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Account Share Plans are configured in Account / Profile / Share Plans |
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The information in this panel reflects the currently selected share plan. From here you can change share plan details (fields will display a red red left border if a value is required and purple purple text if the field is read-only and cannot be modified).
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Name: the name of the share plan (auto-populated)
Effective Date: the date the share plan was added to the account. This will be the date that the first package containing the selling service was added to the account
Cancellation Date: allows you to set a cancellation date on the share plan so that it can no longer be used past the set date
Description: the description of the share plan
Share Level: the accounts that can participate in the share plan. This will be only one account (set to 'Account') or shared from a usage invoicer account to all accounts that are setup to bill their usage to the usage invoicer account
Selling Service: the service within the account-package that activated the share plan when the package was added to the account
Usage Billing Frequency & Unit: defines how frequently non-bucketed usage against the plan is billed (e.g. every month). Also determine how frequently usage contributions from services are replenished (e.g. if the share plan is setup to provide 10 GB of included usage, it will provide another 10 GB each time this frequency is reached)
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