Billing Central Object Model
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Billing Documents
Billing Schedule Generation
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G
Account
Account
-!!Billing Account!!BillingAccount__c
BillingSchedule__c
Billing Schedule
+!!Billing Schedule Name!!Name
-!!Billing Contract!!BillingContract__c
-!!Billing Date!!BillingDate__c
-!!Billing Document Line Item!!BillingDocumentLineItem__c
-!!Complete Billing Document Deleted!!CompleteBillingDocumentDeleted__c
#!!Contract!!ContractGrouping__c
-!!Contract Line Item!!ContractLineItem__c
#!!Contract Status!!ContractStatus__c
#!!Contract Type!!ContractType__c
-!!End of Period!!BillingPeriodEndDate__c
#!!Ends Later Than Contract Line!!EndDateAfterContractLineEndDate__c
#!!Final Schedule!!IsFinalSchedule__c
#!!First Schedule!!IsFirstSchedule__c
#!!Month!!Month__c
-!!Start of Period!!BillingPeriodStartDate__c
-!!Unique Id!!UniqueId__c
-!!Value!!Value__c
#!!Year!!Year__c
Contract__c
Billing Contract
+!!Contract Number!!Name
-!!Account!!Account__c
-!!Active Contract!!ActiveContract__c
-!!Analysis Item 1-4!!AnalysisItem1__c
#!!Annual Recurring Revenue!!AnnualRecurringRevenue__c
-!!Approval Status!!ApprovalStatus__c
-!!Company!!Company__c
-!!Contract Name!!ContractName__c
-!!Description!!Description__c
-!!Dynamic TCV!!DynamicTCV__c
-!!End Contract Notes!!EndContractNotes__c
-!!End Date!!EndDate__c
-!!Engagement!!Engagement__c
-!!First Bill Date!!FirstBillDate__c
-!!Lines On Hold Count!!LinesOnHoldCount__c
-!!Major Version!!MajorVersion__c
-!!Monthly Recurring Revenue!!MonthlyRecurringRevenue__c
-!!Original End Date!!OriginalEndDate__c
-!!Previous Contract!!PreviousContract__c
-!!Proration Policy!!ProrationPolicy__c
-!!Reason for Ending Contract!!ReasonForEndingContract__c
-!!Renewal Contract!!RenewalContract__c
#!!Renewal of Previous Contract!!IsRenewalOfPreviousContract__c
-!!Renewal Reminder!!RenewalReminder__c
-!!Start Date!!StartDate__c
-!!Status!!Status__c
-!!Total Contract Value!!TotalContractValue__c
-!!Trigger ID!!TriggerId__c
-!!Type!!Type__c
+ AddPlan()
+ CreateBillingDocuments()
+ GenerateBillingSchedule()
+ CreateBillDoc()
+ CreateChangeRequest()
+ ActivateContracts()
+ EndContract()
+ AmendContractsPrices()
+ ApplyChangeRequests()
+ CreateRenewals()
+ ApplyChangeRequest()
+ CreateRenewal()
+ ActivateContract()
+ BulkAssignProrationPolicy()
BillingSchedule__c->Contract__c
ContractLineItem__c
Billing Contract Line Item
+!!Contract Line Item Number!!Name
-!!Active Contract Line Item!!ActiveContractLineItem__c
-!!Align for Billing!!AlignForBilling__c
-!!Amount Billed Externally!!AmountBilledExternally__c
-!!Analysis Item 1-4!!AnalysisItem1__c
#!!Annual Recurring Revenue!!AnnualRecurringRevenue__c
-!!Bill in Arrears!!InArrears__c
-!!Billed Externally To!!BilledExternallyTo__c
-!!Billed To!!BilledTo__c
-!!Billing Term!!BillingTerm__c
#!!Billing Term Definition!!BillingTermDefinition__c
-!!Billing Type!!BillingType__c
-!!Canceled!!Canceled__c
-!!Charge Term!!ChargeTerm__c
#!!Charge Term Definition!!ChargeTermDefinition__c
-!!Contract!!Contract__c
