Update documentation and glossary for subscription billing terms and processes

business-central/SRB/glossary.md

@@ -18,17 +18,18 @@ The most important terms can be looked up in this glossary.
 
 ## A
 
-* **Additional Service Commitments** <br/> Service commitments that can be selected in addition to the standard service commitments.
+* **Additional Subscription Packages** <br/> Subscription packages that can be selected in addition to the standard Subscription packages.
+* **Amount** <br/> Indicates the amount of a subscription line minus the discount granted.
 
 ## B
 
 * **Billing Base Period** <br/> The period of time to which the Service Amount applies. For example, enter 1M here if the amount refers to one month or 12M if the amount refers to one year.
-* **Billing Date** <br/> The cut-off date by which service commitments to be billed are considered.
+* **Billing Date** <br/> The cut-off date by which subscription lines to be billed are considered.
 * **Billing line** <br/> Shows the history of billing contract lines. When you post recurring bills, they're created from the billing proposal lines.
 * **Billing Proposal** <br/> The billing lines created using one or more billing templates become a billing proposal. The proposal is the basis for creating the contract invoices.
 * **Billing Proposal Lines** <br/> Proposal lines are a preview of the billing lines. Lines for the same contract line and different billing periods are combined in the invoice.
-* **Billing Rhythm** <br/> Specifies the rhythm at which the service commitments are billed. A Dateformula can be used to set the rhythm to, for example, monthly, quarterly or annual calculation.
-* **Billing Template** <br/> The Default name used to determine the service commitments to be billed.
+* **Billing Rhythm** <br/> Specifies the rhythm at which a subscription line is billed. A Dateformula can be used to set the rhythm to, for example, monthly, quarterly or annual calculation.
+* **Billing Template** <br/> The default used to determine the subscription lines to be billed.
 
 ## C
 
@@ -41,32 +42,32 @@ The most important terms can be looked up in this glossary.
 * **Contract Type** <br/> Indicates the classification of the contract.
 * **Contractor** <br/> Customer or supplier for whom the contract is created.
 * **Credit Memo Preview** <br/> Function for creating a print preview for an unposted credit memo.
-* **Customer Subscription Contract** <br/> Customer  subscription contracts can be used to retrieve and process customer-side service commitments before you bill customers.
+* **Customer Subscription Contract** <br/> Customer  subscription contracts can be used to retrieve and process customer-side subscription lines before before creating customer posting documents.
 
 ## D
 
 * **Detail Overview** <br/> Specifies whether the billing details for the contract are automatically output with invoices and credit memos.
 
 ## E
 
-* **End User** <br/> The end user is the customer to whom the service commitments were sold. You specify end users for subscriptions.
+* **End User** <br/> The end user is the customer to whom a subscription was sold. You specify end users for subscriptions.
 
 ## I
 
 * **Initial Term** <br/> The Dateformula used to calculate the minimum term of subscription line. If the **Initial Term** is specified but you don't enter a **Subsequent Term**, the **Service End Date** is set to the end of the **Initial Term**.
 * **Invoice Preview** <br/> Action to create a print preview for an unposted invoice.
-* **Invoicing Item** <br/> An item so identified is used to bill extra service commitments sold for another item.
+* **Invoicing Item** <br/> An item so identified is used to bill extra subscription lines sold for another item.
 * **Invoicing Item No.** <br/> Indicates which item in the contract invoice is used to bill for the periodic service in a subscription package line.
 * **Invoicing via** <br/> Indicates whether the service is billed via a contract or sales document in a subscription package line.
 
 ## N
 
-* **Next Billing Date** <br/> Indicates the date of the next possible billing in service commitments and contract lines.
+* **Next Billing Date** <br/> Indicates the date of the next possible billing in subscription lines and contract lines.
 
 ## P
 
 * **Posting document** <br/> These documents are invoices or credit notes that aren't posted.
-* **Price Group** <br/> Specifies the customer price group (for example, in the subscription package) that is considered in pricing the service commitments.
+* **Price Group** <br/> Specifies the customer price group (for example, in the subscription package) that is considered in pricing the subscription lines.
 
 ## R
 
@@ -75,27 +76,26 @@ The most important terms can be looked up in this glossary.
 
