To define special prorating
- From Billing, select Set up module > General options to open the Set up general options window.
- Click Edit.
- Select the Annual option under Billing Time.
- Select the Special Prorating option under Prorating.
- Click Save.
- Select Billing > Set up module > Products.
- Click Prorate Rules to open the Prorating window.
- Click New.
- (Optional) In the Product field, rename the rule.
- In the Type field, enter the number of months in the billing period.
- In the Description field, enter a description of the prorating rule.
- (Optional) Enter the Base Amount to reflect second-year prorating or an extension of the term to the next year or fixed term.
- Enter a multiplier in the Amt/Add'l Unit field. For example, 50 percent should be entered as .50.
Note: The number of lines in the table must equal the number of months specified by the rule type.
- Click Save.