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Custom Billing Dates - Billing Plan

Former Member
0 Kudos

Hi Experts,

In my scenario, we have configured the billing plan. But as per the customer request if we want to change the Billing Dates we should be able to change the dates.

Can any one pls help me out by answering how to achieve the custom billing dates in CRM 7.0.

Regards

Vinod

Accepted Solutions (0)

Answers (1)

Answers (1)

former_member200342
Active Contributor
0 Kudos

Hi Vinod,

The system always allows ot change the date in the billing plan in the transaction level.

There are many standard date rules available in the system for selection.

If you want to create a new date rule then you can always create it from SPRO- CRM-Basic Functions-Date management.

Regards,

PP

Former Member
0 Kudos

Hi Pepe,

You right that we have many date rules are available for selection. But in my requirement after selecting the date rule available the system should alow us to change the dates proposed by the system by including or deleting the dates, and the system should automatically calculate the billing amount based on the changes to the billing dates.

Regards

Vinod

former_member200342
Active Contributor
0 Kudos

Hi,

The system recalculates all the amount based on the billing plan dates automatically.

This is a standard functionality.

Regards,

PP