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Services are configured in Setup / Product Catalog / Service / Services |
In Guides in this article:
Overview
Services are chargeable elements in the system (for instance an access service, device, license, etc.). Services represent the individual line items that when bundled together as a package become the offering a /wiki/spaces/V10/pages/588447960 become the product that is sold (added to accounts).
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Below you will find details on how to create and configure services.
Prerequisites
Service types need to be configured before services can be setup
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Service statuses need to be configured before services can be setup
Email templates need to be setup if you wish to configure usage bucket consumption notifications which are sent by email
General ledger codes need to be setup if you wish to assign GL codes to services
Services Panel
The Services panel towards the left of this screen allows you to select existing services to view and edit on the Edit Service panel. 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 |
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 | Deletes the selected service if not in use (configured on another entity) |
 | Adds a new service |
Edit Service Panel
The information in this panel reflects the currently selected service. From here you can modify service 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).
Service Fields and Options:
Name: a unique name for the service, e.g. enterprise seat, flat rate device, subscription license, etc.
Active: sets the service as active or inactive. An inactive service cannot be added to a package when configuring packages in the product catalog. Switching a service to inactive will not affect existing packages on accounts or existing packages in the product catalog which contain have already been configured with the service
Usage Based Service: configures the service as a usage service and enables the ability to setup usage buckets (included usage/usage tiers) on the service. The 'Usage Billing Frequency' and 'Unit' fields detailed below will be configurable for on usage based services, these fields will define how often usage related to the usage service should will be billed
Description: an optional field typically used as to capture an internal description of the service details (e.g. the network the service is delivered from, etc.). This could alternatively be used to store a customer friendly description of the service which can be exposed in a web portal or on an invoice
Usage Billing Frequency: this setting is relevant to usage based services. This frequency works in conjunction with the 'Unit' field to dictate usage billing periods, e.g. Usage Frequency '3', Unit 'Month' means that usage charges will be billed quarterly. This configuration by itself does not mean the customer will be billed or invoiced at the frequency specified. How often usage charges are billed is determined by both this usage billing frequency setting and how frequently bill runs are frequently bill runs are executed. For instance, if you have a package that bills annually which contains usage services that bill monthly, a bill run will need to run at least once a month to bill /and invoice usage charges
Unit: this setting is relevant to usage based services. This setting works in conjunction with the 'Usage Billing Frequency' field to determine the usage billing frequency for usage services
Service Type: allows you to select from the service types you the service types you have setup in order to define the type of service (e.g. if you were setting up an ‘Activation Fee’ service you would select a service type configured with a base type of ‘Fee’). The service type selected here will restrict where the service can be configured in the system. For example, a service with a service type configured with a base type of ‘Non-recurring Charge’ would be selectable when configuring one time charges on a package, but would not be listed when configuring recurring charges on a package
Default Account Service Status: allows you to define the service status that will be set by default when the service is added to an account. Different service statuses can be billed at different rates or configured to be non-billable. See the service status screen help article for more information
Billing Activation: configures the service as a billing activation service which is used to initiate billing for account-packages that the service is configured on (i.e. the activation service triggers billing for all other account-services in the account-package based on the activation criteria specified). Billing activation services can initiate account-package billing based on usage (e.g. a bill on first usage scenario where a single byte of usage from any account-service in the account-package triggers billing), . Or billing can be triggered after a certain amount of time has passed (e.g. initiate billing ten days after the account-package was added to the account) or using . It is also possible to use both a certain amount of usage and a specified time period to activate billing (whichever condition is met first will trigger account-package activationbilling). Usage thresholds and time period settings for billing activation are configured on usage buckets that have the 'Billing Activation' bucket setting enabled. Once a billing activation service has been setup and activated it will be selectable in the 'Billing Activation Service' field on package frequencies which are configured under packages/wiki/spaces/V10/pages/588447960
Share Plan Add-On: configures the a usage based service as an account share plan add-on service when selectedenabled. Usage buckets configured on a share plan add-on service will be considered 'add-on usage' when the service is added to an account share plan. I.e. account-packages which contain share plan add-on services on account-packages are added to an account share plan in order to increase (add-on to) the shared usage on available in the plan. Services with this setting enabled cannot be added to share plans on the Setup / Share Plans screen
General Ledger: allows you to associate a general ledger code with the service for accounting purposes. If you need to create a new GL Code you can do so by clicking the 'Add New General ledger' option in the General Ledger drop down list
Taxes Tab
