Loading
Feature degradation | Gmail Email delivery failureRead More
Manage Your Billing Processes with Salesforce Billing
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Prerated Usage

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce Billing

            Prerated Usage

            Allow your customers to define their own amounts and quantities on their usage records. A customer-defined value overrides any rated value that Salesforce Billing would calculate. Prerated usage is useful for tracking billing expenses, pass-through postage, and third-party rating charges. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’18 and later.

            Define prerated values with the Prerated Quantity and Prerated Amount fields on the usage record. If your usage record contains a prerated quantity and prerated amount, Salesforce Billing doesn't calculate a usage subtotal based on the standard formula of (Unit Price) * (Quantity). Instead, the usage summary that consumes your usage evaluates only the prerated amount when calculating the summary's subtotal. Salesforce Billing displays an error if you save a usage record with values for a prerated field and rated field.

            When your usage summary evaluates its usage records, it calculates a price for your rated records based on their quantity and unit price, then adds that to the prerated amounts of your prerated records. For example, consider a usage summary with the following usage records.

            Usage RecordUnit PricePrerated QuantityPrerated AmountQuantitySubtotal
            1 (Prerated) $0.04 20 $2.00 none none
            2 (Not Prerated) $0.04 none none 25 $1.00

            In this case, Your usage summary bases its unbilled subtotal off the calculation $(.04 * 25) + $2 = $3.00. The summary also updates its Prerated Quantity field to reflect the sum of all prerated quantities on its usage records — in this case, 25.

            An order product consumption schedule requires the following configuration to inherit usage summaries with prerated quantities.

            • Only one order product consumption rate.
            • The consumption rate has only one price tier.
            • The price tier is per unit with a lower bound of 1 and null upper bound.

            When you invoice a usage summary that contains prerated and rated usage, Salesforce Billing evaluates only the summary’s total amount and total quantity. An invoice line for our usage summary would have a total amount of $3.00 and quantity of 45.

            Applying Tax to Invoice Lines Based on Usage Summaries

            By default, Salesforce Billing taxes invoice lines based on their amount. This process means that a usage summary made of rated and prerated usage would create an invoice line that calculates tax based on both types of usage. If you don’t want to tax the prerated usage for one of your usage products, create a separate usage product to represent only your prerated usage and associate that with a tax rule that doesn’t apply tax. You can then associate that order product with its own usage summary separate from the usage summary and order product you’re using for your rated usage.

            If you want a separate field for prerated tax, we recommend adding a custom Prerated Tax field to your usage record. You can then create a Prerated Tax field on your invoice that displays the total of prerated tax fields across all usage records related to your invoice.

             
            Loading
            Salesforce Help | Article