What a completed review should leave you with
A versioned sales-rule configuration record with calculation model, targets, dates, availability, payment route, preview, and approver.
Evidence to collect
- Calculation model, selected targets, and saved rule version.
- Effective dates, availability decision, and payment destination.
- Preview output and approver decision for a representative period.
What to do when the review finds a problem
A sales-based rule is being created or materially changed.
Choose the calculation model that matches the business rule before selecting targets or entering values.
The rule does not cover every eligible item.
Select the intended services or classes explicitly when the rule should apply to a subset.
The model and target scope have been confirmed.
Set effective dates and a payment destination that are valid for the rule's reporting periods.
The rule is ready for an activation decision.
Keep the version in review until the preview matches the intended calculation and availability.
A common mistake to avoid
Changing the target meaning while editing a percentage or tier value because the selection was left implicit.
How do teams configure sales-based billing rules?
Choose the calculation model, effective dates, billing targets, availability, and payment destination, then inspect the preview before activation. Versioned rules keep the selected terms tied to eligible reporting periods and later invoice review.
Manage the work in Granite
Granite's sales-based billing rules connect versioned configuration to eligible reporting periods and invoice review.
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