More about the home page.- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any object name to go directly to its detail.
- Click New to create a new plan.
- To change the value of an editable field shown in the list double-click it, enter the value you want and click Save.
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Recent Choice |
Description |
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Recently Viewed |
The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. |
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Recently Created |
The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. |
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Recently Modified |
The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
What is a Plan?
In FinancialForce Billing Central, a plan contains the products and price plans from which you can create contracts. You can combine products and services with specific prices.
Plans can be added to contracts and opportunities.
Charge and Bill Plans at Different Intervals
You can set up "Recurring Fixed" plan line items to be charged and billed at different intervals. You do this by specifying a charge term on the plan line item, in addition to a billing term on the plan header. Charge terms and billing terms both use soft dates. So for example, if you want to bill a plan annually but charge a plan line item monthly, you can do this by setting a yearly soft date for the plan's billing term, and a monthly soft date for the line's charge term. Different lines on the plan can have different charge terms.
When you set charge terms on "Recurring Fixed" plan line items, Billing Central uses them to calculate plan and plan line values. If you don't set charge terms, the plan's billing term is used.
When you create a contract from a plan, the billing term from the plan header and the charge term from each plan line item are copied to the corresponding contract line items. For more information about how charge terms are used on contract line items, see Charge and Bill Contracts at Different Intervals.
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