Tax Exempt: if enabled taxes will not be applied to this service when service charges are calculated for it. This does not include taxes on usage charges that are applicable to usage based services
Service Tax Category allows you to specify a service tax category (service specific taxes) that should be charged for this service
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Tax Inclusive: configures the service to be tax inclusive, meaning the price of the service will include the tax amount. The total amount is split between the pre-tax amount and the taxed amount. For example, if the tax inclusive service is priced at $9.90 and uses a tax code that applies a 10% tax, during billing the pre tax amount will be determined as $9.00 ( 9.90 / 1.10 = 9) with the remainder the tax value, $0.90
Tax Inclusion is supported for all types of service charges (recurring, non-recurring, fees) and the tax Inclusive configuration for a service can be overridden if desired when configuring services in price books on package frequencies
Tax exemptions will not reduce the tax inclusive service price. The total service price will be charged and no taxes will be determined
Discounts on tax inclusive services are treated as taxable, where the discount also reduces the taxes payable
Tax Inclusive can be set on a manual transaction or credit
Proration is supported with tax inclusive charges. For instance, if a service was added halfway into a billing period and the price on service was set as $9.90 with a 10% tax included then billing would determine that the pre-tax calculation would be $4.50, the tax: $0.45 and the total charge: $4.95
Buckets Tab
This tab will only appear if the service is configured with the 'Usage Based Service' setting enabled. From here you can add, remove or view usage buckets on view usage buckets on the service. Buckets provide included usage (data, time, events) and /or the ability to configure usage tiers (e.g. charge X amount for the first gigabyte of usage and Y amount for usage beyond a gigabyte).
As of version 10.4.0 it is possible to configure threshold notifications on buckets to alert an account contact or system user regarding bucket consumption (e.g. email a billing contact that 50% of a bucket has been consumed). Notifications can be sent via email or webhook and multiple notifications can be configured on a single bucket (e.g. alert when 50% of a bucket has been used, again at 75% used, again at 95% used, etc.). Notifications configured will apply to each bucket tier configured (e.g. if you have a notification setup to alert at 80% usage it will alert at 80% usage of tier 1, 80% usage of tier 2, and so on).
Custom Fields Tab
Custom fields will appear on this tab if they have been configured on services. Custom fields provide a way to capture additional service details (a the service provider , service the service is delivered from, the service’s rate center, etc.).
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Guides
Adding Services
At the top of the Services panel click the
iconPopulate the service settings as desired
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See the Adding/Removing Usage Buckets on Services guide if you wish to add or remove a bucket on a usage service
Click Save
The new service will appear in the Services panel on the left. If the service is set as 'Active' you will be able to add it to packages.
Editing Services
to /wiki/spaces/V10/pages/588447960.
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Adding/Removing Usage Buckets on Services
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Note: Usage buckets can only be added to Services which have the ‘Usage Based Service’ setting enabled. The Buckets tab will not appear for non-usage based services. |
Adding Usage Buckets
Add a new usage based service or select an existing usage based service that you wish add usage buckets to in the Services panel on the left
In the Add/Edit Service panel on the right click the Buckets tab
In the Usage Bucket field type to search for the bucket that you wish to add to the service
Additional Usage Bucket fields will appear as you select buckets allowing you to select multiple buckets to add at once if desired
When you have selected the buckets that you wish to add to the service click the + Add button
If you wish to configure threshold notifications on buckets click the
icon to the right of the bucketSpecify the Action to indicate how you wish to sent the notification (via webhook or email)
Set the threshold value on the right under the Thresholds heading (e.g. set 50% to send a notification when half of a bucket tier is consumed). Additional thresholds can be added in this area as well by clicking the
button (e.g. if you want to send multiple notifications as bucket consumption increases)Give the notification a Name
If configuring a webhook supply a name, url, method and authentication type. If configuring an email notification provide an email template and recipient (i.e. either a LogiSense Billing system user or an account contact that will receive the notification)
Click Update to save the notification configuration
Click Save to commit the changes and add the bucket(s) to the service
Removing Usage Buckets
Select the service you wish to remove the usage bucket from
In the Edit Service panel on the right select the Buckets tab
Mark the bucket for removal by clicking the
button to the right and then click the buttonThe bucket will be removed from the service as soon as you click Save
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Editing Services
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Note: once a service has been created some settings cannot be modified. For instance, the ‘Usage Based Service’ setting will be read only after a usage based service has been created. |
Select the service you wish to edit in the Services panel on the left
Modify the service settings as desired
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Click the Save button
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Deleting Services
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Note: Services that are configured on packages or other entities are in use and cannot be deleted. If you wish to prevent these services from being configured on packages in the product catalog going forward uncheck the ‘Active’ checkbox in the Edit Service panel. |
Select the service you wish to delete in the Services panel on the left
Click the
iconConfirm that you wish to delete the service on the modal window that appears