Custom Actions to Place Contract Lines on Hold and Release Them for Billing
You can implement customizations to automatically place a contract line item on hold, or release it for billing, when it meets certain conditions. You can do this programmatically via the API, or you can do it without writing code by invoking the following Apex actions from a Salesforce flow:
Category |
Apex Action | Apex Class | Purpose |
---|---|---|---|
Billing Contract | Place Contract Lines on Hold | ContractsServiceActionPlaceOnHold | Takes the ID of a billing contract line item and places that line on hold. |
Billing Contract | Release Contract Lines for Billing | ContractsServiceActionReleaseForBilling | Takes the ID of a billing contract line item and releases that line for billing. |
To configure a Salesforce flow to use these actions, you must be assigned a permission set that includes access to the corresponding Apex classes. The classes are included in the following packaged permission sets:
- Billing Central API
- Billing Central - Contract - Apply Change Request
When configuring a Salesforce flow to invoke either of these actions, you must choose the option Optimize the Flow for: Actions and Related Records.
For more information about creating Salesforce flows, see the Salesforce Help.