Page Comparison

Overview

This screen allows you to add, bill and manage packages on an account. A package is a container for services which have prices associated with them. E.g. a package could contain 'Monthly Service A' with a $50.00 price and 'Monthly Service B' with a $25.00 price resulting in a monthly package charge of $75.00. Services by themselves cannot be added to an account directly, they are always contained in a package.

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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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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 relevant to your organization.

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Adding Packages to Accounts

1. In the Account Packages panel to the right of the packages heading click the  icon

2. Under the Account Package heading on the right specify the package configuration (see the edit package panel section on the Account Packages article for details on each field)

3. If desired click on the Services tab and add/edit/remove services in the package:

   • Adding Services to the Package / Global Add-on Packages:

     1. While in Summary view click the  icon to the right of the tabs in the Add Account Package panel

     2. If the package is configured to allow global add-ons you can select a global add-on here. Otherwise only optional services will be selectable. Select what you wish to add on

     3. If you are adding a global add-on package then type in the name of the Package, select a Frequency, enter the Service to be added, the Status of the service, the Effective Date of the service and the service Quantity you wish to add

     4. If you are adding an optional service then specify the Service, the Status of the service, the Effective Date of the service and the service Quantity you wish to add. If usage is charged with the service a usage Identifiers option will appear requiring you to enter the identifier that relates to the service being added

     5. Click Add and repeat the steps above if you wish to add additional optional services or add-on packages to the package

   • Editing Services:

     1. While in summary view click on the name of the service or the  icon to the right of the service.

     2. At the service detail level click on the  icon to edit the service settings

     3. On the Edit Account Service modal you can modify the usage identifier (if the service is usage based), custom field values on the account-service (if any) and adjust the service status (e.g. suspend/cancel the service). Editing the fields on the top row of the Edit Account Service pop-up will adjust account-service settings immediately. If you wish to adjust account-service settings at a future date (e.g. cancel an account-service at the end of the month) enter your changes in the Upcoming Change section. Any billing related events triggered by account-service status changes such as applying prorated charges/credits (e.g. if you set a service to a canceled status) will not take place until the account-package is billed

     4. Usage buckets on usage based account-services can also be modified. When editing a usage based service click the  icon next to the service name to display buckets setup under the service. To edit bucket settings click the  icon and a modal will load with bucket settings

     5. Click Update when you are done modifying the service

   • Deleting Optional Services in the Package:
     Note: services can only be deleted if they remain at or above the ‘Minimum Instances’ configured on the service within the package in the product catalog. If the minimum instances value already matches the amount of the particular service on the account-package, then the button to remove the service will be greyed out

     1. While in Summary view Click on the name of the service or the  icon to the right of the service

     2. At the service detail level click on the  icon and then the  icon to mark the service for deletion

     3. When you Save the package the services marked for deletion will be deleted

4. Once the package is fully configured click Save

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Editing Account Packages

1. Under the Account Packages heading on the left click the package you wish to edit

2. Under the Edit Account Package heading on the right modify the package details.

3. To edit the configuration of a service in the selected package first ensure you are in the Summary view then click on the name of a service. Additional service details will load as well as a  icon to the right of the service.

4. Click Save when finished making changes

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Deleting Account Packages

1. Select the account-package you wish to delete in the list on the left under the Account Packages heading

2. On the left under the Account Packages heading click the  icon

3. On the confirmation dialog click Yes to confirm that the selected Package should be deleted

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Cancelling Account Packages

1. Select the account-package you wish to cancel in the list on the left under the Account Packages heading

2. On the right under the Edit Account Packages heading enter a date in the Effective Cancel Date field

3. Click Save and the package will be canceled when billing occurs and the Effective Cancel Date falls within the period being billed (Bill Period Start - Bill Period End)