Charge Segment metrics for renewal ramp quote with term increase, multiple updates, and removal
This article explains how the Charge Segment metrics are mapped to the Charge Subtotal columns within the charge table in a ramped renewal Quote when the term is increased with multiple updates and the charge is removed.
A ramp Quote originally had a renewal term of 12 months, but in the Renewal quote, the renewal term is updated to 24 months, resulting in a new Ramp Interval 2. In addition, the Recurring Per Unit charge is removed at a future date.
The following is an image that shows the results of this use case:
- The first segment in Interval 1 runs from Jan 1, 2028, to Jan 30, 2028, with quantity 1. The recurring charges have a subtotal of 1 quantity * $10 price * 1 month = $10, and the delta is also $10.
- The second segment in Interval 1 spans from Feb 1, 2028, to Feb 28, 2028, and the quantity is updated to 2. The segment's subtotal and delta are calculated as 2 quantity * $10 * 1 month = $20.
- The third segment in Interval 1 runs from Mar 1, 2028, to Mar 31, 2028, with a subtotal and delta of only $30.
- The fourth segment represents the removed segment from Apr 1, 2028, to Dec 31, 2028. The fourth segment's subtotal is zero, and there is no delta, as nothing is removed from the new renewal contract for that timespan for the charge. There is simply no charge for that timespan.
The following is the Period Metrics JSON response, which may be compared with the Quote Studio UI.
Notice there is no negative delta period metric for the removal and the removed segment is derived from the Order Metrics, as explained in Charge Segment creation for removed products.