...
This article covers adding price plans to accounts (impacting the account and any sub-accounts under it). If you are looking for instructions on how to create price plans that impact all accounts under an Owner see the article Creating Price Plans for configuration instructions.
NOTE: Price plans do not and cannot override manually created discounts at the user package level (ie edit the user package, add a discount). Manually created discounts are the most granular price change / override that can be applied so they will always take precedence over priceplans
Price Plans and Manually Created Discounts
Where price plans and manually created discount components are used, the manually created components will take precedence. If you want the price plan to fully manage account pricing, any manual discount components at the user package level would need to be removed.
To verify no manual discounts exist, and before any price plans are created, edit the user package(s) in question and ensure no discount components exist on the user package. Add the price plan next and then edit the user package again and you will see a new discount component added by the price plan configuration.
Owner and User Level Price Plans
...
| Info |
|---|
Note: Branded Owner Users (for example the 'Admin' Owner User) will not display the Price Plan component in their Overview > Components listing. |
Go to the parent account that you would like to apply the price plan to
On the Overview page under the Components section click Add
Click Price Plan (if you do not see this, check that you have the permissions available to add price plans)
On the Add Price Plan page fill in the fields as desired
Start - when the Price Plan takes effect. If left blank then this is immediate. NOTE: A start date will apply on the calendar date as set, if you are advance billing multiple periods, it will not apply the updated price as of the start date. It will only do so on that actual date. This will work best for monthly billing but not advance billing
End - when the Price Plan should stop. If left blank then it is continuous. The priceplan will stop at the exact date AND time specified so this should be set to a date and time AFTER the package bills the last time that you need it to bill the price plan prices. After that date and time specified, the package will go back to billing out at its original price.
Threshold - the number of User-packages added to the account and sub accounts before the price plan becomes active
UDR Rate Plan - The UDR Rate Plan to use once the Threshold is reached
Click Save
The Price Plan Edit page will appear, under the Price Plan Package heading click the Add button
Select the Package you would like to apply the Price Plan to
Select the Price adjustments that should be made if the threshold is reached
Click the Add Package link if you wish to apply the Price Plan to additional packages
Click the Save button when finished
Click Save again on the Edit Price Plan page
The Price Plan will now be listed under Components
Once the threshold is met (in this case five packages need to be active in total across the parent account and sub accounts), a Discount Notice icon will appear next to the packages on the accounts indicating the discounted amounts.
Alternate Ways of Applying Price Plans
Add the Price Plan in the AdminPortal on the User and import the package on the user. The price adjustment will take effect if the Threshold is reached
Add the Price Plan in the AdminPortal on the User and use the API to add the package on the user. The price adjustment will take effect if the Threshold is reached