Billing Central Object Model
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Billing Documents
Billing Schedule Generation
Contracts
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Plans, Contracts and Billing Documents
Price Configuration
Setup
Certinia API
G
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
+ AmendContractsPrices()
+ ApplyChangeRequest()
+ BulkAssignProrationPolicy()
+ ActivateContract()
+ CreateBillDoc()
+ AddPlan()
+ GenerateBillingSchedule()
+ ApplyChangeRequests()
+ EndContract()
+ CreateChangeRequest()
+ CreateBillingDocuments()
+ CreateRenewal()
+ ActivateContracts()
+ CreateRenewals()
Account
Account
-!!Billing Account!!BillingAccount__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
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
-!!Exclude from Renewal!!ExcludeFromRenewal__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
+ GenerateBillingSchedule()
+ NewPricingStructure()
ContractLineItem__c->Contract__c
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
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
Discount__c
Discount
+!!Discount Name!!Name
-!!Amount!!Amount__c
-!!Description!!Description__c
-!!Percentage!!Percentage__c
ContractLineItem__c->Discount__c
Product2
Product2
-!!Billing Type!!BillingType__c
ContractLineItem__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
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