Rating Usage Summaries With a Consumption Schedule

Important Salesforce Billing recalculates your usage summary's subtotal only when you upload a new usage record. Changing the quantity of a usage record doesn't cause Salesforce Billing to recalculate the usage summary's subtotal.

Salesforce Billing associates an order product consumption schedule with a usage summary if the two records have the same Matching Attribute and Unit of Measure values, including null values. The fields are null by default, in which case Salesforce Billing uses the order product consumption schedule defined in the usage's parent usage summary.

When you upload usage, Salesforce Billing associates usage with a usage summary if the records have the same Matching ID value. We recommend using a process builder to quickly assign matching IDs, matching attributes, and units of measure to your usage and usage summary records.

Important Values added to the consumption schedule field Unit of Measure must also be added to the Unit of Measure Global Value Set in Salesforce Billing.

As you upload usage records to your usage summary, Salesforce Billing calculates the usage's subtotal based on where the usage quantity falls within the order product consumption schedule's rates. All order product consumption rates have bounds, a price, and a pricing method. The pricing method controls whether Salesforce Billing applies the price to each individual unit within the quantity, or as a flat fee to the entire quantity of usage. Let's look at how Salesforce Billing handles different usage pricing methods.

Per Unit

• Usage Quantity: 100
• Pricing Method: Per Unit
• Price: $0.50
• Usage Subtotal: $50

Flat Fee

• Usage Quantity: 100
• Pricing Method; Flat Fee
• Price: $20
• Usage Subtotal: $20

For order product consumption schedules with multiple rates, the value of the schedule's Type field also affects the usage summary's unbilled subtotal. To help understand this example, let's look at the following order product consumption rates for a usage summary with a quantity of 150.

Range

Salesforce CPQ prices the entire quantity of usage based on the rate where that quantity falls. For per-unit rates in the above example, our usage summary would have a subtotal of (150 * $40) = $6000. For flat rates, our usage summary would have a subtotal of $40.

If you're using range-based pricing and a new quantity of usage causes the overall usage quantity to move to a new rate, Salesforce CPQ recalculates your usage summary's unbilled subtotal using the new range. Let's say you added a second usage record with a quantity of 70, moving your overall usage to rate 3.

• For per-unit pricing, your usage summary has a price of (220 * $30) = $6600.
• For flat-rate pricing, your usage summary has a price of $30.

Slab

Salesforce CPQ prices usage based on based on where its quantity falls in each available rate. In the above example, the first 100 units fall in Rate 1, and the next 50 units fall in Rate 2. For per-unit pricing, this leads to an unbilled subtotal of (100 * $50) + (50 * $40) = $7000. For flat rates, our usage summary would have an unbilled subtotal of ($50+$40) = $90.

Note For flat fee pricing method, set the lower bound to 1 or higher. If the lower bound is 0 and the quantity is 0, Salesforce Billing shows a subtotal of 0 instead of a flat fee.

When you invoice a usage summary, Saleforce Billing creates an invoice line based on your usage summary's entire unbilled subtotal. After you post the invoice, Salesforce Billing reduces the summary's unbilled subtotal and unbilled quantity to zero.