#!!Contract End Date!!ContractEndDate__c
#!!Contract First Bill Date!!ContractFirstBillDate__c
#!!Contract Start Date!!ContractStartDate__c
#!!Contract Status!!ContractStatus__c
#!!Contract Type!!ContractType__c
-!!Controlling Line for Billing Alignment!!IsControllingLine__c
-!!Description!!Description__c
-!!Discount!!Discount__c
-!!End Date!!EndDate__c
-!!First Bill Date!!FirstBillDate__c
#!!Monthly Recurring Revenue!!MonthlyRecurringRevenue__c
-!!Monthly Recurring Revenue Multiplier!!MrrMultiplier__c
-!!On Hold!!OnHold__c
-!!Plan Name!!Plan__c
-!!Previous Contract Line Item!!PreviousContractLineItem__c
-!!Pricing Structure!!PricingStructure__c
#!!Pricing Type!!PricingType__c
-!!Product or Service!!ProductService__c
-!!Quantity!!Quantity__c
-!!Recurring Bill Date!!RecurringBillDate__c
-!!Revenue Category!!RevenueCategory__c
#!!Sales Price!!SalesPrice__c
-!!Sales Price Override!!SalesPriceOverride__c
-!!Start Date!!StartDate__c
-!!Total Billed!!TotalBilled__c
-!!Total Contract Line Value!!TotalContractLineValue__c
-!!Trigger ID!!TriggerId__c
-!!Unit Of Measure!!UnitOfMeasure__c
-!!Unit Price!!UnitPrice__c
-!!Value Calculation Warning!!ValueCalculationWarning__c
+ NewPricingStructure()
+ GenerateBillingSchedule()
BillingSchedule__c->ContractLineItem__c
fferpcore__BillingDocumentLineItem__c
fferpcore__BillingDocumentLineItem__c
#!!Charge Term!!ChargeTerm__c
-!!Contract Line Item!!ContractLineItem__c
#!!Contract Status!!ContractStatus__c
#!!Contract Type!!ContractType__c
#!!Document Date!!DocumentDate__c
-!!End of Period!!BillingPeriodEndDate__c
#!!Ends Later Than Contract Line!!EndDateAfterContractLineEndDate__c
-!!Original Billing Document!!OriginalBillingDocument__c
-!!Plan Name!!Plan__c
-!!Start of Period!!BillingPeriodStartDate__c
-!!Trigger Id!!TriggerId__c
-!!Unit of Measure!!UnitOfMeasure__c
BillingSchedule__c->fferpcore__BillingDocumentLineItem__c
Contract__c->Account
ProrationPolicy__c
Proration Policy
+!!Proration Policy Name!!Name
-!!Automatically Assign to New Contracts!!Default__c
-!!Calculation Method!!CalculationMethod__c
-!!Set Final Period to Remainder from First!!FinalPeriodRemainder__c
Contract__c->ProrationPolicy__c
ContractLineItem__c->Contract__c
Discount__c
Discount
+!!Discount Name!!Name
-!!Amount!!Amount__c
-!!Description!!Description__c
-!!Percentage!!Percentage__c
ContractLineItem__c->Discount__c
Plan__c
Plan
+!!Plan Name!!Name
#!!Annual Value!!AnnualValue__c
-!!Available From!!StartDate__c
-!!Available To!!EndDate__c
-!!Billing Term!!Term__c
-!!Billing Term Value!!TermValue__c
-!!Company!!Company__c
-!!Continuous!!IsContinuous__c
-!!Description!!Description__c
-!!Number of Billing Terms!!NumberOfTerms__c
-!!One-off Value!!OneOffValue__c
-!!Status!!Status__c
#!!Total Value!!TotalValue__c
+ DeleteList()
+ ConvertToContract()
ContractLineItem__c->Plan__c
PricingStructure__c
Pricing Structure
+!!Pricing Structure Number!!Name
-!!Description!!Description__c
-!!Maximum Unit Price!!MaximumUnitPrice__c
-!!Minimum Unit Price!!MinimumUnitPrice__c
-!!Pricing Structure Name!!PricingStructureName__c
-!!Pricing Type!!PricingType__c
-!!Usage Billing Type!!UsageBillingType__c
