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Package Frequencies are configured in Setup / Product Catalog / Package / Packages |
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Package frequencies allow you to configure packages with as many billing frequencies as you require (monthly, quarterly, annually, etc.). Package frequencies are where recurring, transition, one time and tiered prices are set on services configured on the package. Usage bucket allotments are also configured at the package frequency level for buckets attached to services. Package frequencies use package settings to allow you to quickly create multiple billing frequencies for the package with differing prices (e.g. a monthly recurring service can charge a different amount than the same service setup on an annual package frequency).
Important: Changing prices on package frequencies can impact the prices that are charged for services on existing account packages. Service prices are determined first by checking for a modified price set on a service in an account package. If a custom service price is not set directly on the account package then the system will then look for a price plan on the account with an alternate price set for the service. Finally, if no price plan override was found the price is determined by the value set on the package frequency in the product catalog.
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The Packages panel on the left of this screen allows you to select package frequencies to view and edit on the Edit Package Frequency panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
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 | Deletes the selected package frequency if not in use |
 | Adds a new package (disabled when a package frequency is selected) |
Edit Package Frequency Panel
The information in this panel reflects the currently selected Package frequency. From here you can modify package frequency 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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Name: a unique name for the package frequency. Typically, this name is a combination of the package name and the frequency, e.g. 'Global Cellular Annual' or 'Hosted Phone Monthly'
SKU: a code used to identify the product (a package with a particular frequency in this case). Typically, this code is used for internal purposes
Active: the state of the package frequency. If active then the package frequency can be selected when adding the package to an account, if inactive the package frequency cannot be chosen. The Active option will be disabled if no currencies have been enabled on the package frequency
Bill Frequency: how often the package frequency will bill recurring service charges
Contract: permits you to configure a package contract on the package frequency
Rate Plan: this option will appear when usage based services are setup on the package. This field allows you to specify a rate plan for services in the package frequency to use. Rate plans determine the rates applicable when billing usage. For more information see the rate plan screen help
Tiering: enables price tiering based on a selected counting rule. Counting rules can adjust prices based upon the number of packages or services on an account and the status that the packages/services are in (e.g. only count ‘active’ services and apply price discounts at 10 units, 20 units, etc.)
Counting Rule: allows you to type in the name of a configured counting rule and select it as the rule to use for bracketed tiered pricing. Counting rules provide a way of counting packages or services on an account in order to apply tiered pricing to service charges based on the total count. The package frequency will also need to be specified on the counting rule after you have setup the frequency. See the counting rules screen help for more information
Billing Activation Service: allows you to select a service that has been configured as a billing activation serviceindicates if a billing activation service has been configured on the parent package. This field is auto-populated by the system and read-only. Billing activation services trigger billing for packages when a certain amount of time or usage has been reached. See the services screen help for more information
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For steps on how to setup recurring charges see the Configuring Recurring Charges guide in this article.
For an example configuration on setting up recurring charges see the Package with Recurring and One Time Charges Configuration Example.
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For steps on how to setup recurring charges see the Configuring Transitions Charges guide in this article.
For an example configuration on setting up a transition and a sample transition charge see the Service Transitions Configuration Example.
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For steps on how to setup one time charges see the Configuring One Time Charges guide in this article.
For an example configuration on setting up recurring charges see the Package with Recurring and One Time Charges Configuration Example.
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Under the Packages heading on the left select the package frequency you wish to configure
Under the Edit Package Frequency heading click on the right locate the Recurring tab and the services configured on the package will be listed
The recurring price per service status will be displayed for the current currency selected. Click the checkbox to enable each currency that you wish to sell the selected package frequency in
For each enabled currency on the package frequency populate the state based pricing desired in the Amount fields. If the amount is left empty for a particular status then no recurring charges will apply for the service while it is in that particular state/status (note: usage and other charges will still apply)
Click Save when you want to commit the changes made on the Recurring tab
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