Billing specialist superbadge

       Before attempting for this superbadge, I suggest to study and understand below Salesforce Billing concepts in detail.  Salesforce CPQ and Billing Object and Data Model and relationships knowledge is crucial to pass the challenges.  

    Salesforce Billing Concepts  

• CPQ Order Management and Invoice Relationship
• Salesforce Billing CPQ Object and Data Model
• Salesforce CPQ Order Generation,CPQ Order Grouping
• Invoice and Order Relationship
• Usage and Usage Summary
• Consumption Schedule
• Invoice Line Pricing
• Invoice Generation and Automation
• Next Billing Date
• Payment and Invoice Adjustments
• Payment Relationship
• Invoice Adjustments
• Create and Allocate a Debit Note
• Legal Entity and Taxation
• Tax Integration and Tax Rates

 To help you get started, here are a few tips:

• Enable below settings from installed CPQ package setting:

           Allow Multiple Orders
           Enable Usage Based Pricing

• On solarBot product : 

            Subscription Pricing: Fixed Price

            Charge Type: Recurring

            Billing Type: Arrears

            Subscription Term populated

            Billing Frequency populated

• Update shipping address on Account, for correct tax calculation
• Update , Tax treatment and legal entity on order product , Estimated tax amount will be updated 
• on order product make sure taxes calculated properly, use Tax Calculation Status should be complete. if you want calculate taxes again, make Tax Calculation Status queued to calculate taxes again.
• Make sure , taxes are calculated properly before activating the orders. 
• Usage summary and consumption schedule 
• 12 Usage summary and 1 Usage summary records automatically gets created on usage order product. 
• Create 2 usage records with details provided in challenge, for duration on 1 day i.e Today.
• Total amount on solar bot usage product order should be zero.
• Activate the orders by providing completion date as Today 
• Set invoices status to posted so that you can create Credit Note and allocate amounts. 
• Challenge does not complete with Credit Note, you need to create Payment Invoice Lines for all order products of first order. 
• If you realize a mistake and want to correct it, you can always deactivate the trigger from installed package and delete activated orders.  And start from original quote with new changes. 
• Keep in mind , Data flows from Product -> quote line -> order product  
• If you make change on Product and you want to reflect it on quote, remove product from quote and add it again to reflect latest changes. 
• Same is applicable for consumption schedule details,  Consumption schedule -> quote line consumption schedule -> order product consumption schedule 
• Complete all steps of last challenge on same day, from order generation to payment.

Please comment if you have any queries