Content Comparison

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The References tab indicates where the counting rule is configured in the system.

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Guides

Adding Counting Rules

1. Under the Counting Rule heading on the left click the  icon

2. Under the Counting Rule heading on the right enter the counting rule details (see the edit counting rule panel section for details on each field)

3. Depending on what you have selected in the Applies To field click on either the Package(s) or Service(s) tab

4. At the bottom of the tab click in either the Select Package or Select Service field

5. Type the name of the package/service you wish to count and if applicable the frequency and statuses you wish to count (e.g. Package 1, monthly frequency, only billable and pre-active statuses)

6. Repeat the process to add additional packages/services to be counted

7. Click Save

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Editing Counting Rules

1. Under the Counting Rule heading on the left click the rule you wish to edit

2. Under the Edit Counting Rule heading on the right modify the rule details (see the edit counting rule panel section for details on each field)

3. Depending on what you have selected in the Applies To field click on either the Package(s) or Service(s) tab

4. To remove a package/service click the button next to it and then click . The package/service will be crossed out in orange text, this indicates that it will be removed when you click the Save button

5. To add services or packages to the rule refer to the steps in the Adding Counting Rules guide

6. Click Save when finished making changes

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Deleting Counting Rules

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