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Renewing the Billing With a Different Custom Plan
During the renewal of a product or service, users may want to switch the billing of a recurring subscription from Custom Plan A to Custom Plan B. The switching from custom plan A to custom plan B happens in the upstream system during the renewal of the product or service and is passed to a Conga order. When the billing is initiated for this Conga order, the application creates the renewal billing schedule records (BSRs) per the new custom plan (Custom Plan B) updated on the billing header.
For example, a new sale with a Custom Plan A (plan ID CP-1) is initiated for a service with a TCV (Sales) of USD 1,200.00. Custom Plan A has three line items with 30%, 40%, and 30% of the TCV (Sales). The start date is 01-July-2024 and the end date is 30-June-2025.
The milestone dates are 01-August-2024, 15-November-2024, 01-May-2025. You completed the BSD milestones and initiated the Billing, creating three BSRs. All the BSRs are invoiced.
New Sale
The billing header has the following data:
BH ID | Current OLI | Parent OLI | ALI | Custom Plan ID | Billing Start Date | Billing End Date | TCV (Sales) | Billable Amount for Current OLI | Total Invoiced Amount | Pending Invoice Amount | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BH-1 | OLI-1 | OLI-1 | ALI-1 | CP-1 | 01-July-2024 | 30-June-2025 | USD 1,200.00 | USD 1,200.00 | USD 1,200.00 | USD 0.00 | Active |
The BSRs are as follows:
| BSR ID | BSD ID | Period Start Date | Period End date | Ready for Invoice Date | Actual Fee Amount | Invoice Status |
|---|---|---|---|---|---|---|
| BSR-1 | BSD-1 | NA | NA | 01-August-2024 | USD 360.00 | Invoiced |
| BSR-2 | BSD-2 | NA | NA | 15-November-2024 | USD 480.00 | Invoiced |
| BSR-3 | BSD-3 | NA | NA | 01-May-2025 | USD 360.00 | Invoiced |
After renewal
During the renewal of the service, there was a change in the payment requirement and the customer decided to proceed with Custom Plan B (plan ID CP-2) rather than Custom Plan A (plan ID CP-1). Hence the renewal is initiated with Custom Plan B associated to the billing header. The renewal term is one year starting from 01-July-2025 and the renewal TCV is USD 1,200.00.
Custom Plan B has four line items with the following details:
Custom Plan ID | Plan line item ID | Percent | Milestone Expected Date | Payment Term |
|---|---|---|---|---|
| CP-2 | PLI-1 | 20 | 01-August-2025 | Term 1 |
| CP-2 | PLI-2 | 15 | 15-November-2025 | Term 1 |
| CP-2 | PLI-3 | 25 | 01-May-2026 | Term 1 |
| CP-2 | PLI-4 | 40 | 01-June-2026 | Term 1 |
Initiating the billing updates the Custom Plan B's ID on the BH. The Billing Start Date and Billing End Date fields are updated with the renewal start date and the last milestone-expected dates. The TCV (Sales) field is updated with the sum of previous sales and the renewal amount. The billing header fields are updated as follows:
BH ID | Current OLI | Parent OLI | ALI | Custom Plan ID | Billing Start Date | Billing End Date | TCV (Sales) | Billable Amount for Current OLI | Total Invoiced Amount | Pending Invoice Amount | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BH-1 | OLI-12 | OLI-1 | ALI-1 | CP-2 | 01-July-2025 | 30-June-2026 | USD 2,400.00 | USD 1,200.00 | USD 1,200.00 | USD 1,200.00 | Active |
Suppose you completed the BSD milestones and initiated the billing to create the BSRs as follows:
| BSR ID | BSD ID | Period Start Date | Period End date | Ready for Invoice Date | Actual Fee Amount | Invoice Status | Remarks |
|---|---|---|---|---|---|---|---|
| BSR-1 | BSD-1 | NA | NA | 01-August-2024 | USD 360.00 | Invoiced | Existing BSR from Custom Plan A |
| BSR-2 | BSD-2 | NA | NA | 15-November-2024 | USD 480.00 | Invoiced | Existing BSR from Custom Plan A |
| BSR-3 | BSD-3 | NA | NA | 01-May-2025 | USD 360.00 | Invoiced | Existing BSR from Custom Plan A |
| BSR-4 | BSD-4 | NA | NA | 01-August-2025 | USD 240.00 | Pending Billing | Renewal BSR from Custom Plan B |
| BSR-5 | BSD-5 | NA | NA | 15-November-2025 | USD 180.00 | Pending Billing | Renewal BSR from Custom Plan B |
| BSR-6 | BSD-6 | NA | NA | 01-May-2026 | USD 300.00 | Pending Billing | Renewal BSR from Custom Plan B |
| BSR-7 | BSD-7 | NA | NA | 01-June-2026 | USD 480.00 | Pending Billing | Renewal BSR from Custom Plan B |
The BSDs are as follows:
| BSD ID | BSR ID | Record Type | Category | Period Start Date | Period End date | Milestone Status | Actual Fee Amount | Derived Invoice Status | Remarks |
|---|---|---|---|---|---|---|---|---|---|
| BSD-1 | BSR-1 | Milestone | Fee | NA | NA | Completed | USD 360.00 | Invoiced | Existing BSD from Custom Plan A |
| BSD-2 | BSR-2 | Milestone | Fee | NA | NA | Completed | USD 480.00 | Invoiced | Existing BSD from Custom Plan A |
| BSD-3 | BSR-3 | Milestone | Fee | NA | NA | Completed | USD 360.00 | Invoiced | Existing BSD from Custom Plan A |
| BSD-4 | BSR-4 | Milestone | Fee | NA | NA | Completed | USD 240.00 | Pending | Renewal BSD from Custom Plan B |
| BSD-5 | BSR-5 | Milestone | Fee | NA | NA | Completed | USD 180.00 | Pending | Renewal BSD from Custom Plan B |
| BSD-6 | BSR-6 | Milestone | Fee | NA | NA | Completed | USD 300.00 | Pending | Renewal BSD from Custom Plan B |
| BSD-7 | BSR-7 | Milestone | Fee | NA | NA | Completed | USD 480.00 | Pending | Renewal BSD from Custom Plan B |
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