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            Use Cases: Cancel Order Product Fully Covers Pending Billings

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            Use Cases: Cancel Order Product Fully Covers Pending Billings

            Sometimes, a Cancel Order Product has a pending balance remaining after it completely cancels all prior order products. In this case, Salesforce Billing picks the Cancel Order Product’s pending balance up on the next invoice run. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Spring ’18 and later

            Cancel 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
            Cancel Order Product
            Order Product Total Billed Pending Canceled Dates
            Cancel Order Product -$300 $0 -$300 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of -$75, which Salesforce Billing picks up with the next invoice run.

            After Cancel Order Product Activation
            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 -$300 $0 -$75 -$225
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Positive Original Order Product, Negative Amending Order Product

            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 -$200 $0 -$200 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of -$125, which Salesforce Billing picks up on the next invoice run.

            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 -$200 $0 -$125 -$75
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            No Prior Pending Billings

            Original Order Products
            Order Product Total Billed Pending Canceled Dates
            Original Order Product -$600 -$600 $0 $0
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Amending Order Product #1 -$200 -$200 $0 $0
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            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

            When a user or process activates this Cancel Order Product, Salesforce Billing determines that none of the original order products have pending billings. Therefore, there’s no need to apply any billings from the Cancel Order Product. All order products remain unchanged, and the Cancel Order Product’s pending $225 will be picked up during the next invoice run or Bill Now application. After invoicing, the Cancel Order Product’s pending billings value moves to its billed amount.

            After Cancel Order Product Activation
            Order Product Total Billed Pending Canceled Dates
            Original Order Product Result -$600 -$600 $0 $0
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Amending Order Product #1 Result -$200 -$200 $0 $0
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Cancel Order Product Result $225 $0 $225 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Negative Original 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 $300 $0 $300 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of $75, which Salesforce Billing picks up on the next invoice run.

            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 $300 $0 $75 $225
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Negative Order Product and Positive Amending Order Product, Cancel Order Product > Prior 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 $200 $0 $200 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of $125, which Salesforce Billing picks up on the next invoice run.

            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 $200 $0 $125 $75
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Negative Order Product, Positive and Negative Amending Order Products

            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
            Amending Order Product #2 $225 $90 $135 $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 $150 $0 $150 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of $60, which Salesforce Billing picks up on the next invoice run.

            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
            Amending Order Product #2 Result $225 $90 $0 $135
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 10/01/17
            Cancel Order Product Result $150 $0 $60 $90
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 10/01/17

            Cancel Order Product > Pending Billings, Backdated Cancellation

            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: 09/01/17
            Amending Order Product #1 $200 $125 $75 $0
            • Next Billing Date: 10/01/17
            • Next Charge Date: 10/01/17
            • Terminated Date: 09/01/17
            Introduction of Cancel Order Product
            Order Product Total Billed Pending Canceled Dates
            Cancel Order Product -$300 $0 -$300 $0
            • Next Billing Date: 09/01/17
            • Next Charge Date: 09/01/17
            • Terminated Date: 09/01/17

            In this case, the Cancel Order Product can reduce the net prior pending billings to $0. Salesforce Billing adds the prior pending billings to the Cancel Order Product’s pending billings, then cancels all pending billings on the original order products. This leaves the Cancel Order Product with a pending balance of -$75, which Salesforce Billing picks up on the next invoice run.

            For remaining order products with a pending balance, Salesforce Billing sets the next billing date to the order product’s terminated date. The next invoice run will pick up this balance for invoicing.

            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: 09/01/17
            Amending Order Product #1 Result $200 $125 $0 $75
            • Next Billing Date: null
            • Next Charge Date: null
            • Terminated Date: 09/01/17
            Cancel Order Product Result -$300 $0 -$75 -$225
            • Next Billing Date: 09/01/17
            • Next Charge Date: 09/01/17
            • Terminated Date: 09/01/17
             
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