The requirement is to perform an amendment that does not cause any changes to the pricing of the asset but there are changes to the fields on the billing schedules. For example, the amendment is done to advance the end date and change the payment term from NET 30 to NET 45. The following scenarios arise:

Use CaseStatus of existing SchedulesPrice  Change Billing Details ChangeBehavior of Billing SchedulesBehavior of Usage Inputs
Periods outside the contract termInvoicedNoDoesn't matter
  • Periods outside the contract at the start of the term remain untouched.
  • Periods outside the contract at the end of the term remain in Invoiced status but are marked as superseded.
  • The fee amount is refunded by creating refund billing schedules with negative fee amounts.
  • No new schedules are created.
Because there is no price change the usage inputs remain in Rated status.
Pending Billing or Pending InvoicedNoDoesn't matter
  • Periods outside the contract at the start of the term remain untouched.
  • Periods outside the contract at the end of the term are canceled.
  • The corresponding usage schedule is also canceled.
  • No new schedules are created.
Because the periods are canceled, the status of usage input is set to Error.
Period inside the contract termInvoicedNoYes
  • Periods inside the contract date remain in Invoiced status but are marked as superseded. 
  • The fee amount is refunded by creating refund billing schedules with negative fee amounts.
  • New billing schedules with a USD 0.00 fee amount are created.
  • The usage schedules follow the same suit.

Because there is no price change the usage inputs remain in Rated status.

Pending Billing or Pending InvoicedNoYes


  • Periods inside the contract date are superseded.
  • New billing schedules with the same fee amount are created in Pending Billing status corresponding to each superseded period. 
  • The usage schedules follow the same suit.

    This feature was not working earlier for schedules in Pending Invoiced status. 


  • Existing usage inputs in Rated status are transferred to the new usage schedule.
  • The new billing schedule now automatically has the usage inputs.

The above behavior can be demonstrated with the help of an example.

Consider a usage product with the following details:

Start Date

End Date

Price Type

Selling Frequency

Billing Frequency

List price

Billing Rule

01-Jan-2024

31-Dec-2024 

UsageYearlyMonthlyUSD 10.00Bill in Advance

The billing is initiated and the billing schedules and usage schedules are generated. 

You created and processed the usage inputs for the following months:

Input ID

Status

Quantity

Rated Amount

Usage Date

IN-1Rated3.00000USD 30.00

10-Jan-2024

IN-2Rated6.00000USD 60.00

10-Feb-2024

IN-3Rated4.00000USD 40.00

10-May-2024

IN-4Rated9.00000USD 90.00

10-Jul-2024

IN-5Rated8.00000USD 80.00

10-Sep-2024

IN-6Rated5.00000USD 50.00

16-Nov-2024 

IN-7Rated10.00000USD 100.00

15-Dec-2024

Before amendment

The billing schedules before amendment are as follows:

Billing Schedule ID

Fee Amount

Period Start Date

Period End Date

Ready for Invoice Date

Status

BS-1USD 30.00

01-Jan-2024

31-Jan-2024

29-Feb-2024

Invoiced
BS-2USD 60.00

01-Feb-2024

29-Feb-2024

31-Mar-2024

Invoiced
BS-3USD 0.00

01-Mar-2024

31-Mar-2024

30-Apr-2024

Invoiced
BS-4USD 0.00

01-Apr-2024

30-Apr-2024

31-May-2024

Invoiced
BS-5USD 40.00

01-May-2024

31-May-2024

30-Jun-2024

Pending Invoiced
BS-6USD 0.00

01-Jun-2024

30-Jun-2024

31-Jul-2024

Pending Billing
BS-7USD 90.00

01-Jul-2024

31-Jul-2024

31-Aug-2024

Pending Billing
BS-8USD 0.00

01-Aug-2024

31-Aug-2024

30-Sep-2024

Pending Billing
BS-9USD 80.00

01-Sep-2024

30-Sep-2024

31-Oct-2024

Invoiced
BS-10USD 0.00

01-Oct-2024

31-Oct-2024

30-Nov-2024

Pending Billing
BS-11USD 50.00

01-Nov-2024

30-Nov-2024

31-Dec-2024

Pending Invoiced
BS-12USD 100.00

01-Dec-2024

31-Dec-2024

01-Jan-2025

Pending Billing

The usage schedules before amendment are as follows:

