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Aria Knowledge Central

Proration Settings

Overview

The below settings determine how the system behaves in regards to proration, such as how proration credits are assigned. The following proration settings can be set.

Note: It is recommended that you use the default value if the setting does not apply.

Proration Settings

Below is a list of proration settings, their descriptions, default values, and where the parameter can be set in the UI.

Parameter Name Description Values Where to Set
Display Delta Values for Proration Display delta values for proration (True = "Simple Statements." False = "Standard Statements").

True

False (Default)

Configuration > Billing > Invoice Settings
Allow contract to end even when PI on contract is not billed through the contract end date Governs the contract expiry behavior for the contract of types "Terminate service and billing", "Terminate service and billing and prorate final invoice" and "Rollover to a Plan and/or a Rate Schedule", when the plan instance on contract is not yet billed through the contract end date. If this param is set to "True", then the contract will end even when plan instance on it is not yet billed through the contract end date. If this param is set to "False", then the contract will not end till the plan instance on it is billed through the contract end date.

True

False (Default)

Configuration > Billing > Invoice Settings
Charge Activation Fee on Master Plan Assignment After Proration Event When enabled, this parameter will ensure that any master plans will incur an activation fee (if applicable), when assigned to an account and experiencing a proration event ahead of the first invoice. This scenario does not include plan replacement.

True 

False (Default)

Configuration > Billing > Invoice Settings
Invoice the Unbilled Usage During Proration Controls whether the unbilled usage should be invoiced during mid-term plan termination. (False = do not allow invoicing the unbilled usage during proration).

True

False (Default)

Configuration > Billing > Invoice Settings

Align proration end date with contract end date

Governs whether to use the contract end date to decide the proration period for purchased plans.

True (Default)

False

Configuration > Billing > Contracts Settings
Invoicing Options On New Master Plan Assignment Determines whether full invoicing, prorated invoicing, or no invoicing is performed when a new master plan is assigned to an account. Note that this parameter is not used in every master plan assignment scenario (e.g., this parameter is not used when a master plan is being replaced).

Perform full invoicing

Configuration > Billing > Invoice Settings
Proration Credit by Service Type Drives how proration credits are assigned. (False = proration credits are not separated and include "service + tax" component. True = proration credits are separated by similar service type or group of services).

True

False (Default)

Configuration > Billing > Invoice Settings

Stop On Immediate Invoicing Tax Errors

Governs whether or not to stop invoice creation when a taxation error is encountered during immediate order invoicing, proration invoicing, or manually-executed anniversary invoicing. Stop processing on tax generation errors Configuration > Billing > Taxation Settings
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