Billing Specialist Superbadge - Step 15 (the monster)


*cue the confetti*

Step 15 of the Billing Specialist superbadge was a monster!  If you are stuck, post a comment below but include details of where you are in the challenge!

Here are a few tips:

  • Creating Usage records?  Start from the quote and work your way to the Order Product.  Create them on the Order Product!  Why?  If you do not, it can be a monster job to link the usage to the usage summary and the order product.  (How do I know?  You don't want to know!)
  • "For more than 10 requests, the price changes to $35 per request."  This means that $35 * 12  =
    $420.  In the real world, this makes no sense as 12 requests are cheaper than 10. 
  • Turn off triggers in CPQ and Billing if you get stuck.  
  • If you have trouble with the "Order Type" field, it's not that hard to reactivate a picklist value :) 
  • This article walks through the process to create a credit note without tax 
  • An invoice must be posted to apply a credit note. 

Are you stuck here? 
So was I....for a week! 


How to fix this problem:
  1. Follow this path to get to the Order Product record: Quote > Related Order > Order Product > Related
  2. Start by looking at the usage summaries and make sure you write down the Usage Summary number that should tie to your Usage record.  REMEMBER- One item bills annually, one bills monthly!
  3. Create the Usage record
Do NOT start anywhere else! Why?  It's is a monster to associate the order product and usage summary with the usage record if you do not start from the Order Product related list!   

Ready for some good news?  Once you get past the usage issues, the rest of the challenge should FLY by!  

Stuck on credit allocations? Payment allocations?  The secret is to look for the hard to find "allocate" options.   



Are you stuck somewhere else? A different error message?  Leave a comment and Trailhead Baby will come to the rescue! 
Off to rescue people! 

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