Usage Management Additional Information

Get to know additional deployment information for Usage Management in Revenue Management, including active or inactive states, object information, and migration considerations.

Object-Specific Information 

Object NameObject APINotes
Rate CardRateCardConsiderations for Migrating Decision Tables; Considerations for Migrating Expression Sets; or Migrate Context Definitions.
Price Book Rate CardPriceBookRateCardConsiderations for Migrating Decision Tables; Considerations for Migrating Expression Sets; or Migrate Context Definitions.
Product Usage ResourceProductUsageResourceEffective end date can be extended in Active state.
Rate Card EntryRateCardEntryConsiderations for Migrating Decision Tables; Considerations for Migrating Expression Sets; Migrate Context Definitions; or No updates are allowed in Active or Inactive state.
Product Usage GrantProductUsageGrantThe Effective End Date can be extended in Active state.
Rate Adjustment By TierRateAdjustmentByTierConsiderations for Migrating Decision Tables; Considerations for Migrating Expression Sets; or Migrate Context Definitions.
Rate Adjustment By AttributeRateAdjustmentByAttributeConsiderations for Migrating Decision Tables; Considerations for Migrating Expression Sets; or Migrate Context Definitions.
Usage Commitment Asset Related ObjectUsageCmtAssetRelatedObjThe RelatedObjectId lookup field is polymorphic.

Other Information 

  • For Selling (Revenue Cloud Advanced), perform these actions:

    • Confirm that Rates, Grants, and Policies for usage products are set up correctly.
    • Extend and sync the SalesTransaction context definition.
    • Confirm that the pricing procedure is active and set up correctly in Revenue Settings.
    • Refresh Decision Tables (DT) being referred in pricing procedures.
    • Set up and activate the rating discovery procedure.
    • Sync the RatingDiscovery context definition.
    • Refresh all Decision Tables (DTs) being used in the rating discovery procedure.
  • For Consumption (Revenue Cloud Billing), perform these actions:

    • Clone and set up the Orchestration Flow.
    • Configure the Data Processing Engine (DPE) jobs.
    • Set up and activate the rating procedure.
    • Sync the Rate Management context definition.
    • Refresh all Decision Tables (DTs) being used in the rating procedure.
  • These components have dependencies on Industries common Features:

    • Rating or Discovery Procedures: Expression Set
    • Rating, Discovery, or Selling Journey: Business Rules Engine and Context Service
    • Rating or summary creation: Batch and Data Processing Engine
  • After migration, selling and consumption-related object records such as UnitOfMeasureClass, UsageResource, RateCardEntry, ProductUsageResource, ProductUsageGrant must be active before you use it.

For ProductUsageResource and ProductUsageGrant objects, review these considerations.

  • You can delete records in Draft or Inactive states. You can’t delete a record in Active state.
  • After you activate a record, you can extend end date only.
  • The applicable status transitions are Draft, Active, and Inactive.

You can edit a RateCardEntry object in Draft status only. You can’t edit this object after you’ve activated it. The applicable status transitions are:

  • Draft, Active, and Inactive
  • Inactive and Active