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SBS ARCB Billing Batch Price Adjustment Process

Use this page to apply and process a price adjustment or discount for a billing schedule or a billing schedule line.

  • A price adjustment is a price increase for a future billing period where the invoice has not yet been created.
  • A discount is a price reduction for a future billing period where the invoice has not yet been created.
  • Both are instances of price adjustments.

Price adjustments cannot be applied to a billing schedule retroactively. For example, you wanted to apply and process an price adjustment to a billing schedule three months in the past. In Subscription Billing, it is not possible to "catch up" on a price increase that was to happen three months ago.

Apply Price Adjustment

Apply a price adjustment or discount to a billing schedule: 

  1. If you are applying a discount, select Discount.
  2. Select the Frequency, and specify the Start Date.
  3. Specify the Percentage or Amount for the price adjustment.
  4. Select the Price Index schedule.
  5. Specify the End date.
  6. Select the lines to which you want to apply the price adjustment.
  7. In the Actions tab, select Adjust the Price.
  8. When asked to confirm the price adjustment, select Yes.

Fields

This page contains the following fields: 

Field Description
Discount

Select whether the change in the amount is a price adjustment or a discount:

  • On: The change is to apply a discount to the billing schedule or billing schedule line.
  • Off: The change is to apply a price adjustment to a billing schedule or a schedule line.
Frequency

Select the frequency of the price adjustment or discount: None, Monthly, Quarterly, Semiannually, Annually., or One Time (Discount only).
Start Date

Select the start date for the price adjustment or discount.

Amount

Specify the price adjustment or discount amount.
Percentage

Specify the percentage for the price adjustment or discount.

Price Index Calculation

Select to determine the method used for the Price Index price adjustment calculation:

  • Prior Price Index: Uses the previous Price Index value for the price adjustment calculation.
  • Base Price Index :  Uses the base Price Index value for the price adjustment calculation.
Price Index Schedule

Select the Price Index schedule that is used for the calculations.

End Date

Select the end date for the price adjustment or discount.

Lines
Billing Schedule No.

Displays the billing schedule number.

Read-only.
Item No.

Displays the item number.

Description

Displays the description for the item.

Billing Type

Displays the billing type for the item.

Unit Price

Displays the unit price for the item.

Quantity

Displays the quantity of the item.

Amount

Displays a calculated amount for the items. The value is calculated as follows: 
Unit Price * Quantity
Billing Frequency

Displays the billing frequency.

Read-only.
Billing Start Date

Displays the billing start date.

Read-only.
Billing End Date

Displays the billing end date.

Read-only.
Quantity to Invoice

Displays the quantity that is billed on the invoice.

Status Displays the status of the billing schedule line.
Pricing Method Displays the pricing method used to calculate the unit price.
Sell-to Customer No.

Displays the customer account ID or number.

Customer Name

Displays the customer name.

Buttons

This page contains the following buttons: 

Button Description
Actions tab
Adjust the Price Applies the price adjustment to the selected lines.