 ## S
 
-* **Sales subscription lines** <br/> Services that are part of a line in the quote or order.
-* **Service Amount** <br/> Indicates the amount of a subscription line minus the discount granted.
-* **Service Commitment** <br/> Service commitments represent obligations to customers and vendors.
-* **Service Commitment Item** <br/> Can be used in sales documents, but are charged exclusively through contracts.
-* **Service Commitment Option** <br/> Indicates whether a service commitment can be deposited for an item or whether it's an item for billing services.
+* **Sales Subscription Lines** <br/> Services that are part of a line in the quote or order.
+* **Subscription Item** <br/> Can be used in sales documents, but are charged exclusively through contracts.
+* **Subscription Line End Date** <br/> Indicates the date until which the subscription line is valid.
+* **Subscription Line Start Date** <br/> The date from which the subscription lines are valid and charged.
+* **Subscription Line Start Formula** <br/> Specifies the date from which a subscription line is valid using a formula. By using this Dateformula, the validity can be automatically set to, for example, the first of the following month. If the field remains empty, the subscription line is valid from delivery.
+* **Subscription Lines** <br/> Subscription lines represent obligations to customers and vendors.
+* **Subscription Option** <br/> Indicates whether a subscription package can be deposited for an item or whether it's an item for billing services.
 * **Subscription Package** <br/> Use to bundle subscription package lines and manage price groups. Assign subscription packages to items.
-* **Subscription Package Line** <br/> Specifications for service commitments are defined using the subscription package line. When the item is entered in a quote or order, the specifications from the subscription package line are applied to the service.
-* **Service Commitment Start Formula** <br/> Specifies the date from which a service commitment is valid using a formula. By using this Dateformula, the validity can be automatically set to, for example, the first of the following month. If the field remains empty, the service commitment is valid from delivery.
-* **Subscription package line template** <br/> Serves as the default for a service commitment and can be selected in the subscription package line.
-* **Service End Date** <br/> Indicates the date until which the service commitment is valid.
-* **Subscription** <br/> Subscriptions represent a history of products sold to a customer. Service commitments are created in subscriptions.
-* **Service Start Date** <br/> The date from which the service commitments are valid and charged.
+* **Subscription Package Line** <br/> Specifications for subscription packages are defined using the subscription package line. When the item is entered in a quote or order, the specifications from the subscription package line are applied.
+* **Subscription Package Line Template** <br/> Serves as the default for a subscription line and can be selected in the subscription package line.
+* **Subscription** <br/> Subscriptions represent a history of products sold to a customer. Subscription lines are created in subscriptions.
 * **Subsequent Term** <br/> Specifies a Dateformula for automatic renewal after the Initial Term and the rate at which "Cancellation Possible Until" and "Term Until" are updated. If the field is blank and either the Initial Term or the Notice Period is set at the same time, the Service End Date is automatically set to the expiration date of the Initial Term or the Notice Period.
 
 ## U
 
-* **Update Service Dates** <br/> This action updates the cancellation dates.
+* **Update Subscription Line Dates** <br/> This action updates the cancellation dates.
 
 ## V
 
-* **Vendor Subscription Contract** <br/> Vendor subscription contracts can be used to retrieve and process vendor-side service commitments before creating vendor posting documents.
+* **Vendor Subscription Contract** <br/> Vendor subscription contracts can be used to retrieve and process vendor-side subscription lines before creating vendor posting documents.
 
 ## Related information
 

business-central/SRB/posting-documents.md

@@ -15,14 +15,14 @@ ms.custom: bap-template
 
 Posting documents are invoices and credit memos because these documents can be posted. When creating these documents using the [Recurring billing](recurring-billing.md) page, [!INCLUDE [prod_short](../includes/prod_short.md)] recognizes whether to create an invoice or a credit memo based on the amounts to settle. If the total amount over all lines to be billed is positive, an invoice is created, otherwise a credit memo is created. This applies to both customer subscription contracts and vendor subscription contracts.
 
