Rate and Invoice Usage Summaries with Consumption Schedules
Where: This change applies to Salesforce Classic and Lightning Experience in all Salesforce Billing editions.
Who: You need Salesforce CPQ to install Salesforce Billing. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.
Why: Previously, Salesforce Billing didn't create usage summaries for order products related to consumption schedules. Users could invoice usage summaries only related to price schedules, which had fewer options for usage pricing.
How: When you order a usage product, Salesforce Billing creates an order product consumption schedule based off the usage product's original consumption schedule. Salesforce Billing then creates usage summaries for your order product based off the order product's date range and the order product consumption schedule's billing term. The schedule's billing term represents the length of one usage summary, which Salesforce Billing repeats through the order product's start and end dates. For example, your order product bills monthly from 01/01/2019 through 12/31/2019. If your order product consumption schedule has a one-month term, you get a one-month usage summary each month during your order product's term. This setup leads to a total of 12 usage summaries.
As you upload usage to your usage summary, Salesforce billing prices its unbilled subtotal based on where the usage summary's quantity falls within the order product consumption rates. For example, your usage summary has a quantity of 50, and one of your order product consumption rates lists a price of $0.50 per unit for 1 through 100 units. The usage summary would then have an unbilled subtotal of $25.
A usage summary has an independent Next Billing Date from its parent order product. When Salesforce Billing creates the usage summary, it sets the next billing date equal to the summary end date. This setup gives you the freedom to invoice a usage summary on the same invoice as its parent subscription or on separate invoices. For example, you could set your order product's billing frequency to monthly. You could then give its usage summaries a quarterly billing frequency by setting the order product consumption schedule's term to three months. If an order product and its usage summaries have the same Next Billing Dates, they'll invoice as separate invoice lines on one invoice.