Choosing a Billing Account

 

The Billing Account field is a standard data field found in various Salesforce objects, including Opportunities, Quotes, and Invoices. It serves to identify the customer or client responsible for payment for goods or services rendered. This field is especially relevant for customers collaborating with Partners or Resellers, as the partners and resellers may act as the Billing Account. 

 

In Salesforce, Nue utilizes the 'Account' object for both sales and billing purposes. As a default, the Billing Accounts listed when creating a Quote are associated with the Sales Account. For more information on the Billing Hierarchy and its scenarios, please click here. 

 

However, there may be cases where you want to select a Billing Account from a list of partners, resellers or other accounts. In this scenario, the billing account is not associated with the sales account. This tutorial will walk through the steps in using the lookup filter plugin to allow the Sales Rep to select any account to be the Billing Account.

 

 

To control the available options on the list of Billing Accounts, use the lookup filter plugin on the Billing Account field in the Quote or Order object. By default, the associated billing accounts of the current sales account will be displayed under the section 'RELATED BILLING ACCOUNTS', and all other accounts are listed under 'OTHER ACCOUNTS'. Customize this plugin by following the steps provided below.

 

1. Create an Apex Class 

1. • Apex Class code can be copied here
2. Once the Apex Class is created, you can then register the plugin in Custom Settings

• • Navigate to Setup > Custom Settings

• • Search for Lookup Search Plugin

• Click ‘Manage’
• Add a New Lookup Search Plugin value

• Enter the Lookup Field API Name and Object API Name:
• Lookup Field API Name: Ruby__BillingAccount__c
• Object API Name: Quote 
• Plugin Class Name: Ruby.{name of the apex class you created} (eg: Ruby.QuoteBillingAccountPluginV2)
• ***The Plugin Class Name has to match the Apex class name you created earlier.

• Save

Now you can search for any account in the Billing Account field on the quote.