Plan Fields

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

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

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 OrgClosed 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.

Notes:

This field is only displayed if multiple currencies are enabled in your Salesforce OrgClosed 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:
  • One-off – a fee is billed once.
  • 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.

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 OrgClosed 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

Button Name

Description

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.

Save 

Saves the plan and returns to the Plan Detail page.