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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:

If you are applying a discount, select Discount.
Select the Frequency, and specify the Start Date.
Specify the Percentage or Amount for the price adjustment.
Select the Price Index schedule.
Specify the End date.
Select the lines to which you want to apply the price adjustment.
In the Actions tab, select Adjust the Price.
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.
Price Index Base Date	Specify the reference date used for price adjustment calculations that acts as the starting point for an escalation. (Available from version 1.46.6.0 onwards.)
Price Index Month	Specify the month used for annual price adjustments after the initial adjustment. (Available from version 1.46.6.0 onwards.)
End Date	Select the end date for the price adjustment or discount.
Price Adjustment Calculation	Base Price: When multiple price escalations are applied for the same billing period, each escalation is calculated independently on the base price of that billing period. The escalations do not impact one another. Accumulated Price: When multiple price escalations are applied for the same billing period, each escalation is applied sequentially, based on the order or effective date defined in the Price Adjustment window. Each escalation is calculated on the price resulting from the previous escalation.
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.