ContractLineItem__c->PricingStructure__c
Product2
Product2
-!!Billing Type!!BillingType__c
ContractLineItem__c->Product2
SoftDate__c
Soft Date
+!!Soft Date Name!!Name
-!!Adjustment!!Adjustment__c
-!!Adjustment Number!!AdjustmentNumber__c
-!!Adjustment Unit!!AdjustmentUnit__c
-!!Definition!!Definition__c
-!!Description!!Description__c
-!!Estimated Days per Term!!EstimatedDaysPerTerm__c
-!!Monthly Recurring Revenue Multiplier!!MrrMultiplier__c
-!!Reference Description!!ReferenceDescription__c
ContractLineItem__c->SoftDate__c
UnitOfMeasure__c
Unit of Measure
+!!Name!!Name
-!!Display Name!!DisplayName__c
ContractLineItem__c->UnitOfMeasure__c
DefaultDocumentText__c
Default Document Text
+!!Number!!Name
-!!Credit Note Footer!!CreditNoteFooterText__c
-!!Credit Note Header!!CreditNoteHeaderText__c
-!!Invoice Footer!!InvoiceFooterText__c
-!!Invoice Header!!InvoiceHeaderText__c
fferpcore__BillingDocument__c
fferpcore__BillingDocument__c
-!!Background Process!!BackgroundProcess__c
-!!Background Process Job ID!!BackgroundProcessJobId__c
-!!Consolidated!!IsConsolidated__c
-!!Consolidated Billing Document!!ConsolidatedBillingDocument__c
-!!Consolidation Composite Group Key!!CompositeGroupKey__c
-!!Consolidation Grouping Method!!ConsolidationGroupingMethod__c
-!!Contract!!Contract__c
#!!Contract Status!!ContractStatus__c
#!!Contract Type!!ContractType__c
-!!Included in Contract Total Billed!!TotalledOnContract__c
-!!Trigger ID!!TriggerId__c
+ CalculateAvalaraTaxList()
+ CommitTax()
+ AddToConsolidatedInvoice()
+ CreditInvoice()
+ Email()
+ UndoConsolidationInvoice()
+ Discard()
+ ConsolidateInvoices()
+ CalculateTax()
+ SetDiscardList()
+ SetCompleteList()
+ SetComplete()
+ PrintPreview()
+ CommitTaxList()
+ CreditInvoicesList()
fferpcore__BillingDocument__c->Contract__c
ConsolidationGroupingMethod__c
Consolidation Grouping Method
+!!Consolidation Grouping Method!!Name
-!!Description!!Description__c
fferpcore__BillingDocument__c->ConsolidationGroupingMethod__c
BackgroundProcess__c
Background Process
+!!Background Process!!Name
-!!Consolidation Grouping Method!!ConsolidationGroupingMethod__c
-!!Consolidation Rule!!ConsolidationRule__c
-!!Description!!Description__c
-!!End Time!!EndJob__c
-!!Job ID!!RunJobId__c
-!!Start Time!!StartJob__c
-!!Status!!Status__c
+ LogReport()
fferpcore__BillingDocument__c->BackgroundProcess__c
fferpcore__BillingDocumentLineItem__c->ContractLineItem__c
fferpcore__BillingDocumentLineItem__c->fferpcore__BillingDocument__c
fferpcore__BillingDocumentLineItem__c->Plan__c
fferpcore__BillingDocumentLineItem__c->UnitOfMeasure__c
Opportunity
Opportunity
-!!Company!!Company__c
-!!Contract!!Contract__c
-!!Contract End Date!!ContractEndDate__c
-!!Contract First Bill Date!!ContractFirstBillDate__c
-!!Contract Start Date!!ContractStartDate__c
-!!Original Opportunity!!OriginalOpportunity__c
+ AddPlan()
Opportunity->Contract__c
OpportunityLineItem
OpportunityLineItem
-!!Billing Term!!BillingTerm__c
-!!Billing Type!!BillingType__c
-!!Contract Line End Date!!ContractLineEndDate__c
-!!Contract Line First Bill Date!!ContractLineFirstBillDate__c
