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Salesforce Billing
Use a new required picklist for business categories in Customer
Asset Lifecycle Management. Credit notes created with Cancel and Rebill now inherit billing
and tax rules from invoice lines.
Note
- To install Salesforce Billing, you must have Salesforce CPQ. Some subscriptions offer this package for an extra cost. For pricing, contact your Salesforce account executive.
- Salesforce CPQ and Salesforce Billing Summer ’21 support both New Order Save Behavior and Old Order Save Behavior. Installations of Salesforce CPQ and Salesforce Billing Summer ’21 work on subscriber orgs regardless of the subscriber org’s order save behavior. Previous versions of Salesforce CPQ and Billing still sometimes don’t work correctly if installed while the New Order Save Behavior release update is enabled.
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Use the Business Category Picklist in Customer Asset Lifecycle Management
Preserve data integrity while allowing revenue reporting across business categories by using a new required field, Business Category. This picklist is a replacement for the Category picklist, now relabeled Category (Deprecated). Asset action totals are broken out by the picklist values on Business Category, and those totals are reflected on assets. -
Credit Notes Created with Cancel and Rebill Now Inherit Tax and Billing Rules from Invoice Line
When you cancel and rebill an invoice, the resulting credit notes inherit their tax rules and billing rules from their source invoice lines. Previously, credit notes created with Cancel and Rebill set the tax rules and billing rules from the invoice line's product record. -
Edit and Delete Values in Finance Transaction and Finance Balance Snapshot Picklist Fields
You can now delete and edit picklist values in the Event Type, Event Action, and Reference Entity fields in finance transactions and finance balance snapshots.

