Change Action for Always Superseding

When you make a request to the Change endpoint, Billing modifies the fields on the activated billing header per the change request or abandons the process.

Prerequisites

• The billing setting, Superseding the Schedules during Asset Management is set to Always Supersede.
• The current OLI's Delta Price field is populated. It can be 0.00 but not null.

Contact your admin to make this functionality available in your application so that clicking a button calls the billing services API.

At the end of the amendment process:

• Billing schedule records (BSRs) for periods not impacted by the Change operation remain unchanged. 
• Because the Superseding the Schedules during Asset Management billing setting is set to Always Supersede, Billing creates delta billing schedule details (BSDs) and BSRs based on the record's invoice status.
  • For un-invoiced records: Billing supersedes the existing BSRs and their BSDs. New BSRs are created for the superseded ones and reflect the updated fee amount to be billed to the customer.
  • For invoiced records: Billing creates new BSRs and BSDs for the invoiced records. A period's BSD captures the delta price, which can be either negative or positive.
• On the billing header:
  • The values in the Billing Start Date, Billing End Date, Selling Term, Net Unit Price, and Quantity fields are updated to the corresponding values from the Current OLI fields.
  • The value in the Billable Amount from the Current Order Line field is updated to the Current OLI's Delta Price field.
  • TCV (Sales) is updated to the sum of the previous TCV (Sales) and the value in the Current OLI's Billable Amount field.

The above-mentioned statements can be understood with the help of the example given below.

A new sale is initiated for a service with a TCV (Sales) of USD 1,200.00. The billing frequency is quarterly. The start date is 01-January-2024 and the end date is 31-December-2024. You initiate the billing to create a billing header and four BSRs with a fee amount of USD 300.00 each. There are adjustments of USD 30.00 for BSD-3 and BSD-4. 

New Sale

During the new sale, you invoiced BSRs 1 and 2. The billing header looks like a normal BH showing the following data:

The data of the four BSRs and BSDs are shown in the table:

After Change

Suppose you want to provide a discount of USD 125.00 from the mid-period of BSR-2 through BSR-4 and initiate the change operation which is effective from 16-April-2024. You should send this price change to the existing billing header using a new OLI. When the OLI is activated and is initiated for billing, the billing engine applies the price changes to the header and adjusts the schedules as shown below:

The BSRs and BSDs after the change operation: