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Any tutors for Salesforce CPQ integration with billing and other ERP systems Like NetSuite?
Urgent!!!!!!!!!
Replyyy to this!
Hello guys,
I'm documenting how the next date is calculated on the order product. I find myself a little confused, I can't understand for product H how we come across 02/10.
Would anyone explain to me?
Thanks in advance
@* Salesforce Revenue Cloud * @Salesforce CPQ @Quote to Payment - SalesforceCPQ&Billing
5 respuestas
Hi You nes,
Partial periods are handled by billing the first partial month to the next Next Billing Date (NBD). Whenever Billing Day of Month is != NBD, you will have a partial first period.
From our documentation
https://help.salesforce.com/s/articleView?id=sf.blng_date_guidelines.htm&type=5
"If the order product is billed in arrears, Salesforce CPQ evaluates the order’s billing day of month to choose the nearest date after the order product’s start date. It then evaluates the order product’s billing frequency. For example, if the order product’s start date is January 1, the billing day of month is 1, and the billing frequency is quarterly, the next billing date is April 1."
This example shows alignment of start date to NBD, so a full first quarter is invoiced. You copied January 15 down incorrectly. In the pictured example, it shows order start date of Jan 15. Now the Billing Day of Month is not aligned with start date, so the first invoice is a partial month as shown by using NBD = 2/10. If you prefer to invoice a partial quarter then use Bill Through Date Override.
-Frank
Join us on Wednesday, December 6th at 2:00PM Eastern/11:00AM Pacific to ask your Salesforce CPQ and/or Billing questions to experienced Salesforce Revenue Cloud architects from DoubleTrack (formerly Axia CPQ)!
For more info, email us at askanexpert@doubletrack.com.
@* Salesforce Revenue Cloud * @Quote to Payment - SalesforceCPQ&Billing @Salesforce CPQ Practise @Salesforce CPQ @Salesforce CPQ Certification
3 respuestas
The taxation is applied to what the rules applied to the product, I want to calculate tax based on the State on Account. For example, if the state is NY on Account the tax should be 8% and if the State is other than NY tax should be 12% in Order Invoice. How to accomplish this in a standard way or what step is needed if we go with custom?
2 respuestas
Ines Garcia (get: Agile) 
Forum Ambassador
Hi Wajahat,
Tax calculation specially on US because what you mention on state specific is a bit to handle! I have used ssolutions like avalara in the past to do exacly that
Also to mention here in the community you can add multiple topics and groups in one single post no need to duplicate fYI
Hello All, I am salesforce developer & currently I am working on CPQ & Billing cloud.
I need to know about how to become a Certified Billing Deployment Partners ?
As I have explored many of the salesforce provided documentation and help centers but, I am not able to get exact information regarding same.
If anyone of you have some information regarding how to become a certified billing partner or becoming salesforce billing community partner then please let me know as soon as possible !
Hi,
Can we have multiple consumption schedules with different rate plans for one product and assign each consumption schedule to a different account? when the ordered product is created on a different Account?
Example: we have 2 different Accounts "Account A, and Account B" and 2 different Consumption schedules A, B for 1 product(But with different rate plans). when we create an order product in "Account A" the "Consumption Schedule A" should be triggered.
How can we achieve the above Scenario?
I have a formula field that is not behaving as expected.
If Subscription Term is 12 or larger, just trying to multiply Net Unit Price by 12, and if under 12, multiply Net Unit Price by the Subscription Term.
Any help apprciated.
IF(
VALUE(TEXT(SBQQ__SubscriptionTerm__c)) >= 12,
12,
VALUE(TEXT(SBQQ__SubscriptionTerm__c))
) * SBQQ__NetPrice__c
4 respuestas
Steven Trumble (Strum Consulting)
Forum Ambassador
IF(
VALUE(TEXT(SBQQ__SubscriptionTerm__c)) >= 12,
12,
VALUE(TEXT(SBQQ__SubscriptionTerm__c)) * SBQQ__NetPrice__c
)
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