NSC | Using a Billing Schedule in a Sales Order with Multiple Items

Scenario

The user created a Billing Schedule with different set of Amounts to be billed monthly, however, Sales Order with multiple Items shows incorrect Amounts.

When only one item is added to an order, all monthly amounts are correct. However, when multiple items are added with the same Billing Schedule added per Item Line, the schedule shows incorrect Billing Amounts.

Solution

To successfully use and follow the specific amounts from a custom Billing Schedule, ensure that the 'Apply to Subtotal' checkbox is selected on the Billing Schedule record.

Initial setup of Billing Schedule

Sales Order Data

• Total Amount = 500
• Item A = 200