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Learn how you can to configure Normal Billing Term Schemes for Subscriptions |
required to define Subscriptions Billing Rules |
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Navigating to Normal Billing Term Schemes for Subscriptions
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CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMES |
What are Normal Billing Term Schemes for Subscriptions?
Billing term schemes Term Schemes are used to control the creation or modification of billing terms by providing the allowed of Billing Terms. Billing Term is a required Subscriptions entity, that provides the available options for each input field and by setting the default values, and also to control billing engine processes by providing the billing rules , such as Subscription Services or Price Plans. The Billing Term controls Billing Engine processes by providing the rules and policies that should be applied during billing runs
Each Billing Term Scheme has a life cycle state which determines how the billing term scheme can be used. Each billing term scheme has an effective and expiration date, which are set automatically when the life cycle state is set to effective and terminated accordingly. Billing Term schemes can be modified or deleted only if there is no billing terms (effective or terminated) related with that billing term scheme.
If there is a need to modify a billing term scheme, then a specific action is applied which creates a new billing term scheme in life cycle state Effective related with the previous one, which is updated to status terminated and moved to billing term schemes history
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There exist 2 Billing Types of Billing Term Schemes, both of which are configured in the same screen however, one serves, Normal Billing and the other is for Prepaid Billing. In this manual you will find out how to set up Normal Billing Term Schemes. If you would like to have a peak into Prepaid Billing Term Schemes setup, visit Configuring Prepaid Billing Term Schemes for Subscriptions |
Billing Runs. Billing Terms are created every time a Billing Term Scheme is added or updated on the Job or Subscription. The Billing Term determines whether a Subscription will be handled by Normal or Prepaid Billing.
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This manual covers the setting up of Normal Billing Term Schemes. For information into the setting up of Prepaid Billing Term Schemes, view /wiki/spaces/WIP/pages/10008619. |
- Navigate to Billing Term Schemes and explore existing entries via the Summary page.
- Click on the link (Name or Number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use the Actions Menu to create a NEW Billing Term Scheme, modify (EDIT) or DELETE an existing one.
- Select 'Type' Normal and 'Classification' Subscription to start configuring a Normal Billing Term Scheme applicable for Subscriptions.
- Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Billing Term Schemes.
Check the Validations & Restrictions Table below for a list of available Actions when working with Billing Term Schemes, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Billing Term Schemes fields.
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Action | Validations | Restrictions | Additional Information | System Processing | ||
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Edit |
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Delete |
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Amend |
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An * indicates a field is mandatory.
Name | Description | ||
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Main Information | |||
Billing Term Code* | The same code is used across all billing term scheme Billing Term Scheme instances of the same billing term schemeBilling Term Scheme. | ||
Classification* | It determines Determines the type Type of billable entity Billable Entity that will be allowed able to use this billing term schemethe Billing Term Scheme. In this case, the classification Classification is set to 'Subscriptions'. | ||
Billing Type* | Defines Determines the billing type Billing Type that will be used by the billing engine Billing Engine in order to bill services Services and physical goodsPhysical Goods. The supported options are the following:
'Normal' and 'Prepaid'. In this case, the Type should be set to 'Normal'. | ||
Name* | The name of the billing term schemeBilling Term Scheme. | ||
Description | A description of the billing term schemeBilling Term Scheme. | ||
Life cycle state | Determines the state of the billing term scheme. The following billing term schemes life cycle statesCycle State | The following Billing Term Scheme States are supported:
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Effective From& Expiration datesExpired On Dates* | Each billing term scheme Billing Term Scheme has an effective and expiration date'Effective' and 'Expiration' Date, which are set automatically when the billing term scheme Scheme is created or being replaced by another billing term schemeScheme. A version number is also kept on each billing term scheme that defines the version of each billing term scheme instance | Billing method* | This section is used to: Determine which of the two billing methods can be used by billing terms having that billing term schemeused for each Billing Term Scheme that defines each specific instance. |
Version | An auto-generated number which is used to specify the version of each Scheme. If the specific version is already in use by a Subscription, a new Scheme version is created when the Scheme is amended, by the respective Action. "VIEW PREVIOUS VERSIONS" link allows you to search and view the previous versions of the Definition. | ||
Allowed Attributes | |||
Services | |||
Services | Determines which Termed Services and Expenses are supported by the specific Billing Term Scheme. The Subscription's associated Scheme defines its available Services. This section is also used in order to define the Billing Type of each supported Termed Service, which can be one of the following:
Expenses do not have a Billing Type as they are always billed by the next Billing Run.
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Billing Frequencies | |||
Billing Frequencies | The Billing Frequencies which can be used by Subscriptions of the specific Billing Term Scheme.
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Default | The Billing Frequency that will be set as soon as the Billing Term Scheme is selected. | ||
Binding Periods | |||
Binding Periods | The Binding Periods which can be used by Subscriptions of the specific Billing Term Scheme.
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Default | The Binding Period that will be set as soon as the Billing Term Scheme is selected. | ||
Price Plans | |||
Price Plans | Determines the Price Plans available during the creation of Billing Terms having that specific Billing Term Scheme. By default, all Price Plans can be selected in the allowed Price Plans of a Billing Term Scheme.
