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Navigating to Price Plan Adjustment Definitions
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BILLING > PRICE PLANS - PERFORM PRICE PLANS ADJUSTMENT RUNS |
What
are Priceare Price Plan
Adjustment RunsAdjustment Definitions?
Price Plan Adjustment Runs are Run Definitions are used to adjust price plan rates define rules for runs that will adjust Price Plan Rates whenever the VAT Rate of at least one of the rate of a product included in the Price Plan changes (either increased or decreased).
Runs will create a new version of the each affected Price Plans rate Plan and calculate the new base rate for products whose VAT Rate has changed.
rate has changed.
Run Definitions must be submitted as soon as they are created and are executed one time or on a recurring basis, based on the defined scheduling Settings. Once a Definition is executed, a Process Run is logged and after the Run is completed, the log information is available on the respective tab.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
A Definition must be in an 'Effective' Life Cycle State to be submitted. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.
- Navigate to Price Plan Adjustment Definitions and explore existing entries via the Summary page.
Click on the link (name or number) of the entry of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition or modify (EDIT) an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Price Plan Adjustment, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Price Plan Adjustment fields.
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Action | Validations | Restrictions | Additional Information |
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General |
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Create | N/A |
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Edit | N/A |
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Delete |
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Save |
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Price Plan Adjustment Runs attributes
Name | Description | ||
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Number | An auto generated number that uniquely identifies the accounts receivable definitions | ||
Name* | The name of the definition | ||
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Edit |
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Delete |
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An * indicates a field is mandatory.
Name | Description | ||||||||||||
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Main Information | |||||||||||||
Number | An auto-generated number that uniquely identifies the Price Plan Adjustment Run Definition. | ||||||||||||
Name* | The name of the Definition. | ||||||||||||
Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specifiedDefinition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. | ||||||||||||
Description | A description for of the definitionDefinition. | ||||||||||||
Life Cycle State | The life cycle state of the process run definitionLife Cycle State of the Process Run Definition. The supported values are effective and not effective. Only effective process run definitions 'Effective' and 'Not Effective'. Only 'Effective' Process Run Definitions can be used. | ||||||||||||
Unified Code | An auto-generated code which is used to group the various instances of the process run definitionsthe Process Run Definitions. | ||||||||||||
Version | VAT Rate change as of dateAn auto-generated number which is used to specify the version of each process run definition. New process run definition versions are created each time they are edited, if they are already been used by any process runs | ||||||||||||
Scheduling Settings | Determines when the process run definition should be applied. Process run definitions can be applied only on an ad hoc basis. Scheduling settings hold the following information:
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Criteria | |||||||||||||
VAT Rates Criteria | |||||||||||||
Run Definition. If the version number is already in use by a Run, a new Run Definition version is created each time the Definition is edited. The VIEW PREVIOUS VERSIONS link allows you to search and view previous versions of the Definition. | |||||||||||||
Scheduled Date | A Read-only field which is available once a Run is scheduled and designates the latest date that the Run was executed or is scheduled to be executed on. | ||||||||||||
Criteria | |||||||||||||
VAT Rates | |||||||||||||
VAT Rate Change as of Date | Defines the date on which the VAT Rate changes All VAT Rates which have a period start date before or equal to this date will be available for selection. | ||||||||||||
VAT Rates | A selection of VAT Rates. Multiple VAT Rates can be selected in each process run and this is mandatory information, i.e. Definition and at least one should be specified. Period Rate changes of the specified VAT Rates will be considered only. | ||||||||||||
Price Plans Criteria | |||||||||||||
Price Plans | A selection of price plans. The Price Plans on which the Price Plan adjustment will be applied only on the specified Price Plans. exclusively. Only non-expired Price Plans whose Effective Date is before the 'VAT Rate Change as of date Date' will be available for selection. If no Price Plans are specified, then all non-expired Price Plans whose effective date Effective Date is before the 'VAT Rate change Change as of date Date' will be considered for adjusting their base rate amountsa Base Rate amount adjustment. | ||||||||||||
Include Products Criteria | |||||||||||||
Products to be adjusted | A selection of Products . The base rate and/or Product Types. Only the rates of the specified products in various Price Plans will be adjusted only. If no Products are specified, then the base rate rates of all affected Products will be modified. | ||||||||||||
Product TypesProducts not to be adjusted | A selection of Product Types. The base rate of products of the specified product type(s) in various Price Plans will be adjusted only. If no Product TypesProducts and/or Product Types whose rates should NOT be adjusted. If no Products are specified, then the baserate of all affected Products will be modified. | ||||||||||||
Exclude Products Criteria | |||||||||||||
Products | A selection of Products. The base rate of the specified products in various Price Plans will not be adjusted only. If no Products are specified, then the base rate of all affected Products will be modified. | ||||||||||||
Product Types | A selection of Product Types. The base rate of products of the specified product type(s) in various Price Plans will not be adjusted only. If no Product Types are specified, then the base rate of all affected Products will be modified. |
Configuring a Price Plan Adjustment Runs tailored to your company's needs
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Life Cycle State: Is automatically set
- Version: Is automatically set to 1 (for new runs)
Description
CRITERIA
- Provide the required information
VAT RATES
VAT Rate Change as of Date
VAT Rates Click on ADD and search and select VAT rates using the Search Modal
PRICE PLANS
- Price Plans: Click on ADD and search and select Price Plans using the Search Modal
PRODUCTS
Included Product Criteria: Click on ADD and select between Products and Product Types
- Use the Search Modal to add a product or a product type
- Excluded Product Criteria: Click on ADD and select between Products and Product Types
- Use the Search Modal to add a product or a product type
SCHEDULING SETTINGS
LOG INFORMATION
Executing a Price Plan Adjustment Runs
Deleting a Price Plan Adjustment Runs
Deleting a scheduled job of the specific Run
Changing the Life Cycle State of a Price Plan Adjustment Runs definition
Reading Price Plan Adjustment Runs Logs
Process Runs | |||||||||||||
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Process Runs | Displays the Runs that were executed for the specific Definition. Each Run includes the Price Plans that were processed.In case of an error, the error code and description is displayed. | ||||||||||||
Scheduling Settings | |||||||||||||
Settings* | Method - The following options are available:
Refer to Scheduler Task - Global for configuration guidelines. | ||||||||||||
Log Information | |||||||||||||
Log Details | The standard set of Log Details information available in all entities. |
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