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Account Packages are configured in Account / Profile / Packages. |
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Add a package contract to a package
Change the package's bill day
Change service prices
Apply a temporary price discount to services in the package
Add or change a rate plan to apply specific usage rates (data usage rates, voice usage rates, etc.) to the package or services within the package
Add, change or remove recurring or one-time services in the package
Add additional services to a package using add-on packages
This guide will cover how to add and edit account-packages along with details on other functions and settings that are presented on this screen.
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The information in this panel reflects the currently selected account-package. From here you can change package details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Package: the name of the package in the product catalog
Frequency: the package frequency that specifies how frequently recurring subscription charges are billed (monthly, yearly, etc.)
Product Code: an optional code that can be specified in order to adjust pricing for the package using a price a price plan
Effective Date: when the package becomes effective from a billing standpoint
Status: the account-package status (active, cancelled, etc.). Defines if the package is in a billable or non-billable state. When an account-package is set to a non-billable status the recurring charges for account-services in the package will not be applied. All other charges will still apply however, such as one-time /and transition charges. Package statuses can also be configured to switch an account-package into a read-only state (with the exception of the Status field which can still be modified). If a package status is configured to be read only then when that status is set the text 'Read Only' will appear in the Edit Account Package panel next to the package name
Contract: provides an option to attach a contract to the package
Rate Plan: provides an option to attach a rate plan to the package. Rate plans determine usage charges (e.g. what to charge for data, voice, messaging, etc. usage). When multiple rate plans are setup the rate plan used will be the one configured at the lowest level. A rate plan on a service will be selected if it exists ignoring a rate plan configured at the package level, and a rate plan on a package is chosen over a rate plan configured on an account
Effective Cancel Date: allows you to set a cancelation date for the package. This date is evaluated during billing, if the date has been met within the periods that are being billed then the package will be canceled. When the package is canceled proration of charges and provided usage will occur if the package/usage bucket(s) are configured for proration
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Recurring tab: this tab shows all services that are billed on a recurring basis and the charges that are applicable when the service is in a particular status. You can edit the recurring prices for account-services in account-packages from this tab, providing the account-package is not in a read-only state (for example, canceled). When editing prices, the catalog price will be listed for any price on this tab that has been adjusted from the price set in the catalog. If you wish to return to using product catalog defined prices simply set the adjusted prices on this tab back to the listed catalog amount
One Time tab: if any one time charges have been configured for the package they will appear on this tab. One time charges are applied once only when the package is billed (e.g. an installation or license fee)
Discount tab: this tab allows you to apply temporary account-service price discounts for a period of time (1 month, until a specific date, etc.). A discount can be set amount or a percentage. If you wish to apply a permanent discount simply change the recurring service price on the Recurring tab
One Time Transitions tab: if any one time transition charges have been configured for the package they will appear on this tab. One time Transition charges are applicable when the status of an account-service is changed (e.g. an activation fee when the account-service is switched to an active status, or a cancelation fee when switching to a canceled status)
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Bill Day: specifies the day of the month that the package will be billed on. If left empty the package will be billed based on the account bill day
Billed Through: the date that the package has been billed up to
Usage Billed Through: the date that usage charges related to the package have been billed up to
Charge Full Period: if enabled the full package price will be charged even a full period is not provided (i.e. this setting disables proration when adding or canceling the account-package). Full Period billing is incompatible with the Postpaid setting described below
Postpaid: if enabled the package will be billed for its prior period when billing occurs. E.g. when a bill run occurs in October the amount owed for September will be charged. If this setting is disabled then billing for the current period will be charged in the current period
Charge Recurring Only If Usage: if enabled recurring service charges will only be applied when usage related to a service in the package occurs. Even if usage charges amount to zero the fact that usage occurred will result in recurring charges being applied. Enabling this option will result in the package being set as postpaid. Other non-recurring charges such as transition charges will still apply when this option is set
Billing Activation Service: this read-only field will appear if the package is configured for billing activation. Billing activation packages initiate package billing based on usage accrued or time passed (e.g. start billing the package one week after it is added to an account or after 10 megabytes of usage is consumed)
Activation: this read-only field will appear if the package is configured for billing activation. This field is automatically populated by the system to indicate the date and time that the package was activated
Counting Rule: if a rule is selected here then prices can be adjusted based upon the number of packages or services on an account. See the counting rules help the counting rules help for more information
Custom Fields tab
This tab will display custom fields if your organization has configured custom fields on account-packages. Custom fields are used to capture additional account-package details .
Transferring Account-Packages to Another Account
The option to transfer one or more account-packages to another account is available in the bulk operations feature. See the 'Bulk Operations' guide for detailsrelevant to your organization.