Usage Schedule ID

Fee Amount

Actual Quantity

Period Start Date

Period End Date

Status

US-1USD 30.003.00000

01-Jan-2024

31-Jan-2024

Invoiced
US-2USD 60.006.00000

01-Feb-2024

29-Feb-2024

Invoiced
US-3USD 0.00


01-Mar-2024

31-Mar-2024

Invoiced
US-4USD 0.00


01-Apr-2024

30-Apr-2024

Invoiced
US-5USD 40.004.00000

01-May-2024

31-May-2024

Pending Invoiced
US-6USD 0.00

01-Jun-2024

30-Jun-2024

Pending Billing
US-7USD 90.00

9.00000

01-Jul-2024

31-Jul-2024

Pending Billing
US-8USD 0.00


01-Aug-2024

31-Aug-2024

Pending Billing
US-9USD 80.00

8.00000

01-Sep-2024

30-Sep-2024

Invoiced
US-10USD 0.00


01-Oct-2024

31-Oct-2024

Pending Billing
US-11USD 50.00

5.00000

01-Nov-2024

30-Nov-2024

Pending Invoiced
US-12USD 100.00

10.00000

01-Dec-2024

31-Dec-2024

Pending Billing

After amendment

The asset is amended to advance the end date to 31-Aug-2024. The payment term is changed from NET 30 to NET 45.

The billing schedules after the amendment are as follows:

Billing Schedule ID

Fee Amount

Period Start Date

Period End Date

Ready for Invoice Date

Status

Is Superseded

Remarks

BS-1USD 30.00

01-Jan-2024

31-Jan-2024

29-Feb-2024

InvoicedYesThe invoiced period inside the contract term remains unchanged.
BS-2USD 60.00

01-Feb-2024

29-Feb-2024

31-Mar-2024

InvoicedYesThe invoiced period inside the contract term remains unchanged.
BS-3USD 0.00

01-Mar-2024

31-Mar-2024

30-Apr-2024

InvoicedYesThe invoiced period inside the contract term remains unchanged.
BS-4USD 0.00

01-Apr-2024

30-Apr-2024

31-May-2024

InvoicedYesThe invoiced period inside the contract term remains unchanged.
BS-5USD 40.00

01-May-2024

31-May-2024

30-Jun-2024

Pending InvoicedYesThe pending invoiced period inside the contract was superseded. A new BS-19 is created in Pending Billing status.
BS-6USD 0.00

01-Jun-2024

30-Jun-2024

31-Jul-2024

Pending BillingYesThe pending invoiced period inside the contract was superseded. A new BS-20 is created in Pending Billing status.
BS-7USD 90.00

01-Jul-2024

31-Jul-2024

31-Aug-2024

Pending BillingYesThe pending invoiced period inside the contract was superseded. A new BS-21 is created in Pending Billing status.
BS-8USD 0.00

01-Aug-2024

31-Aug-2024

30-Sep-2024

Pending BillingYesThe pending invoiced period inside the contract was superseded. A new BS-22 is created in Pending Billing status.
BS-9USD 80.00

01-Sep-2024

30-Sep-2024

31-Oct-2024

InvoicedYesThe invoiced period outside the contract was Superseded. A refund BS-23 with a negative fee is created.
BS-10USD 0.00

01-Oct-2024

31-Oct-2024

30-Nov-2024

Canceled
Pending Billing period outside the contract, canceled
BS-11USD 50.00

01-Nov-2024

30-Nov-2024

31-Dec-2024

Canceled
Pending Invoiced period outside the contract, canceled
BS-12USD 100.00

01-Dec-2024

31-Dec-2024

01-Jan-2024

Canceled
Pending Billing period outside the contract, canceled
BS-13(USD 30.00)

01-Jan-2024

31-Jan-2024

01-Feb-2024

Pending Billing
Refund schedule created for the invoiced period outside the contract date (BS-1)
BS-14(USD 60.00)

01-Feb-2024

29-Feb-2024

01-Mar-2024

Pending Billing
Refund schedule created for the invoiced period outside the contract date (BS-2)
BS-15USD 30.00

01-Jan-2024

31-Jan-2024

01-Feb-2024

Pending Billing
Newly added period for the superseded invoiced period.
BS-16USD 60.00

