Page Comparison

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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 the ability to configure price tiering based on a selected counting rule. Counting rules can adjust prices based upon tiers based on the number of units purchased. Tiered pricing can be configured as bracket pricing or progressive pricing

  • Bracket pricing means the charge is applied based upon the tier that the total number of purchased units reaches. For example, if less than ten services are purchased the price is $100 per service, if ten or more services are purchased the price is $90 per service. Bracket pricing uses counting rules to adjust prices based on 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.)

  • Progressive pricing means that prices specified on each tier are applied to the service that falls within each tier. For example, the first nine services purchased are charged at $100 per service, the tenth service and beyond is charged at $90, and so on based on the number of tiers you configure. Progressive tiers only count account-services and do not utilize counting rules. Progressive pricing can be configured on prepaid packages, global add-on packages, recurring and non-recurring service charges. The number of account-services is calculated based on how many of that particular service is active across all account-packages on the account. Cancelled account-services are not counted

• 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: indicates 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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1. Under the Packages heading on the left select the package frequency you wish to configure or click the button next to the package name to create a new package frequency

2. Under the Edit Package Frequency heading click on the Recurring tab and the recurring services configured on the package will be listed. Note: If this tab is not present it means you did not add a recurring service to the /wiki/spaces/V10/pages/588447960

3. The recurring price per service status will be displayed for the current currency selected. Click the checkbox next to the currency abbreviation to enable each currency that you wish to sell the selected package frequency in. To switch currencies, click on the currency abbreviation (e.g. ‘USD’) to select that currency so that pricing can be defined for it

4. 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 configured charges will still apply)

5. Click Save when you want to commit the changes made on the Recurring tab

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1. Under the Packages heading on the left select the package frequency you wish to configure or click the button next to the package name to create a new package frequency

2. Under the Edit Package Frequency heading on the right locate the Recurring tab and the services configured on the package will be listed

3. The recurring price per service status will be displayed for the current currency selected. Click the checkbox next to the currency abbreviation to enable each currency that you wish to sell the selected package frequency in. To switch currencies, click on the currency abbreviation (e.g. ‘USD’) to select that currency so that pricing can be defined for it

4. To configure bracketed tiered pricing on a recurring service click select a Counting Rule by typing in the rule name

5. To configure progressive tiered pricing click on the icon next to the right of the service service status you wish to configure pricing on and the Add Edit Tiered Charges modal will load. Populate the following settings

   Set the Tier Type to Bracket Pricing

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   1. Set an End value to define when the first tier ends

   2. To the right define Define the price for the service while in the 1st tier . Prices can be set on multiple service statuses if desiredin the Amount field

   3. Click to select and highlight the 2nd tier. Specify pricing for the tier

   4. Continue to add End values and pricing until all of the desired tiers and pricing per tier is defined

   5. Click Add Update when finished

6. Repeat the tier configuration for each service status and each enabled currency on the package frequency that you wish to configure pricing on. Note: if you don’t desire all services/service statues to have tiered pricing simply configure a single tier on those service statuses to define a static price

7. Configure tiered pricing on non-recurring charges on the One Time tab if desired. Information on configuring one time charges can be found in the Configuring One Time Charges guide below

8. Click Save when you want to commit the changes made on the Recurring tab

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Configuring Transition Charges

1. Under the Packages heading on the left select the package frequency you wish to configure or click the button next to the package name to create a new package frequency

2. Under the Edit Package Frequency heading on the right click on the Transition tab

3. To the right select the currency you wish to configure transition charges for. Note: you are not required to add the fees to each currency enabled on the package frequency, if you wish to add transition fees for specific currencies only you may do so

4. To add a transition charge, click on the  icon displayed to the right of the Custom Fields tab

5. On the Add Transition modal that appears populate the following details:

   • Service: the service within the package that the transition charge applies to

   • Service Transition: the service transition that is taking place (e.g. ‘activation’ if the transition charge you are applying is for activating a service)

   • Charge Service: the service that the charge will be applied to (only services with a service type base type value of 'Fee' will appear in this list)

   • Amount: the transition charge amount. Depending on the service selected in the prior field this value may or may not be taxed (i.e. you can select a service configured to be tax exempt if you don't want the transition fee to be taxed)

   • Penalty Charge: an optional charge that can be applied if the transition does not occur within a given grace period. The penalty is applied when the service specified has remained in its current state for longer than the time specified on the penalty charge. For example, if the penalty charge for a reactivation transition is set to a threshold of 1 Month, then the service specified on the transition charge cannot reside in its suspended state for more than one month or the penalty fee will apply when billing occurs (suspended is just an example here, the service status evaluated would depend on which service transition you selected)

6. Click the Add button to add the transition charge

7. Configure additional transition charges for the same currency or other currencies on the package frequency if desired

8. Click Save and the transition charges configured will be added to the package frequency

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1. Under the Packages heading on the left select the package frequency you wish to configure or click the button next to the package name to create a new package frequency

2. Under the Edit Package Frequency heading on the right click on the One Time tab

3. To the right enable the currencies you wish to configure one time charges for. Note: you are not required to add the fees to each currency enabled on the package frequency, if you wish to add one time fees for specific currencies only you may do so

4. Click in the Services field at the bottom of the tab to select the service you want to add a one time charge for and then click the +Add button. Note: only the services on the package which are configured as ‘non-recurring charge’ service types will appear in this list

5. Set a price on the one time charge. If you have setup progressive tiering on the package frequency then you can click the icon to the right of the tier price to configure tiered pricing (e.g. a one time installation fee charge of $100 for the first installation, then a $75 fee for each installation charge applied to the account after the first). For progressive tiered pricing the number of account-services is calculated based on how many of that particular service is active across all account-packages, not merely how many of the one time charges are applied to the particular account-package where the tiered pricing has been setup)

6. Configure additional one time charges for the same currency or other currencies on the package frequency if desired

7. Click Save and the one time charges configured will be added to the package frequency

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