Billing Central Object Model
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Billing Documents
Billing Schedule Generation
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Plans
Plans, Contracts and Billing Documents
Price Configuration
Setup
Certinia API
G
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()
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
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()
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->Plan__c
ContractLineItem__c->Contract__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
BillingSchedule__c->Contract__c
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
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
+ SetComplete()
+ PrintPreview()
+ CalculateTax()
+ Discard()
+ CommitTax()
+ CalculateAvalaraTaxList()
+ SetDiscardList()
+ CreditInvoicesList()
+ CommitTaxList()
+ ConsolidateInvoices()
+ SetCompleteList()
+ AddToConsolidatedInvoice()
+ CreditInvoice()
+ UndoConsolidationInvoice()
+ Email()
fferpcore__BillingDocument__c->Contract__c
fferpcore__BillingDocumentLineItem__c->Plan__c
fferpcore__BillingDocumentLineItem__c->ContractLineItem__c
fferpcore__BillingDocumentLineItem__c->fferpcore__BillingDocument__c
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