Salesforce Trailhead - Billing Specialist - Momma Bear

Finally meeting the Momma Bear - Challenge # 15 - It has been known to hold trailblazers in a bear hug for months on end, breaking bones and crushing spirits.

If you get stuck, you will likely have to delete your orders. This will take some doing. Disable triggers in the managed package. Deactivate your process created in earlier steps. Take the quote back to Draft, remove Ordered, Contracted tick on the respective checkboxes. Remove the quote number from the order. Delete Quote Lines from the quote and you should have a virgin Q-00015 available.

To avoid getting into this bear trap, examine your order very carefully before activating it. Make sure the error in the Tax Calculation is addressed. Legal Entity has to be added manually so as to get rid of the error in tax.

I am sure you would need to delete the order and quote lines multiple times. To delete the order, remove the Quote reference in the order, remove provisioning date, contracted checkbox to be unchecked and any contract to be deleted. Then you can delete the order. Next, delete the Quote Lines and approve the quote.

I will just be repeating a lot of what is in this post on Answers. As that post has grown too lengthy, I am pasting here the key posts which will help navigate the challenges.

Wish you all the best and if you have any questions which are still not answered on the forum, just post where you are stuck at.

Dennis Keizer

Found my issue: Product record for Major Solar Panels need to be populated with Subscription fields. very strange for this BUY product. Subscription Pricing = Fixed Price, Subscription Term = 1, Percent of total Base = Regular and Subscription Type = Renewable.

Still not passed the challenge. I am stuck in Total Amount, since there was a different NET UNIT PRICE on this opportunity, so it doesn't take the list prices...

How do I delete the Invoices, Orders, etc, without breaking the logic ?!?

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

@Dennis -

So I recommend making the following updates to the product:

Subscription Pricing should be blank

Subscription Term should be blank

The other two Subscription fields are irrelevant if Subscrpition Pricing is blank

Then make sure that under the Pricing section, Pricing Method is set to "List" (this may be set, but the section is collapsed in your screenshot)

Try those updates and regenerate your quote line item (should only need to redo the Major Solar Panel).  Then update the Quote back to an open status, and re-close it to regenerate the orders, and so on.

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

David Janke

Ok, getting closer! Took your advice and cleared out the Quote Lines and added them, that worked, now the Order Product Consumption Schedules and Usage Summaries are auto-created! Here's the steps I'm following each time: 

1. Delete Orders, Make sure quote lines are removed from Q15, re-add QL’s then Approve Quote

2. Verify 2 Orders are created

3. Add Order Product Legal Entities to 4 Order Products. All 4 Order Products look good, Tax Calculation Status = 4. Completed, no Tax Error Message

4. Verify 2 Order Product Consumption Schedules and 2 Usage Summaries are created on the Solarbot Order Product

5. Add 2 Usage records on the Solarbot Order Product 1 for Micron and 1 for Request (with Matching ID’s). Both Usage records look good, status = Processed

6. Add Provision date to orders / activate them

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

Working through the last challenge - I just wanted to outline the steps as I interpret them from requirements:

 On existing quote, edit lines and add all 4 products, with the panel-buy and panel-rent quantities set to 10

(Question - should the discount for the panel-rent be added here, or somehow applied at the invoice? - thoughts?)

 Approve the quote to generate the two orders

 Adjust the order product legal entities to applie CA tax.  NOTE that this took me several tries to get the taxes to calculate, for some reason.  Basically had to keep removing and adding the legal entity, and then once it calculated correctly for one product it seemed to work OK for the rest - not sure if anyone else has this experience.

 And this is where I have stopped.  My only question before I move on to invoice/contract is where to add the discount. 

 Let me know if anyone else is at this step yet, or if you need help getting here.

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

Last challenge continued:

 Once I created the orders, I updated the products with the legal entity to calculate tax.

Then on the SolarBots, I had to go in and add usage records, and tie those to the usage summary records.

 Then I activated the orders.  For the SolarBots order, no contract is getting created - tells me I can't have a negative term.  I tried setting the end date out 12 months but it didn't help.  Default term on the product is 1.

 Also, the SolarBots order and order product don't update with the priceses from the usage/usage summaries, so I am not sure what is going on there.

 Lastly, no Invoices are getting created (my current "Check" error is looking for Invoice Lines)

 Looking for any hints/clues as to what to check!  Thanks

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

For the quotes, make sure that all of your products are marked with the Provisioning Method, and that your Process Builder is updating Provisioning Method in Order By on create.  Not sure what else could cause it not to create both (question - are all the products there on the single order?)

For the credit, you add that once you create the invoice, by adding a Credit Note to the Account, and then a Credit Line to the Credit Note - Then you allocate it to the invoice (before it is paid).

For tax, you have to set up a legal entity (just name it something like "CA"), and set up the rate, tax rule, and tax treatment.  Then once you create your order and order lines, you have to go in to each Order Line and add the legal entity, at which point the taxes should calculate.

The error message is what you will get basically until you get both orders created, I believe.

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

If I recall correctly, you don't need to set the Tax Treatment, or anything except the Legal Entity.  When I did it, I added Legal Entity and saved, and it auto-populated the rest (the Rule came from the Product, so that was there, but the other fields were not updated by me).  Also, I didn't create a specific Tax Rule for CA, just used the normal Tax Rule that already existed.  The Tax Treatment was added to that.  Not sure if Salesforce will be picky about that (it should work with another rule though, as I understand it, as long as it says Taxable = Yes)

The Tax Treatment uses the Tax Rate that corresponds to the Tax Code field, so only those two things need the Tax Code.

Provisioning Complete date being populated is what triggers the Order to be Activated, so it is how you "complete" the order.  Once the order is Activated, it activates the Order Products, and then you can create an Invoice (using the Invoice Schedule, go in and set the date and time it runs, then save, and it automatically runs and creates invoices based on Order Products meeting the criteria - I recommend checking out the section for creating invoices in the help file for this, there are lots of tiny details about what dates have to be set before the Invoice Schedule run date, and other criteria that have to be met on each of the products - they SHOULD meet the criteria, but you may want to double-check before running the schedule)

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

@Mitesh -

I would focus on the non-SolarBots Order and Invoice.  The SolarBots Order does not have to be paid as per the requirments, and once you have the Usage and Usage Summaries set up on that Order Product, you don't have to mess with it any more for the badge.  It never updated with an amount or tax for me.

Based on your error I would focus on making sure the other three products have taxes calculated properly.  Then make sure the order has Invoice Batch = White Glove Batch.  If that checks out, and you have activated the order, you need to schedule an Invoice, or you can update the order with "Bill Now" to generate it.  Once the Invoice is generated, you will want to pay it off (add cash Payment via the related list on the invoice), and add the Credit Note and Credit Line to the Account, and allocate that Credit Line to the Invoice Line for the panel rental.

Those are the main things I think - at this point just need to try things out and re-check.  Sounds like you are close!

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

 Mitesh Sharma

Problem is that in the credit Note I am not able to see the Invoice Line for product Panel Rental.

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

Ben Ziegler

The Invoice has to be in Posted status, maybe?

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>

 Dennis Keizer

Got it! Had to create 3 Payment Allocation (Invoice Lines) on the invoice line items. Was not in the requirements though. After this, success celebrations. Woohoo!

From <https://success.salesforce.com/answers?id=9063A000000plDwQAI>