When to use New Billing Terms

Subscriptions can only have a single contract at any point in time. The contract of the customer holds all the related information with regards to the billing frequency the price plan the offerings and any other information as defined on the billing term. 

If the contract needs to be updated then the action New Billing Terms will need to be used. 

Using the action you have the option to change the following:

• Billing Term Scheme
• Billing Frequency
• Price Plan
• Binding Period
• Binding Start
• Binding End
• Concurrent Usage
• Concurrent Usage Rate Percentage

New Billing Terms Information

Action can be scheduled
Behavior Code	AMENDBILLINGTERMS
Business Classification Code	NOBINDINGPERIODTERMCHANGES

Restrictions & Validations

Executing New Billing Terms

1. Navigate to BILLING APPLICATION > BILLING > SUBSCRIPTIONS > MANAGE SUBSCRIPTIONS
2. Search for the Subscription you are looking for, using the criteria section
3. Click on the Subscription number to go to the Data Entry page of the subscription
4. On the left hand side of the screen you can see the ACTION PANEL
5. Click on Subscription Related Actions to expand 
6. Find the action you would like to execute and click on the link to open the action details in a modal window
    

7. Classification: NEW BILLING TERMS

8. You have the option to make the following changes
   1. Billing Term Scheme: Select a scheme from the drop down list
   2. Billing Frequency: Select billing frequency from the drop down list (this is filtered based on the selected scheme)
   3. Price Plan: Select Price Plan from the drop down list (this is filtered based on the selected scheme)
   4. Binding Period: Select Binding Period from the drop down list (this is filtered based on the selected scheme)
   5. Binding Start: Click on the Calendar icon and select the date for which the contract should start 
   6. Binding End: The date that the contract will expire. This will be automatically calculated based on the Binding Period and Binding Start 
   7. Concurrent Usage: Provide the number of concurrent users for the specific subscription
   8. Concurrent Usage Rate Percentage: Provide the charge percentage per concurrent user. (i.e. Total amount to be paid per month will be the Price plan rate * Concurrent % * Concurrent usage) / per service

   9. Agreement Date: Click on the Calendar icon and select the date for which the new contract has been selected

      Visibility Conditions

      The following fields are only visible and available for selection if certain conditions are met

      • Binding Period: The selected Billing Term Scheme is not of type Pre Paid

      • Binding Start: The selected Billing Term Scheme is not of type Pre Paid

      • Concurrent Usage: The selected Billing Term Scheme supports concurrent usage

      • Concurrent Usage Percentage: The selected Billing Term Scheme supports concurrent usage

       

9. If required check the following sections for information 

   1. EXISTING BILLING TERMS

      1. Provides an overview of the existing billing terms

   2. UNSETTLED BILLS

      1. Provides an overview of any Bills related to the subscription and have not yet been settled

10. SUBSCRIPTION ACTION DETAILS

    1. Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific behaviour code
    2. Sub Action Type: Select action type from the drop down if you have configured custom actions in the system, using the specific business classification code
       Action Type and Sub Action type are visible only if applicable
    3. Performed By User : Search and add the user that logs the action 
       If you leave empty then the Logged in user will be set

    4. Performed Date: Click on the calendar icon and select date and time

    5. SCHEDULING INFORMATION

       If another scheduled Amend Billing Terms action exists, then you are not allowed to execute the action now. You are allowed however, to schedule the action after the execution of the current scheduled action

        

       1. NOW: Select Now to execute the action immediately
       2. ON A SPECIFIC DATE
          1. Click on the calendar icon and select a date
          2. Use the time scroller and select time or leave as is to set at midnight

          3. Click on DONE
             The date field is mandatory and the date must be greater than the current date

       3. AFTER A NO. OF DAYS

          1. Enter the value of days based on your business requirements. For example, add 7 days 
             The number field is mandatory and the specified value must be an integer and greater than 0.

11. Click on "SUBMIT"
    Action will be validated as provided in the section above and submitted if validations are passed

System Processing

Once the action is submitted the following changes will be carried out by the system:

• A new billing term instance which replicates the previous one having the same binding terms is created
• The existing billing term is replaced and set to inactive
• The new billing term is set to active