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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 count (number of packages or services) determines the per unit charge for services using a bracketed tiered pricing approach (e.g. reaching one hundred of 'Service X' on an account hits a new tier and grants a volume price discount by charging less for the subscription cost of a particular service).

The entities services/packages counted and the service the count applies to do not have to match. For instance, you could count the number of Package A’s on an account and apply that count to discount the price per unit of Service X. Any tiered service within a packages frequency that is setup with a counting rule will have the count applied to its service tiers, the service in question does not have to be configured within a counting rule.

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The Counting Rule panel towards the left of this screen allows you to select existing counting rules to view and edit on the Edit Counting Rules 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
Image Modified	Deletes the selected counting rule if not in use
Image Modified	Adds a new counting rule

Edit Counting Rules Panel

The information in this panel reflects the currently selected counting rule. From here you can change rule 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 modifiednote: fields with a magenta left border are required).

Counting Rule Fields and Options:

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Guides

Adding Counting Rules

1. Under the Counting Rule heading on the left click the  icon

2. Under the Counting Rule heading on the right enter the counting rule details (see the edit counting rule panel section for details on each field)

3. Depending on what you have selected in the Applies To field click on either the Package(s) or Service(s) tab

4. At the bottom of the tab click in either the Select Package or Select Service field

5. Type the name of the package/service you wish to count and if applicable the frequency and statuses you wish to count (e.g. Package 1, monthly frequency, only billable and pre-active statuses)

6. Repeat the process to add additional packages/services to be counted

7. Click Save

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Editing Counting Rules

1. Under the Counting Rule heading on the left click the rule you wish to edit

2. Under the Edit Counting Rule heading on the right modify the rule details (see the edit counting rule panel section for details on each field)

3. Depending on what you have selected in the Applies To field click on either the Package(s) or Service(s) tab

4. To remove a package/service click the button next to it and then click the . The package/service will be crossed out in orange text, this indicates that it will be removed when you click the Save button

5. To add services or packages to the rule refer to the steps in the Adding Counting Rules section

6. Click Save when finished making changes

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Deleting Counting Rules

1. Select the counting rule you wish to delete in the list on the left under the Counting Rule heading

2. Under the Counting Rule heading click the icon

3. On the confirmation dialog click Yes