-The posting documents are available on the respective contract under **Related**. There are different ways to open documents that are or aren't posted. Sales documents are created from customer subscription contracts and purchasing documents from vendor subscription contracts. The documents can also be opened using the following methods:
+The posting documents are available on the respective contract under **Navigate**. There are different ways to open documents that are or aren't posted. Sales documents are created from customer subscription contracts and purchasing documents from vendor subscription contracts. The documents can also be opened using the following methods:
 
 * **Sales Invoices**
 
    A **Recurring Billing** filter is available in the page, which displays only the documents that belong to a contract.
 * **Sales Credit Memos** 
 
-   A **Recurring Billing** is available in the page, which displays only the documents that belong to a contract.
+   A **Recurring Billing** filter is available in the page, which displays only the documents that belong to a contract.
 * **Posted Sales Invoices** 
 
    A **Recurring Billing** filter is available in the page, which displays only the documents that belong to a contract.

business-central/SRB/recurring-billing.md

@@ -24,25 +24,23 @@ The following tables explain the fields and actions on the **Recurring Billing**
 
 |Field  |Description  |
 |---------|---------|
-|**Billing Template**  |  Select a billing template. To learn more about billing templates, go to [Billing templates](#billing-templates).   |
-|**Billing Date**     | Use the date to suggest the appropriate contract lines for billing based on the **Next Billing Date** field from the contract line. The date is predefined by the billing template, but you can change it.  |
-|**Billing to Date**     | Via the **Billing Rhythm**, each contract line brings the information up to which date it should be billed by default. Via the **Billing to Date** field, this can be specified (differently) for all lines to be created. This can result in shortening or extending the billing period. The field is also predefined via the billing template and can also change it. By means of a limitation it could be achieved, for example, that contract items added during a fiscal year are only invoiced until the end of the year/fiscal year in order to have a uniform billing rhythm again for the next billing period.        |
+|**Billing Template**|Select a billing template. To learn more about billing templates, go to [Billing templates](#billing-templates).|
+|**Billing Date**|Use the date to suggest the appropriate contract lines for billing based on the **Next Billing Date** field from the contract line. The date is predefined by the billing template, but you can change it.|
+|**Billing to Date**|Via the **Billing Rhythm**, each contract line brings the information up to which date it should be billed by default. Via the **Billing to Date** field, this can be specified (differently) for all lines to be created. This can result in shortening or extending the billing period. The field is also predefined via the billing template and can also change it. By means of a limitation it could be achieved, for example, that contract items added during a fiscal year are only invoiced until the end of the year/fiscal year in order to have a uniform billing rhythm again for the next billing period.|
 
 ### Actions
 
 |Action  |Description  |
 |---------|---------|
-|**Create Billing Proposal**     |  Goes through all contract lines and suggests the subscription lines to be billed based on the **Next Billing Date** and the **Billing to Date**. By changing the billing template and running the action again, you can add lines to the billing proposal.<br><br>If the **Next Billing Date** is greater than the billing date, this line will be ignored. If the **Next Billing Date** is smaller than the Billing Date, the corresponding period (taking the billing rhythm into account) must be invoiced.       |
-|**Create Documents**  | Creates subscription contract invoices or credit memos for lines for which no documents exist. To learn more about documents, go to [Create posting documents](#create-posting-documents). |
-|**Clear Billing Proposal**     |  Deletes the billing proposal. A query follows asking whether to delete the entire billing proposal or only the lines added by the currently selected billing template.       |
-|**Delete Documents**     | Deletes all contract invoices or credit memos for the lines.        |
-|**Change Billing To Date**     |  Adjusts the date in the **Billing To** field for all selected lines, and recalculates the value in the **Amount** field. |
-|**Delete Billing Line**| Deletes all selected lines. |
-|**Refresh**| Updates the lines, for example, if there are warnings. If you resolved the cause of the warning, the warning is removed.|
-|**Navigate**| Opens the customer or vendor selected on the line.|
-|**Contract**| Opens the contract selected on the line.|
-|**Subscription**|Opens the subscription on the line.|
-|**Contract Line Dimensions**|Opens the dimensions stored on the associated contract line.|
+|**Create Billing Proposal**|Goes through all contract lines and suggests the subscription lines to be billed based on the **Next Billing Date** and the **Billing to Date**. By changing the billing template and running the action again, you can add lines to the billing proposal.<br><br>If the **Next Billing Date** is greater than the billing date, this line will be ignored. If the **Next Billing Date** is smaller than the Billing Date, the corresponding period (taking the billing rhythm into account) must be invoiced.|
+|**Create Documents**|Creates subscription contract invoices or credit memos for lines for which no documents exist. To learn more about documents, go to [Create posting documents](#create-posting-documents).|
+|**Usage Data**|Opens related Usage Data Billings for the line. This action is only available Usage Data Billings exist for the line.|
+|**Clear Billing Proposal**|Deletes the billing proposal. A query follows asking whether to delete the entire billing proposal or only the lines added by the currently selected billing template.|
+|**Delete Documents**|Deletes all contract invoices or credit memos for the lines.|
+|**Change Billing To Date**|Adjusts the date in the **Billing To** field for all selected lines, and recalculates the value in the **Amount** field.|
+|**Delete Billing Line**|Deletes all selected lines.|
+|**Refresh**|Updates the lines, for example, if there are warnings. If you resolved the cause of the warning, the warning is removed.|
+|**Navigate**|Opens the customer or vendor selected on the line.|
 
