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Manage Your Billing Processes with Salesforce Billing
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            Billing for Amended Usage Summaries

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            Billing for Amended Usage Summaries

            When you amend a usage product and order the amendment quote, Salesforce Billing updates your usage summaries to reflect cancelations or new usage periods. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer ’17 and later

            When you amend a usage product and order the amendment quote, Salesforce Billing performs the following actions.

            • If the amendment occurred during a usage summary’s billing period, Salesforce Billing updates the summary’s Override Summary End Date field to the order product’s termination date.
            • Salesforce Billing sets the Status field of any unbilled usage summaries to Canceled.

            When you order your amended quote, Salesforce Billing performs the following actions based on the type of amendment you performed.

            • If you swapped an order product for a new one, Salesforce Billing creates usage summaries for your remaining billing periods.
            • If you canceled your original order product, Salesforce Billing does not create more usage summaries for it.
            Example
            Example You sell a business security monitoring and response system. One of your customers has an order for the system that runs for 01/31/18 through 12/31/18, billed quarterly. This setup creates the following usage summaries.
            Usage SummaryStart DateEnd DateStatus
            1 01/01/18 03/31/18 Open
            2 04/01/18 06/30/18 Open
            3 07/07/18 09/30/18 Open
            4 10/01/18 12/31/18 Open
            On 07/15/18, your customer decides to upgrade to your premium monitoring and response system. They amend their order to swap their original system for the premium system. When you order the amended quote, Salesforce Billing has to account for the partial period created by amending your order product during the third usage summary’s timeframe. First, Salesforce Billing provides a value of 07/14/18 to your third summary’s Override Summary End Date field. It then sets your third and fourth summary’s Override Status field to Canceled. While these usage summaries remain in your order product’s Usage Summary related list, Salesforce Billing does not pick them up for invoicing during invoice runs.

            When you order your amendment quote, Salesforce Billing creates the following usage summaries on your amended order product.

            Usage SummaryStart DateEnd DateStatus
            1 07/15/18 09/30/18 Open
            2 10/01/18 12/31/18 Open
             
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