Subscription level overrides
This document outlines the configuration and results of subscription level overrides, detailing the roles of subscription and invoice owners, and the implications on billing and tax calculations.
Configuration:
-
Subscription owner: Account A (channel partner, Sold To: Contact-QC)
-
Invoice owner: Account B (channel partner)
-
Subscription S1: No Bill To or Sold To overrides
-
Bill To override: Contact-Sales
-
Sold To override: Contact-ON (end customer, Ontario address)
-
Results:
|
Level |
Bill To |
Sold To |
Notes |
|---|---|---|---|
|
Subscription S2 |
Contact-Sales |
Contact-ON |
Displayed on subscription page |
|
Invoice header |
Contact-Sales |
Contact-QC |
|
|
Invoice.BillToContactId |
Contact-Sales ID |
Populated | |
|
InvoiceItem.SoldToContactId |
null |
Not populated | |
|
InvoiceItem.SoldToContactId |
Contact-ON ID |
populated (FBA behavior) | |
|
Tax calculation |
Contact-ON (Ontario) |
|
- Invoice header displays account-level Sold To (Contact-QC, channel partner) instead of subscription-level Sold To (Contact-ON, end customer).
-
Tax calculation correctly uses subscription-level address (Contact-ON, Ontario).
-
To access the true Sold To contact, query at invoice item level: Invoice → InvoiceItem → SoldToContact
-
For invoice presentation, consider customizing invoice templates to display subscription-level Sold To at the line item level.