Examples: How Schedule Dates Interact

These examples show how the allocation dates interact with invoice charges and asset changes.  Read more about scheduling dates for allocations, asset changes, and invoices.

Read more about how to access the Asset Change Inspector, Charge Inspector, or Invoice Inspector. These records are useful for auditing since they illustrate how the final amounts are calculated along with the effects of proration.

Example 1 - Asset Change Prorating With 1 Allocated Amounts Date and 12 Asset Change Dates

Adjustments will be made to charges based on asset changes that occur between the allocated amounts dates. In this case, there is a single allocated amount date and a change occurred in the middle of the allocation period, so the charges are prorated accordingly.

Example 2 - Amounts With 2 Allocated Amounts Dates and 12 Invoice Dates

Allocated amounts are annual charges. Charges will be divided into installments based on the number of dates in the invoice schedule. In this case, the charge was updated and accounted for in the second allocated amounts date, which occurred mid-year. The new charge is divided by 12 since there are 12 invoice dates within the annual period.