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Adding a Plan or Product to a Contract

You can add one or more plans, products, or services to a contract.

Notes:

When you use the enhanced Billing Contract Detail page to create a contract line item for a product that is in a price book with a price book structure entry, a copy of the related pricing structure is applied to the contract line item. Editing the pricing structure on a contract line item does not change the pricing structure applied to a price book.

On the Salesforce Billing Contract Line Item Detail page, we recommend that you create a copy of the pricing structure and apply it to the contract line item manually.

If the same pricing structure is applied to several contract line items and the quantity breaks on one of the contract lines is changed using the enhanced Billing Contract Detail page, a new pricing structure is created for that contract line item.

Tips:

If you cannot see the product or plan you want to add, type the first few characters of the product or plan to filter the list.

If you are adding a product and a Price Book is selected, the drop-down list shows the default price for each product in that price book for the selected currency. The selected Price Book provides a default Unit Price. Unit Prices for existing contract line items are not updated if you select a different Price Book after adding them.

If a product shows –, this indicates that the price book does not contain a price for the product in the selected currency.

If a product shows a range of values for the Unit Price such as USD 70.00 - ..., this indicates that a pricing structure applies to that product. You can edit the quantity breaks applied to a contract line. See Applying a Pricing Structure.

When you add a product to a contract, the Billing Type of that product is added to the contract line item if there is one.

Long product names are truncated. To view the full product name, hover over that product in the list.

To add a plan, product or service to a contract using the enhanced Billing Contract page:

Click Edit Contract from the Billing Contract Detail page of the contract you want to add to.
Select the products or plans you want to add to the contract:
1. Depending on whether you want to add a product or a plan, select the product or plan you want from the Add Product or Add Plan drop-down list.
2. Select the Billing Type.
3. Select the Pricing Type.
4. Depending on whether a pricing structure is required for the contract line, enter a Unit Price or click the Unit Price field to enter a pricing structure or edit the existing one.
5. If the Billing Type is "One-off" or "Recurring Fixed", enter a Quantity.
6. Enter a Billing Term for the contract line.
7. If you did not enter a First Bill Date for the contract, enter a First Bill Date for the contract line item. To activate a contract, the First Bill Date field on each contract line item must contain a date.
8. If required, enter a different Start and End Date for the contract line.
9. If the line is to be billed on a recurring basis, select the billing type "Recurring Fixed". If the line is to be billed once, select "One-off". If the line is to be billed based on customer usage, select "Recurring Variable".
10. [Optional] If you want to add a description, click the description icon or , enter the description you want then click Update.
11. [Optional] Complete the remaining fields.
12. Repeat these steps for each plan or product that you want to add to the contract.
Click Save Contract.

Salesforce

To add a plan to a contract using the Salesforce Billing Contract Detail page:

Click Add Plan on the Billing Contract Detail page of the contract to which you want to add a plan.
Enter the name of the plan you want to add or search for it using the lookup icon .
Enter the Start Date for the contract line items to be created.
Enter the First Bill Date for the contract line items to be created.
Click Add to Contract.

Note:

Adding a plan to a contract does not change the end date of that contract. The amount to be billed for the plan is calculated based on the date from which the plan is to be billed and the remaining terms of the contract that have not yet been billed.

To add a product or service to the contract using the Salesforce Billing Contract Detail page:

Click New Contract Line Item in the Contract Line Items related list on the Billing Contract Detail page.
Enter a Product or Service.
If required, enter a different Start and End Date for the contract line item.
Depending on whether a pricing structure is required for the contract line item, enter a Unit Price or enter a Pricing Structure.
If the line is to be billed on a recurring basis, select the billing type "Recurring Fixed". If the line is to be billed once, select "One-off". If the line is to be billed based on customer usage, select "Recurring Variable".
If the Billing Type is "One-off" or "Recurring Fixed", enter a Quantity.
Choose a Billing Term.
Select Bill in Arrears if you want the contract line item to be billed in arrears.
[Optional] If the line is to be billed based on usage, enter a unit of measure.
If required, enter a different First Bill Date for the contract line item.
[Optional] Enter a Description for the contract line item.
Click Save.
Repeat these steps for each contract line item to be added to the contract.