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Align behaviour of Discounting & Recurring Charges with Future Dated Amendments

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Align behaviour of Discounting & Recurring Charges with Future Dated Amendments

There is an inconsistency in the way invoicing handles the calculations for future dated amendments.

Using an example where a Subscription adds an Annual Product which includes both a recurring charge and a fixed amount discount (equal to each other) provisioned with all effective dates set to 25th December 2014 (Customer Account's Bill Cycle set to 25th), prior to the 25th of December a Terminate Product Amendment is actioned which removes the Annual Product, all effective dates set to the 25th of January 2015, therefore making the Annual Product active for 1 month. The following is the behaviour for both charge types when the invoice is generated on the 25th of December 2014:

A. Recurring Charge - Charged for the full annual recurring charge amount from 25th December 2014 to 24th December 2015 (inclusive)

B. Discount - Fixed Amount prorated 1/12th of the discount amount (due to proration setting being set to monthly first then day for charges >1 month). 

The change will support a configurable parameter which will either take the future dated amendment into consideration or ignore it for both charge types.

2 Comments
Zuora-Community
Community Manager
Status changed to: More Feedback Needed
 
Zuora-Community
Community Manager
Status changed to: Under Consideration