Understanding the Behavior of Billing Schedules and Usage Inputs After an Amendment

When a usage asset line is amended through the Change operation and is initiated for billing, the engine may behave differently in certain scenarios like, when the price tiers are modified for periods that are already invoiced or when some fields on the billing schedules such as payment terms are modified.

Use Case 1: No Change in Price Tiers or Billing Details During an Amendment

The requirement is to perform an amendment that does not cause any changes to the pricing of the asset, or any other changes to the fields on the billing schedules. For example, the amendment is done to advance the end date of the asset. The following scenarios arise:


Scenario	Status of existing Schedules	Price Change	Billing Details Change	Behavior of Billing Schedules	Behavior of Usage Inputs
Periods outside the contract term	Invoiced	No	No	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. No new schedules are created.	Because there is no price change the usage inputs remain in Rated status.
Periods outside the contract term	Pending Billing or Pending Invoiced	No	No	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term are canceled. The corresponding usage schedule is also canceled. No new schedules are created.	Because the periods are canceled, the status of usage input is set to Error. The usage input points to the old billing schedule and usage schedule.
Periods inside the contract term	Invoiced	No	No	Periods inside the contract date remain unchanged. The usage schedule also remains unchanged. No new schedules are created. Note: Earlier the application creates new schedules for such periods.	Because there is no price change the usage inputs remain in Rated status.
Periods inside the contract term	Pending Invoiced or Pending Billing	No	No	Periods inside the contract date are superseded. New billing schedules with the same fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit. Note: This feature was not working earlier for schedules in Pending Invoiced status.	Existing usage inputs in Rated status are transferred to the new usage schedule. The new billing schedule now automatically has the usage inputs.

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 advance the end date to 31-Aug-2024. There are no price or any other detail changes involved.

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 invoiced period inside the contract term remains unchanged.
BS-2	USD 60.00	01-Feb-2024	29-Feb-2024	Invoiced		The invoiced period inside the contract term remains unchanged.
BS-3	USD 0.00	01-Mar-2024	31-Mar-2024	Invoiced		The invoiced period inside the contract term remains unchanged.
BS-4	USD 0.00	01-Apr-2024	30-Apr-2024	Invoiced		The invoiced period inside the contract term remains unchanged.
BS-5	USD 40.00	01-May-2024	31-May-2024	Superseded	Yes	The pending invoiced period inside the contract was superseded. A new BS-13 is created in Pending Billing status.
BS-6	USD 0.00	01-Jun-2024	30-Jun-2024	Superseded	Yes	The pending invoiced period inside the contract was superseded. A new BS-14 is created in Pending Billing status.
BS-7	USD 90.00	01-Jul-2024	31-Jul-2024	Superseded	Yes	The pending invoiced period inside the contract was superseded. A new BS-15 is created in Pending Billing status.
BS-8	USD 0.00	01-Aug-2024	31-Aug-2024	Superseded	Yes	The pending invoiced period inside the contract was superseded. A new BS-16 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-17 with 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 40.00	01-May-2024	31-May-2024	Pending Billing		Newly added period for the superseded pending invoiced period, BS-5.
BS-14	USD 0.00	01-Jun-2024	30-Jun-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-6.
BS-15	USD 90.00	01-Jul-2024	31-Jul-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-7.
BS-16	USD 0.00	01-Aug-2024	31-Aug-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-8.
BS-17	(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	Actual Quantity	Period Start Date	Period End Date	Status	Is Superseded
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	Yes
US-6	USD 0.00		01-Jun-2024	30-Jun-2024	Pending Billing	Yes
US-7	USD 90.00	9.00000	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	8.00000	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	5.00000	01-Nov-2024	30-Nov-2024	Canceled
US-12	USD 100.00	10.00000	01-Dec-2024	31-Dec-2024	Canceled
US-13	USD 40.00	4.00000	01-May-2024	31-May-2024	Pending Billing
US-14	USD 0.00		01-Jun-2024	30-Jun-2024	Pending Billing
US-15	USD 90.00	9.00000	01-Jul-2024	31-Jul-2024	Pending Billing
US-16	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 there is no price change the usage inputs remain in Rated status.
IN-2	Rated	6.00000	USD 60.00	10-Feb-2024	Because there is no price change the usage inputs remain in Rated status.
IN-3	Rated	4.00000	USD 40.00	10-May-2024	Existing usage inputs in Rated status are transferred to the new usage schedule.
IN-4	Rated	9.00000	USD 90.00	10-Jul-2024	Existing usage inputs in Rated status are transferred to the new usage schedule.
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.

