The subscription is amended to push the contract's start and end dates out by one month. The amendment adds one month to the contract's end and truncates one month from the beginning of the contract. As a result, the contract term and TCV (Sales) remain unchanged after the amendment. However, the billing periods after the amendment do not align with the existing periods, disrupting the billing schedule records (BSRs).

For example, a recurring multi-year subscription with a one-time billing frequency is sold for three years with a TCV (Sales) of USD 288,000.00. The contract start date is 01-July-2024 and the end date is 30-June-2027. The setting, Proration allowed in One Time Billing is set to False.

The subscription is amended to push the start and end dates of the contract by one month. The start date is 01-August-2024 and the end date is 31-July-2027. The contract term ( still 3 years) and TCV (Sales) remain unchanged, but the newly created periods do not overlap with the existing ones. This disrupts the existing BSRs and new BSRs are created for amended periods. It is illustrated in the following diagram: 

The subscription details after amendment are summarized in the following table:

Selling Term

TCV (Sales)

Net Unit Price

Start Date

End Date

Effective Start Date

Price Type

Billing Frequency

3.00000000USD 288,000.00USD 96,000.0001-August-202431-July-202701-August-2024RecurringOne-time

Here, the billing application receives the payload for the amendment from an order or asset line item generated in an external system. When the application processes this line item per the request, it uses the value in the Effective Start Date field on the order line item (OLI) as the billing start date (01-August-2024) from when the change is effective. As a result, the billing header fields are updated as follows:

BH ID

Current OLI

Parent OLI

ALI

Billing Frequency

Billing Start Date

Billing End Date

TCV (Sales)

Billable Amount for Current OLI

Total Invoiced Amount

Pending Invoice Amount

Status

BH-1OLI-12OLI-1ALI-1One-time01-August-202431-July-2027USD 288,000.00USD 0.00USD 0.00USD 288,000.00Active

The BSRs are generated differently, based on the setting Superseding the Schedules during Asset Management is set to Always Supersede or Minimize, as shown below:

When the setting "Superseding the Schedules during Asset Management" is set to Always Supersede.

The BSRs and BSDs are:

BSR ID

BSD ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Invoice Status

Remarks

BSR-1BSD-1RegularFee01-July-202430-June-2027USD 288,000.00SupersededBSR-1 is not valid, so it is superseded.
BSR-2BSD-2RegularFee01-August-202431-July-2027USD 288,000.00Pending BillingAdditional BSR, BSR-2 is created for a newer period because of the change operation.

When the setting "Superseding the Schedules during Asset Management" is set to Minimize.

The BSRs are:

BSR ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Invoice Status

Remarks

BSR-1RegularFee01-July-202430-June-2027USD 0.00SupersededBSR-1 is not valid, so it is superseded. The fee is USD 0.00, the sum of BSD-1 and its counter-BSD, BSD-1a.
BSR-2RegularFee01-August-202431-July-2027USD 288,000.00Pending BillingAdditional BSR, BSR-2 is created for a newer period because of the change operation.

The BSDs are:

BSD ID

BSR ID

Record Type

Category

Period Start Date

Period End Date

Actual Fee Amount

Derived Invoice Status

Remarks

BSD-1BSR-1RegularFee01-July-202430-June-2027USD 288,000.00SupersededBSD-1 is not valid, hence superseded.
BSD-1.aRegularFee01-July-202430-June-2027(USD 288,000.00)SupersededCounter-BSD for the canceled BSD-1, BSD-1.a can be used to offset the revenue forecast from the previous BSD-1.
BSD-2BSR-2RegularFee01-August-202431-July-2027USD 288,000.00PendingAdditional BSD, BSD-2 is created for a newer period because of the change operation.