...
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 minuteChange 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
...
Components Available at the Service and User-Service Level
Radius Attribute - this component allows radius attributes to be specified for the service in question (timeout, bandwidth configuration, etc.) and passed to the Radius server
UDR Bucket - this component allows you to add UDR Buckets to services so that you can provide pooling or included time, data, or events. For example, an account’s service could include a UDR bucket which provides 1 GB of data for the service in question
...
Commission Type - when this component is added to a service you can specify a commission type to pay out to a sales agent (for example a commission type of 'hardware', 'one-time', etc.). To use commission type you must have the Commission Module enabled in EngageIP
Cost - this component does not affect billing, it is used as a reference tool to allow you to report on your cost of the service versus total revenue
General Ledger - this component allows you to attach your predefined general ledger (GL) codes to services for accounting purposes
Inclusive Taxes - causes taxes to be calculated within the set price of the service in question. This component is only functional in AvaTax integrated environments
Invoice Detail - this allows you to specify text that can be displayed on the invoice. Requires that your invoice template is configured to display this value
Invoice Group - this component adds a category name to the service so that the category name can be used in invoice XML (for example to sort this service under the category name on the invoice vs. the typical invoice section the service would be displayed in)
Prepaid - this component allows you to tag services as pre-paid as apposed to post-pay. This further enables you to set an expiry date on this service or allow customers to refill time allocated to the service
Profile Question - this component lets you add a profile question which can gather additional information about a particular service. These can either be questions about the customer signing up for the service, about the service or equipment associated with the service (asking for a MAC Address or a Security question response for example) or can be additional information that your organization wishes to collect
Provisioning - provisioning refers to the communication between the billing application and your servers within the field. For example, you may have to authenticate or pass information to a particular server in order for the service to be correctly allocated and billed for. This is done by indicating which server each service (if applicable) should provision to. When the service is added to an account, it will be configured to use the account’s username and password. If these values are changed at the account level, the provisioning service will also be updated to reflect the change
Service Tax Category - added to services to denote the type of tax applicable to the service
Tax Code - this component allows you to specify which tax code is applicable to the service (and corresponding the tax rates for the given code/region). If the Tax Code component is configured at the user level, this service level component will override it (but only for the service in question)
Tax Exempt - this component allows you to tag specific services for which taxes will not be applicable. However, if other services within a package are not tax exempt then applicable taxes will be applied to those services
Transaction Code - a transaction is considered to be any event that results in a monetary value being added or subtracted to an account. Every transaction can have a Transaction Code associated with it and each service can be assigned a specific transaction code
Workorder - Generates a workorder when the package the service resides in is added to an account. This feature is only available for environments that have the Workorder Module enabled
...