Setting up BC Order to Contract Integration

You can use the BC Order to Contract Integration configuration wizard in Feature Console to enable and configure the Salesforce CPQ integration with Billing Central. This allows you to do the following directly from Salesforce CPQ orders:

  • Create new contracts.
  • Upsell existing contracts.
  • Create replacements contracts.
  • Renew existing contracts.

The wizard comprises the following:

When you launch the wizard, the following checks are made and warnings displayed if necessary:

  • Salesforce CPQ is installed.
  • The Salesforce CPQ version is correct. You must have version 208 or above.
  • The BC Opportunity to Contract integration is not enabled. You can only have one Salesforce to Billing Central integration active.

If you do not have the correct version of Salesforce CPQ installed, you must install it before you can configure the BC Order to Contract Integration.

If you have the BC Opportunity to Contract Integration enabled, you can disable it using the wizard.

You can use the Actions page to specify the actions taken when you click the Prepare Contract button on a Salesforce order.

You can select the field that is used to determine the actions, and map the values from your chosen field to the contract types that you want to create. The default action mappings are based on the Opportunity Type, which is taken from the Opportunity related to the Order. The following action mappings are supplied:

Opportunity Type Action
New Customer Create a new contract
Existing Customer - Renewal Renew the current contract
Existing Customer - Upgrade Upsell the current contract
Existing Customer - Replacement Replace the current contract
  Don't perform an action

If you have custom values configured for the Opportunity Type picklist, you can add these and map them to the available actions.

If you have selected a different field to determine the actions, you must manually enter the field values and select the actions.

Warning:
You must specify a separate action for each of the field values. You cannot have the same action assigned to two different values.

You can use the Mappings page of the wizard to map order header and line item fields to Billing Central contract header and line item fields. When you create a Billing Central contract from an order, these mappings are used to populate the specified contract fields.

A default mapping set is supplied, You can amend these and add more header and line item field mappings, if required.

Note:
You can only amend the CPQ order fields in the default mapping set.
Warning:
You must have permissions for the Billing Central contract fields in order to create the mappings.

Header Fields

CPQ Order Field

 Billing Central Contract Field
Account ID Account
Account Name Contract name
Company Company
First Bill Date First Bill Date
Order End Date End Date
Order Start Date Start Date

Line Item Fields

CPQ Order Field

Billing Central Contract Field
Billing Frequency Billing Term
Contract Billing Type Billing Type
End Date End Date
First Bill Date First Bill Date
Ordered Quantity Order Quantity
Product ID Product or Service
Quantity Quantity
Start Date Start Date
Unit Price Unit Price

The Layouts page lists the changes that must be made to the page layouts you are using for CPQ Orders, CPQ Order Products, Billing Central Contracts and Billing Central Contract Line Items if you are using the default actions and mappings.

Note:
You must make these changes manually. Feature Console does not make these changes automatically.

CPQ Order Page Layout Changes

Add the following:

Item Type

Item

Lightning action or Button

 Prepare Contract (see Creating the Prepare Contract Lightning Action)
Field

Company

Contract

Contract End Date

First Bill Date

Original Contracted Order

Remove the following:

Item Type

Item
Field

Contracted

Contracting Method

First Contracted Order
Related List Contracts

Edit the following:

Item Type

Item

Add

Remove
Related List Order Products (Order Line Items)

Billing Frequency

Contract Billing Type

Contract Action

Quoted List Price

Revised Order Product

CPQ Order Product Page Layout Changes

Add the following:

Item Type Item
Field

Bill In Arrears

Contract Billing Type

Remove the following:

Item Type

Item
Field

Billing Type

Charge Type

Contract Action

Contracted

Subscription Pricing

Subscription Term

Billing Central Contract Page Layout Changes

Add the following:

Item Type

Item
Related Lists Orders

Billing Central Contract Line Item Page Layout Changes

Add the following:

Item Type

Item
Field Ordered Quantity

Billing Central Contract Lightning Page Changes

If you are using Billing Central's standard Contract Lightning page, add the following to the Enhanced Contract Additional Fields fieldset on the Contract Line Item:

Item Type

Item
Field Ordered Quantity

For more information on amending page layouts, refer to the Salesforce Online Help.

The Summary page displays the actions and field mappings that you have defined for this integration. You can go back and change actions or field mappings if required.

Note:
The BC Order to Contract Integration configuration wizard also creates the CPQ Integrations - Billing Central Contract permission set, and assigns it to you. You must assign this permission set to your Salesforce CPQ users.

Enabling and configuring BC Order to Contract Integration

To configure the BC Order to Contract integration you must have:

  • Salesforce CPQ version 208 or above installed.
  • Disabled the BC Opportunity to Contract integration. You can only have one Salesforce to Billing Central integration active. You can disable the BC opportunity to Contract integration using the wizard, if required.

To enable and configure the BC Order to Contract integration:

  1. On the Feature Console tab, click the BC Order to Contract Integration feature.
  2. Click Launch to display the wizard.
  3. The Actions page displays the field and values used to determine the actions taken when you click the Prepare Contract button. The default field is Opportunity Type. You can select a different field, if required. You can select the actions that are performed for each Opportunity Type. If you have selected a different field to determine the actions, you must add the field values manually and select the actions for each value. Click Next.
  4. The Mappings page displays the default order to contract field mappings. You can accept the defaults, change the mappings and add order header and line item fields to the mappings. Click Next.
  5. The Layouts page lists the changes that you must make to your Salesforce order and Billing Central contract page layouts. You must make these changes manually. Click Next.
  6. The Summary page displays the configuration, including any changes that you have made. Click Save.
  7. Once the changes have been saved a confirmation displays. Click Finish to close the wizard. The integration is automatically enabled in Feature Console.
Note:

Saving changes to the BC Order to Contract Integration wizard can take 10 minutes (or more). If you encounter this issue, please be patient and wait for the wizard to finish saving.

Additional Tasks

After you have configured the integration you must:

  • Make the changes to the page layouts as listed on the wizard.
  • Assign the CPQ Order page layout to your Salesforce users.
  • Assign the following permission sets to your Salesforce users:
    • CPQ Integrations - Billing Central Contract
    • Billing Central- Contract
    • FDN Core - Read Only

Creating the Prepare Contract Lightning Action

To create the Prepare Contract Lightning action:

  1. From Setup, click Object Manager | Orders | Buttons, Links, and Actions | New Action.
  2. For the Action Type field, select "Lightning Component".
  3. For the Component field, select "ffbc:orderToContractQuickAction".
  4. For the Label field, enter Prepare Contract.
  5. [Optional] If you selected a standard label type in the previous step, you must enter the name.
  6. For the Height field, enter 295.
  7. Click Save.

Add the Prepare Contract Lightning action to your order page layout by dragging it from the Mobile & Lightning Actions section of the palette and dropping it in the Salesforce Mobile and Lightning Experience Actions section of the page layout.

For more information about adding Lightning actions to page layouts, see the Salesforce Help.

Amending the BC Order to Contract Integration Configuration

You can use the wizard to make the following changes to your BC Order to Contract Integration configuration:

  • Change the field value to action mappings.
  • Change the Salesforce order to Billing Central contract field mappings.

To amend your CPQ configuration:

  1. On the Feature Console tab, click BC Order to Contract Integration feature.
  2. Click Edit to display the wizard.
  3. Make your changes.
  4. Click Save.