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Billing Specialist Superbadge - 11, 12, 13, 15


How did you do on your Billing Specialist quizzes?  It only took me 10 tries or so....


 Trailhead Baby is a little embarrassed to admit it, but I usually just click around on the quizzes until I pass. Anyone else?  For normal Trailhead learning, I read each question with a goal of really mastering the concept, but for Superbadges, I just can not pause to click around when there are real life challenges to conquer!

This step seems very complicated when you read the instructions, but it is actually a simple as adding a few fields.  You can do it!




Trailhead Baby is stuck.  Totally and completely stuck.  The invoicing part of the challenge went perfectly - and this article was a huge help to create the credit:
https://help.salesforce.com/articleView?id=blng_credit_notes.htm&type=5

It is time for a nice glass of chocolate milk and a few cookies... .I'll have to tackle step 15 another  day!

Comments

  1. Hi Trailhead Baby, I too go stuck at step 15 and my issue is for the orders, invoices are not generating , if you have any idea:) that could be great!

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    Replies
    1. No help yet--- Still stuck! I ended up migrating my whole org into a new CPQ org so that I could mess with it and not entirely destroy my progress.
      There is a zoom call today by IT equality for help with this superbadge if you have time. (I am going to try to join!)

      ITequality's Billing Superbadge Help Session

      Time: Apr 27, 2020 02:00 PM Central Time (US and Canada)
      https://zoom.us/j/98758176458?pwd=eDBOYVZpR0pTUW0wSG4zdDNOdTYxdz09
      Meeting ID: 987 5817 6458
      Password: 021879

      Delete
    2. Hello :):) I am lost... like ridiculously lost haha xD. So I do have the quote, then with the order creation process I got an order created once I approved the quote. Now the issue is that I have only one order instead of 2 ... I'm still figuring out why :/ Then when trying to add the products to the only order I got generated I am having the following error '' Item has one error, to continue enter a charge type''. I assumed It might be because of the wrong price book so I tried changing it but everytime I try to switch it it remains stuck at ''standard price book'' . Do any of these sound familiar to you ? Thanks in advance :):)

      Delete
    3. It happens! I would start with the package settings for CPQ - Under "Order", my bet is that you are missing one check box.

      Delete
    4. Thanks ! Indeed I checked the setting editor and the checkbox '' allow multiple orders '' wasn't checked. But now I am getting another error when trying to update my quote once more to relaunch the process and generate the orders (I deleted the one order that was generated). Here is the error message on the quote's page when I wanna save the changes (the ''primary'' and ''ordered'' checkboxes are checked also) :
      ''Review the errors on this page.
      All products on the primary quote have been ordered.''

      Delete
    5. I would start with...turn off the triggers in the org. Then uncheck the "ordered" box.... turn triggers back on, then recheck the box.

      Delete
  2. I made a very bad mistake- tried deleting Q--00015 from the org ... I've been thinking of Workbench to restore it but as it's deleted permanently it's pointless I guess. I tried creating a new developper account for this Superbadge and have been reconstituting everything yesterday. However today to my surprise I logged in into this account all although I can see the Billing and CPQ packages they don't appear in the App section and all the work is gone (the quote Q-00015 is gone too bizarrely). I saved the record ID for the quote 00015 from the newly created account and when I tried again restoring the disappeared quote through Workbench it is saying it doesn't exist in recycle bin. The infos in the first account ( where I deleted the quote 00015) are intact. It's pretty weird.

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    Replies
    1. hmmmm. The silly question: Did you make sure to change the "org" that the challenge is checking? I've done this a few times...

      What an odd issue!

      Delete
  3. Billing Specalist step 10...
    Challenge Not yet complete... here's what's wrong:
    We couldn't find the Invoice Scheduler record named 'Regular Customers'. Please make sure the Invoice Scheduler record exists, the record contains the correct values according to the requirements and please try again.
    Plz provide the solution...

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    Replies
    1. Billing Specialist step 10
      Challenge Not yet complete... here's what's wrong:
      We couldn't find the Invoice Scheduler record named 'High Priority Customers'. Please make sure the Invoice Scheduler exists, the record contains the correct values according to the requirements and please try again.
      Plz provide the solution for this...

      Delete
    2. I am also trying to find answer to Step 10 Please reply here if someone found out?

      Delete
  4. Hi ,
    I am stuck in challenge 11 or billing specialist . Getting error -we couldn't find the Invoice Scheduler record name ' regular customers '.I create the Invoice Scheduler not sure how to proceed

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    Replies
    1. Hi Everyone,
      I am getting error in billing specalst superbage challenge 6 like .i.e, Challenge Not yet complete... here's what's wrong:
      We couldn't find the correct setting for Tax Calculation on the Billing Managed Package settings. Please make sure the value is correct according to the requirements and please try again.
      Should i change any settings on any cpq package.

      Delete
  5. Hi, for those who finished Step 13, could you please let me know how to resolve this? I have created the a global picklist with the values 'Early Payment' and 'Late Payment', and have linked this global picklist to the 'Reason Code' picklist field on both the Credit Note and Debit note object.Any help would really be appreciated!

    ReplyDelete

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