Page Comparison

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Icon	Description
	Deletes the selected package frequency (if not in use)
	Adds a new package (disabled when a package frequency is selected)

Edit Package Frequency Panel

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1. 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

2. 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)

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 usage based services with buckets you will see an 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

5. To configure additional service settings, click on the 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 a usage based service to use (ignoring higher level rate plans such as a rate plan configured on the price frequency)

   4. the Tax Inclusive setting here will override the Tax Inclusive setting set on the service

6. If you wish to configure service specific discounts select the tags icon and the edit discounts screen will load

   1. populate the discount Type. Select ‘Discount’ if you wish to configure a custom discount on the service. Select ‘Promo Code’ if you have promo codes configured and you wish to use the discount configuration setup on an existing promo code

   2. populate the discount Name

   3. optionally, specify a GL Code

   4. set the discount to Active to make it apply when the service gets added to an account

   5. specify the Start Date and End Date to define when the discount is applicable (note: the End Date is optional, discounts can be left open-ended)

   6. set the Prorate option if you wish the discount to be prorated for partial periods or leave it unchecked to apply the full discount amount

   7. choose the service status that the discount applies to in the Select Service Status field

   8. select the Discount Type to specify if the discount is a ‘Fixed’ value (e.g. $10), ‘Percent’ (10% of the service charge) or ‘Price’ (override the service price with the amount you specify on the discount)

   9. populate the Period (e.g. ‘1 Month’ over which the service discount will apply)

   10. specify the discount Amount

   11. click the icon next to the amount if you want to add additional discounts to the service (multiple discounts can be stacked on top of each other. For instance, one service discount that sets the service price to $0 for the first 3 months and another discount that applies a 20% discount for the next 3 months)

   12. if you setup multiple discounts, use the up and down arrows to specify the order in which the service discounts will apply

   13. click Save to add the discount to the service

   14. Click the back button on the header next to the ‘Return to Frequency’ header text to go back to the package frequency configuration

7. For each enabled currency and each price book configure each service:

   1. set the state based pricing desired in the Amount fields for each service. 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. if desired, modify usage bucket charges, thresholds and units changes (again this is for each service, per enabled currency on each price book)

   3. if desired, modify service rate plans, and tax overrides per service

   4. if desired, specify service discounts per service

8. 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. 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 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 an 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 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 usage based service to use (ignoring higher level rate plans such as a rate plan configured on the price frequency)

   4. the Tax Inclusive setting here will override the Tax Inclusive setting set on the service

7. If you wish to configure service specific discounts select the tags icon and the edit discounts screen will load

   1. populate the discount Type. Select ‘Discount’ if you wish to configure a custom discount on the service. Select ‘Promo Code’ if you have promo codes configured and you wish to use the discount configuration setup on an existing promo code

   2. populate the discount Name

   3. optionally, specify a GL Code

   4. set the discount to Active to make it apply when the service gets added to an account

   5. specify the Start Date and End Date to define when the discount is applicable (note: the End Date is optional, discounts can be left open-ended)

   6. set the Prorate option if you wish the discount to be prorated for partial periods or leave it unchecked to apply the full discount amount

   7. choose the service status that the discount applies to in the Select Service Status field

   8. select the Discount Type to specify if the discount is a ‘Fixed’ value (e.g. $10), ‘Percent’ (10% of the service charge) or ‘Price’ (override the service price with the amount you specify on the discount)

   9. populate the Period (e.g. ‘1 Month’ over which the service discount will apply)

   10. specify the discount Amount

   11. click the icon next to the amount if you want to add additional discounts to the service (multiple discounts can be stacked on top of each other. For instance, one service discount that sets the service price to $0 for the first 3 months and another discount that applies a 20% discount for the next 3 months)

   12. if you setup multiple discounts, use the up and down arrows to specify the order in which the service discounts will apply

   13. click Save to add the discount to the service

   14. Click the back button on the header next to the ‘Return to Frequency’ header text to go back to the package frequency configuration

8. To configure bracketed tiered pricing across statuses:

   1. Select a Counting Rule by typing in the rule name

   2. The Counting Rule tab will appear. Review the tab to ensure you are counting the desired services/packages and desired statuses

   3. To configure recurring price tiers, click on the Recurring tab and to the right of the service name click the iconthen click on the Click for Pricing text

   4. On the right of the modal that appears specify the charges per status for the first tier

   5. Set an End value on the first tier to define its size and create the second tier

   6. Click on the second tier to set pricing for it per status

   7. Repeat the process to add as many tiers and prices as you require, leaving the final tier open ended

   8. Click Add to save the tiers and pricing

   9. If the package frequency contains non-recurring charges you can click on the One Time tab to configure tiers on one time charges

   10. Click on the icon next to Click for Pricing text to configure tiers for the one time charge you wish to configure tiering onservice

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

   12. Define the price for the one time service while in the 1st tier in the Amount field

   13. Click to select and highlight the 2nd tier. Specify the price for the tier

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

   15. Click Update when finished

9. To configure bracketed tiered pricing per status or progressive tiered pricing:

   1. Click on the icon next to the service status you wish to configure pricing on and the Edit Tiered Charges modal will load

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

   3. Define the price for the service while in the 1st tier in the Amount field

   4. Click to select and highlight the 2nd tier. Specify the price for the tier

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

   6. Click Update when finished

   7. If the package frequency contains non-recurring charges you can click on the One Time tab to configure tiers on one time charges

   8. Click on the icon next to the one time charge you wish to configure tiering on

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

   10. Define the price for the one time service while in the 1st tier in the Amount field

   11. Click to select and highlight the 2nd tier. Specify the price for the tier

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

   13. Click Update when finished

10. 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

11. 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

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

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