-!!Contract Line Start Date!!ContractLineStartDate__c
-!!Plan Name!!Plan__c
-!!Unit Of Measure!!UnitOfMeasure__c
OpportunityLineItem->Plan__c
OpportunityLineItem->SoftDate__c
OpportunityLineItem->UnitOfMeasure__c
Plan__c->SoftDate__c
PlanLineItem__c
Plan Line Item
+!!Plan Line Item Number!!Name
-!!Billing Term Multiplier!!BillingTermMultiplier__c
-!!Billing Type!!BillingType__c
-!!Charge Term!!ChargeTerm__c
-!!Description!!Description__c
-!!Plan!!Plan__c
#!!Plan Line Value!!SalesPrice__c
-!!Product or Service!!Product__c
-!!Quantity!!Quantity__c
#!!Recurring!!IsRecurring__c
-!!Unit Of Measure!!UnitOfMeasure__c
-!!Unit Price!!UnitPrice__c
PlanLineItem__c->Plan__c
PlanLineItem__c->Product2
PlanLineItem__c->SoftDate__c
PlanLineItem__c->UnitOfMeasure__c
Pricebook2
Pricebook2
PriceBookStructureEntry__c
Price Book Structure Entry
+!!Price Book Structure Entry Name!!Name
-!!Active!!IsActive__c
-!!Price Book!!PriceBook__c
-!!Price Book Structure Entry ID!!PriceBookStructureEntryId__c
-!!Pricing Structure!!PricingStructure__c
#!!Pricing Structure Description!!PricingStructureDescription__c
-!!Product!!Product__c
PriceBookStructureEntry__c->Pricebook2
PriceBookStructureEntry__c->PricingStructure__c
PriceBookStructureEntry__c->Product2
QuantityBreak__c
Quantity Break
+!!Quantity Break Name!!Name
-!!Pricing Structure!!PricingStructure__c
-!!Quantity!!Quantity__c
-!!Quantity Break ID!!QuantityBreakId__c
-!!Unit Price!!UnitPrice__c
QuantityBreak__c->PricingStructure__c
Usage__c
Usage
+!!Usage Number!!Name
-!!Billing Document Line Item!!BillingDocumentLineItem__c
-!!Complete Billing Document Deleted!!CompleteBillingDocumentDeleted__c
-!!Contract Line Item!!ContractLineItem__c
-!!Date!!Date__c
#!!Date Out of Range!!DateOutOfRange__c
-!!Quantity!!Quantity__c
#!!Status of Related Contract!!ContractStatus__c
-!!Unit of Measure!!UnitOfMeasure__c
Usage__c->ContractLineItem__c
Usage__c->fferpcore__BillingDocumentLineItem__c
Usage__c->UnitOfMeasure__c
ConsolidationGroupingField__c
Consolidation Grouping Field
+!!Consolidation Grouping Field!!Name
-!!Consolidation Grouping Method!!ConsolidationGroupingMethod__c
-!!Description!!Description__c
-!!Field API Name!!FieldAPIName__c
ConsolidationGroupingField__c->ConsolidationGroupingMethod__c
ConsolidationRule__c
Consolidation Rule
+!!Consolidation Rule!!Name
-!!Consolidation Grouping Method!!ConsolidationGroupingMethod__c
-!!Description!!Description__c
-!!Record Filter!!RecordFilter__c
+ RunConsolidation()
+ RunConsolidationRules()
ConsolidationRule__c->ConsolidationGroupingMethod__c
RecordFilter__c
Record Filter
+!!Record Filter!!Name
-!!Description!!Description__c
-!!Object API Name!!ObjectAPIName__c
ConsolidationRule__c->RecordFilter__c
RecordFilterCriteria__c
Record Filter Criteria
+!!Record Filter Criteria!!Name
-!!Description!!Description__c
-!!Field API Name!!FieldAPIName__c
-!!Record Filter!!RecordFilter__c
-!!Value!!Value__c
RecordFilterCriteria__c->RecordFilter__c
BackgroundProcess__c->ConsolidationGroupingMethod__c
BackgroundProcess__c->ConsolidationRule__c
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