Configure Bundle Products
A bundle must be configured to let the billing engine to know the level (bundle, sub-bundle, components, etc.) at which it needs to be billed.
Since the a bundle can be configured in different ways across transactions, the billing levels are derived at the order level. For more information, see Deriving Levels within a Bundle Structure. Billing uses this information to mark the corresponding billing headers as Contracted or Informational . The Contracted billing headers are picked up for invoicing, while the Informational ones are not invoiced.
For more information on how to associate billing and invoicing with a product, refer to Associating Billing and invoicing with a Product.
| Bundle Invoice Level on the Product | Derived Level in a Bundle Structure on the OLI | Billing Header of the Bundle or Components (Options) | Create Billing for Informational Products in a Bundle | Billing Records Generated |
|---|---|---|---|---|
| Top Bundle | Top Bundle | Contracted = True | NA | Yes, Contracted |
| Components | Components | Contracted = True | NA | Yes, Contracted |
| Top Bundle | Any value other than Top Bundle | Contracted = False | Yes | Yes, Informational |
| Components | Any value other than Components | Contracted = False | Yes | Yes, Informational |
| Top Bundle | Any value other than Top Bundle | Contracted = False | No | No billing records |
| Components | Any value other than Components | Contracted = False | No | No billing records |
The billing records under the billing headers with Contracted = True, are picked up for invoicing. However, Informational billing records can be created for tracking or auditing purpose.
- Bill the top Bundle product and Bundle Options separately
- Bill the Bundle product including all Options rolled to the bundle product)
- Bill each Bundle Option Item separately
To bill the top bundle only
To bill the top bundle, it is required that the Contracted flag must be True only for the bundle product and options must have Contracted flag as False. If you want to bill the bundle product including all options rolled to the bundle product, configure the bundle and options as follows:
| Product | Bundle Invoice Level on the Product | Derived Level in a Bundle Structure on the OLI | Billing Header |
|---|---|---|---|
| Bundle | Top Bundle | Top Bundle | Contracted = True |
| Option-A | Top Bundle | Components | Contracted = False |
| Option-B | Top Bundle | Components | Contracted = False |
When the entire bundle is initiated for billing, the billing records (BH, BSRs,and BSDs) are generated for the bundle product only.
As per the organizational policy, If you want to generate informational billing records for the options, set the Create Billing for Informational Products in a Bundle setting to Yes at the product level before initiating the billing.
As per the organizational policy, If you do not want to generate informational billing records for the options, set the Create Billing for Informational Products in a Bundle setting to No at the product level before initiating the billing. Billing header will not be generated for this configuration.
To bill the components only
To bill the components only, it is required that the Contracted flag must be True only for the components and bundle must have Contracted flag as False. If you want to bill only the components and not the bundle product, configure the bundle and options as follows:
| Product | Bundle Invoice Level on the Product | Derived Level in a Bundle Structure on the OLI | Billing Header |
|---|---|---|---|
| Bundle | Components | Top Bundle | Contracted = False |
| Option-A | Components | Components | Contracted = True |
| Option-B | Components | Components | Contracted = True |
When the entire bundle is initiated for billing, the billing records (BH, BSRs,and BSDs) are generated for the components only.
As per the organizational policy, If you want to generate informational billing records for the bundle, set the Create Billing for Informational Products in a Bundle setting to Yes at the product level before initiating the billing.
As per the organizational policy, If you do not want to generate informational billing records for the bundle, set the Create Billing for Informational Products in a Bundle setting to No at the product level before initiating the billing. Billing header will not be generated for this configuration.
To bill the top bundles and components
To bill the top bundle and components both, it is required that the Contracted flag must be True for bundle and the components. If there is a sub-bundle as part of this bundle configuration, the Contracted flag must be false for this product. If you want to bill bundle and the components, configure the bundle and options and sub-bundle as follows:
| Product | Bundle Invoice Level on the Product | Derived Level in a Bundle Structure on the OLI | Billing Header |
|---|---|---|---|
| Bundle | Top Bundle, Component | Top Bundle | Contracted = True |
| Option-A | Top Bundle, Component | Components | Contracted = True |
| Option-B | Top Bundle, Component | Components | Contracted = True |
| Sub bundle | Top Bundle, Component | Sub-bundle | Contracted = False |
When the entire bundle is initiated for billing, the billing records (BH, BSRs,and BSDs) are generated for the bundle as well as for the components.
As per the organizational policy, If you want to generate informational billing records for the sub-bundle, set the Create Billing for Informational Products in a Bundle setting to Yes at the product level before initiating the billing.
As per the organizational policy, If you do not want to generate informational billing records for the sub-bundle, set the Create Billing for Informational Products in a Bundle setting to No at the product level before initiating the billing. Billing header will not be generated for this configuration
