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To define future credit prorate pricing

The following example shows a normal prorating setup in which the reduction in the rate is postponed until the second term. If a customer joins during months 4-6, the customer will be billed the full amount the first year and 75% the second year.

  1. From Billing, select Set up module > Products to open the Set up products window.
  2. Click Prorate Rules to open the Prorating window.
  3. Click New.
  4. In the Type field, enter 12 as the number of months in the billing period.
  5. In the Description field, enter New Customers as the description.
  6. Enter a multiplier of 1.0 for months 1-3 in the Amt/Add'l Unit field.
  7. Enter F in the Base Amount field and a multiplier of .75 for months 4-6 in the Amt/Add'l Unit field.
  8. Enter F in the Base Amount field and a multiplier of .50 for months 7-9 in the Amt/Add'l Unit field.
  9. Enter F in the Base Amount field and a multiplier of .25 in the Amt/Add'l Unit field for months 10-12.
  10. Click Save.

See Also

Defining Prorating Rules

Prorating window

Future Credit and Bump Date Prorating

To define special prorating

To advance the billing term with Bump Date prorating


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