SECTIONSAligning Contract Lines for Billing When Upselling from Opportunities
If you are using the Opportunity to Contract Integration to create billing contracts directly from Salesforce opportunities, you can modify the integration to add support for aligning contract lines when upselling a contract. By aligning the new product or service on the opportunity 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.
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 opportunity 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 Opportunity to Contract Integration to support alignment:
- On the Opportunity Product object, add a custom field that looks up to Billing Contract Line Item. Set this field's label to Align to Contract Line.
- Go to Setup | Custom Code | Custom Metadata Types.
- Scroll down the list to find BC Field Mapping then click Manage Records.
- Click New.
- Enter a label for the new mapping, such as Alignment.
- In the Process field, select Opportunity to Contract.
- In the Object From field, select Opportunity Product.
- In the Field From field, select Align to Contract Line. This is the custom field you created in step 1.
- In the Object To field, select Billing Contract Line Item.
- In the Field To field, select Align for Billing.
- Click Save.
When you next upgrade an opportunity, as you add a product or service to the opportunity, use your Align to Contract Line lookup to select the existing line that the new contract line will align to.