Summary:
This FAQ explains how Xvantage detects, handles, and synchronizes renewal price changes across supported cloud integrations. It covers price change detection, renewal task updates, and automatic or manual synchronization to help ensure accurate renewal pricing and downstream billing.
Table of Contents:
How does the system detect changes in renewal pricing?
How are detected renewal price changes handled?
How are renewal price changes synchronized?
Question 1: How does the system detect changes in renewal pricing?
Answer: The system compares the renewal price with the most recent billing or sales order before the renewal event. This allows it to detect both price increases and decreases, including changes resulting from promotional pricing that expires at renewal.
Question 2: How are detected renewal price changes handled?
Answer: Detected price changes are used to create or update renewal tasks with the correct pricing information. This helps ensure accurate downstream billing across supported PSA integrations.
Question 3: How are renewal price changes synchronized?
Answer: Renewal price changes are automatically synchronized when Auto Sync is enabled. For customers who do not use Auto Sync, manual synchronization remains available.