Use Case 2: Only Price Tiers are Changed During an Amendment

The requirement is to perform an amendment that causes a change in the pricing of the asset, as a result, the price tiers are revised. This use case demonstrates the change in price tiers and advances the end date. 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	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fees. No new schedules are created.	Because there is no price change the usage inputs remain in Rated status.
Periods outside the contract term	Pending Billing or Pending Invoiced	NA	NA	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term are canceled. The corresponding usage schedule is also canceled. No new schedules are created.	Because the periods are canceled, the status of usage input is set to Error.
Period inside the contract term	Invoiced	yes	Doesn't matter	Periods inside the contract date remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. New billing schedules with a USD 0.00 fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit.	The usage inputs remain in Rated status.
Period inside the contract term	Pending Billing or Pending Invoiced	Yes	Doesn't matter	Periods inside the contract date are superseded. New billing schedules with a USD 0.00 fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit. Note: This feature was not working earlier for schedules in Pending Invoiced status.	The usage inputs are reverted to Loaded status. The users need to rate the usage input with new prices.

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	Billing Rule
01-Jan-2024	31-Dec-2024	Usage	Yearly	Monthly	USD 10.00	Bill in Advance

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	Ready for Invoice Date	Status
BS-1	USD 30.00	01-Jan-2024	31-Jan-2024	01-Feb-2024	Invoiced
BS-2	USD 60.00	01-Feb-2024	29-Feb-2024	31-Mar-2024	Invoiced
BS-3	USD 0.00	01-Mar-2024	31-Mar-2024	30-Apr-2024	Invoiced
BS-4	USD 0.00	01-Apr-2024	30-Apr-2024	31-May-2024	Invoiced
BS-5	USD 40.00	01-May-2024	31-May-2024	30-Jun-2024	Pending Invoiced
BS-6	USD 0.00	01-Jun-2024	30-Jun-2024	31-Jul-2024	Pending Billing
BS-7	USD 90.00	01-Jul-2024	31-Jul-2024	31-Aug-2024	Pending Billing
BS-8	USD 0.00	01-Aug-2024	31-Aug-2024	30-Sep-2024	Pending Billing
BS-9	USD 80.00	01-Sep-2024	30-Sep-2024	31-Oct-2024	Invoiced
BS-10	USD 0.00	01-Oct-2024	31-Oct-2024	30-Nov-2024	Pending Billing
BS-11	USD 50.00	01-Nov-2024	30-Nov-2024	31-Dec-2024	Pending Invoiced
BS-12	USD 100.00	01-Dec-2024	31-Dec-2024	01-Jan-2025	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 advance the end date to 31-Aug-2024. The price tiers are revised to double the list price.

