Changing the Status of Billing Schedule by Calling an API

Once you invoice a billing schedule its status changes from Pending Billing to Pending Invoiced or Invoiced. The status change depends upon whether the invoice is created with a Draft or Approved status.

If the invoicing is done through the “Invoice Run” framework, this status change is understood by Conga Billing and is in sync with the batch job that updates the field “Remaining Billable Amount”. This batch job calculates the total fee amount from the billing schedules with a “Pending Billing” status. Hence if the status of a billing schedule changes from Pending Billing to Invoiced, the remaining billable amount is reduced equivalent to the fee amount of the schedule.

If the invoicing is done through different means like any other automated interface or manually, the status change is not communicated to the batch job and hence the RBA is not updated. For such instances, an API is required so that the status change of the billing schedules can be understood by Conga Billing.

The following table lists all the combinations of the actions and the status change that is supported by Conga Billing.

Action	Status Change
Action	From	To
Auto Approved = True	Pending Billing	Invoiced
Auto Approved = False	Pending Billing	Pending Invoiced
Approve Invoice	Pending Invoiced	Invoiced
Cancel Invoice	Pending Invoiced	Pending Billing
Move to draft	Invoiced	Pending Invoiced
Cancel button	Invoiced	Pending Billing
(From Billing Plan)	Pending Milestone	Pending Billing

The following table lists all the combinations of the actions (ABO operations such as Change or Termination) and the status change that is NOT supported by Conga Billing.

Action	Status Change
Action	From	To
Amendment	Pending Billing	Superseded
Termination	Pending Billing	Canceled
Amendment	Pending Invoiced	Superseded
Termination	Pending Invoiced	Canceled
Termination on mid-date of Invoice	Invoiced	Invoiced Canceled
Termination	Invoiced	Canceled

For a wallet asset line item (WALI), when you run the API to update or change the status of a billing schedule from Invoiced to Pending Billing, then the API validates the billing schedule fee amount with respect to the wallet balance. If the validation passes, it executes the request otherwise displays a validation message if there is no sufficient available balance in the wallet.
If multiple billing schedule IDs belonging to the same WALI are passed then the validation is done by taking the sum of the fee amounts of all those billing schedules belonging to a single WALI.
If you pass multiple billing schedule IDs, the order of processing happens in the order of the IDs sent to the API.

The following table lists the parameters of the API and the results that are returned.

Parameters Result

// Set Billing Schedule input parameters for Split Billing Schedule
List<Apttus_Billing.BillingScheduleChangeStatusWrapper> BillingScheduleChangeStatusInputs = new List<Apttus_Billing.BillingScheduleChangeStatusWrapper>();

// Add the first input
Id billingScheduleId1 = 'billing schedule ID'; // Replace this with the desired billing schedule Id 
String expectedStatus1 = 'Invoiced'; // Replace this with the desired status for the first input

BillingScheduleChangeStatusInputs.add(new Apttus_Billing.BillingScheduleChangeStatusWrapper(billingScheduleId1, expectedStatus1));

// Add the second input
Id billingScheduleId2 = 'billing schedule ID'; // Replace this with the desired billing schedule Id 
String expectedStatus2 = 'Invoiced'; // Replace this with the desired status for the second input

BillingScheduleChangeStatusInputs.add(new Apttus_Billing.BillingScheduleChangeStatusWrapper(billingScheduleId2, expectedStatus2));

// Add more inputs as needed

List<Apttus_Billing.BillingScheduleChangeStatusWrapper> actualChangeStatusResults = Apttus_Billing.BillingService.changeBillingScheduleStatus(BillingScheduleChangeStatusInputs);
System.debug('actualChangeStatusResults========================' + actualChangeStatusResults);

CODE

If you pass the list of wrappers as a parameter, the API changes the status of the billing schedules to the next higher or to the previous status.

Example:

Suppose you have defined a recurring asset line with the following information:

Selling Frequency: Yearly

Billing Frequency: Monthly

List Price: USD 1,200.00

Remaining Billable Amount (RBA): USD 1,200.00

12 billing schedules are generated with a Fee Amount of USD 100.00 and the status as Pending Billing.

When you execute the API the status of the billing schedules and the RBA changes as:

ID	Current Status	String expected status	Response	RBA
BS1 ID	Pending Billing	Invoiced	Success	USD 1,100.00
BS1 ID	Invoiced	Pending Invoiced	Success	USD 1,200.00

Set<Id> billingScheduleIds = new Set<Id>{'billing schedule 1 ID', 'billing schedule 2 ID'}; // Replace this with the desired billing schedule Id 
String expectedStatus = 'Invoiced'; // Replace this with the desired status for all the inputs

String result = Apttus_Billing.BillingService.changeBillingScheduleStatus(billingScheduleIds, expectedStatus);
System.debug(result);