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Manage Your Billing Processes with Salesforce Billing
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            Guidelines for Using Proration Day of Month

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            Guidelines for Using Proration Day of Month

            If you use the quote’s proration day of month to align CPQ and Billing proration periods, review important guidelines for the Proration Day of Month field. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’21 and later
            • The Proration Day of Month field must be part of the quote’s Calculating Fields field set. Otherwise, Salesforce CPQ doesn’t recalculate the quote's proration periods and prorated prices when a user or process changes the proration day of month.
            • Salesforce CPQ populates the quote's proration day of month only while the subscription prorate precision package setting is Proration Day of Month (Calendar Monthly + Daily).
            • If your subscription prorate precision is a value other than Proration Day of Month (Calendar Monthly + Daily), you can still provide the quote's proration day of month on your own. In this case, the order's billing day of month still inherits the proration day of month upon order creation.
            • You can change the proration day of month on your quote at any time. When you order your quote, the order's billing day of month inherits the value of the quote's proration day of month upon order creation. However, further changes to the proration day of month don't affect the billing day of month.
            • If a user or process changes the quote’s proration day of month from a non-null value to null while Proration Day of Month is in the quote’s Calculating Fields field set, Salesforce CPQ sets the proration day of month to the quote’s start date.
             
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