When you execute the API for Change, Billing modifies the fields on the activated billing header per the change request or displays an error message.

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:

BH ID

Current OLI

Parent OLI

ALI

Billing Start Date

Billing End Date

TCV (Sales)

Billable Amount for Current OLI

Total Invoiced Amount

Pending Invoice Amount

Total Adjusted Amount

Total Bill Including Adjustments

Status

BH-1OLI-1OLI-1ALI-101-January-202430-June-2024USD 600.00USD 600.00USD 400.00USD 200.00USD 60.00USD 660.00Active

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

BSR ID

BSD ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Derived Invoice Status

Remarks

BSR-1BSD-1RegularFee01-January-202431-January-2024USD 100.00Invoiced
BSR-2BSD-2RegularFee01-February-202429-February-2024USD 100.00Invoiced
BSR-3BSD-3RegularFee01-March-202431-March-2024USD 100.00Invoiced
BSR-4BSD-4RegularFee01-April-202430-April-2024USD 100.00Invoiced
BSR-5BSD-5RegularFee01-May-202431-May-2024USD 100.00Pending
BSD-5.aRegularAdjustment01-May-202431-May-2024USD 30.00PendingAdjustment
BSR-6BSD-6RegularFee01-June-202430-June-2024USD 100.00Pending 
BSD-6.aRegularAdjustment01-June-202430-June-2024USD 30.00Pending Adjustment

After Change

Suppose you want to provide a discount of USD 125.00 from the mid-period of BSR-4 through BSR-6 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 initiated for billing, the billing engine applies the price changes on the header and adjusts the schedules as shown below:

BH ID

Current OLI

Parent OLI

ALI

Billing Start Date

Billing End Date

TCV (Sales)

Billable Amount for Current OLI

Total Invoiced Amount

Pending Invoice Amount

Total Adjusted Amount

Total Bill Including Adjustments

Status

BH-1OLI-110OLI-1ALI-116-April-202430-June-2024USD 475.00(USD 125.00)USD 400.00USD 75.00USD 60.00USD 535.00Active

The BSRs and BSDs after the change operation:

BSR ID

BSD ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Derived Invoice Status

Remarks

BSR-1BSD-1RegularFee01-January-202431-January-2024USD 100.00Invoiced
BSR-2BSD-2RegularFee01-February-202429-February-2024USD 100.00Invoiced
BSR-3BSD-3RegularFee01-March-202431-March-2024USD 100.00Invoiced
BSR-4BSD-4RegularFee01-April-202430-April-2024USD 100.00InvoicedSince BSR-4 is invoiced, it remains unchanged. A new BSR-7 is created to accommodate the effect of the Change operation.
BSR-5BSD-5RegularFee01-May-202431-May-2024USD 100.00Pending
BSD-5.aRegularAdjustment01-May-202431-May-2024USD 30.00PendingAdjustment
BSD-5.bRegularFee01-May-202431-May-2024(USD 50.00)PendingIncremental BSD 
BSR-6BSD-6RegularFee01-June-202430-June-2024USD 100.00Pending 
BSD-6.aRegularAdjustment01-June-202430-June-2024USD 30.00Pending Adjustment
BSD-6.bRegularFee01-June-202430-June-2024(USD 50.00)Pending Incremental BSD 
BSR-7BSD-7RegularFee16-April-202430-April-2024(USD 25.00)PendingNew BSR  to provide a refund for the partial period against BSR-4, which is invoiced.