Usage Rating by Group

Knowledge Center > Billing and Payments > Billing Operations > Usage > Usage Rating by Group

Usage Rating by Group

This feature is in Limited Availability. If you wish to have access to the feature, submit a request at Zuora Global Support

Usage rating by group allows you to group usage records by a rating group option within a billing period. Zuora calculates the total quantity of each rating group and applies the pricing rule based on each rating group. The amount billed in a billing period is the sum of all the rated amount of each rating group in the billing period. 

Usage rating by group gives you more flexibility in rating usages. You can specify a rating group option if you use the per unit, volume pricing, or tiered pricing charge model. For other charge models, usages are rated based on billing period by default. The price you defined in the charge model is applied for each rating group rather than the whole billing period.

Zuora provides the following rating group options when creating a product rate plan charge:

  • By Billing Period. Usage records in the same billing period are in a rating group.
  • By Usage Start Date. Usage records on the same usage start date are in a rating group. 
  • By Usage Record. Each usage record is a rating group.
  • By Usage Upload. Usage records in the same usage file (.xls or .csv) are in a rating group. If you import a mass usage in a single upload, which contains multiple usage files in .xls or .csv format, usage records are grouped for each usage file. For each rating group, Zuora calculates the charge amount based on each billing period.
  • Custom Group. Usage records in the same custom group are in a rating group. You can define the group ID for each usage record when you create usage records or import usage files through the REST API. Usage records without any group ID are in one group. This option is only for the volume pricing or tiered pricing charge models.

    To select this option in REST and SOAP APIs:

    Note: The Custom Group option is only available if you have Real-Time Usage Rating feature enabled.

Configuration

You can specify a rating group for usage rating when you create a rate plan charge from the Zuora UI, SOAP API, and REST API.

See the following references to define a usage group in a charge:

Example Scenario for Usage Rating in Group

This example shows you how usage charges are calculated on volume pricing based when different rating group options are selected.

Suppose you provide a volume-based Home Phone Service. The rate plan for your service is as follows:

A customer subscribes to your service for a year starting January 1, 2018. Later you import the following usage data for your customer in two upload files: 

Usage data in the uploading1.xls file:

Start Date Quantity UOM File Name Group ID
01/01/2018 20 Minutes uploading1.xls Group A
01/16/2018 90 Minutes uploading1.xls Group A
02/01/2018 80 Minutes uploading1.xls Group B
02/16/2018 15 Minutes uploading1.xls Group A

Usage data in the uploading2.xls file:

Start Date Quantity UOM File Name Group ID
01/01/2018 50 Minutes uploading2.xls Group B
02/16/2018 100 Minutes uploading2.xls Group A

The charge amount will vary according to the rating group option you choose:

Usage Rating By Billing Period

The By Billing Period option groups usage records from the uploading1.xls and uploading2.xls files by monthly billing period. The usage records from these files are divided into two rating groups representing billing periods:

  •  01/01/2018 - 01/31/2018
  •  02/01/2018 - 02/28/2018

The following table describes how the quantity and charge amount are calculated for each rating group.

Rating Group (Billing Period) Total Quantity Tier Charge Amount
01/01/2018 - 01/31/2018

160 =(20+90+50)

3 $1440 
02/01/2018 - 02/28/2018 195 =(80+15+100) 3 $1755 

The following table shows the generated invoice details for each billing period:

Service Period Quantity Invoice Total
01/01/2018 to 01/31/2018 160 $1440
02/01/2018 to 02/28/2018 195  $1755

Usage Rating By Usage Record

The By Usage Record option groups each usage record as a rating group. The usage records from the uploading1.xls and uploading2.xls files include six rating groups.

The following table describes how the quantity and charge amount are calculated for each rating group.

Rating Group (Usage Record) Total Quantity Tier Charge Amount
01/01/2018 20 1 $220 
01/16/2018 90 2 $900 
02/01/2018 80 2 $800 
02/16/2018 15 1 $165 
01/01/2018 50 1 $550 
02/16/2018 100 2 $1000 

The following table shows the generated invoice details for each billing period:

Service Period Quantity Invoice Total
01/01/2018 to 01/31/2018 160 $1670 
02/01/2018 to 02/28/2018 195  $1965 

Usage Rating By Usage Start Date

The By Usage Start Date option groups usage records from the uploading1.xls and uploading2.xls files by the start date of the usages. The usage records from these files are divided into four rating groups representing start dates:

  • 01/01/2018
  • 01/16/2018
  • 02/01/2018
  • 02/16/2018

The following table describes how the quantity and charge amount are calculated for each rating group.

Rating Group (Usage Start Date) Total Quantity Tier Charge Amount
01/01/2018 70 =(20+50) 2 $700 
01/16/2018 90 2 $900 
02/01/2018 80 2 $800
02/16/2018 115 =(100+15) 3 $1035

The following table shows the generated invoice details for each billing period:

Service Period Quantity Invoice Total
01/01/2018 to 01/31/2018 160 $1600
02/01/2018 to 02/28/2018 195  $1835 

Usage Rating By Usage Upload

The By Usage Upload option groups usage records from the uploading1.xls and uploading2.xls files by usage upload file. The usage records from these files are divided into two rating groups representing usage upload files:

  • uploading1.xls
  • uploading2.xls 

The following table describes how the quantity and charge amount are calculated for each rating group.

Rating Group (Upload File) Billing Period Total Quantity Tier Charge Amount
uploading1.xls 01/01/2018 to 01/31/2018 110 
=(20+90)
3

$990 

uploading1.xls 02/01/2018 to 02/28/2018 95 =(80+15) 2 $950
uploading2.xls  01/01/2018 to 01/31/2018 50 1 $550
uploading2.xls  02/01/2018 to 02/28/2018 100 2 $1000

The following table shows the generated invoice details for each billing period:

Service Period Quantity Invoice Total
01/01/2018 to 01/31/2018 160 $1540 
02/01/2018 to 02/28/2018 195  $1950 

Usage Rating By Custom Group

The By Custom Group option groups usage records from the uploading1.xls and uploading2.xls files by group ID. The usage records from these files are divided into two rating groups representing group IDs:

  • Group A
  • Group B

The following table describes how the quantity and charge amount are calculated for each rating group.

Rating Group (Custom Group) Billing Period Total Quantity Tier Charge Amount
Group A 01/01/2018 to 01/31/2018

110 =(20+90)

3 $990
Group A 02/01/2018 to 02/28/2018 115 =(100+15) 3 $1035
Group B 01/01/2018 to 01/31/2018 50 1 $550
Group B 02/01/2018 to 02/29/2018 80 2 $800

The following table shows the generated invoice details for each billing period:

Service Period Quantity Invoice Total
01/01/2018 to 01/31/2018 160 $1540
02/01/2018 to 02/29/2018 195  $1835
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