Page Comparison

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• Change User Package Status - this component allows you to set a date for when a package's status should change. For example, if you would like to cancel an account’s package at the beginning of September then you could create a Package Status event to trigger the package to be cancelled on that date. Once the Package has been cancelled on the date specified, the status will be removed from the Components list on the account’s overview screen
  Note: Prior to 8.5.27.x, the EngageIP Event Service processed user package status changes. Restarting the Event Service would result in user package status changes being processed first (moved to the top of the queue). As of EngageIP 8.5.27.x and higher versions the EngageIP Job Service processes user package status changes once per minute (this schedule is shown on the ExecuteUserPackageStatusChange job in the JobSchedule table). In the event the EngageIP App Server is busy (multiple workflow events or jobs are running) the ExecuteUserPackageStatusChange job may be delayed and run less frequently than once per minute

• Change User Status - this component allows you to set the status of an account on a specific date. For example, a customer calls and requests that their account be temporarily disabled for the month of July as they will be on vacation. To do this you would add two Change User Status entries on the account, the first will change the status of the account to Disabled on July 1st and the second will change the account’s status to Enabled on August 1st

• Do Not Rerate: - introduced in EngageIP 9.2 this component allows you to prevent rerating on accounts when a user-package/user-service is added or canceled. Adding this component at an owner or parent account level is supported and will pass the rerating configuration on to all accounts under the owner/parent. As of EngageIP 9.3.4 there is also a 'Disable All Auto Rerate Events', which when set will disable rerating events that are added by the system (i.e. make rerating a manual process for the account or accounts in question). When 'Disable All Auto Rerate Events' is set on an account all other accounts using that account as their usage invoicer will have rerating disabled as well

• User Contract - the User/Account level contract component allows you to put multiple packages on an account under a single contract. In addition to the package level contract features the User Contract supports automatic renewal of the contract, a threshold control which determines if cancelation charges are applicable and the ability to apply a minimum invoice charge

• Invoice Discount - this is an option that allows you to discount an invoice by a set amount, or allow tiered discounts based on purchasing power or orders for example

• Lockout - this component allows you to lockout an account (prevent logging in to the EngageIP AdminPortal) for a specific period of time. Once the lockout period has passed the component is automatically deleted from the account

• Note - this component allows agents to create notes which are displayed on the Overview tab of an account

• Schedule - this component allows you to specify a schedule that a technician/installer is available to be assigned to work orders

• Account Tax Category - Account Tax Categories work in conjunction with the tax codes specified in the system and allow you to distinguish account level attributes for determining taxes. Adding a tax category to an account provides the ability to allow a different tax rate to be applied for accounts within the same or surrounding geographic location or residential versus business accounts

• Price Plan - this allows you to bulk add discounts to multiple services on a customer account and its sub accounts

• Tax Code - this component allows you to specify which tax code is applicable to the account (and corresponding the tax rates for the given code/region)

• Tax Exempt - this component will exempt the user from all taxes, including taxing on usage

• Tier Sync - this component is needed in a Tier Sync environment to sync the owner account from the reseller system to the wholesale system along with all its accounts

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The following Components are available to be added to a Package at the product catalog level (on the Setup tab) and/or at the User-Package level (to a package on a user/account).

Components Available at the Package and User-Package Level

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