Billing Plan Assigning Rules
You assign contract lines to billing plans on the Assign Billing Plan page. From this page, you can either assign contract lines to existing billing plans for that contract or you can create a billing plan and assign contract lines at the same time.
Each contract must contain at least one billing plan. While the contract is in pending status, you can perform billing amount allocation on a contract line that you have already assigned to a billing plan. This action is possible because all amounts stored at the billing plan level are stored as a percentage of the contract line amount. Once the contract is active, amendment control is in effect and any changes to contract lines must be made using Amendment Processing.
Assigning Billing Plans - Steps
The following steps provide a high-level sequence of the activities that you need to perform when assigning contract lines to billing plans.
To assign contract lines to billing plans:
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Create a new contract in pending status.
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Select products onto contract lines.
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Link the active contract lines to pending billing plans (could be step 4).
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Define the billing plan parameters.
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Complete the billing amount allocation for all active contract lines; this could change the amount on any active line.
Repeat steps 2 through 5 as needed.
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Activate the contract.
It is possible to activate the contract before assigning any or all of the active lines to billing plans.
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Ready the billing plans.
Note:
If you selected the autoready option for this billing plan, the system automatically changes the billing plan status to Ready upon contract activation.
Unassigning Billing Plans from Contract Lines
For a contract line to be unassigned from a billing plan, its associated billing plan status must be Pending, Reversed, or Cancelled to ensure that no processing has occurred. The billing plan cannot have a status of Ready or In Progress.
Note:
If you want to delete a contract line that is associated with a billing plan with a basis date source option of Contract Line Start Date, you cannot delete the contract line until you unassign the associated billing plan.
Assignment and Unassigning Billing Plans - Prepaids
The following rules apply to assigning and unassigning initial billing plans to prepaids on the Assign Billing Plan page:
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If a prepaid sequence exists for a contract, the Prepaids to be Assigned/Unassigned group box appears on the page.
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You can assign a combination of both contract lines and prepaids to a single billing plan.
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You can use the same billing plan template to assign both contract lines and prepaids to a billing plan.
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You can select both contract lines and prepaids for unassignment at the same time.
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You can assign or unassign a prepaid only when the prepaid status is Pending.
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If you use a billing plan template to create the initial billing plan and a prepaid is associated with the template, the system evaluates the Ready Prepaid option on the template.
If the Ready Prepaid option is selected, when the prepaid is set to a status of Ready the system changes the status of the initial billing plan to Ready.
This action occurs whether a combination of prepaids and contract lines is assigned to the billing plan or only prepaids are assigned to the billing plan. If multiple prepaid sequences are assigned to the billing plan, the system does not change the billing plan status to Ready until all prepaid sequences that are associated with the billing plan have Ready statuses.
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You can assign prepaids to Milestone, Percent Complete, and Immediate billing methods.
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If you associate both contract lines and prepaids with a billing plan template with a basis date source option of Contract Line Start Date, the system uses the contract line start date to build events for the billing plan.
However, if you associate only prepaids with a billing plan template with a basis date source option of Contract Line Start Date, the system uses the current date to build the events for the billing plan.