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Usage Rate Plans are configured in Setup / Usage Rating / Usage Rates / Plans

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When the system finds multiple rate plans the lowest level rate plan will be selected in favor of a rate plan that exists on a higher level entity. The order of entities that rate plans can exist on from lowest to highest is:

  • Bucket overage rate plan - Rate plan configured directly on the Setup / Usage Rating / Bucket & Share Plans / Usage Bucket

  • Price plan service usage rates - Rate Plan configured on Account / Price Plan / Service / Usage Rates

  • Package service - Rate Plan configured on a Package Service in the Product Catalog

  • Account-package - Rate Plan configured on an Account Package (under the Account / Profile menu / Packages tab)

  • Package frequency - Rate Plan configured on a Package Frequency under a Package in the Product Catalog

  • Account - Rate Plan configured on an Account (Account / Overview / Settings / Account screen)

  • Usage invoicer - Rate Plan configured on an Account setup to be invoiced for usage charges

  • Owner - Rate Plan configured on an Owner (Setup / Users & Accounts / Owners / Mediation & Rating screen)

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In the event that the rating engine does not find a matching rate in the groups under the rate plan the engine will generate a usage exception. The exception type and message will indicate the reason for the rating failure. When the issue that caused the exception to occur is resolved you will be able to reprocess (trigger rating again) for the usage that went into exception. For more information on rating exceptions and how to resolve them see the usage exceptions screen help.

Prerequisites

Rate Groups and Rates need to be configured before rate plans can be setup.

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The information in this panel reflects the currently selected rate plan. From here you can change rate plan 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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