Updating a Billing Record after Posted

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Darlene Whitney

• February 27, 2024 21:14

RE: Salesforce Opportunity w/Product and Billing, Billing Lines (Posted)

Scenario > Opportunity Record has a 'Discount Product' Added to an existing Opportunity Record. We were thinking about creating an automation to 'Unpost' the Billing Record (remove the transaction lines) in order to 'Add New Line' with the new Product capturing the GL Accounts and Variables. Save & Post. Issue > I didn't even think about what happens in a Closed Accounting Period that has the Billing Record. You can manipulate the Opportunity, but how do I reflect this discount for a member's Billing Record that was created 3 months ago. How do other handle this? 

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  Darlene Whitney

  • February 27, 2024 23:05

  We came to the conclusion to create a new Billing Record capturing only the discounted Products which is reflected as a Credit Memo. Then apply that CM to the existing Billing Record. The accounting periods do not matter then. We are creating an automation for the client.

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