01-Feb-2024

29-Feb-2024

01-Mar-2024

Pending Billing
Newly added period for the superseded invoiced period.
BS-17USD 0.00

01-Mar-2024

31-Mar-2024

01-Apr-2024

Pending Billing
Newly added period for the superseded invoiced period.
BS-18USD 0.00

01-Apr-2024

30-Apr-2024

01-May-2024

Pending Billing
Newly added period for the superseded invoiced period.
BS-19USD 40.00

01-May-2024

31-May-2024

01-Jun-2024

Pending Billing
Newly added period for the superseded pending invoiced period.
BS-20USD 0.00

01-Jun-2024

30-Jun-2024

01-Jul-2024

Pending Billing
Newly added period for the superseded pending billing period.
BS-21USD 90.00

01-Jul-2024

31-Jul-2024

01-Aug-2024

Pending Billing
Newly added period for the superseded pending billing period.
BS-22USD 0.00

01-Aug-2024

31-Aug-2024

01-Sep-2024

Pending Billing
Newly added period for the superseded pending billing period.
BS-23(USD 80.00)

01-Sep-2024

30-Sep-2024

01-Oct-2024

Pending Billing
Refund schedule created for the invoiced period outside the contract date (BS-9)

The Usage schedules after the amendment are as follows:

Usage Schedule ID

Fee Amount

Period Start Date

Period End Date

Status

Is Superseded

US-1USD 30.00

01-Jan-2024

31-Jan-2024

InvoicedYes
US-2USD 60.00

01-Feb-2024

29-Feb-2024

InvoicedYes
US-3USD 0.00

01-Mar-2024

31-Mar-2024

InvoicedYes
US-4USD 0.00

01-Apr-2024

30-Apr-2024

InvoicedYes
US-5USD 40.00

01-May-2024

31-May-2024

Pending InvoicedYes
US-6USD 0.00

01-Jun-2024

30-Jun-2024

Pending BillingYes
US-7USD 90.00

01-Jul-2024

31-Jul-2024

Pending BillingYes
US-8USD 0.00

01-Aug-2024

31-Aug-2024

Pending BillingYes
US-9USD 80.00

01-Sep-2024

30-Sep-2024

InvoicedYes
US-10USD 0.00

01-Oct-2024

31-Oct-2024

Canceled
US-11USD 50.00

01-Nov-2024

30-Nov-2024

Canceled
US-12USD 100.00

01-Dec-2024

31-Dec-2024

Canceled
US-15USD 30.00

01-Jan-2024

31-Jan-2024

Pending Billing
US-16USD 60.00

01-Feb-2024

29-Feb-2024

Pending Billing
US-17USD 0.00

01-Mar-2024

31-Mar-2024

Pending Billing
US-18USD 0.00

01-Apr-2024

30-Apr-2024

Pending Billing
US-19USD 40.00

01-May-2024

31-May-2024

Pending Billing
US-20USD 0.00

01-Jun-2024

30-Jun-2024

Pending Billing
US-21USD 90.00

01-Jul-2024

31-Jul-2024

Pending Billing
US-22USD 0.00

01-Aug-2024

31-Aug-2024

Pending Billing

The status of the usage inputs after the amendment is as follows:

Input ID

Status

Quantity

Rated Amount

Usage Date

Remarks

IN-1Rated3.00000USD 30.00

10-Jan-2024

Because there is no price change the usage inputs remain in Rated status.

IN-2Rated6.00000USD 60.00

10-Feb-2024

Because there is no price change the usage inputs remain in Rated status.

IN-3Rated4.00000USD 40.00

10-May-2024

Existing usage inputs in Rated status are transferred to the new usage schedule.

IN-4Rated9.00000USD 90.00

10-Jul-2024

Existing usage inputs in Rated status are transferred to the new usage schedule.

IN-5Rated8.00000USD 80.00

10-Sep-2024

Because there is no price change the usage inputs remain in Rated status for the refunded schedule.

IN-6Error5.00000USD 50.00

16-Nov-2024 

Because the periods are canceled, the status of usage input is set to Error.

IN-7Error10.00000USD 100.00

15-Dec-2024

Because the periods are canceled, the status of usage input is set to Error.