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Download page Use Case 4: Amendment Happened in Mid of Billing Period.
Use Case 4: Amendment Happened in Mid of Billing Period
The requirement is to amend the asset in the middle of a period to introduce a price change. In this use case, the amendment also advanced the contract's end date with the price change. The following scenarios arise:
| Scenario | Status of existing Schedules | Price Change | Billing Detail Change | Behavior of Billing Schedules | Behavior of Usage Inputs |
|---|---|---|---|---|---|
| Periods outside the contract term | Invoiced | NA | NA |
| Because there is no price change the usage inputs remain in Rated status. |
| Pending Billing or Pending Invoiced | NA | NA |
| Because the periods are canceled, the status of usage input is set to Error. | |
| Period inside the contract term | Invoiced | yes | Doesn't matter |
| The usage inputs remain in Rated status. |
| Pending Billing or Pending Invoiced | Yes | Doesn't matter |
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| |
| Period spanning through the contract term | Invoiced | Doesn't matter | Doesn't matter |
| The usage inputs remain in Rated status. |
| Pending Billing or Pending Invoiced | Doesn't matter | Doesn't matter |
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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 |
|---|---|---|---|---|---|
01-Jan-2024 | 31-Dec-2024 | Usage | Yearly | Monthly | USD 10.00 |
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-1 | Rated | 3.00000 | USD 30.00 | 10-Jan-2024 |
| IN-2 | Rated | 6.00000 | USD 60.00 | 10-Feb-2024 |
| IN-3 | Rated | 4.00000 | USD 40.00 | 10-May-2024 |
| IN-4 | Rated | 9.00000 | USD 90.00 | 10-Jul-2024 |
| IN-5 | Rated | 8.00000 | USD 80.00 | 10-Sep-2024 |
| IN-6 | Rated | 5.00000 | USD 50.00 | 16-Nov-2024 |
| IN-7 | Rated | 10.00000 | USD 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 | Status |
|---|---|---|---|---|
| BS-1 | USD 30.00 | 01-Jan-2024 | 31-Jan-2024 | Invoiced |
| BS-2 | USD 60.00 | 01-Feb-2024 | 29-Feb-2024 | Invoiced |
| BS-3 | USD 0.00 | 01-Mar-2024 | 31-Mar-2024 | Invoiced |
| BS-4 | USD 0.00 | 01-Apr-2024 | 30-Apr-2024 | Invoiced |
| BS-5 | USD 40.00 | 01-May-2024 | 31-May-2024 | Pending Invoiced |
| BS-6 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing |
| BS-7 | USD 90.00 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing |
| BS-8 | USD 0.00 | 01-Aug-2024 | 31-Aug-2024 | Pending Billing |
| BS-9 | USD 80.00 | 01-Sep-2024 | 30-Sep-2024 | Invoiced |
| BS-10 | USD 0.00 | 01-Oct-2024 | 31-Oct-2024 | Pending Billing |
| BS-11 | USD 50.00 | 01-Nov-2024 | 30-Nov-2024 | Pending Invoiced |
| BS-12 | USD 100.00 | 01-Dec-2024 | 31-Dec-2024 | 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-1 | USD 30.00 | 3.00000 | 01-Jan-2024 | 31-Jan-2024 | Invoiced |
| US-2 | USD 60.00 | 6.00000 | 01-Feb-2024 | 29-Feb-2024 | Invoiced |
| US-3 | USD 0.00 | 01-Mar-2024 | 31-Mar-2024 | Invoiced | |
| US-4 | USD 0.00 | 01-Apr-2024 | 30-Apr-2024 | Invoiced | |
| US-5 | USD 40.00 | 4.00000 | 01-May-2024 | 31-May-2024 | Pending Invoiced |
| US-6 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing | |
| US-7 | USD 90.00 | 9.00000 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing |
| US-8 | USD 0.00 | 01-Aug-2024 | 31-Aug-2024 | Pending Billing | |
| US-9 | USD 80.00 | 8.00000 | 01-Sep-2024 | 30-Sep-2024 | Invoiced |
| US-10 | USD 0.00 | 01-Oct-2024 | 31-Oct-2024 | Pending Billing | |
| US-11 | USD 50.00 | 5.00000 | 01-Nov-2024 | 30-Nov-2024 | Pending Invoiced |
| US-12 | USD 100.00 | 10.00000 | 01-Dec-2024 | 31-Dec-2024 | Pending Billing |
After amendment
The asset is amended to revise the price tiers to double the list price effective from 15-May-2024. The amendment also advanced the end date to 31-Aug-2024.
