Opportunity Fields

Here is a description of the fields FinancialForce Billing Central adds to the Salesforce Opportunity object.

Note:

You might need to add some or all of these fields to your page layouts.

Field Name	Description
Company	Company to which this opportunity relates.
Contract	Lookup to the contract created from this opportunity if there is one.
Contract First Bill Date	First date on which a contract created from this opportunity is to be billed.
Contract End Date	Date on which a contract created from this opportunity is to end.
Contract Start Date	Date from which billing can commence for a contract created from this opportunity.
Original Opportunity	Lookup to the related opportunity that is being upsold, renewed, or replaced.
Type	Type of opportunity. If Type is "New Customer" and opportunity Stage is "Closed Won" and there is a contract start date, then a draft contract is created.

Opportunity Product

Here is a description of the fields FinancialForce Billing Central adds to the Salesforce Opportunity Product object.

Field Name	Description
Billing Term	Lookup to the soft date to be used to determine billing frequency of the contract line item when a contract is created from the related opportunity.
Billing Type	Determines the way in which a bill is to be generated for the related contract line item when a contract is created from the related opportunity. You can choose from: Recurring Fixed – a fixed fee is billed at a regular interval. Recurring Variable – a fee is billed at a regular interval based on the quantity and usage data associated with the contract line item. One-off – a fee is billed once. The default value is None. Note: Note You can only activate contracts with a billing type other than None.
Contract Line End Date	Date on which the contract line item ends for a contract created from the related opportunity.
Contract Line First Bill Date	First date on which the contract line item is to be billed when a contract is created from the related opportunity.
Contract Line Start Date	Date from which billing can commence for the contract line item when a contract is created from the related opportunity.
Plan	Lookup to the plan to which this opportunity line item relates.
Unit of Measure	Lookup to the unit of measure used to determine customer usage on the related contract line item when a contract is created from the related opportunity.

Key: L - Only available on the Lightning version of the page.

Quick Action		Description
Create Plan	L	Create a Plan from the Opportunity.

Button Name	Description
Add Plan	Displays the Add Plan to Opportunity page, which enables you to add the products from a Billing Central plan to an opportunity.