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            Know Your Rating Procedures

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            Know Your Rating Procedures

            Understanding the distinctions between Default Rating Procedure and Negotiable Rating Procedure is key to optimizing your billing processes in Salesforce. Each procedure caters to different scenarios, from straightforward volume-based pricing to complex, usage-driven negotiations.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license

            Default Rating Procedure

            Use Default Rating Procedure for straightforward, standard rating requirements. It primarily uses volume-based rating, where pricing is directly determined by the quantity of a resource or service consumed. Rates are natively configured and managed directly within Rate Management. The default template uses volume-based pricing but you can easily customize procedures for tier-based rating. Default Rating Procedure is ideal for scenarios where consumption doesn't require granular tracking within Salesforce Usage Management.

            Example
            Example Consider a cloud storage provider. For most standard customers, they offer a simple volume-based rating model. Customers are rated at a flat rate per unit of storage consumed within a billing period. The provider sets the rates directly within Rate Management. When a customer's monthly storage usage is reported, Default Rating Procedure automatically calculates the total charge by multiplying the total consumed quantity by the predefined rate. This procedure consistently applies the same rate per unit regardless of the total volume consumed.

            Negotiable Rating Procedure

            Negotiable Rating Procedure provides advanced flexibility, particularly for complex consumption models, custom contracts, and dynamic pricing. This procedure operates with Usage Management. It applies rates based on the data defined in asset rate card entries within Usage Management, meaning that the actual, granular usage data drives the rating calculation. Negotiable Rating Procedure supports both negotiated and non-negotiated scenarios, adapting to unique consumption patterns, specific customer agreements, or real-time pricing adjustments. This procedure requires that detailed usage events are captured and processed through Usage Management, which then informs the rating process.

            Example
            Example Consider a software-as-a-service (SaaS) company providing a platform with various features, some of which are usage-based, such as API calls or heavy data processing. For large enterprise clients, the company often negotiates custom contracts including specific rates for peak usage times, discounts for committed annual usage, or variable rates based on the type of API call. These detailed, customized terms are stored in the client's created records, whereby every specific action is tracked by Usage Management. Negotiable Rating Procedure then reviews these individual usage events and applies the exact rates and discounts defined by the client. This helps with highly precise billing that accounts for all the nuances of their custom agreement and actual consumption patterns.
             
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