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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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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. If you wish to setup pricing for more than just the standard price book click on the Price Book field and select Add New Price Book +. Select the price book you wish to configure pricing for and click Add

   • you can now use the Price Book drop down field to switch between the price books to configure service pricing/bucket settings/service settings for each price book region

   • the standard price book pricing will be noted in the amount fields (e.g. $50 standard)

4. 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

5. For usage based services with buckets you will see a bucket icon to the right of the amount field(s). Click this icon to edit the usage bucket details. Select the Usage Bucket in the drop down field and then proceed to:

   1. override the flat charge for the tier(s) if desired

   2. override threshold values for the tier(s) if desired

   3. override the configured unit for the tier(s) if desired

6. To configure additional service settings click on the Edit Service Details icon to the right of the amount field(s). A modal will appear allowing you to override/specify service settings:

   1. a General Ledger value entered here will override the GL Code set on the service

   2. a Service Tax Category value entered here will override the Service Tax Category set on the service

   3. a Rate Plan set here will define the rate plan for the a usage based service to use (ignoring higher level rate plans such as a rate plan configured on the price frequency)

7. For each enabled currency each price book populate:

   1. 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 status (note: usage and other configured charges will still apply)

   2. any usage bucket charges, thresholds and units changes you desire (again this is per enabled currency on each price book)

   3. service rate plans and overrides

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

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