Amending Usage Assets
When a "Usage" asset line is subjected to a "Change" and is (re) initiated for billing for that operation, unless there's an impact to the "Fee" on the billing schedules, it doesn't create the negative entries (i.e., billing schedules) or unrate the already "rated" usage inputs.
Let's understand the amendment process for a usage product with the help of the following example:
|
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 so that billing schedules and usage schedules are generated.
You have created and processed the usage inputs only for January, February, August, and November as shown:
|
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 |
5.00000 |
USD 50.00 |
10 Aug 2024 |
|
IN-4 |
Rated |
10.00000 |
USD 100.00 |
10 Nov 2024 |
You have invoiced the billing schedules till 31 Jul 2024.
Say, the asset line is amended from 01 Sep 2024 and its end date is advanced to 31 Aug 2024.
This can now have two outcomes.
- The amendment does not impact the fee amount of the billing schedules
- Amendment impacts the fee amount of the billing schedules
Both these outcomes are discussed in detail in the following sections.
Outcome 1: The amendment does not impact the fee amount of the billing schedules
Suppose you have a requirement to do an amendment (location change, etc) that does not impact the fee amount of the billing schedules. In this scenario, the billing schedules and usage schedules are generated in a pattern shown in the table. This table shows the combined information for billing schedules and usage schedules:
|
Billing Schedule ID |
Type |
Fee Amount |
Period Start Date |
Period End Date |
Ready For Invoice Date |
Status |
Usage Schedule ID |
Actual Quantity |
|
|
BS-1 |
Contracted |
USD 30.00 |
01 Jan 2024 |
31 Jan 2024 |
01 Feb 2024 |
Invoiced |
US-1 |
3.00000 |
|
|
BS-2 |
Contracted |
USD 60.00 |
01 Feb 2024 |
29 Feb 2024 |
01 Mar 2024 |
Invoiced |
US-2 |
6.00000 |
|
|
BS-3 |
Contracted |
USD 0.00 |
01 Mar 2024 |
31 Mar 2024 |
01 Apr 2024 |
Invoiced |
US-3 |
0.00000 |
|
|
BS-4 |
Contracted |
USD 0.00 |
01 Apr 2024 |
30 Apr 2024 |
01 May 2024 |
Invoiced |
US-4 |
0.00000 |
|
|
BS-5 |
Contracted |
USD 0.00 |
01 May 2024 |
31 May 2024 |
01 Jun 2024 |
Invoiced |
US-5 |
0.00000 |
|
|
BS-6 |
Contracted |
USD 0.00 |
01 Jun 2024 |
30 Jun 2024 |
01 Jul 2024 |
Invoiced |
US-6 |
0.00000 |
|
|
BS-7 |
Contracted |
USD 0.00 |
01 Jul 2024 |
31 Jul 2024 |
01 Aug 2024 |
Invoiced |
US-7 |
0.00000 |
|
|
BS-8 |
Contracted |
USD 50.00 |
01 Aug 2024 |
31 Aug 2024 |
01 Sep 2024 |
Superseded |
US-8 |
5.00000 |
|
|
BS-9 |
Contracted |
USD 0.00 |
01 Sep 2024 |
30 Sep 2024 |
01 Oct 2024 |
Cancelled |
US-9 |
||
|
BS-10 |
Contracted |
USD 0.00 |
01 Oct 2024 |
31 Oct 2024 |
