Configuration for Bundle Products
For standalone products, there are no fields that you need to exclusively set for Billing. But you can manage the display of bundle products on an invoice from a field on Product Detail page as explained in this section.
You can invoice a bundle product in one of the following ways:
- Invoice Bundle product and Bundle Options separately (Configuration 1)
- Invoice Bundle product including all Options rolled to the bundle product (Configuration 2)
- Invoice Each Bundle Option Item separately (Configuration 3)
On Product Detail page, you can specify a value for a Bundle Invoice Level field which defines the type of Billing Schedules generated for it and eventually its representation on the Invoice.
Bundle Invoice Level along with the Line Type field on Asset Line Item determines the type of Billing Schedule generated for bundle and options. You can have two types of Billing Schedules: Contracted and Informational.
Following table lists the combination of different values for both Bundle Invoice Level and Line Type resulting in a Billing Schedule Type.
|
Bundle Invoice Level |
Line Type |
Billing Schedule Type |
|---|---|---|
|
Bundle |
Option |
Informational |
|
Bundle |
Product/Service |
Contracted |
|
Detail |
Product/Service |
Informational |
|
Detail |
Option |
Contracted |
Configuration 1
To Invoice Bundle product and Options separately,
|
Type |
Bundle Invoice Level |
|---|---|
|
Product |
Bundle |
|
Options |
Detail |
Configuration 2
To roll up all Options to the Bundle,
|
Type |
Bundle Invoice Level |
|---|---|
|
Product |
Bundle |
|
Options |
Bundle |
This will create a contracted billing schedule for the header and informational billing schedule for all the options.
Configuration 3
To invoice Options and not the Bundle,
|
Type |
Bundle Invoice Level |
|---|---|
|
Product |
Detail |
|
Options |
Detail |
This will create an informational billing schedule for the header and contracted billing schedule for all the options.
Display on Invoice
On the Invoice Template, you can control the display of informational Billing Schedules using Hide Informational and Do not Create Informational fields. These fields are available on Billing Preferences.
- Hide Informational - If you select this option, you will not see any Invoice Line Item for Informational Billing Schedules.
- Do not Create Informational - If you select this option, Billing Schedules are not created for Informational Billing Schedules.
Generate Invoices
To hide informational billing schedules on the invoice or not create information schedules at all, configure Hide Informational and Do not Create Informational fields respectively on Billing Preferences. If you opt for Hide Informational, your Invoice would contain just the bundle details as shown on the following invoice.
The following template shows both Bundles and Options.
For information on configuring templates, please refer to Managing Templates section in X-Author Contracts User Guide.
