Opportunities

FinancialForce Billing Central uses the Salesforce Opportunity object to create contracts when opportunities meet certain criteria. Billing Central adds several fields to the Salesforce Opportunity and Opportunity Product objects. This enables you to enter the information required to create a Billing Central contract from an opportunity. For more information about opportunities, search for "Opportunities" in the Salesforce Help.

Billing Central Plans

You can add a Billing Central plan to an opportunity if the products in that plan are in the same price book as the one selected for the opportunity. When you enter the name of the plan to add, the plan appears so that you can check that it's the correct one before you add it.

Mappings

When you add a Billing Central plan to an opportunity, the values from several fields on the plan and plan line items are copied to the opportunity products that are created.

Note:

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

Object	Field	Opportunity Product Field
Plan	Term	Billing Term
Plan	Plan Name	Plan Name
Plan Line Item	Billing Type	Billing Type
	Product or Service	Product
	Quantity	Quantity
	Unit Price	Sales Price
	Unit of Measure	Unit of Measure
	Description	Line Description

Creating Contracts from Opportunities

In the Opportunity to Contract Process you can ensure that different types of contracts are created when opportunities meet certain criteria. You can manage these manually on an individual contract basis, or your administrator may have configured your system to automatically create different contracts at different times.

Creating Contracts

When the BC Opportunity to Contract Integration feature is enabled in Feature Console, by default a draft billing contract is created automatically when you save changes to an existing opportunity that has:

The Type "New Customer"
The Stage "Closed Won"
A valid Account Name
A valid Contract Start Date

If the Billing Central Automation feature is also enabled and automatic contract activation is configured, the new contract is created in the "Active" status, provided that:

The opportunity has products associated with it.
All of the associated opportunity products have the Billing Term, Billing Type, and Contract Line First Bill Date fields populated.

Notes:

Your administrator might have configured your system differently. See Setting up Opportunity to Contract Process Configuration, Mapping Fields From An Opportunity To A Contract, and Setting up the Automation of Billing Central Processes.

You can only create one contract from an opportunity. When the contract is created, the Contract lookup on the opportunity is set to that contract. If you have permission to view opportunities, then the contract displays a link to related opportunities. This popup enables you to view the opportunity that created the contract and any other related opportunities.

To create the contract, you must complete the Account Name and Contract Start Date fields. For a list of the opportunity and opportunity product fields that are mapped to the contract and contract line items, see Mappings. You might need to add some or all of these fields to your page layouts.

You must have field level access to the fields mapped from Opportunity and Opportunity Product, but field level access to the fields they are mapped to on Billing Contract and Billing Contract Line Item is not necessary.

A contract is not created when you save a new opportunity. To create a contract for a new opportunity, you must first save it and then update it.

See Creating a Contract from an Opportunity.

Mappings

When you create a draft, renewal, upsell, or replacement contract from an opportunity, the values from several fields on the opportunity and opportunity products are copied to the contract. Here is a list of the default Salesforce and Billing Central fields that are mapped to the draft contract. Your administrator may have configured your system differently.

Note:

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

Key: * â€“ Mandatory for creation of a draft contract.

Opportunity to Draft Contract Mappings
Opportunity Field Name		Contract Field Name
Account Name	*	Account
Contract End Date		End Date
Contract Start Date	*	Start Date
Contract First Bill Date		First Bill Date
Currency		Currency
Opportunity Name		Contract Name

Opportunity Product to Draft Contract Line Item Mappings
Opportunity Product Field Name	Contract Line Item Field Name
Billing Term	Billing Term
Billing Type	Billing Type
Contract Line End Date	End Date
Contract Line First Bill Date	First Bill Date
Contract Line Start Date	Start Date
Currency	Currency
Plan Name	Plan Name
Product	Product or Service
Quantity	Quantity
Sales Price	Unit Price
Unit of Measure	Unit of Measure

Renewing Contracts

Similar to draft contracts, when the BC Opportunity to Contract Integration feature is enabled in Feature Console, by default a renewal contract is created automatically when you save changes to an opportunity where:

The Opportunity has Type "Existing Customer - Renewal"
The Original Opportunity field is populated
The Original Opportunity has a related active or expired contract and that contract does not already have a renewal contract
The Opportunity is moved to Stage "Closed Won"

Your administrator may have configured your system differently. See Renewing a Contract from an Opportunity.

Replacing Contracts

Similar to draft contracts, when the BC Opportunity to Contract Integration feature is enabled in Feature Console, you can automatically replace existing contracts with new ones, so providing an automatic sales workflow. By default, a replacement contract is created automatically from an opportunity when:

The Opportunity has Type "Existing Customer - Replacement"
The Original Opportunity has a related active contract
The Opportunity is moved to Stage "Closed Won"

Your administrator may have configured your system differently. See Replacing a Contract from an Opportunity.

Upselling Contracts

When the BC Opportunity to Contract Integration feature is enabled in Feature Console, you can upsell an existing contract from an opportunity. By default, the existing contract is updated, and a copy is saved as a superseded contract, when you save changes where: