Details

    • Type: New Feature
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 3.3.0
    • Fix Version/s: 3.5.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      When modifying a service (renew date, package pricing, config options, etc.) if the net change in price is negative (e.g. no invoice created) issue a credit for that absolute value of the net change, IF AND ONLY IF prorated credits are enabled per CORE-1477.

      For example, if changing a config option from $5 to $4, issue a prorated credit for the $1 difference over the remaining days in the term based on prorated settings.

      If the service has a recurring coupon attached to it which is valid for the current package, and the package being downgraded to, consider the discount achieved by the coupon when calculating the prorated credit.

        Issue Links

          Activity

          tyson Tyson Phillips (Inactive) made changes -
          Link This issue relates to CORE-2200 [ CORE-2200 ]
          tyson Tyson Phillips (Inactive) made changes -
          Status Resolved [ 5 ] Closed [ 6 ]
          tyson Tyson Phillips (Inactive) made changes -
          Status Open [ 1 ] Resolved [ 5 ]
          Resolution Fixed [ 1 ]
          tyson Tyson Phillips (Inactive) made changes -
          Link This issue relates to CORE-1446 [ CORE-1446 ]
          Hide
          tyson Tyson Phillips (Inactive) added a comment -

          Credit is prorated if the setting from CORE-1477 is enabled. When a client downgrades a package/config option, it is always prorated. If an admin does so, it is only prorated if the admin checks the Prorate option.

          Proration only occurs between recurring services or between one-time services. Proration does not occur from one-time to recurring, or recurring to one-time.

          CORE-1541 will handle recurring coupons as it relates to this task.
          CORE-1446 will handle proration with changing renew dates.

          Show
          tyson Tyson Phillips (Inactive) added a comment - Credit is prorated if the setting from CORE-1477 is enabled. When a client downgrades a package/config option, it is always prorated. If an admin does so, it is only prorated if the admin checks the Prorate option. Proration only occurs between recurring services or between one-time services. Proration does not occur from one-time to recurring, or recurring to one-time. CORE-1541 will handle recurring coupons as it relates to this task. CORE-1446 will handle proration with changing renew dates.
          cody Cody Phillips (Inactive) made changes -
          Assignee Cody Phillips [ cody ] Tyson Phillips [ tyson ]
          cody Cody Phillips (Inactive) made changes -
          Description When modifying a service (renew date, package pricing, config options, etc.) if the net change in price is negative (e.g. no invoice created) issue a credit for that absolute value of the net change.

          For example, if changing a config option from $5 to $4, issue a prorated credit for the $1 difference over the remaining days in the term based on prorated settings.

          If the service has a recurring coupon attached to it which is valid for the current package, and the package being downgraded to, consider the discount achieved by the coupon when calculating the prorated credit.
          When modifying a service (renew date, package pricing, config options, etc.) if the net change in price is negative (e.g. no invoice created) issue a credit for that absolute value of the net change, *IF AND ONLY IF* prorated credits are enabled per CORE-1477.

          For example, if changing a config option from $5 to $4, issue a prorated credit for the $1 difference over the remaining days in the term based on prorated settings.

          If the service has a recurring coupon attached to it which is valid for the current package, and the package being downgraded to, consider the discount achieved by the coupon when calculating the prorated credit.
          admin Paul Phillips made changes -
          Link This issue relates to CORE-1541 [ CORE-1541 ]
          admin Paul Phillips made changes -
          Description When modifying a service (renew date, package pricing, config options, etc.) if the net change in price is negative (e.g. no invoice created) issue a credit for that absolute value of the net change.

          For example, if changing a config option from $5 to $4, issue a prorated credit for the $1 difference over the remaining days in the term based on prorated settings.
          When modifying a service (renew date, package pricing, config options, etc.) if the net change in price is negative (e.g. no invoice created) issue a credit for that absolute value of the net change.

          For example, if changing a config option from $5 to $4, issue a prorated credit for the $1 difference over the remaining days in the term based on prorated settings.

          If the service has a recurring coupon attached to it which is valid for the current package, and the package being downgraded to, consider the discount achieved by the coupon when calculating the prorated credit.
          cody Cody Phillips (Inactive) made changes -
          Rank Ranked higher
          cody Cody Phillips (Inactive) made changes -
          Sprint 3.5.0 Sprint 1 [ 6 ] 3.5.0 Sprint 2 [ 10 ]
          Hide
          cody Cody Phillips (Inactive) added a comment -

          Does this apply even if proration is not enabled?

          What if the service is one-time?

          Show
          cody Cody Phillips (Inactive) added a comment - Does this apply even if proration is not enabled? What if the service is one-time?
          cody Cody Phillips (Inactive) made changes -
          Sprint 3.5.0 Sprint 1 [ 6 ]
          cody Cody Phillips (Inactive) made changes -
          Rank Ranked higher
          admin Paul Phillips made changes -
          Fix Version/s 3.5.0 [ 10401 ]
          cody Cody Phillips (Inactive) made changes -
          Rank Ranked higher
          cody Cody Phillips (Inactive) made changes -
          Link This issue is blocked by CORE-1477 [ CORE-1477 ]
          cody Cody Phillips (Inactive) made changes -
          Story Points 5
          cody Cody Phillips (Inactive) made changes -
          Field Original Value New Value
          Epic Link CORE-1447 [ 11946 ]
          cody Cody Phillips (Inactive) created issue -

            People

            • Assignee:
              tyson Tyson Phillips (Inactive)
              Reporter:
              cody Cody Phillips (Inactive)
            • Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                7/Apr/15

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