01 Nov 2024 |
Cancelled |
US-10 |
||
|
BS-11 |
Contracted |
USD 0.00 |
01 Nov 2024 |
30 Nov 2024 |
01 Dec 2024 |
Cancelled |
US-11 |
||
|
BS-12 |
Contracted |
USD 0.00 |
01 Dec 2024 |
31 Dec 2024 |
01 Jan 2025 |
Cancelled |
US-12 |
||
|
BS-13 |
Contracted |
USD 0.00 |
01 Jan 2024 |
31 Jan 2024 |
01 Feb 2024 |
Pending Billing |
US-13 |
||
|
BS-14 |
Contracted |
USD 0.00 |
01 Feb 2024 |
29 Feb 2024 |
01 Mar 2024 |
Pending Billing |
US-14 |
||
|
BS-15 |
Contracted |
USD 0.00 |
01 Mar 2024 |
31 Mar 2024 |
01 Apr 2024 |
Pending Billing |
US-15 |
||
|
BS-16 |
Contracted |
USD 0.00 |
01 Apr 2024 |
30 Apr 2024 |
01 May 2024 |
Pending Billing |
US-16 |
||
|
BS-17 |
Contracted |
USD 0.00 |
01 May 2024 |
31 May 2024 |
01 Jun 2024 |
Pending Billing |
US-17 |
||
|
BS-18 |
Contracted |
USD 0.00 |
01 Jun 2024 |
30 Jun 2024 |
01 Jul 2024 |
Pending Billing |
US-18 |
||
|
BS-19 |
Contracted |
USD 0.00 |
01 Jul 2024 |
31 Jul 2024 |
01 Aug 2024 |
Pending Billing |
US-19 |
||
|
BS-20 |
Contracted |
USD 50.00 |
01 Aug 2024 |
31 Aug 2024 |
01 Sep 2024 |
Pending Billing |
US-20 |
5.00000 |
If the amendment does not impact the pricing tiers or any other Billing parameters then the billing schedules are not superseded and the usage inputs are not reset. In the above table, BS-8 is superseded because the ready-for-invoice date falls under the amendment period.
The status of the usage input IN-4 for the month of November is changed to "Loaded" at the end of the process and is updated in the usage inputs related list. Negative billing schedules are not generated for the previous sale because the amendment does not impact the fee amount of the billing schedules.
Outcome 2: The amendment impacts the fee amount of the billing schedules
Suppose you have changed the end date to 31 Aug 2024 and the billing frequency to "quarterly". The change in billing frequency impacts the fee amount of the billing schedules and in this case, negative billing schedules are generated for the impacted lines.
The billing schedule details are shown in the following table:
|
Billing Schedule ID |
Type |
Fee Amount |
Period Start Date |
Period End Date |
Ready For Invoice Date |
Status |
Is Superseded |
|---|---|---|---|---|---|---|---|
|
BS-1 |
Contracted |
USD 30.00 |
01 Jan 2024 |
31 Jan 2024 |
01 Feb 2024 |
Invoiced |
Yes |
|
BS-2 |
Contracted |
USD 60.00 |
01 Feb 2024 |
29 Feb 2024 |
01 Mar 2024 |
Invoiced |
Yes |
|
BS-3 |
Contracted |
USD 0.00 |
01 Mar 2024 |
31 Mar 2024 |
01 Apr 2024 |
Invoiced |
Yes |
|
BS-4 |
Contracted |
USD 0.00 |
01 Apr 2024 |
30 Apr 2024 |
01 May 2024 |
Invoiced |
Yes |
|
BS-5 |
Contracted |
USD 0.00 |
01 May 2024 |
31 May 2024 |
01 Jun 2024 |
Invoiced |
Yes |
|
BS-6 |
Contracted |
USD 0.00 |
