Balance Management Setup

Follow these steps to configure balance management for tracking allowances, commitments, and estimates.

1. Create Balance Code

   • Navigate to Setup and Maintenance > Manage Balance Codes.

   • Click Create and enter Balance Code, Description, and select Balance Type as Quantity-Based or Amount-Based.

   • Define qualifiers such as Business Unit or Usage Type.

2. Create Balance Profile

   • Navigate to Setup and Maintenance > Manage Balance Profiles.

   • Click Create and provide Balance Profile Name and Description.

   • Associate one or more balance codes with the profile.

   • Define Pooling Criteria and Billing Frequency.

   • Enable options for Carry Forward or Rollover if applicable.

3. Create Entitlement Plan

   • Go to Setup and Maintenance > Manage Entitlement Plans.

   • Click Create Entitlement Plan and enter Plan Name and Description.

   • Link the Balance Profile to the plan.

   • Define Allowance, Estimate, or Commitment attributes.

   • Specify rollover and drawdown rules for each balance type.

4. Assign Entitlement Plan

   • Go to Setup and Maintenance > Manage Entitlement Plan Assignments.

   • Create a new assignment and associate the Entitlement Plan with applicable Subscription Offerings or Rate Plan Charges.

   • Define assignment criteria such as Product Type or Business Unit.

5. Validate Setup

   • When a subscription is created, the system automatically generates or associates a Balance Register based on the entitlement plan.

   • Verify that balances are created correctly and track drawdowns against allowances.

   • Test rating by importing usage events and running the Rate Subscription Usage Events scheduled process.

   • Review results in Billing Summary and confirm overages and allowances are applied as expected.