For bundled products, billing schedules are generated based on the bundle product and option products configuration. The Fee amount of the billing schedules is calculated based on the net price of the bundle. 

Consider the following bundle configuration:

ProductStart DateEnd DateNet PriceBilling Frequency
Bundle Product BP

 

 

$1800Monthly
Option Product OP1

 

 

$1200Monthly 
Option Product OP2

 

 

$600Monthly

When you accept the Quote/Proposal and activate an order for this bundle product, the total Net Price of the bundle, $1800 is equally divided in the contract term based on the Start Date and End Date of the bundle product. The following billing schedules of Type Contracted are generated: 

Billing ScheduleStart DateEnd DateNet PriceType
BS1

 

 

$150Contracted
BS2

 

 

$150Contracted
BS3

 

 

$150Contracted
BS4

 

 

$150Contracted
BS5

 

 

$150Contracted
BS6

 

 

$150Contracted
BS7

 

 

$150Contracted
BS8

 

 

$150Contracted
BS9

 

 

$150Contracted
BS10

 

 

$150Contracted
BS11

 

 

$150Contracted
BS12

 

 

$150Contracted

For the option products OP1 and OP2, informational billing schedules are generated.

Bundle Rollup for Co-Terminating Options 

In the previous scenario, the net price was distributed equally in the contract term of the bundle product. The Start Date of the option products, the billing frequency of the option products was not considered. If the End Date of the bundle product and all the option products is the same, bundle roll-up is done based on the Start Date of the option products. 

Consider the following bundle configuration:

ProductStart DateEnd DateNet PriceBilling Frequency
Bundle Product BP

 

 

$3000Monthly
Option Product OP1

 

 

$1200Monthly
Option Product OP2

 

 

$1800Monthly

When you accept the Quote/Proposal and activate an order for this bundle product, the total Net Price of the bundle, $3000 is divided in the contract term based as follows: 

Billing ScheduleStart DateEnd DateNet PriceType
BS1

 

 

$100Contracted
BS2

 

 

$100Contracted
BS3

 

 

$100Contracted
BS4

 

 

$300Contracted
BS5

 

 

$300Contracted
BS6

 

 

$300Contracted
BS7

 

 

$300Contracted
BS8

 

 

$300Contracted
BS9

 

 

$300Contracted
BS10

 

 

$300Contracted
BS11

 

 

$300Contracted
BS12

 

 

$300Contracted

For the months of January, February, and March, only the Fee Amount of $100 of  Option OP1 is charged. For the months of April to December, the Fee Amount of Option OP1($100) and the Fee Amount of Option OP2($200) is charged,

Bundle Rollup for Co-Terminating Options scenario is valid only if:
  • The Asset Line Items are not linked to a Billing Plan

  • The Bundle and all the option products:

    • Have same Billing Frequency

    • Have same End Date

    • Have same Billing Preference

    • Do Not Create Informational option is set to false

    • Have same Billing Day of the Month

    • Have same Charge Type