The Execute Rating Suitelet allows you to select multiple Subscriptions at once and/or rate a Subscription through a future date.
- Additionally - and unlike the ‘Rate Now’ button on the Subscription or Subscription Item - the Suitelet allows you to define the ‘Rate Through Date’ which enables Rating future periods as well.
- For example, you can set a Rate Through Date of December 31 of the current year, which would rate all Subscriptions through the end of the year, as opposed to the default Rate Through Date of the current date.
- The Suitelet provides several filtering options (Customer, Master Contract, Subscription, Department, Location, Class, Subsidiary, Last Rated (Date), or Never Been Rated) to select the relevant Subscriptions for processing.
- If multiple filters are applied, a Subscription must meet all criteria to be included in the list.
Example: Only Subscriptions that belong to Above the Cloud Customer AND have never been rated will be displayed in the list.
Use Case
A Customer has a Subscription for a yearly Data Storage contract.
- The Customer collects Usage Data at the end of each month for the amount of storage used.
- In addition, they receive projected Usage estimates for the remaining months of the contract.
- The Customer wants to see the actual and estimated Charges in order to forecast revenue.
Using the Execute Rating Suitelet
1. Navigate to Transactions > Zone Advanced Billing > Execute Rating.
2. Use the filters to find the subset of Subscriptions you want to submit to the rating process.
3. Optionally change the Rate Through Date. By default, the Rate Through Date is the current date.
4. Select each Subscription using the checkbox in the left column.
5. Once all Subscriptions are selected, click the ‘Execute Selected’ button.
6. After clicking the ‘Execute Selected’ button, the number of Subscriptions will be reflected in the ‘In Queue for Processing’ section at the top of the page. Once the Subscriptions begin processing, they will appear in the ‘Currently Processing’ line below.
7. Click on the link underneath ‘Currently Processing’ to monitor the Process status.
8. The Process Status page will show the Execute Rating Process.
- Click on the Process ID to navigate to the Process Record to monitor its completion, or remain on this Status page. Once the Process completes, it will no longer display on this page.
9. Charges with the Charge Type of Usage are evaluated for only the Subscription Item from which you kicked off the Rating Process, with the following caveats:
- If the Charge Status is NOT ‘Not Started’, ‘Pending Billing’, or ‘Partially Rated’:
- The Charge is NOT updated/evaluated
- If the Charge Period Start and End Date are before the Rate Through Date (i.e. the Charge Period is in the past) AND the Charge Status is ‘Not Started’, ‘Pending Billing’, or ‘Partially Rated’
- The Charge Status is updated to ‘Pending Billing’
- The Rated Through Date is set to the last day of the Charge Period
- The Rating Process runs, and updates the Charge Quantity, Rate, and Amount properly based on the Rate Plan and/or any Pricing Options that have been defined on the Subscription Item
- If the Charge Period Start Date is on or before the Rate Through Date and the Charge Period End Date is after the Rate Through Date (i.e. the Rate Through Date is within a Charge Period)
- The Charge Status is updated to ‘Partially Rated’
- The Rated Through Date is set to the Rate Through Date (from the Execute Rating Suitelet) to indicate the period has only been partially evaluated
- By default, the Rate Through Date is the current date, but could also be a date in the future
- The Rating Process runs, and updates the Charge Quantity, Rate, and Amount properly based on the Rate Plan and/or any Pricing Options that have been defined on the Subscription Item
- If the Charge Period Start Date is after the Rate Through Date (i.e. Charge Period is in the future of the Rate Through Date):
- The Charge Status remains ‘Not Started’ and is NOT updated/evaluated