Adjusting Services Credits

You can adjust the services credits allocated to a milestone using the Manage Services Credits button on the milestone record. This enables you to adjust services credits in two different ways:

Adjusting Services Credits Allocation with Automatic Selection of Credits

The automatic adjustment process automatically selects the customer purchase records to adjust previously allocated services credits.

To adjust the number of services credits that are allocated to a milestone:

  1. On the milestone record, click Manage Services Credits. The Manage Services Credits window displays.
  2. Click Automatic Selection and then click Next.
  3. In the Adjusted Number of Services Credits field, enter the revised number of services credits that you want to be allocated to the milestone. You can either reduce or increase the number.
  4. Click Adjust. The number of services credits to be allocated are adjusted and one or more services credits consumption records are generated.
Notes:
  • The milestone that the allocated services credits are adjusted for will remain excluded from billing even if the adjustment process reduces its allocated number of services credits to zero. You can deselect Exclude from Billing manually, if required.
  • The Services Credits Available and Services Credits Allocated fields in the services credits customer purchase records are updated to reflect the adjustments made.

Adjustment Process

If you reduce the number of services credits in the Adjusted Number of Services Credits field, the unallocated services credits are returned to the services credits customer purchase records from which they were consumed. For example, if you reduce the number from 100 to 75, 25 services credits are returned to their services credits customer purchase records and are available for allocation again.

Services credits are returned to services credits customer purchase records as follows:

  • The process first identifies the related services credits customer purchase record with the latest expiry date. The number of services credits returned to that record does not exceed the number of services credits allocated from that record to the milestone.
  • If there are more related services credits customer purchase records, and there are services credits remaining to be returned, they are returned to the service credits purchase record with the next latest expiry date.
  • This process ends when all the remaining services credits are returned to the relevant services credits customer purchase records.

If you increase the number of services credits in the Adjusted Number of Services Credits field, the additional services credits are allocated as explained in Allocation Process.

Adjusting Services Credits Allocations with Manual Selection of Credits

The manual adjustment process enables you to select specific customer purchase records to adjust previously allocated services credits.

Note:

The Enable Manual Allocation of Credits field must be selected in the Services Credits Settings custom setting to have the option to adjust manually.

To manually adjust the services credits that have been allocated to a milestone:

  1. On the milestone record, click Manage Services Credits. The Manage Services Credits window displays.
  2. Click Manual Selection and then click Next. A grid displays the services credits customer purchase records from which the currently allocated credits have been drawn. It also displays any other purchase records that are available for the milestone, meaning that all purchase records with a start date on or before the milestone start date or the allocation adjustment date, whichever is later, are listed as well.
  3. Use the Credits to Allocate column to specify where the adjusted number of credits need to be drawn from, by editing the relevant cells.
  4. Click Adjust. The number of services credits to be allocated are adjusted.

One or more consumption and allocation records are generated. The Manually Allocated checkbox is selected on the consumption records to indicate that the services credits were consumed through the manual allocation adjustment process.