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	Yes	The invoiced period inside the contract term remains unchanged. This is marked as superseded. A refund billing schedule with a negative fee amount is created. A new billing schedule with a USD 0.00 fee amount is created.
BS-2	USD 60.00	01-Feb-2024	29-Feb-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged. This is marked as superseded. A refund billing schedule with a negative fee amount is created. A new billing schedule with a USD 0.00 fee amount is created.
BS-3	USD 0.00	01-Mar-2024	31-Mar-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged. This is marked as superseded. Since the fee amount is USD 0.00, no refund is initiated. A new billing schedule with a USD 0.00 fee amount is created.
BS-4	USD 0.00	01-Apr-2024	30-Apr-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged. This is marked as superseded. Since the fee amount is USD 0.00, no refund is initiated. A new billing schedule with a USD 0.00 fee amount is created.
BS-5	USD 40.00	01-May-2024	31-May-2024	Pending Invoiced	Yes	The pending invoiced period inside the contract was superseded. A new BS-19 is 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-20 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-21 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-22 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-23 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-Jan-2024	31-Jan-2024	Pending Billing		Newly added period for the superseded invoiced period, BS-1.
BS-16	USD 0.00	01-Feb-2024	29-Feb-2024	Pending Billing		Newly added period for the superseded invoiced period, BS-2.
BS-17	USD 0.00	01-Mar-2024	31-Mar-2024	Pending Billing		Newly added period for the superseded invoiced period, BS-3.
BS-18	USD 0.00	01-Apr-2024	30-Apr-2024	Pending Billing		Newly added period for the superseded invoiced period, BS-4.
BS-19	USD 0.00	01-May-2024	31-May-2024	Pending Billing		Newly added period for the superseded pending invoiced period, BS-5.
BS-20	USD 0.00	01-Jun-2024	30-Jun-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-6.
BS-21	USD 0.00	01-Jul-2024	31-Jul-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-7.
BS-22	USD 0.00	01-Aug-2024	31-Aug-2024	Pending Billing		Newly added period for the superseded pending billing period, BS-8.
BS-23	(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-15	USD 0.00	01-Jan-2024	31-Jan-2024	Pending Billing
US-16	USD 0.00	01-Feb-2024	29-Feb-2024	Pending Billing
US-17	USD 0.00	01-Mar-2024	31-Mar-2024	Pending Billing
US-18	USD 0.00	01-Apr-2024	30-Apr-2024	Pending Billing
US-19	USD 0.00	01-May-2024	31-May-2024	Pending Billing
US-20	USD 0.00	01-Jun-2024	30-Jun-2024	Pending Billing
US-21	USD 0.00	01-Jul-2024	31-Jul-2024	Pending Billing
US-22	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.

Use Case 3: No Change in Price Tiers but Billing Details are Changed During an Amendment

The requirement is to perform an amendment that does not cause any changes to the pricing of the asset but there are changes to the fields on the billing schedules. For example, the amendment is done to advance the end date and change the payment term from NET 30 to NET 45. The following scenarios arise:


Use Case	Status of existing Schedules	Price Change	Billing Details Change	Behavior of Billing Schedules	Behavior of Usage Inputs
Periods outside the contract term	Invoiced	No	Doesn't matter	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. No new schedules are created.	Because there is no price change the usage inputs remain in Rated status.
Periods outside the contract term	Pending Billing or Pending Invoiced	No	Doesn't matter	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term are canceled. The corresponding usage schedule is also canceled. No new schedules are created.	Because the periods are canceled, the status of usage input is set to Error.
Period inside the contract term	Invoiced	No	Yes	Periods inside the contract date remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. New billing schedules with a USD 0.00 fee amount are created. The usage schedules follow the same suit.	Because there is no price change the usage inputs remain in Rated status.
Period inside the contract term	Pending Billing or Pending Invoiced	No	Yes	Periods inside the contract date are superseded. New billing schedules with the same fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit. Note: This feature was not working earlier for schedules in Pending Invoiced status.	Existing usage inputs in Rated status are transferred to the new usage schedule. The new billing schedule now automatically has the usage inputs.

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	Billing Rule
01-Jan-2024	31-Dec-2024	Usage	Yearly	Monthly	USD 10.00	Bill in Advance

