Partner Generated Billing: Credit Rollover

Products

• CloudHealth

Issue/Introduction

Credit Rollover will occur when the assigned credit value (be it Partner Billing Rule or via the Credit Pinning Tool) exceeds the total customer spend.  

 

If the credit value exceeds the value of the actual spend at the customer level, the excess credit will rollover into the following month(s) until the full value of the credit is applied. In the below example, a partner is applying a credit with a value of $100 to their customer in 2021-01: 

 

 

 

Month	2021-01	2021-02	2021-03	2021-04	2021-05
Total Customer  Spend	$40	$35	$20	$40	$50
Applied Credit Value	$40	$35	$20	$5	N/A

 

Resolution

In the above case, the customer did not have $100 of spend in 2021-01, so the remaining credit value has rolled over into the following months until the full $100 has been applied. 

Important to note that issues can arise with credit rollover when changes are made to the credit assignments or credit billing rules. If any changes are made and PGB is rerun to apply these changes then the credit rollover is not adjusted. The credit rollover will be applied again – on top of the existing rollover. 

Also note that, a PGB billing rerun is required if the rollover credit was removed from a historic month, a rerun is not required if the rollover credit was removed from current month.