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Assume the following basic information for each of the following scenarios:

  • The last Bill was run for the Month of April, from April 1st through April 30th.

  • The Charge amount is $90.00.

  • The next Bill will run for the Month of May, from May 1st through May 31st.

Without the Prorate flag
  1. A User adds a Charge on May 15th, without the Prorate flag set. In June the Bill runs for the full amount of the Charge, $90.00.

  2. A User adds a Charge on May 8th, without the Prorate flag set. In June the Bill runs for the full amount of the Charge, $90.00.

With the Prorate flag
  1. A User adds a Charge with a Start Date of May 16th, with the Prorate flag set. In June the Bill runs for the prorated amount of the Charge, $45.00.

    • The calculation for this is 15 days divided by 30 days for a total bill period of .5 or 50 percent.

    • $90.00 multiplied by the .5 percent for $45.00 total. (15/30)*$90.00.

  2. A User adds a Charge with a Start Date of May 8th, with the Prorate flag set. In June the Bill runs for the prorated amount of the Charge, $66.77.

    • The calculation for this is 23 days divided by 31 days for a total bill period of .74 percent.

    • $90.00 multiplied by .74 percent for $66.77 total. (23/31)*$90.00.

    • Note: The actual percent is much longer (23/31 = .7419... ). This was rounded down in this example for clarity's sake only.

      1.  In practice, the full decimal of this example is multiplied by the Charge amount ($90.00) and the result is then rounded based on the Configuration Option BILLING_ROUND_METHOD .

Service Catalogs

The Prorate flag on the Service Catalog sets the default behavior of any Default Charges added to the Service Catalog. If the Prorate flag is set on the Service Catalog, whenever a Service is created in the Service Desk Action , the Charge associated the Service will be set to Prorate. This can be verified by opening the Charge on the Action's Charges tab and checking the flag on the Charge.

  • This is the default behavior only, and any User can always override the default behavior by toggling the flag on any given Charge.

Equipment Catalogs

The Prorate flag on the Equipment Catalog sets the default behavior of any Default Charges added to the Equipment Catalog. If the Prorate flag is set on the Equipment Catalog, whenever an Equipment record is added to a Service Desk item, the Charge associated the Equipment will be set to Prorate. This can be verified by opening the Charge on the Action's Charges tab and checking the flag on the Charge.

  • This is the default behavior only, and any User can always override the default behavior by toggling the flag on any given Charge.

Charges

Both of the previous examples are the default behavior of the Services and Equipment Catalogs. However, the Prorate flag on individual Charges can be set for any specific Charge. This is done on the 'Add New Charge' form for Services, Equipment, Service Desk items, and GLA Catalogs.

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Charge Catalogs
Charge Catalogs
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