Order Proration
In CloudBlue Commerce, all orders except billing, cancellation and renewal are prorated according to the actual provisioning duration.
Order Behavior During Resource Upsizing or Downsizing
The following two scenarios describe Change Order and Billing Order interactions during upsizing or downsizing resources:
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Change Order is placed and completed before the next Billing Order; the order total is decreased (Credit Memo is created).
The following precondition is applied: Change Order is placed on 06 Jan 2021 and the order is completed on 08 Jan 2021; the next billing date is 01 Feb 2021.
System behavior -
Change Order is calculated from 08 Jan 2021 to 01 Feb 2021.
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Two days of provisioning are taken into account; the Invoice is overpaid, and the Payment stays open on order completion.
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The first Billing Order is calculated starting from 01 Feb 2021 to 01 Mar 2021.
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Change Order is placed before and completed after the next Billing Order; the order total is increased (additional payment is created).
The following precondition is applied: Change Order is placed on 31 Jan 2021 and the order is completed on 02 Feb 2021; the next billing date is 01 Feb 2021.
System behavior -
Change Order is calculated from 02 Feb 2021 to 01 Mar 2021.
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Two days of provisioning are taken into account; a new Payment is required on order completion.
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The first Billing Order is calculated from 01 Feb 2021 to 01 Mar 2021.
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The Billing Order does not charge for the ordered resource amount.
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Order Behavior During Service Plan Switching
The ability to assign a custom statement day to a Service Plan makes switching between plans that have different billing day alignment possible. When provider month cycles are aligned with billing ones, a situation can occur when the next Billing Order after Plan Switch Order has a start date that is misaligned with the provider's.
The following two scenarios describe Switch Order and Billing Order interactions during service plan switching:
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The old plan and the new plan next billing date are the same.
The following precondition is applied: Switch Plan Order is placed on 06 Jan 2021 and the order is completed on 08 Jan 2021; the old plan and the new plan next billing date are the same: 01 Feb 2021.
System behavior -
Switch Plan Order is calculated from 08 Jan 2021 to 01 Feb 2021.
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Two days of provisioning are taken into account; the Invoice is overpaid, and the Payment stays open on order completion.
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The first Billing Order is calculated from 01 Feb 2021 to 01 Mar 2021.
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The old plan and the new plan next billing date are different.
The following precondition is applied: Switch Plan Order is placed on 06 Jan 2021 and the order is completed on 08 Jan 2021; the old plan next billing date is 01 Feb 2021, the new plan next billing date is 15 Jan 2021.
System behavior -
Switch Plan Order is calculated from 08 Jan 2021 to 15 Jan 2021.
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Two days of provisioning are taken into account; the Invoice is overpaid, and the Payment stays open on order completion.
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The first Billing Order is calculated from 15 Jan 2021 to 15 Feb 2021.
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Note:
- For a default Order Flow, the sequence is follows: Order > Payment > Provisioning > Invoice . So, Invoice is created after provisioning. If an amount after recalculation is decreased, then Invoice remains Closed, Payment remains Open (that is, Payment Total > Invoice Total), and there is no Credit Memo as Invoice is issued for the already corrected amount. The Payment can be applied for any open Invoice or Debit Memo.
- For a custom Order Flow, when Invoice is created before the provisioning start, Credit Memo may be required after the recalculation.
Order Behavior During Service Plan Switching when the First Billing Period For Free
Option is Enabled
If the First Billing Period For Free option is enabled for a service plan, a subscription is free until the service plan switch date. After the switch date, a subscription is free only if the plan to which the subscription is switched also has the First Billing Period For Free option enabled.
If a subscription with the finished free period is switched to a service plan with the enabled First Billing Period For Free option:
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If the switching occurs when the New Subscription Period Start Date = Date of Upgrade then a free period is provided till the next billing date (the subscription has two free periods).
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If the switching occurs when the New Subscription Period Start Date = Start Date of Current Subscription Period then there is no free period provided after the switching.
Here, you can also see how orders and the free billing period are calculated depending on the combination of billing term settings when a service plan is switched.
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