Cancelling renewal contract for product with LIFO cancellation rule does not generate credit or negative invoice, cancelled sub line on wrong contract

Salesforce CPQ (Configure-Price-Quote) , Salesforce Billing

Last updated 2019-03-20 ·Reference W-5876148 ·Reported By 1 users

Fixed in version Billing 218.7

Summary
Using a product with the LIFO cancellation rule, a contract, invoiced, renewed and then cancelled before the end of the initial contract end date, does not generate a credit or negative invoice line for the original order and, therefore, the invoice. Also the cancelled subscription is on the initial contract, not the renewal contract. This does not happen when using the Legacy cancellation rule - the Legacy rule works as expected.

Repro
Set up
Billing Config > Default Cancel Order Rule > LIFO based on Termination Date

Product
Billing Annually in advance

Billing Treatment:
Cancellation Rule: LIFO based on Termination Date

Steps to Reproduce
Create Account > Oppty > Create Primary Quote (12 months, start on 1-Feb-2019)
Add above product
Save
From Oppty
--Closed Won, Ordered
From Order
-Activate
-Contracted
Contract created
-From Order, Bill Now > Post invoice

Now, Renew the Contract before end date of the original contract:
Start at the original Contract
-Renewal Quoted - TRUE, Save
Go to Renewal Oppty
Closed Won, Ordered

Go to renewal Order
-Activate
-Contracted

No cancel the first contract 9 months in
From original Contract:
-Amendment Start Date 11/1/2019, Save
-Amend, Amend
-Set Quantity to 0 on quote in Quote Line Editor (QLE)
Save

From Oppty
-Closed Won, Ordered
Cancellation Order created
-Activate
-Contracted

Now cancel the Renewal Contract:
-Amendment Start Date 2/1/2020
-Amend, Amend
-Set Quantity to 0 on quote in QLE
Save

From Oppty
-Closed Won, Ordered

Cancellation Order created
-Activate
-Contracted

Compare the original to the renewal Contract
Note that the cancelled subscription is on the wrong contract

Put all orders in the same invoice batch
Create an Invoice Scheduler with Target Date = 2/1/2020

Note that an Invoice is created for 0.00 (Sub invoice lines cancel out)
There is no credit Generated for the Original Contract/Order/Invoice.

Workaround
Use Legacy cancellation rule. This works, but does not allow the organization to use the LIFO rule.

Reported By (1)

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