Assigning a Proration Policy to Multiple Contracts

You can assign a single proration policy to multiple contracts via the Billing Contracts list view.

To do this:

1. Click the Billing Contracts tab, then select a view to list your contracts.
2. Select the checkboxes of the appropriate contracts, then click Assign Proration Policy.
3. On the Assign Proration Policy page, choose the proration policy that you want to assign to the selected contracts. If you want to remove proration from the contracts, choose a proration policy where the calculation method is Invoice as Full Billing Periods.

   The Errors section on this page lists any contracts that are automatically excluded from the process. Reasons for a contract being excluded can include the contract's status being "Expired" or "Superseded", or the Proration Policy field being locked on active contracts.

4. Click the Assign Proration Policy button to continue.
5. Click Return to return to the Billing Contracts tab.

Depending on how your org is set up, you might receive a notification or an email when the process is complete.

Notes:

If an active contract has partial periods, any unbilled billing schedules for those partial periods are updated with the new prorated value. The contract's Total Contract Value is also updated.

Draft billing documents that contain the first or last billing period for any of the lines on an active contract are deleted (or discarded if Allow Deletion of Draft Billing Document in the Billing Central Settings custom setting is not enabled).