Our company offers a varied product set including items that require one-time costs and/or recurring costs. We are attempting to implement the Product Schedule to track each unique product as well as each unique payment due. We are running into a challenge getting a recurring payment set.
How can a Product Schedule be set-up to show, for example, quantity 10 for a given product with a monthly payment due of $50/unit for 36 months? The expected output is to see in the Product Schedule a separate line item for each of the 36 payments.
Ideally, when the Product is added to the Opportunity a user is presented with a field to input the total number of monthly payments for that product (anywhere from 1 - 100 months), the date the first payment is due (Date), the Sales Price and the Quantity. Each unique payment for that product is visible in the Product Schedule. This will give us the ability to change the Quantity or Sales Price as needed
Appreciate any feedback for building this solution!
Thank you,
John
4 件の回答
Hello John,
I've had a play around in one of my developer orgs to test this and try to demonstrate how this would work in practice.
Firstly you need to Enable Product Schedules by following the instructions here; https://help.salesforce.com/articleView?id=enabling_schedules.htm&type=5
Within my developer edition I choose the below config within Setup;
Next you need to setup a Consumption Schedule, I choose to keep this simple by calling this Monthly setting it to range and then choosing the other options as below:
Related to the Consumption Schedule you need to set Consumption Rates before you can make it active and then finally you relate a Schedule to a Product using the Product Consumption Schedule List (see below)
I then created a Opportunity and as normal was able to select the Product as a Opportunity Product. Then to set the Product Schedule you need to press on the Opportunity Product from the related list
From the Opportunity Product on Related you should see the Schedules List with the options to Reestablish or Edit Schedule.
Personally I then optedfor a Revenue Schedule using Installment Period as Monthly, Schedule Type as Repeat Amount for each install... with the start date as today and number of installments as 36. For Revenue I set the Revenue as £500 for each installment (eg. 10 * 50)
(see next post)
