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Example 2: Add a product in a ramp deal with an invoice schedule

This task guides you through adding a product to a ramp deal and creating an invoice schedule for a new purchase order.

The following diagram shows an example of adding a product in the ramp deal of Example 1 and creating an invoice schedule specific to the added product.

Biling schedule for ramp deal

Suppose you created a ramp deal and invoice schedule, as shown in Example 1 . That means you have finished steps 1 and 2 in Example 1.

Now, you want to create a new invoice schedule for the new purchase order with a $1200 contract amount, so you add a product in Ramp Interval 2.

To add a product in Ramp Interval 2, perform the following steps:

  1. Add Product B, starting on 2024-01-01, with a charge price of $600/year. For more information, see Add products in ramp deals .
  2. Create a new invoice schedule, Schedule #2, for the new purchase order with the following two schedule items. For more information, see Create Invoice Schedules .
    • Schedule Item 1: run date 2024/01/01, amount $600

    • Schedule Item 2: run date 2025/01/01, amount $600

  3. Optional. If you want to create a combined invoice for two invoice schedules with the same run dates, specify the Invoice Separately list to False on the invoice schedules. So that schedule items from Invoice Schedule #1 and #2 can be merged into one invoice when they have the same run dates.

The following invoices and underneath invoice items are generated for the preceding schedule items:

  • Invoice #1, $600

    • Product A: 2023/01/01 - 2023/08/07

  • Invoice #2, $600

    • Product A: 2023/08/07 - 2023/12/31

    • Product A: 2024/01/01 - 2024/02/29

  • Invoice #3, $1800

    • Product A: 2024/03/01 - 2024/12/31

    • Product A: 2025/01/01 - 2025/02/20

    • Product B: 2024/01/01 - 2024/12/31

  • Invoice #4, $1800

    • Product A: 2025/02/21 - 2025/12/31

    • Product B: 2025/01/01 - 2025/12/31