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Enhanced Prorating Across Bill Periods

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An option for enhanced prorating functionality changes how prorated charges are calculated across multiple bill periods. When this functionality is enabled, billing periods where the charge applies are evaluated individually based on the number of days in the specific bill period (month) to more accurately prorate each portion of the charge.

This enhancement is off (disabled) by default, which maintains the existing prorating functionality. In this case, for a charge that is back-dated and/or end-dated where the date is in the middle of a bill period, the total number of days to be charged is computed and prorated based on the number of days in the current month.

Note:

An IDI resource is required to enable this functionality. Contact your IDI support team or account manager for assistance.

Enhanced Prorating

When Enhanced Prorating is enabled, the new functionality applies to products with a prorate type of:

  • In Advance

  • In Advance – No Refund

  • In Advance – Forward Disconnect

  • In Arrears

The proration percentage is calculated individually for each month that the product charge occurs. For example, an in-advance product is added to an account as follows:

  • Charge start: 2/18/2020

  • Charge end: 4/20/2020

  • Bill Period: 11090401 (03/01/2020-03/31/2020)

  • February percentage based on 28 days

  • March percentage = 100%

  • April percentage based on 30 days

When the setting is left disabled (existing functionality), the product will be charged for 62 days (11 days in Feb + 31 days in March + 20 days in April). The proration percentage is calculated based on 62 days/30 days (30 days in April).

Setup

Note:

This setup must be completed by an authorized IDI associate. The setting is not available to IDI platform users.

To enable this functionality, override the Use Enhanced Prorating Logic setting value to True. This setting is located in SaaS Management Console > Config

  • Installation Type: Billing

  • Key Definition Code: BILLING/PRORATE/USE_ENHANCED_PRORATING_LOGIC

  • Name: Use Enhanced Prorating Logic