Billing Accounts Not Appearing in Basket Due to Currency Mismatch

Symptom

When opening a Product Basket, the Billing Account (BA) picker on the basket main page and at Order Enrichment shows no Billing Accounts, even though multiple active, billable BAs exist on the Account.

The Billing_Account_Refreshed__c field on the basket remains false.

Cause

The basket has a different CurrencyIsoCode than the Billing Accounts. The BA lookup logic applies a hard currency filter that requires an exact match between the basket currency and the BA currency.

For example:
- Basket CurrencyIsoCode = USD (inherited from the Opportunity)
- All Billing Accounts CurrencyIsoCode = MYR

Since USD does not equal MYR, the query returns zero results and no BAs are displayed.

The basket inherits its currency from the Opportunity. If the Opportunity was created with the wrong currency, all baskets created from it will have the same mismatch.

Resolution

Step 1: Verify the currency mismatch

Query the basket and its associated Billing Accounts:

SELECT Id, CurrencyIsoCode
FROM cscfga__Product_Basket__c
WHERE Id = '<BASKET_ID>'

SELECT Id, Name, CurrencyIsoCode
FROM csconta__Billing_Account__c
WHERE csconta__Account__c = '<ACCOUNT_ID>'
  AND csconta__Status__c IN ('NEW', 'ACTIVE')

Compare the CurrencyIsoCode values.

Step 2: Check the Opportunity currency

SELECT Id, CurrencyIsoCode
FROM Opportunity
WHERE Id = '<OPPORTUNITY_ID>'

The basket inherits its currency from the Opportunity.

Step 3: Correct the currency

Update the Opportunity and basket CurrencyIsoCode to match the Billing Accounts' currency:

1. Update the Opportunity: change CurrencyIsoCode to the correct value
2. Update the basket: change CurrencyIsoCode to match

Step 4: Verify BA picker

After correcting the currency, reload the basket. The BA picker should now display all matching Billing Accounts.

Additional Notes

• The BA lookup filters on multiple fields beyond currency: Billing_Account_Type__c, Collection_Status__c, csconta__Status__c, and Bridging_Indicator_Flag__c. If BAs still don't appear after fixing the currency, check these fields as well
• In multi-currency Salesforce orgs, ensure that the correct currency is selected when creating Opportunities to avoid this issue recurring
• The same currency filter applies at both the basket main page and Order Enrichment levels