When a Sales Representative decreases the quantity of an asset:
- If the billing schedule is "Pending Billing", Billing supersedes the old billing schedule and creates a new billing schedule for the remaining quantity.
- If the billing schedule is "Invoiced", Billing creates a negative billing schedule to refund the amount and creates a new billing schedule for the remaining quantity.
For more information on asset quantity decrement, see Managing Asset Quantity Downgrade.
Case 1: Changing Billing Schedules in "Pending Billing" Status for a Decremented Asset
This use case describes how Billing supersedes the old billing schedule and creates a new billing schedule with the decremented quantity. Before the sales representative changes the asset quality, the billing schedule details are as follows:
Schedule | Period Start Date | Period End Date | Quantity | Status | Fee Amount | Type | Is Superseded | Ready for Invoice Date |
|---|
| BS1 | 1/1/2022 | 12/31/2022 | 4 | Pending Billing | USD 400.00 | Contracted |
| 1/1/2023 |
After the Sales representative decreases the quantity from 4 to 3, the Cart page has the following details:
- Quantity = Negative quantity provided by you on the Change Quantity page
- Line Status = Decremented and Merged
- Net Price = Amount for the quantity decremented
On order activation, the decrement quantity updates into the existing asset. The asset line item has the following details:
- Asset Status = Activated
- Net Price = Amount for the remaining quantity after decrement
- Quantity = Remaining quantity after decrement
- Asset TCV = Reflects the right value
Billing Schedules are created as follows:
Schedule | Period Start Date | Period End Date | Quantity | Status | Fee Amount | Type | Is Superseded | Ready for Invoice Date |
|---|
| BS1 | 1/1/2022 | 12/31/2022 | 4 | Superseded | USD 400.00 | Contracted | Yes | 1/1/2023 |
| BS2 | 1/1/2022 | 12/31/2022 | 3 | Pending Billing | USD 300.00 | Contracted |
| 1/1/2023 |
Use Case 2: Changing Billing Schedules in "Invoiced" Status for a Decremented Asset
This use case describes how Billing creates a negative billing schedule to refund the amount for the decremented quantity. Before the sales representative changes the asset quality, the billing schedule details are as follows:
Schedule | Period Start Date | Period End Date | Quantity | Status | Fee Amount | Type | Is Superseded |
|---|
| BS1 | 1/1/2022 | 12/31/2022 | 4 | Invoiced | USD 400.00 | Contracted |
|
After the Sales representative decreases the quantity from 4 to 3, the Cart page has the following details:
- Quantity = Negative quantity provided by you on the Change Quantity page
- Line Status = Decremented and Merged
- Net Price = Amount for the quantity decremented
On order activation, the decrement quantity updates into the existing asset. The asset line item has the following details:
- Asset Status = Activated
- Net Price = Amount for the remaining quantity after decrement
- Quantity = Remaining quantity after decrement
- Asset TCV = Reflects the right value
Billing Schedules are created as follows:
Schedule | Period Start Date | Period End Date | Quantity | Status | Fee Amount | Type | Is Superseded |
|---|
| BS1 | 1/1/2022 | 12/31/2022 | 4 | Invoiced | USD 400.00 | Contracted | Yes |
| BS2 | 1/1/2022 | 12/31/2022 | 3 | Pending Billing | USD –100.00 | Contracted |
|