Apply Charge Adjustments during Event Level Usage Rating

• Added a new checkbox on the Balance Profile overview page "Include charge adjustments during rating".
• Default state: ON (checked). Can only be enabled while the Balance Profile is in Draft.
• Activates new calculation logic for specific scenarios: Allowances, Estimates, Commitments, Summarised Rating, and Volume Rating.
• Applied during usage rating, usage re-rating (allowances), and lifecycle events (close, amend, renew).
• Net Price = Usage Quantity * (List Price - Adjustments - Grants)
• When enabled:
  • Ad-hoc bill adjustments on the usage charge are not allowed.
  • Ad-hoc adjustments created after activation are not considered by the rating logic.
  • Charge adjustments added after rating are not considered for that rating period.
  • Pricing Term is not considered.

Balance Profile

• Improves billing predictability and consistency by incorporating adjustments at the time of rating.
• Reduces reliance on post rating corrections and rework, lowering operational overhead.
• Enhances auditability and control for allowance and volume based pricing.
• Minimises disputes from late or ad-hoc adjustments by enforcing a clear timing model.

Steps to enable and configure

You don't need to do anything to enable this feature.