Index
An approved contract may begin billing on a date other than signing. Integration needs to represent activation, effectiveness, and changes without creating releases before the correct event.
How to evaluate this decision
Map commercial conditions provided by the company and events that authorize invoicing. Separate contract registration, active service and generated charge. Scope changes may require a new version and future validity. The technical solution must convey these decisions and allow reconciliation, without assuming tax or accounting rules not defined by those responsible.
Criteria for comparing proposals
- Activation: identify the event and date that releases billing.
- Change: preserve previous conditions and apply the new version in the correct period.
- Reconciliation: relating contract, billing and status in the financial system.
A scenario to discuss with the supplier
Hypothetical example: the customer signs up today, but the service starts after deployment. Generating a charge for the signature date may contradict the registered commercial condition. The trigger needs to be explicit.
What to validate upon delivery
Test deferred activation, future review, cancellation, and reprocessing. Check that repeated events do not generate duplicate charges and that discrepancies end up in an analysis queue.
Prepare the conversation about the project
Quantum9 can integrate systems according to the rules approved by the company. Bring examples of contracts, operational events and expected financial behavior to define the end-to-end flow.
Systems integration · Map the company's priority