Plan Fields

Here is a description of the fields on the Plan object.

Key: * – Mandatory field; R – Read-only in all contexts.

The number indicates the number of characters that are allowed in this text field, where appropriate.

Field Name		Description
Annual Value	R	The amount that the plan will bill in 12 months.
Available From	*	First date on which the plan is available to customers. When creating a new plan, default value is today.
Available To		Date on which the plan expires and is no longer available to customers.
Billing Term		Determines the frequency at which the plan is to be billed. This is a lookup to the soft dates available in your Salesforce Org Salesforce organization. See Soft Dates. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan.
Billing Term Value	R	Total value of one billing term. This is a rollup of Plan Line Value. It excludes plan line items where the Billing Type is "One-off".
Company		Company to which this plan relates.
Continuous		Indicates whether the plan runs continuously without an expiry date.
Currency		Currency of the plan. If the plan contains plan line items and you change the currency using the enhanced Plan Detail page, that change is applied to the plan line items, but the prices are not updated to reflect the change. If you select a price book using the enhanced Plan Detail page, the prices in that price book for the selected currency are listed when you choose a product to add to the plan. Notes: This field is only displayed if multiple currencies are enabled in your Salesforce Org Salesforce organization. If the plan contains line items you cannot change the currency using the Salesforce Plan Detail page.
Description		Description of the plan.
Number of Billing Terms	*	The number of billing terms to be applied to the plan. If the plan is Continuous, this field is cleared. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan.
Plan Name		Name of the plan to be displayed on invoices. Tip: To avoid confusion when creating contracts, enter a meaningful name for each plan.
One-off Value		Total value of the plan line items with the Billing Type "One-off".
Total Value		Total value of all billing terms if the plan is not continuous. This is calculated by multiplying the Billing Term Value by the Number of Billing Terms then adding the Plan One-off Value.
Status		Status of the plan. The status can be: Active – You can edit the plan, but not delete it. You cannot change the status of an active plan to "Draft". Draft – You can edit, delete and add lines to the plan. You can also edit and delete the plan. Expired – The end date of the plan has been reached and it is no longer available to customers. You cannot change the status of an expired plan.

Products and Services Applied to the Plan

Products and services are applied to plans as plan line items. Here is a description of the fields on a plan line item.

Field Name			Description
Billing Type			The way in which a bill is to be generated. 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.
Billing Term Multiplier	R		Multiplier used to calculate the plan line's value for one billing term.
Charge Term			Determines the frequency at which the plan line is to be charged (if different from the billing term). This is a lookup to the soft dates available in your Salesforce Org Salesforce organization. See Soft Dates.
Description		255	Description of the plan line item.
Plan Line Value	R		Total price for the plan line item. For "One-off" or "Recurring Variable" lines, this is calculated as Quantity x Unit Price. For "Recurring Fixed" lines, this is calculated as Quantity x Unit Price x Billing Term Multiplier (this is the price per billing term).
Product or Service			Lookup to the product or service to which this plan line item relates.
Quantity	*		Number of items included in this plan line item to six decimal places.
Unit of Measure			Lookup to the unit of measure used for reporting.
Unit Price			Price of one item to nine decimal places. This is used to calculate the Sales Price.
Recurring			Indicates whether the line is to be applied to every term of the plan.

Buttons

Key: E – Only available on the enhanced Plan Detail page; P – Not available on the enhanced Plan Detail page.

When the icon is shown on the enhanced detail page, click it to access buttons that cannot fit in the current window size.

Note:

Custom JavaScript buttons and Quick Action buttons are not supported on the enhanced Plan Detail page.

Button Name		Description
Back to List	E	Returns to the plans list.
Cancel		Cancels the action.
Create Contract/Convert to Contract		Displays the Convert Plan to Contract page where you can create a contract from the plan.
Delete		Enables you to delete plans that are not "Active". This deletes a single plan or the selected plans depending on whether you are viewing the list of plans or the plan detail page.
Edit		Enables the fields for editing on the current plan.
Edit with Enhanced Page	P	Displays the enhanced Plan Detail page in edit mode.
Save		Saves the plan and returns to the Plan Detail page.
	E	A drop-down on the enhanced Plan Detail page with options to show or hide field tips, and display the plan using the Salesforce Detail page.
View on Enhanced Page	P	Displays the enhanced Plan Detail page in view mode.
	E	Maximizes/Restores the page in your browser window.
	E	Opens the related help topic.
	E	Removes the plan line item from the plan.
	E	Expands or Collapses the Plan Details panel.
	E	Expands or collapses the Totals banner in the Product panel.
Description	E	Indicates that the plan line item does not have a description. Hover over the icon to see a prompt to add a description. In Edit mode, click the icon to open the field to add a description or select text to copy. In View mode, this icon does not appear.
Description	E	Indicates that the plan line item has a description. Hover over the icon to see the current description. In Edit mode, click the icon to open the field to edit the description or select text to copy. In View mode, click the icon to open the field to select text to copy.
	E	Enables you to choose products to add to the plan and enter a product name to filter the list of products. The Add Product drop-down list might be filtered at org-level if a custom filter has been applied as described in Filtering the Product List. The Price Book drop-down list is shown if one or more price books are active on your Salesforce org Salesforce organization. If a price book is selected, a price is shown for each product in the drop-down list if there is one for the selected price book. Note: If you select a different price book, this has no effect on plan line items that already exist on the plan. If a product shows –, this indicates that the price book does not contain a price for the product in the selected currency. Long product names are truncated. To view the full product name, hover over that product in the list.