Pending Billing Amount (without tax) is incorrect for Amendments when Billing Day of Month changes

Pending Billing Amount (without tax) is incorrect for Amendments when Billing Day of Month changes

Salesforce Billing

Last updated 2019-02-18 ·Reference W-5805301 ·Reported By 2 users

In Review

Summary
On amendments that eventually cancel an order product, there appears to be a remainder in the Pending Billing Amount (without tax) field on the first amendment order. This appears to depend on Billing Day of Month (BDOM) changing over the amendments. BDOM changes when package setting for CPQ is Default Order Start Date = Quote Start Date and Billing config is Align Billing day of month to Order start date = Enabled.

Repro
Setup
Package setting for CPQ is: Default Order Start Date = Quote Start Date
Package setting for Billing is: Align Billing day of month to Order start date = Enabled.

For the Quote, use a product setup with:
Billing Rule is "Align to original Order Product"
Billing Treatment is LIFO
This example uses a product billed annually in advance

Create Account > Opp > Quote
-Primary
-Start: 12/1/19
-Subscription Term: 36
Save

Add Product
-Qty 75
-Save

From Oppty, Ordered checkbox.
Save

From the Order
Activate
Contracted
Bill Now (from Order)
Post Invoice

From Contract, Amend Amend
On amendment quote:
-Start date = 1/15/19
-Qty = 95
Save

Amendment Oppty
Ordered
From Order
Activate
Contracted
Bill Now
Post Invoice

From Contract, Amend Amend

On amendment quote:
-Start date = 1/31/19
-Qty = 0
Save

From Amendment Oppty
Ordered
From Order
Activate
Contracted
Bill Now
Post Invoice

Observed:
Look at the OP for the first amendment Order
Pending Billing Amount (without tax): has a value > 0.00

Expected
Pending Billing Amount (without tax): USD 0.00

Workaround
N/A

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