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	Ready for Invoice Date	Status
BS-1	USD 30.00	01-Jan-2024	31-Jan-2024	29-Feb-2024	Invoiced
BS-2	USD 60.00	01-Feb-2024	29-Feb-2024	31-Mar-2024	Invoiced
BS-3	USD 0.00	01-Mar-2024	31-Mar-2024	30-Apr-2024	Invoiced
BS-4	USD 0.00	01-Apr-2024	30-Apr-2024	31-May-2024	Invoiced
BS-5	USD 40.00	01-May-2024	31-May-2024	30-Jun-2024	Pending Invoiced
BS-6	USD 0.00	01-Jun-2024	30-Jun-2024	31-Jul-2024	Pending Billing
BS-7	USD 90.00	01-Jul-2024	31-Jul-2024	31-Aug-2024	Pending Billing
BS-8	USD 0.00	01-Aug-2024	31-Aug-2024	30-Sep-2024	Pending Billing
BS-9	USD 80.00	01-Sep-2024	30-Sep-2024	31-Oct-2024	Invoiced
BS-10	USD 0.00	01-Oct-2024	31-Oct-2024	30-Nov-2024	Pending Billing
BS-11	USD 50.00	01-Nov-2024	30-Nov-2024	31-Dec-2024	Pending Invoiced
BS-12	USD 100.00	01-Dec-2024	31-Dec-2024	01-Jan-2025	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 advance the end date to 31-Aug-2024. The payment term is changed from NET 30 to NET 45.

The billing schedules after the amendment are as follows:


Billing Schedule ID	Fee Amount	Period Start Date	Period End Date	Ready for Invoice Date	Status	Is Superseded	Remarks
BS-1	USD 30.00	01-Jan-2024	31-Jan-2024	29-Feb-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged.
BS-2	USD 60.00	01-Feb-2024	29-Feb-2024	31-Mar-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged.
BS-3	USD 0.00	01-Mar-2024	31-Mar-2024	30-Apr-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged.
BS-4	USD 0.00	01-Apr-2024	30-Apr-2024	31-May-2024	Invoiced	Yes	The invoiced period inside the contract term remains unchanged.
BS-5	USD 40.00	01-May-2024	31-May-2024	30-Jun-2024	Pending Invoiced	Yes	The pending invoiced period inside the contract was superseded. A new BS-19 is created in Pending Billing status.
BS-6	USD 0.00	01-Jun-2024	30-Jun-2024	31-Jul-2024	Pending Billing	Yes	The pending invoiced period inside the contract was superseded. A new BS-20 is created in Pending Billing status.
BS-7	USD 90.00	01-Jul-2024	31-Jul-2024	31-Aug-2024	Pending Billing	Yes	The pending invoiced period inside the contract was superseded. A new BS-21 is created in Pending Billing status.
BS-8	USD 0.00	01-Aug-2024	31-Aug-2024	30-Sep-2024	Pending Billing	Yes	The pending invoiced period inside the contract was superseded. A new BS-22 is created in Pending Billing status.
BS-9	USD 80.00	01-Sep-2024	30-Sep-2024	31-Oct-2024	Invoiced	Yes	The invoiced period outside the contract was Superseded. A refund BS-23 with a negative fee is created.
BS-10	USD 0.00	01-Oct-2024	31-Oct-2024	30-Nov-2024	Canceled		Pending Billing period outside the contract, canceled
BS-11	USD 50.00	01-Nov-2024	30-Nov-2024	31-Dec-2024	Canceled		Pending Invoiced period outside the contract, canceled
BS-12	USD 100.00	01-Dec-2024	31-Dec-2024	01-Jan-2024	Canceled		Pending Billing period outside the contract, canceled
BS-13	(USD 30.00)	01-Jan-2024	31-Jan-2024	01-Feb-2024	Pending Billing		Refund schedule created for the invoiced period outside the contract date (BS-1)
BS-14	(USD 60.00)	01-Feb-2024	29-Feb-2024	01-Mar-2024	Pending Billing		Refund schedule created for the invoiced period outside the contract date (BS-2)
BS-15	USD 30.00	01-Jan-2024	31-Jan-2024	01-Feb-2024	Pending Billing		Newly added period for the superseded invoiced period.
BS-16	USD 60.00	01-Feb-2024	29-Feb-2024	01-Mar-2024	Pending Billing		Newly added period for the superseded invoiced period.
BS-17	USD 0.00	01-Mar-2024	31-Mar-2024	01-Apr-2024	Pending Billing		Newly added period for the superseded invoiced period.
BS-18	USD 0.00	01-Apr-2024	30-Apr-2024	01-May-2024	Pending Billing		Newly added period for the superseded invoiced period.
BS-19	USD 40.00	01-May-2024	31-May-2024	01-Jun-2024	Pending Billing		Newly added period for the superseded pending invoiced period.
BS-20	USD 0.00	01-Jun-2024	30-Jun-2024	01-Jul-2024	Pending Billing		Newly added period for the superseded pending billing period.
BS-21	USD 90.00	01-Jul-2024	31-Jul-2024	01-Aug-2024	Pending Billing		Newly added period for the superseded pending billing period.
BS-22	USD 0.00	01-Aug-2024	31-Aug-2024	01-Sep-2024	Pending Billing		Newly added period for the superseded pending billing period.
BS-23	(USD 80.00)	01-Sep-2024	30-Sep-2024	01-Oct-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-15	USD 30.00	01-Jan-2024	31-Jan-2024	Pending Billing
US-16	USD 60.00	01-Feb-2024	29-Feb-2024	Pending Billing
US-17	USD 0.00	01-Mar-2024	31-Mar-2024	Pending Billing
US-18	USD 0.00	01-Apr-2024	30-Apr-2024	Pending Billing
US-19	USD 40.00	01-May-2024	31-May-2024	Pending Billing
US-20	USD 0.00	01-Jun-2024	30-Jun-2024	Pending Billing
US-21	USD 90.00	01-Jul-2024	31-Jul-2024	Pending Billing
US-22	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 there is no price change the usage inputs remain in Rated status.
IN-2	Rated	6.00000	USD 60.00	10-Feb-2024	Because there is no price change the usage inputs remain in Rated status.
IN-3	Rated	4.00000	USD 40.00	10-May-2024	Existing usage inputs in Rated status are transferred to the new usage schedule.
IN-4	Rated	9.00000	USD 90.00	10-Jul-2024	Existing usage inputs in Rated status are transferred to the new usage schedule.
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.

