Plan Fields
Here is a description of the fields on the Plan object.
Key: * – Mandatory field; R – Read-only.
The number indicates the number of characters that are allowed in this text field, where appropriate.
Field Name |
|
Description |
|
---|---|---|---|
Annual Value | R | The amount that the plan will bill in 12 months. | |
* |
First date on which the plan is available to customers. When creating a new plan, default value is today. |
||
Date on which the plan expires and is no longer available to customers. |
|||
Billing Term | Determines the frequency at which the plan is to be billed. This is a lookup to the soft dates available in your Salesforce Org Salesforce organization. See Soft Dates. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan. | ||
Billing Term Value | R | Total value of one billing term. This is a rollup of Plan Line Value. It excludes plan line items where the Billing Type is "One-off". | |
|
Company to which this plan relates. | ||
|
Indicates whether the plan runs continuously without an expiry date. |
||
|
Currency of the plan. |
||
Description of the plan. |
|||
* |
The number of billing terms to be applied to the plan. If the plan is Continuous, this field is cleared. The Billing Term and Number of Billing Terms determine the length of a contract when you create a contract from a plan. |
||
Name of the plan to be displayed on invoices. | |||
One-off Value | Total value of the plan line items with the Billing Type "One-off". | ||
Total Value | Total value of all billing terms if the plan is not continuous. This is calculated by multiplying the Billing Term Value by the Number of Billing Terms then adding the Plan One-off Value. | ||
Status of the plan. The status can be:
|
Products and Services Applied to the Plan
Products and services are applied to plans as plan line items. Here is a description of the fields on a plan line item.
Field Name |
Description | ||
---|---|---|---|
|
|
The way in which a bill is to be generated. You can choose from:
The default value is None. |
|
Billing Term Multiplier | R | Multiplier used to calculate the plan line's value for one billing term. | |
Charge Term | Determines the frequency at which the plan line is to be charged (if different from the billing term). This is a lookup to the soft dates available in your Salesforce Org Salesforce organization. See Soft Dates. | ||
255 |
Description of the plan line item. |
||
Plan Line Value |
R |
Total price for the plan line item. For "One-off" or "Recurring Variable" lines, this is calculated as Quantity x Unit Price. For "Recurring Fixed" lines, this is calculated as Quantity x Unit Price x Billing Term Multiplier (this is the price per billing term). |
|
Lookup to the product or service to which this plan line item relates. |
|||
* |
Number of items included in this plan line item to six decimal places. |
||
Lookup to the unit of measure used for reporting. |
|||
Price of one item to nine decimal places. This is used to calculate the Sales Price. |
|||
Recurring | Indicates whether the line is to be applied to every term of the plan. |
Buttons
Button Name |
Description |
---|---|
Create Contract/Convert to Contract |
Displays the Convert Plan to Contract page where you can create a contract from the plan. |
Delete | Enables you to delete plans that are not "Active". This deletes a single plan or the selected plans depending on whether you are viewing the list of plans or the plan detail page. |
Edit |
Enables the fields for editing on the current plan. |
Save |
Saves the plan and returns to the Plan Detail page. |