Change Action for Minimizing the Superseding

When you execute the API for Change, 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 Minimize.
• 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 the periods not impacted by the Change operation remain unchanged. 
• Because the Superseding the Schedules during Asset Management billing setting is set to Minimize for the impacted period, Billing creates delta billing schedule details (BSDs) and BSRs based on the record's invoice status.
  • For un-invoiced records: Billing creates BSDs with delta fee amounts under existing BSRs. Existing adjustment BSDs remain unchanged. The BSRs 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 600.00. The billing frequency is monthly. The start date is 01-January-2024 and the end date is 30-June-2024. You initiate the billing to create a billing header and six BSRs with a fee amount of USD 100.00 each. There are adjustments of USD 30.00 for BSD-5 and BSD-6. 

New Sale

Suppose you invoiced BSR-1, BSR-2, BSR-3, and BSR-4. The billing header shows the following data:

The data of the six 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-4 through BSR-6 and initiated 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 on the header and adjusts the schedules as shown below:

The BSRs and BSDs after the change operation: