Deleting Adjustment Billing Schedule Details
- The parent BSR is in Pending Billing status.
- The adjustment BSD is in Draft status.
You can delete the erroneous adjustment BSDs from a billing schedule record (BSR), those across multiple BSRs of a single billing header (BH), or different billing headers.
Erroneous adjustment BSDs (wrong entry, wrong amount, not as per contract, etc.) can be deleted. They may arise primarily due to the following reasons:
- Wrong entry in the record.
- The wrong amount entered into the record.
- Non-agreement of customers or internal business groups.
- The record does not match the terms of the contract.
- Click the BSD you want to delete. A dialogue box opens, displaying the BSD details.
- Click Delete. The BSD is removed from the list of BSDs.
For example, A subscription, with a quarterly billing frequency is sold for one year with a TCV (Sales) of USD 1,200.00. The contract start date is 01-July-2024 and the end date is 30-June-2025. The selling term is four (because the billing frequency is quarterly) and the net price is USD 300.00. You created an adjustment BSD of USD 50.00 for the first billing period.
The billing header is as follows:
|
BH ID |
Current OLI |
Billing Start Date |
Billing End Date |
TCV (Sales) |
Billable Amount for Current OLI |
Total Invoiced Amount |
Total Adjusted Amount |
Total Bill Including Adjustments |
Pending Invoice Amount |
Status |
|---|---|---|---|---|---|---|---|---|---|---|
|
BH-1 |
OLI-12 |
01-July-2025 |
30-June-2025 |
USD 1,200.00 |
USD 0.00 |
USD 0.00 |
USD 50.00 |
USD 1,250.00 |
USD 1,200.00 |
Active |
The BSRs and BSDs are:
|
BSR ID |
BSD ID |
Record Type |
Category |
Period Start Date |
Period End Date |
Actual Fee Amount |
Invoice Status |
|---|---|---|---|---|---|---|---|
|
BSR-1 |
BSD-1 |
Regular |
Fee |
01-July-2024 |
30-September-2024 |
USD 300.00 |
Pending Billing |
|
BSD-1.a |
Regular |
Adjustment |
01-July-2024 |
30-September-2024 |
USD 50.00 |
Pending Billing | |
|
BSR-2 |
BSD-2 |
Regular |
Fee |
01-October-2024 |
31-December-2024 |
USD 300.00 |
Pending Billing |
|
BSR-3 |
BSD-3 |
Regular |
Fee |
01-January-2025 |
31-March-2025 |
USD 300.00 |
Pending Billing |
|
BSR-4 |
BSD-4 |
Regular |
Fee |
01-April-2025 |
30-June-2025 |
USD 300.00 |
Pending Billing |
Now you want to delete the adjustment BSD by using the Delete button.
The billing header is as follows:
|
BH ID |
Current OLI |
Parent OLI |
ALI |
Billing Start Date |
Billing End Date |
TCV (Sales) |
Billable Amount for Current OLI |
Total Invoiced Amount |
Total Adjusted Amount |
Total Bill Including Adjustments |
Pending Invoice Amount |
Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BH-1 |
OLI-12 |
OLI-1 |
ALI-1 |
01-July-2025 |
30-June-2025 |
USD 1,200.00 |
USD 0.00 |
USD 0.00 |
USD 0.00 |
USD 0.00 |
USD 1,200.00 |
Active |
The BSRs and BSDs are:
|
BSR ID |
BSD ID |
Record Type |
Category |
Period Start Date |
Period End Date |
Actual Fee Amount |
Invoice Status |
|---|---|---|---|---|---|---|---|
|
BSR-1 |
BSD-1 |
Regular |
Fee |
01-July-2024 |
30-September-2024 |
USD 300.00 |
Pending Billing |
|
BSR-2 |
BSD-2 |
Regular |
Fee |
01-October-2024 |
31-December-2024 |
USD 300.00 |
Pending Billing |
|
BSR-3 |
BSD-3 |
Regular |
Fee |
01-January-2025 |
31-March-2025 |
USD 300.00 |
Pending Billing |
|
BSR-4 |
BSD-4 |
Regular |
Fee |
01-April-2025 |
30-June-2025 |
USD 300.00 |
Pending Billing |
It is clear that the adjustment BSD created under BSR-1 is deleted and is not available in the table.