01 Jun 2024 |
30 Jun 2024 |
01 Jul 2024 |
Invoiced |
Yes |
|
BS-7 |
Contracted |
USD 0.00 |
01 Jul 2024 |
31 Jul 2024 |
01 Aug 2024 |
Invoiced |
Yes |
|
BS-8 |
Contracted |
USD 50.00 |
01 Aug 2024 |
31 Aug 2024 |
01 Sep 2024 |
Superseded |
Yes |
|
BS-9 |
Contracted |
USD 0.00 |
01 Sep 2024 |
30 Sep 2024 |
01 Oct 2024 |
Cancelled |
|
|
BS-10 |
Contracted |
USD 0.00 |
01 Oct 2024 |
31 Oct 2024 |
01 Nov 2024 |
Cancelled |
|
|
BS-11 |
Contracted |
USD 0.00 |
01 Nov 2024 |
30 Nov 2024 |
01 Dec 2024 |
Cancelled |
|
|
BS-12 |
Contracted |
USD 0.00 |
01 Dec 2024 |
31 Dec 2024 |
01 Jan 2025 |
Cancelled |
|
|
BS-13 |
Contracted |
USD -30.00 |
01 Jan 2024 |
31 Jan 2024 |
Pending Billing |
||
|
BS-14 |
Contracted |
USD -60.00 |
01 Feb 2024 |
29 Feb 2024 |
Pending Billing |
||
|
BS-15 |
Contracted |
USD 0.00 |
01 Jan 2024 |
31 Mar 2024 |
Pending Billing |
||
|
BS-16 |
Contracted |
USD 0.00 |
01 Apr 2024 |
30 Jun 2024 |
Pending Billing |
||
|
BS-17 |
Contracted |
USD 0.00 |
01 Jul 2024 |
31 Aug 2024 |
Pending Billing |
The usage schedule details are shown in the following table:
|
Usage Schedule ID |
Actual Quantity |
Fee Amount |
Period Start Date |
Period End Date |
Status |
Is Superseded |
Billing Schedule ID |
|---|---|---|---|---|---|---|---|
|
US-1 |
3.00000 |
USD 30.00 |
01 Jan 2024 |
31 Jan 2024 |
Invoiced |
Yes |
BS-1 |
|
US-2 |
6.00000 |
USD 60.00 |
01 Feb 2024 |
29 Feb 2024 |
Invoiced |
Yes |
BS-2 |
|
US-3 |
0.00000 |
USD 0.00 |
01 Mar 2024 |
31 Mar 2024 |
Invoiced |
Yes |
BS-3 |
|
US-4 |
0.00000 |
USD 0.00 |
01 Apr 2024 |
30 Apr 2024 |
Invoiced |
Yes |
BS-4 |
|
US-5 |
0.00000 |
USD 0.00 |
01 May 2024 |
31 May 2024 |
Invoiced |
Yes |
BS-5 |
|
US-6 |
0.00000 |
USD 0.00 |
01 Jun 2024 |
30 Jun 2024 |
Invoiced |
Yes |
BS-6 |
|
US-7 |
0.00000 |
USD 0.00 |
01 Jul 2024 |
31 Jul 2024 |
Invoiced |
Yes |
BS-7 |
|
US-8 |
5.00000 |
USD 50.00 |
01 Aug 2024 |
31 Aug 2024 |
Superseded |
Yes |
BS-8 |
|
US-9 |
USD 0.00 |
01 Sep 2024 |
30 Sep 2024 |
Cancelled |
BS-9 |
||
|
US-10 |
USD 0.00 |
01 Oct 2024 |
31 Oct 2024 |
Cancelled |
BS-10 |
||
|
US-11 |
10.00000 |
USD 100.00 |
01 Nov 2024 |
30 Nov 2024 |
Cancelled |
BS-11 |
|
|
US-12 |
USD 0.00 |
01 Dec 2024 |
31 Dec 2024 |
Cancelled |
BS-12 |
||
|
US-13 |
USD 0.00 |
01 Jan 2024 |
31 Mar 2024 |
Pending Billing |
BS-15 |
||
|
US-14 |
USD 0.00 |
01 Apr 2024 |
30 Jun 2024 |
Pending Billing |
BS-16 |
||
|
US-15 |
USD 0.00 |
01 Jul 2024 |
31 Aug 2024 |
Pending Billing |
BS-17 |
The status of the usage input IN-4 for the month of November is changed to "Error" at the end of the process and is updated in the usage inputs related list. Negative billing schedules are generated because the amendment has an impact on the fee amount of the billing schedules.