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	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fees. No new schedules are created.	Because there is no price change the usage inputs remain in Rated status.
Periods outside the contract term	Pending Billing or Pending Invoiced	NA	NA	Periods outside the contract at the start of the term remain untouched. Periods outside the contract at the end of the term are canceled. The corresponding usage schedule is also canceled. No new schedules are created.	Because the periods are canceled, the status of usage input is set to Error.
Period inside the contract term	Invoiced	yes	Doesn't matter	Periods inside the contract date remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. New billing schedules with a USD 0.00 fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit.	The usage inputs remain in Rated status.
Period inside the contract term	Pending Billing or Pending Invoiced	Yes	Doesn't matter	Periods inside the contract date are superseded. New billing schedules with a USD 0.00 fee amount are created in Pending Billing status corresponding to each superseded period. The usage schedules follow the same suit. Note: This feature was not working earlier for schedules in Pending Invoiced status.	The usage inputs are reverted to Loaded status. The users need to rate the usage input with new prices.
Period spanning through the contract term	Invoiced	Doesn't matter	Doesn't matter	Periods spanning through the contract date remain in Invoiced status but are marked as superseded. The fee amount is refunded by creating refund billing schedules with negative fee amounts. The impacted schedule is split into two- one for the period before the amendment and other for the period after the amendment. The first schedule refers to the old price tiers. The second schedule refers to the new price tiers.	The usage inputs remain in Rated status.
Period spanning through the contract term	Pending Billing or Pending Invoiced	Doesn't matter	Doesn't matter	Periods spanning through the contract date are superseded. The impacted schedule is split into two- one for the period before the amendment and other for the period after the amendment. The first schedule refers to the old price tiers. The second schedule refers to the new price tiers.	The usage inputs are reverted to Loaded status. The users need to rate the usage input with new prices.

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.

Conga Product Documentation

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Understanding the Behavior of Billing Schedules and Usage Inputs After an Amendment

Use Case 1: No Change in Price Tiers or Billing Details During an Amendment

Use Case 2: Only Price Tiers are Changed During an Amendment

Use Case 3: No Change in Price Tiers but Billing Details are Changed During an Amendment

Use Case 4: Amendment Happened in Mid of Billing Period

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