Aligning Contract Lines for Billing When Upselling from Orders

If you are using the BC Order to Contract Integration to create billing contracts directly from Salesforce orders, you can easily modify the integration to add support for aligning contract lines when upselling a contract. By aligning the new product or service on the order to an existing line on the contract, the new contract line will align to the billing periods and billing dates of the existing line. The existing line is known as the controlling line.

For more information about what happens when you align contract lines, see Aligning Billing Dates When Adding Lines to an Active Contract in the Billing Central Help.

The following rules apply for the lines that can be aligned:

• Both the new line and the controlling line must have recurring billing types.
• The controlling line must belong to the contract related to the order being upgraded.
• The controlling line must have already been billed within Billing Central.
• The controlling line cannot itself be aligned to another contract line.

To modify the BC Order to Contract Integration to support alignment:

1. On the Order Product object, add a custom field that looks up to Billing Contract Line Item. Set this field's label to Align to Contract Line.
2. In Feature Console, launch the BC Order to Contract Integration configuration wizard.
3. On the Mappings page, add a new line item field mapping to map the custom field you created in step 1 to the Align for Billing field on the Billing Contract Line Item object.

   CPQ Order Line Field	Billing Central Contract Line Field
   Align to Contract Line	Align for Billing

4. Save your changes to the configuration wizard.

When you next upgrade an order, as you add a product or service to the order, use your Align to Contract Line lookup to select the existing line that the new contract line will align to.