed.
- Disabled the BC Opportunity to Contract integration. You can only have one Salesforce to Billing Central integration active. You can disable the BC opportunity to Contract integration using the wizard, if required.
To enable and configure the BC Order to Contract integration:
- On the Feature Console tab, click the BC Order to Contract Integration feature.
- Click Launch to display the wizard.
- The Actions page displays the field and values used to determine the actions taken when you click the Prepare Contract button. The default field is Opportunity Type. You can select a different field, if required. You can select the actions that are performed for each Opportunity Type. If you have selected a different field to determine the actions, you must add the field values manually and select the actions for each value. Click Next.
- The Mappings page displays the default order to contract field mappings. You can accept the defaults, change the mappings and add order header and line item fields to the mappings. Click Next.
- The Layouts page lists the changes that you must make to your Salesforce order and Billing Central contract page layouts. You must make these changes manually. Click Next.
- The Summary page displays the configuration, including any changes that you have made. Click Save.
- Once the changes have been saved a confirmation displays. Click Finish to close the wizard. The integration is automatically enabled in Feature Console.
Additional Tasks
After you have configured the integration you must:
- Make the changes to the page layouts as listed on the wizard.
- Assign the CPQ Order page layout to your Salesforce users.
- Assign the following permission sets to your Salesforce users:
- CPQ Integrations - Billing Central Contract
- Billing Central- Contract
Amending the BC Order to Contract Integration Configuration
You can use the wizard to make the following changes to your BC Order to Contract Integration configuration:
- Change the field value to action mappings.
- Change the Salesforce order to Billing Central contract field mappings.
To amend your CPQ configuration:
- On the Feature Console tab, click BC Order to Contract Integration feature.
- Click Edit to display the wizard.
- Make your changes.
- Click Save.