Scheme

Definition

Declining 12 / N mo rotation (MS Sel +)

This scheme supports Microsoft's Select + contracts where an anniversary date has been elected.  The contract never officially "ends", but instead keeps renewing itself for another N months on each anniversary date.  When purchasing Software Assurance under such a contract, Microsoft allows for declining SA cost based on the number of months remaining in the term during the current year.  For instance, if the anniversary date is 4/1 and you are currently ordering SA in July, you are in Month # 3 of the current year and the term of your SA will only be 33 months at this point.  Microsoft allows for you to pay only the 33 months.  This scheme supports calculating the SA price based on these rules from Microsoft.  N is the term of the Select + contract, in months, and is entered when setting up the Entitlement Definition.  It is typically 36 months.  When setting up charging as a percentage, be sure to convert the percentage to a monthly percentage.

Declining 4 / N qtr rotation (Adobe)

This scheme supports Adobe's maintenance contracts where an anniversary date has been elected.  Adobe allows for pro-rated payment for maintenance depending on how many quarters remain in the first year of the contract.  This scheme determines how many quarters remain in the first year, based on the time that has gone by since the most recent anniversary date.  Given the number of quarters remaining in the first year, the charge is calculated based on the actual number of months remaining in the term of the contract.  For example, if a request for an Adobe title with maintenance is made in month 8 of the current contract year, that means the request is being made in quarter 3 (second month of the third quarter since the nearest anniversary date).  For this scheme, a full two quarters (the two quarters that still remain in the year) is charged, even though the request is being made 2 months into the 3rd quarter.  For terms beyond one year, years 2 and beyond are charged in their entirety.  This scheme expects the Entitlement Definition charging to be defined in Month(s), as the actual calculation will be performed on the number of months, rounded to the nearest quarter, still remaining.  Therefore, when using charge values that are expressed as a percentage of license, be sure to convert the percentage to a monthly percentage.  The term used is as defined in the Entitlement Definition - which must also be defined in months.

Declining 365 / N day rotation

This scheme supports any maintenance contract that is prorated to the day (based on number of days from the next anniversary date).  This scheme determines how many days remain until the next anniversary date and returns either the remaining months (if the Charge Per setting is "Month(s)") or the remaining days (given any other Charge Per setting) in the current term.  That value is then multiplied by the amount to be charged per time period to arrive at the total charge to be assessed.  When expressing charge values as a percentage of license, be sure to express the percentage as a monthly value (if Charge Per is set to "Month(s)" or as a daily value otherwise, as the license price will be multiplied by that value, and then multiplied by the value returned by this setting.