Adding Price Plans to Accounts

Summary

Price Plans allow you to apply price overrides to packages that you specify within the price plan. This is in addition to the ability to apply discounts (price overrides) at the account or sub account level directly which saves time should you need to apply the same price to multiple sub accounts at one time.

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

Price Plans added at the Account/User level using the Price Plan Component will override Price Plans applied to all accounts under an Owner. Adding Owner Level price plans (price plans configured on the Setup page for a particular Owner) is detailed in the Creating Price Plans article.

For example, if an Owner level Price Plan takes effect at a threshold of '2' (two packages of the same type added to any account under the owner) and a Account level Price Plan (the Component) is added to an account with a threshold set to 3, then the Owner Level discount will apply to the account in question until a 3rd package is added (to the Account or a sub account under it). As soon as the 3rd package is added, the account and it's sub accounts will receive the discount as defined in the account level Price Plan Component.

Adding a Price Plan to an Account

1. Go to the parent account that you would like to apply the price plan to

2. On the Overview page under the Components section click Add

3. Click Price Plan (if you do not see this, check that you have the permissions available to add price plans)

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4. On the Add Price Plan page fill in the fields as desired

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   • 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

5. Click Save

6. The Price Plan Edit page will appear, under the Price Plan Package heading click the Add button

7. Select the Package you would like to apply the Price Plan to

8. Select the Price adjustments that should be made if the threshold is reached

9. Click the Add Package link if you wish to apply the Price Plan to additional packages

10. Click the Save button when finished

11. Click Save again on the Edit Price Plan page

12. The Price Plan will now be listed under Components

     

13. 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

1. 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

2. 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