Introduction
I want to set a biliing terms on my quote line in order to pay in a different way. How to do it?
Custom field you need for this solution from existing object
in quote line
Billing terms
Billing period
Payment Method
Let's put these custom fields in a price rule
Price rule
Price condition
Price action
Price rule Set [Value]
Price condition
You can also put in tested formula (with our dataset)
TEXT( BillingTerms__c ) = "DirectDebit_1_PP"
TEXT( BillingTerms__c ) = "DirectDebit_3_PP"
TEXT( BillingTerms__c ) = "BankTransfer_12"
TEXT( BillingTerms__c ) = "DirectDebit_1"
TEXT( BillingTerms__c ) = "DirectDebit_12"
Price Action
According to your condition, you can have others actions :
If you take the condition
TEXT( BillingTerms__c ) = "DirectDebit_3"
If you take the condition
TEXT( BillingTerms__c ) = "DirectDebit_1_PP"
Etc…
Here’s the other price condition according to the table shown before
Don’t forget that your object in your price action is quote line
This use case can be improved by factorizing the price rule
Result
If you correctly implemented this solution you can see this
See you more contents !
Link for a github : https://github.com/AourLegacy/AourFactory/tree/Biliing-terms
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