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To define special prorating

  1. From Billing, select Set up module > General options to open the Set up general options window.
  2. Click Edit.
  3. Select the Annual option under Billing Time.
  4. Select the Special Prorating option under Prorating.
  5. Click Save.
  6. Select Billing > Set up module > Products.
  7. Click Prorate Rules to open the Prorating window.
  8. Click New.
  9. (Optional) In the Product field, rename the rule.
  10. In the Type field, enter the number of months in the billing period.
  11. In the Description field, enter a description of the prorating rule.
  12. (Optional) Enter the Base Amount to reflect second-year prorating or an extension of the term to the next year or fixed term.
  13. 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.

  14. Click Save.

See Also

Defining Prorating Rules

Prorating window

Future Credit and Bump Date Prorating

To define future credit prorate pricing

To advance the billing term with Bump Date prorating


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