Managing the Approval Status of Adjustment Billing Schedule Details

Adjustment Billing Schedule Detail (BSD) are always created in Draft status. You can change the status to Pending Approval, Approved, Rejected, and Canceled.The change in the status of an adjustment BSD affects the roll-up amount of its parent Billing Schedule Record (BSR). For example, when the status of an adjustment BSD changes from Draft to Approved, its fee amount is rolled up to its parent BSR, thereby increasing the BSR's fee by an amount equal to the rolled-up amount. If the status of adjustment BSD changes from Approved status to any other status, the BSR's fee amount is reduced by an amount equal to the adjustment BSD's fee amount.

Existing Statuses and Permissible Destination Values

You can manually change the status of the adjustments BSDs from an existing status to certain permissible destination values, defined as follows:


Existing Status	Destination Status	Effect
Draft	Pending Approval	Status update only
Draft or Pending Approval	Approved	Status update Update in parent BSR Fee Amount with the Adjustment Amount
Draft or Pending Approval	Rejected	Status update only
Draft	Canceled	Status update only
Approved	Canceled	Status update Update in parent BSR Fee Amount less the Adjustment Amount

Use Case: Changing the Status of Adjustment BSDs

You can change the status of the adjustment BSDs by requesting the status change to an endpoint.

To Change the Status of Adjustment BSDs

The Billing Header is in Active status.
The parent BSR is in Pending Billing status.
The adjustment BSDs' category is Adjustment.

Call the Billing Management API, https://<URL_of_the_Instance>/api/billing/v1/schedules/adjustments/update-approval-stage.
Enter the values in the payload.
- BillingScheduleDetailId: ID of the BSD whose status needs to be changed.
- ApprovalStage: Enter the desired approval stage.

The API changes the status of the BSD to the supplied value.

For example, you created an adjustment BSD of USD 50.00 in Draft status for a BSR that is in Pending Billing status with a fee of USD 450.00. You changed the status of the BSD manually; from Draft to Approved, and from Approved to Canceled. The effect on the BSR fee amount is illustrated below.

BSD status changed from Draft to Approved:


BSD ID	BSR ID	BSR Status	BH Status	Category	BSD Existing Status	BSD Changed Status	BSD Fee	BSR Fee Post BSD Status Change
BSD-1.a	BSR-2	Pending Billing	Active	Adjustment	Draft	Approved	USD 50.00	USD 500.00

BSD status changed from Approved to Canceled:


BSD ID	BSR ID	BSR Status	BH Status	Category	BSD Existing Status	BSD Changed Status	BSD Fee	BSR Fee Post BSD Status Change
BSD-1.a	BSR-2	Pending Billing	Active	Adjustment	Approved	Canceled	USD 50.00	USD 450.00

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Managing the Approval Status of Adjustment Billing Schedule Details

Existing Statuses and Permissible Destination Values

Use Case: Changing the Status of Adjustment BSDs

To Change the Status of Adjustment BSDs

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