 ### Billing proposal lines
 
@@ -67,7 +65,7 @@ To use a billing template, you must enter filter criteria. The criteria determin
 
 In the **Billing Date Formula** field, enter a dateformula that's taken into account when the billing template is used in the **Billing Date** field. This field is then used to filter the subscription lines to bill, based on **Next Billing Date**, when creating the proposal lines. If you don't specify a dateformula, recurring billing uses the work date.
 
-Optionally, you can use the **Billing to Date Formula** field to enter a dateformula that's taken into accountwhen the billing template is used in the **Billing to Date** field. This field is then used to set the end date of the billing in the subscription lines. If you don't specify a dateformula, the field on the **Recurring Billing** page remains empty and lines are proposed based on the information in the contract line.
+Optionally, you can use the **Billing to Date Formula** field to enter a dateformula that's taken into account when the billing template is used in the **Billing to Date** field. This field is then used to set the end date of the billing in the subscription lines. If you don't specify a dateformula, the field on the **Recurring Billing** page remains empty and lines are proposed based on the information in the contract line.
 
 You can use the **My Suggestions Only** field to filter the billing proposal to lines that you created.
 

business-central/SRB/setup/general.md

@@ -23,7 +23,7 @@ If a location requires a dedicated warehouse activity when picking items (The **
 
 You can set a date formula in the **Overdue Date Formula** field that filters for overdue subscription lines in the **Subscription lines - Overdue** cue in the **Subscription Billing** Role Center. For example, you can enter **3D** if you want the cue to count a subscription line as overdue if the subscription line's next billing date is three or more days past the work date. If you leave the field blank, the cue doesn't show anything.
 
-The **Default Period Calculation​** determines which period calculation option is set on a subscription package line. To learn more about the **Align to Start of Month** and **Align to End of Month** options, go to [Managing contracts, subscriptions, and subscription lines](../working-with-contracts/contracts-services-mgmt.md). By changing the default, the value updates in all existing subscription lines commitments, sales subscription lines, and subscription package lines. If the existing records aren't updated, the period calculation isn't changed. Only the default value for creating new subscription package lines changes.
+The **Default Period Calculation​** determines which period calculation option is set on a subscription package line. To learn more about the **Align to Start of Month** and **Align to End of Month** options, go to [Managing contracts, subscriptions, and subscription lines](../working-with-contracts/contracts-services-mgmt.md). By changing the default, the value updates in all existing subscription lines, sales subscription lines, and subscription package lines. If the existing records aren't updated, the period calculation isn't changed. Only the default value for creating new subscription package lines changes.
 
 **Default Billing Base Period** and **Default Billing Rhythm** are used and applied when contract lines are created manually by the user. Since these values need to be specified per contract line, this setup ensures that the fields are populated properly.
 

business-central/SRB/welcome.md

@@ -26,7 +26,7 @@ You assign the serviceable items you sell (subscriptions), whether it's the sale
 * Preview all existing monthly recurring billing and your upcoming invoices
 * Simplify billing with billing templates
 * Automatically calculate notice periods
-* Use accrual-based posting of income and expenses to profit and loss accounts
+* Use deferral-based posting of income and expenses to profit and loss accounts
 
 ## Main elements of subscription billing