Validation for the Credit Amount

New validations are introduced so that while creating a credit memo for Line Level Credit, the Billing application validates:

• that the overall credit from the credit memo(s) doesn't exceed the source invoice's total amount when a few of the invoice lines have negative amounts.
• that the credit amount can not be greater than the lowest value among the following:
  • Bundle Total.
  • Line Level Total.
  • Bundle Total minus the credit given to other lines in that bundle.

For more information, see Validation of the Credit Amount of a Direct Credit Memo.

Support for Regenerating Documents using Different Templates

Regenerate the invoice and credit memo documents using different templates on the customer’s request. Choose a template from the list of active templates associated with the Invoice Run, Location, or Bill To contacts (if Location has no templates) to regenerate the documents.

For more information, see To regenerate invoice attachment and To regenerate credit memo attachment.

Send the Invoice or Credit Memo to the Bill To Contacts

Send the invoice or credit memo document to another bill to contact if the default contact is unavailable. This functionality is available for users who don’t have a callback class defined and want to choose a different contact on the fly.

For more information, see Sending an Invoice Email to Bill To Contacts and Sending Credit Memo Email to Bill To Contacts.

Support for Adding or Removing Columns on the Billing Plan Page

Add or remove the non-mandatory columns on the ManageBillingPlan2 VF page with the aid of the newly configured Field Set settings.

For more information, see Configuring Admin Entries.

Disabling and Hiding Fields on the Invoice Run Pages

Disable and hide the non-mandatory fields on the Invoice Run page as an admin. The disabled fields are greyed out, whereas the hidden fields are not visible on the new Invoice Run page.

For more information, see Configuring Admin Entries.

Supporting Forecasting Data for Order Line Items with a Billing Plan

Forecast the data for order line items with an associated billing plan. The functionality is enhanced to work even for the orders that have been amended using the Inflight Order Amendment functionality.

For more information, see Forecast Billing Schedules and Forecast Billing for Order.

Showing the Actual Usage Quantity on Invoice Line Item

A new field, Actual Usage Quantity is introduced on the Invoice Line Items. It shows the actual usage quantity for the invoice line items with a usage asset line item. The data for this field is sourced from the Quantity field on the Usage Schedule record.

For more information, see Invoice Line Items.