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            Use Cases: All Pending Billings Reduced to Zero

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            Use Cases: All Pending Billings Reduced to Zero

            Sometimes, you’ll have multiple order products and a Cancel Order Product with pending billings that sum to zero. After you activate the Cancel Order Product, Salesforce Billing cancels all pending billings and doesn’t have anything left to invoice. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later

            Canceled Order Product = Pending Billings

            Original Order Products
            Order Product Total Billed Pending Canceled Dates
            Original Order Product $600 $450 $150 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Amending Order Product #1 $200 $125 $75 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Introduction of Cancel Order Product
            Order Product Total Billed Pending Canceled Dates
            Cancel Order Product -$225 $0 -$225 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            The cancel order product’s total and the pending values of the original order products have a combined value of $0. Therefore, Salesforce Billing doesn’t perform futher billing. After a user or process activates the Cancel Order Product, Salesforce Billing moves the pending values of all order products to the canceled values. Then, the pending values become $0.

            Cancel Order Logic Applied
            Order Product Total Billed Pending Canceled Dates
            Original Order Product Result $600 $450 $0 $150
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Amending Order Product #1 Result $200 $125 $0 $75
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Cancel Order Product Result -$225 $0 $0 -$225
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17

            Negative Original Order Product = Pending Billings

            Original Order Products
            Order Product Total Billed Pending Canceled Dates
            Original Order Product, 01/01/17 – 12/31/17 -$600 -$450 -$150 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Original Order Product #2 -$200 -$125 -$75 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Introduction of Cancel Order Product
            Order Product Total Billed Pending Canceled Dates
            Cancel Order Product $225 $0 $225 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Remember, a negative order product creates a positive Cancel Order Product. When a user or process activates this Cancel Order Product, Salesforce Billing determines that the Cancel Order Product and the pending billings of the original order products add up to zero. Therefore, no further billing is performed, all order product canceled billings receive the value of their pending billings, and all pending billings receive a value of zero.

            Cancel Order Logic Applied
            Order Product Total Billed Pending Canceled Dates
            Original Order Product Result -$600 -$450 $0 -$150
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Amending Order Product #1 Result -$200 -$125 $0 -$75
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Cancel Order Product Result $225 $0 $0 $225
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17

            Negative Order Product and Positive Amending Order Product, Cancel Order Product and Net Prior Pending Billings = 0

            Original Order Products
            Order Product Total Billed Pending Canceled Dates
            Original Order Product -$600 -$450 -$150 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Amending Order Product #1 $200 $125 $75 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
            Introduction of Cancel Order Product
            Order Product Total Billed Pending Canceled Dates
            Cancel Order Product $75 $0 $75 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Since the Cancel Order Product has a greater value than prior pending billings, Salesforce Billing reduces the Cancel Order Product’s pending balance by the sum of prior pending billings. It then cancels all prior pending billings.

            Cancel Order Logic Applied
            Order Product Total Billed Pending Canceled Dates
            Original Order Product Result -$600 -$450 $0 -$150
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Amending Order Product #1 Result $200 $125 $0 $75
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Cancel Order Product Result $75 $0 $0 $75
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17
             
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