Billing Account DMO

Represents a customer billing account with billing preferences, taxation, delivery settings, and account status information.

Object Properties

Object API Name: BillingAccount_std__dlm
Category: Unassigned
Availability: Available in 264 and later versions
Primary Key Field: Id

Relationships

• PrimaryBillingAddressId has a FOREIGNKEY relationship with the Address DMO Id field.
• TemporaryBillingAddressId has a FOREIGNKEY relationship with the Address DMO Id field.

Fields

• BillCopiesRequestedNumber
• BillDeliveryMethod
• BillingAccountStatus
• BillingCycle
• BillingEmailAddress
• BillingFormat
• BillingFrequency
• cdp_sys_record_currency
• CreditRating
• CreditScoreNumber
• CustomerClass
• DataSourceId
• DataSourceObjectId
• Id
• InternalOrganizationId
• IsAutopayEnabled
• IsBillingOnHold
• IsLocked
• KQ_Id
• KQ_PrimaryBillingAddressId
• KQ_TemporaryBillingAddressId
• Name
• PrimaryBillingAddressId
• TaxExemptionEndDate
• TaxExemptionPercentage
• TaxExemptionStartDate
• TaxExemptionType
• TaxId
• TemporaryBillingAddressEndDate
• TemporaryBillingAddressId
• TemporaryBillingAddressStartDate

BillCopiesRequestedNumber

• Field API Name: BillCopiesRequestedNumber__c
• Data Type: DOUBLE
• Description: Number of bill copies sent to the customer each billing cycle.

BillDeliveryMethod

• Field API Name: BillDeliveryMethod__c
• Data Type: TEXT
• Description: Chosen method to receive bills, such as paper, email, or electronic statement.

BillingAccountStatus

• Field API Name: BillingAccountStatus__c
• Data Type: TEXT
• Description: Indicates the status of the customer billing account.

BillingCycle

• Field API Name: BillingCycle__c
• Data Type: TEXT
• Description: Grouping that controls when a bill is produced.

BillingEmailAddress

• Field API Name: BillingEmailAddress__c
• Data Type: TEXT
• Description: Email address used for bill delivery.

BillingFormat

• Field API Name: BillingFormat__c
• Data Type: TEXT
• Description: Specifies whether the customer receives a detailed or summary bill.

BillingFrequency

• Field API Name: BillingFrequency__c
• Data Type: TEXT
• Description: Frequency at which bills are generated, such as monthly or quarterly.

cdp_sys_record_currency

• Field API Name: cdp_sys_record_currency__c
• Data Type: TEXT
• Description: System-generated metadata field that stores a 3-letter ISO currency code.

CreditRating

• Field API Name: CreditRating__c
• Data Type: TEXT
• Description: Credit rating of the customer's billing account.

CreditScoreNumber

• Field API Name: CreditScoreNumber__c
• Data Type: DOUBLE
• Description: Credit score of the customer's account.

CustomerClass

• Field API Name: CustomerClass__c
• Data Type: TEXT
• Description: Grouping of accounts by business attributes used for accounting and validation rules.

DataSourceId

• Field API Name: DataSourceId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

DataSourceObjectId

• Field API Name: DataSourceObjectId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

Id

• Field API Name: Id__c
• Data Type: TEXT
• Description: Primary key of the billing account record.

InternalOrganizationId

• Field API Name: InternalOrganizationId__c
• Data Type: TEXT
• Description: A unique, system-generated identifier for this record.

IsAutopayEnabled

• Field API Name: IsAutopayEnabled__c
• Data Type: BOOLEAN
• Description: Indicates whether the customer has opted in to automatic payment.

IsBillingOnHold

• Field API Name: IsBillingOnHold__c
• Data Type: BOOLEAN
• Description: Indicates whether billing is currently suspended for the account.

IsLocked

• Field API Name: IsLocked__c
• Data Type: BOOLEAN
• Description: Indicates whether the billing account is locked from updates.

KQ_Id

• Field API Name: KQ_Id__c
• Data Type: TEXT
• Description: Key Qualifier system field for Id

KQ_PrimaryBillingAddressId

• Field API Name: KQ_PrimaryBillingAddressId__c
• Data Type: TEXT
• Description: Key Qualifier system field for PrimaryBillingAddressId

KQ_TemporaryBillingAddressId

• Field API Name: KQ_TemporaryBillingAddressId__c
• Data Type: TEXT
• Description: Key Qualifier system field for TemporaryBillingAddressId

Name

• Field API Name: Name__c
• Data Type: TEXT
• Description: Name of the billing account.

PrimaryBillingAddressId

• Field API Name: PrimaryBillingAddressId__c
• Data Type: TEXT
• Description: Primary address to which bills are sent.

TaxExemptionEndDate

• Field API Name: TaxExemptionEndDate__c
• Data Type: DATEONLY
• Description: End date until which the tax exemption is valid.

TaxExemptionPercentage

• Field API Name: TaxExemptionPercentage__c
• Data Type: DOUBLE
• Description: Tax exemption percentage the account is eligible for.

TaxExemptionStartDate

• Field API Name: TaxExemptionStartDate__c
• Data Type: DATEONLY
• Description: Start date from which the tax exemption is valid.

TaxExemptionType

• Field API Name: TaxExemptionType__c
• Data Type: TEXT
• Description: Type of tax exemption the account is eligible for.

TaxId

• Field API Name: TaxId__c
• Data Type: TEXT
• Description: Tax identifier for the customer.

TemporaryBillingAddressEndDate

• Field API Name: TemporaryBillingAddressEndDate__c
• Data Type: DATEONLY
• Description: End date for when the temporary billing address should be used.

TemporaryBillingAddressId

• Field API Name: TemporaryBillingAddressId__c
• Data Type: TEXT
• Description: Temporary billing address used instead of the primary billing address.

TemporaryBillingAddressStartDate

• Field API Name: TemporaryBillingAddressStartDate__c
• Data Type: DATEONLY
• Description: Start date for when the temporary billing address should be used.