Adding a Plan or Product to a Contract

You can add one or more plans, products, or services to a contract.

To add a plan, product or service to a contract using the enhanced Billing Contract page:

1. Click Edit Contract from the Billing Contract Detail page of the contract you want to add to.
2. Select the products or plans you want to add to the contract:
   1. Depending on whether you want to add a product or a plan, select the product or plan you want from the Add Product or Add Plan drop-down list.
   2. Select the Billing Type.
   3. Select the Pricing Type.
   4. Depending on whether a pricing structure is required for the contract line, enter a Unit Price or click the Unit Price field to enter a pricing structure or edit the existing one.
   5. If the Billing Type is "One-off" or "Recurring Fixed", enter a Quantity.
   6. Enter a Billing Term for the contract line.
   7. If you did not enter a First Bill Date for the contract, enter a First Bill Date for the contract line item. To activate a contract, the First Bill Date field on each contract line item must contain a date.
   8. If required, enter a different Start and End Date for the contract line.
   9. If the line is to be billed on a recurring basis, select the billing type "Recurring Fixed". If the line is to be billed once, select "One-off". If the line is to be billed based on customer usage, select "Recurring Variable".
   10. [Optional] If you want to add a description, click the description icon or , enter the description you want then click Update.
   11. [Optional] Complete the remaining fields.
   12. Repeat these steps for each plan or product that you want to add to the contract.
3. Click Save Contract.

Salesforce

To add a plan to a contract using the Salesforce Billing Contract Detail page:

1. Click Add Plan on the Billing Contract Detail page of the contract to which you want to add a plan.
2. Enter the name of the plan you want to add or search for it using the lookup icon .
3. Enter the Start Date for the contract line items to be created.
4. Enter the First Bill Date for the contract line items to be created.
5. Click Add to Contract.

Note:

Adding a plan to a contract does not change the end date of that contract. The amount to be billed for the plan is calculated based on the date from which the plan is to be billed and the remaining terms of the contract that have not yet been billed.

To add a product or service to the contract using the Salesforce Billing Contract Detail page:

1. Click New Contract Line Item in the Contract Line Items related list on the Billing Contract Detail page.
2. Enter a Product or Service.
3. If required, enter a different Start and End Date for the contract line item.
4. Depending on whether a pricing structure is required for the contract line item, enter a Unit Price or enter a Pricing Structure.
5. If the line is to be billed on a recurring basis, select the billing type "Recurring Fixed". If the line is to be billed once, select "One-off". If the line is to be billed based on customer usage, select "Recurring Variable".
6. If the Billing Type is "One-off" or "Recurring Fixed", enter a Quantity.
7. Choose a Billing Term.
8. Select Bill in Arrears if you want the contract line item to be billed in arrears.
9. [Optional] If the line is to be billed based on usage, enter a unit of measure.
10. If required, enter a different First Bill Date for the contract line item.
11. [Optional] Enter a Description for the contract line item.
12. Click Save.
13. Repeat these steps for each contract line item to be added to the contract.

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