Creating Customer Usage Records

For products and services that are charged based on customer usage you can create customer usage records and associate them with a contract line item.

When you create billing documents for a contract, billing document line items are created for usage records associated with contract line items where the billing type is "Recurring Variable" and the usage date is within the billing period being billed.

To create a customer usage record manually:

1. Click the Usage tab.
2. Click New or New Usage.
3. Enter the contract line item to which this usage information relates.
4. Enter the number of units used in the Quantity field.
5. Enter the unit of measure for this usage record.
6. Enter the date on which this usage record applies. This date must fall between the start and end dates of the associated contract line item.
7. Click Save.

Notes:

You cannot associate usage records with contract line items on a Superseded contract.

You cannot associate usage records with contract line items that are canceled.

You cannot move the end date of a contract line item to be earlier than its usage records.

You cannot cancel a contract line item that already has usage records.