The billing schedules after the amendment are as follows:
Billing Schedule ID | Fee Amount | Period Start Date | Period End Date | Status | Is Superseded | Remarks |
|---|---|---|---|---|---|---|
| BS-1 | USD 30.00 | 01-Jan-2024 | 31-Jan-2024 | Invoiced | The period is outside the contract and at the start of the term, so it remain untouched. | |
| BS-2 | USD 60.00 | 01-Feb-2024 | 29-Feb-2024 | Invoiced | The period is outside the contract and at the start of the term, so it remain untouched. | |
| BS-3 | USD 0.00 | 01-Mar-2024 | 31-Mar-2024 | Invoiced | The period is outside the contract and at the start of the term, so it remain untouched. | |
| BS-4 | USD 0.00 | 01-Apr-2024 | 30-Apr-2024 | Invoiced | The period is outside the contract and at the start of the term, so it remain untouched. | |
| BS-5 | USD 40.00 | 01-May-2024 | 31-May-2024 | Pending Invoiced | Yes | This is the impacted period. It is split into two schedules, BS-15 and BS-16. The new schedules are created in Pending Billing status. |
| BS-6 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing | Yes | The pending invoiced period inside the contract was superseded. A new BS-21 is created in Pending Billing status. |
| BS-7 | USD 90.00 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing | Yes | The pending invoiced period inside the contract was superseded. A new BS-22 is created in Pending Billing status. |
| BS-8 | USD 0.00 | 01-Aug-2024 | 31-Aug-2024 | Pending Billing | Yes | The pending invoiced period inside the contract was superseded. A new BS-23 is created in Pending Billing status. |
| BS-9 | USD 80.00 | 01-Sep-2024 | 30-Sep-2024 | Invoiced | Yes | The invoiced period outside the contract was Superseded. A refund BS, BS-24 with a negative fee is created. |
| BS-10 | USD 0.00 | 01-Oct-2024 | 31-Oct-2024 | Canceled | Pending Billing period outside the contract, canceled | |
| BS-11 | USD 50.00 | 01-Nov-2024 | 30-Nov-2024 | Canceled | Pending Invoiced period outside the contract, canceled | |
| BS-12 | USD 100.00 | 01-Dec-2024 | 31-Dec-2024 | Canceled | Pending Billing period outside the contract, canceled | |
| BS-13 | (USD 30.00) | 01-Jan-2024 | 31-Jan-2024 | Pending Billing | Refund schedule created for the invoiced period inside the contract date (BS-1) | |
| BS-14 | (USD 60.00) | 01-Feb-2024 | 29-Feb-2024 | Pending Billing | Refund schedule created for the invoiced period inside the contract date (BS-2) | |
| BS-15 | USD 0.00 | 01-May-2024 | 14-May-2024 | Pending Billing | Split billing schedule created for BS-5. | |
| BS-16 | USD 0.00 | 15-May-2024 | 31-May-2024 | Pending Billing | Split billing schedule created for BS-5. | |
| BS-17 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing | Newly added period for the superseded pending billing period, BS-6. | |
| BS-18 | USD 0.00 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing | Newly added period for the superseded pending billing period, BS-7. | |
| BS-19 | USD 0.00 | 01-Aug-2024 | 31-Aug-2024 | Pending Billing | Newly added period for the superseded pending billing period, BS-8. | |
| BS-20 | (USD 80.00) | 01-Sep-2024 | 30-Sep-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-1 | USD 30.00 | 01-Jan-2024 | 31-Jan-2024 | Invoiced | Yes |
| US-2 | USD 60.00 | 01-Feb-2024 | 29-Feb-2024 | Invoiced | Yes |
| US-3 | USD 0.00 | 01-Mar-2024 | 31-Mar-2024 | Invoiced | Yes |
| US-4 | USD 0.00 | 01-Apr-2024 | 30-Apr-2024 | Invoiced | Yes |
| US-5 | USD 40.00 | 01-May-2024 | 31-May-2024 | Pending Invoiced | Yes |
| US-6 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing | Yes |
| US-7 | USD 90.00 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing | Yes |
| US-8 | USD 0.00 | 01-Aug-2024 | 31-Aug-2024 | Pending Billing | Yes |
| US-9 | USD 80.00 | 01-Sep-2024 | 30-Sep-2024 | Invoiced | Yes |
| US-10 | USD 0.00 | 01-Oct-2024 | 31-Oct-2024 | Canceled | |
| US-11 | USD 50.00 | 01-Nov-2024 | 30-Nov-2024 | Canceled | |
| US-12 | USD 100.00 | 01-Dec-2024 | 31-Dec-2024 | Canceled | |
| US-19 | USD 0.00 | 01-May-2024 | 14-May-2024 | Pending Billing | |
| US-20 | USD 0.00 | 15-May-2024 | 31-May-2024 | Pending Billing | |
| US-21 | USD 0.00 | 01-Jun-2024 | 30-Jun-2024 | Pending Billing | |
| US-22 | USD 0.00 | 01-Jul-2024 | 31-Jul-2024 | Pending Billing | |
| US-23 | USD 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-1 | Rated | 3.00000 | USD 30.00 | 10-Jan-2024 | Because the billing schedule is invoiced, the usage input remain in Rated status. |
| IN-2 | Rated | 6.00000 | USD 60.00 | 10-Feb-2024 | Because the billing schedule is invoiced, the usage input remain in Rated status. |
| IN-3 | Loaded | 4.00000 | USD 0.00 | 10-May-2024 | Because the billing schedule is in Pending Billing status, the usage input is reverted to Loaded status. |
| IN-4 | Loaded | 9.00000 | USD 0.00 | 10-Jul-2024 | Because the billing schedule is in Pending Billing status, the usage input is reverted to Loaded status. |
| IN-5 | Rated | 8.00000 | USD 80.00 | 10-Sep-2024 | Because there is no price change the usage inputs remain in Rated status for the refunded schedule. |
| IN-6 | Error | 5.00000 | USD 50.00 | 16-Nov-2024 | Because the periods are canceled, the status of usage input is set to Error. |
| IN-7 | Error | 10.00000 | USD 100.00 | 15-Dec-2024 | Because the periods are canceled, the status of usage input is set to Error. |