Usage Rerating Strategies

A usage rerating strategy determines which actions cause the usage events for a service to be re-rated for the active service period. The rerating occurs when the bill cycle is run to close the active service period and all the usage events for the active service period will be rerated using the most current usage rules.

For example, the global usage rule for a service is edited 10 days into a 1 month service period. The usage events that are rated before the usage rule change are rated for a different price than usage events that are rated after usage rule change. If the Rerate Strategy system setting has the NEW_SPREAD_SHEET_VERSION checkbox selected, then during the next bill cycle run, all the usage events for the service period will be rated a second time using the updated usage rule. Refer to System Settings for information on viewing and changing system settings or to the Knowledge Base article on Usage System Settings for more information about the Rerate Strategy system setting.

The Rerate Strategy system setting can use the following actions to trigger rerating during a bill cycle run:

• EDIT — Select to rerate the entire service period when a usage event is edited.

• VOID — Select to rerate the entire service period when a usage event is voided.

• OUT_OF_ORDER — Select to rerate the entire service period when a usage event is submitted out of order.

• ROLLOVER — Select to rerate the entire service period when usage rule's remaining amount is rolled over to the next period.

• OVERWRITE — Select to rerate the entire service period when a usage event is rated in OVERWRITE_ON_EXISTING mode according to the following conditions:

  • If during overwrite processing, Gotransverse is able to successfully void the rating charges from original usage event, but the new event fails to rate, the update is unsafe, and the service period is marked as dirty.

  • An overwrite is safe, and the service period is not marked as dirty if only one rule was used to rate the original event and the rule is unlimited.

  • An overwrite is safe, and the service period is not marked as dirty if the same rule is used to rate original and new event and either of the following is true:

    • The new usage event amount is greater than or equal to the original usage event amount OR

    • The resulting usage rule used amount is the same before and after overwriting.

• ADDON — Select to rerate the entire service period when:

  • An Add-On with usage rules is added to an existing active subscription OR

  • A backdated change service/agreement renewal to a different service on an existing Add-On occurs when there are existing usage events beyond the effective date of the change service/agreement renewal.

• SPREAD_SHEET_RULE_DIRTY — Select to rerate the entire service period when a spreadsheet rule sets service period dirty to true.

• NEW_SPREAD_SHEET_VERSION — Select to rerate for the entire service period when the spreadsheet for a global usage rule is edited.

• PERIOD_REBUILD — Select to rerate usage for the entire service period when a usage rule for a service is created, edited, deleted, or reordered via Gotransverse or API2.

• VOID_UNEXPECTED — Select to rerate usage for the entire service period when an issue occurs when voiding usage or when a usage even is rated in OVERWRITE_ON_EXISTING mode.

 

 

 

Topic updated: 01/2024.