Considerations for Updating Bill Plans
After a contract is activated, certain bill plan attributes are placed under change control, while other attributes remain available to edit.
Changing some attributes of a bill plan can impact existing invoices by affecting the amounts of billing transactions and invoice amounts. This topic describes the impact of changing bill plan attributes on invoice amounts.
Bill Plan Attributes That Impact Invoice Amounts
The bill plan attributes that affect invoice amounts are:
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Invoice method
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Billing currency type
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Associated contract lines
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Billing extension
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Schedules and overrides
Some retroactive changes to the bill plan attributes impact the processing of transactions. When such retroactive changes are activated, previously processed transactions with a transaction date on or after the amendment effective date are set to be automatically adjusted. The next time you generate an invoice for the contract, Oracle Fusion Project Billing creates new reversal invoice distributions to credit the original invoice distributions. The application also creates new invoice distributions for the new invoice amounts, reflecting the amended bill plan values.
Bill Plan Attributes with No Impact on Invoice Amounts
Some retroactive changes to the bill plan attributes do not impact the processing of transactions. When such retroactive changes are activated, previously processed transactions are not automatically adjusted. If you want an unreleased invoice to reflect the amended bill plan attributes, you must generate the invoice again, with the delete draft, approved, and approval rejected options selected. Generating the invoice again automatically deletes the previous invoice and creates a new invoice, with those amended values.
If you already released the invoice, cancel the existing invoice and generate a new invoice to reflect the amended bill plan values. Alternatively, you can regenerate the released invoice to reflect the amended bill plan values.