No Subscription level overrides - scenarios
This document outlines scenarios where subscription level overrides are not applied, detailing configurations and outcomes for billing and sold-to contacts.
Configuration:
-
Subscription owner: Account A (Sold To: Contact-QC, Quebec address)
-
Invoice owner: Account B (Bill To: Contact-B, Sold To: Contact-B-QC)
-
Subscription S1: No Bill To or Sold To overrides
Scenario 1A: Copy attributes from the account billing rule is disabled
|
Level |
Bill To |
Sold To |
Notes |
|---|---|---|---|
|
Subscription S1 |
null |
null |
No overrides and rule disabled, so both are null |
|
Invoice.BillToContactId |
null |
Not populated (rule disabled) | |
|
Invoice.SoldToContactId |
null |
Not populated (FBA behavior) | |
|
InvoiceItem.SoldToContactId |
Contact-QC ID |
populated (FBA behavior) | |
|
Tax calculation |
Contact-QC (Quebec) |
Uses subscription owner's address |
- Invoice UI displays Contact-B for Bill To and Contact-B-QC for Sold To (displays invoice owner's contacts for UI purposes).
- Invoice header fields are null: Invoice.BillToContactId is null, Invoice.SoldToContactId is null
- Tax calculation uses Contact-QC address (from subscription owner), not the Contact-B-QC shown in UI.
- To populate Invoice.BillToContactId at invoice level, either enable the billing rule or set Bill To at subscription level.
Scenario 1B: Copy attributes from account billing rule is Enabled
|
Level |
Bill To |
Sold To |
Notes |
|---|---|---|---|
|
Subscription S1 |
null |
null |
No overrides, so subscription-level fields are null |
|
Invoice.BillToContactId |
Contact-B ID |
Populated (falls back to account due to billing rule) | |
|
Invoice.SoldToContactId |
null |
Not populated (FBA behavior, unaffected by billing rule) | |
|
InvoiceItem.SoldToContactId |
Contact-QC ID |
populated (FBA behavior) | |
|
Tax calculation |
Contact-QC (Quebec) |
Uses subscription owner's address |
- Invoice UI shows Contact-B-QC address for Sold To, but tax is calculated using Contact-QC address (from subscription context).
- Invoice.SoldToContactId is null - query Sold To at invoice item level.
- Billing rule setting does not affect Sold To Contact behavior.