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Defining Prorating Rules

Prorating is allocating or assigning an amount to an activity or product that is proportional to some base (determined by a formula or procedure). Prorating is only applied to organizations that bill on an annual or fixed-term basis, as opposed to an anniversary or rotating term basis.

Note: The number of months used by the prorate rule for an individual is Thru date – Join date. Prorate only applies if the join date is populated prior to running the billing. See Begin Date for an annual billing cycle.

The three options available to define prorating rules include the following:

In This Section

Prorating window

Future Credit and Bump Date Prorating

To define special prorating

To define future credit prorate pricing

To advance the billing term with Bump Date prorating

See Also

Billing Table Maintenance

Overview of Table Maintenance

Setting up Customer Types

Setting the Billing and Reminder Notices

Defining Special Pricing

Creating the Name_All View

Special Pricing Examples

Setting up List Billing


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