Apply milestone plans to amended billing schedules. When you activate an amendment order with a negotiated milestone plan or milestone-enabled billing treatment, Billing links the milestone plan to the updated billing schedules and recalibrates the plan based on the amendment amount and date.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Billing license.
Who: To configure milestone plans for amendments, you need the Billing Admin permission set.
How: In Setup, find and select Billing Settings. Turn on Milestone Plans for Amendments to automate the creation and recalculation of milestone plans during amend transactions.