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Billing Rules | |||
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Billing Method* | This section is used to determine Billing method can be used by Billing Terms of that specific Scheme. The supported options are:
If the billing term scheme is set to “Period billing”, then this value will be used to set | ||
Allowed Cycle Day or Allowed Cycle Day Range |
| the subscription
| billing engine. This value will be selected based on the billing term scheme’s configuration and will not be allowed to be set on the billing term level.|
Concurrent usage based pricing | Determines if concurrent usage based pricing is allowed to be specified in billing terms of this scheme | ||
Discount options* | Determines if the billing terms will use a fixed or flexible pricing. If fixed pricing is selected then ad hoc discounts cannot be applied on billable entities having billing terms of this scheme | ||
Billable period start date* | The Billable Period Start Date used to determine how to automatically set the billable period start date on each new subscription service, which is the date that determines the start date
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Billable Period Start Date* | Determines the start date of the billable period of each subscription service Subscription Service (it answers to the question “from which date should I start billing this service”). Subscription service billable period start date is by default set equal to the subscription service effective date, but it can be overridden by the rules specified in these definitions or by the subscription action which is adding the subscription service, if the billable period start date is explicitly defined there. The supported the Service be considered by the Billing Run”). For example, if a Service is 'Effective' from the 1st of June but the Billable Start Date is the 1st of August, then the Billing Engine will only start considering the Service from the 1st of August.
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Billing effective date* | Billing Effective Date definition is used to determine how to automatically set the billing effective date on each new subscription service, which is the date that determines when a subscription serviceEffective Date* | The date on which a Service should start being billed. Subscription service billing effective date is by default It is set equal to the subscription service effective date, but it can be overridden by the rules specified in these definitions or by the subscription action which is adding the subscription service, if the billing effective date is explicitly defined there. The supported Subscription Service Effective Date, by default. The available options are the following:
| Extend binding end date causes|
Discount Options* | Determines | the causes of extending the binding end date. Multiple options can be selected. The supported options are the following:||
Extend allowed cancel date causes | Determines the causes of extending the allowed cancel date. Multiple options can be selected. The supported options are the following:
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Extended tiered-rate, maturity-based price rates causes | Determines the causes that should automatically extend the price rate (extend an offering that is already applied to a subscription). Multiple options can be selected. The supported options are the following:
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Allowed billing frequencies | Determines which of the billing frequencies should be allowed to be used and provides a different name if needed, by specifying the following:
The default behavior is to allow all the predefined billing frequencies, except the custom ones. The Billing frequency that will be selected as the billing term scheme’s default billing frequency, will also be kept at the billing term scheme’s header. | ||
Allowed binding periods | Determines which of the binding periods should be allowed to be used and provides a different name if needed, by specifying the following:
The default behavior is to allow all the predefined binding periods, except the custom ones. The Binding period that will be selected as the billing term scheme’s default binding period, will also be kept at the billing term scheme’s header. | ||
Supported services | Determines which services are supported by the billing term scheme. This means that the billing term scheme related to a subscription will define which services are available to exist on the subscription. If a billing term scheme does not include any services as supported ones, then this means that all services are allowed for this scheme. This section is also used in order to define the billing type per supported service in cases in which a services has a different billing type compared to the billing term scheme’s type, that is, override the billing term scheme’s billing type. The supported billing types are the following:
Only termed, usage and expense services are allowed to be added in that list | ||
Allowed price plans | Determines which price plans should be allowed to be used during the creation of billing terms having that billing term scheme. By default all price plan can be selected in the allowed price plans of a billing term scheme. If a billing term scheme does not include any price plan as allowed ones, then this means that all valid price plans are allowed for this scheme. | ||
Services extending binding | Determines the services that can extend the allowed cancellation date or the allowed cancellation date and binding end date whenever they are added on a billable entity. |
Defining your own Billing Term Schemes for Subscriptions tailored to your company's needs
MAIN INFORMATION
Provide information for the following fields
Code: Provide code for the scheme
- Name: Provide name for the scheme
- Type: Select Normal from the Drop down list
- Classification: Select Subscription from the Drop down List
- Description: Provide a description for the scheme
ALLOWED ATTRIBUTES
SERVICES
- Click on ADD to search and add the services that will be available for subscription created based on the specific scheme
Billing Type: Select between pre-Bill and Post Bill
Info title Changing Billing Type for multiple services • Add all the services
• Select all the services that will have the same billing type
• Click on SET BILLING TYPES to open the modal
• Select the Billing Type you would like to apply
BILLING FREQUENCIES
- Click on ADD to select the Billing Frequencies that will be available for subscription created based on the specific scheme
BINDING PERIODS
- Click on ADD to select the Binding Periods that will be available for subscription created based on the specific scheme
- PRICE PLANS
- Click on ADD to select from the drop down list the price plans that will be available for subscription created based on the specific scheme
- Click on ADD to select from the drop down list the price plans that will be available for subscription created based on the specific scheme
BILLING RULES
GENERIC
Billing Method: Select the billing method from the drop down list
Allowed Cycle Day: Provide the day up until which a subscription will be billed
If the Billing Method chosen is ANNIVERSARY then you can define ALLOWED CYCLE DAY RANGE, and the user will select the day when creating the subscriptionBillable Period Start Date: Select the billing method from the drop down list
Billing Effective Date: Select the billing method from the drop down list
Discount Option: Select the billing method from the drop down list.
Select Flexible Pricing if you would like to enable Additive Discounts applicationAllow Concurrent Usage: Check the box if you would like to enable concurrent usage
BINDING PERIOD EXTENSIONS
- Causes Extending Binding End Date: Check the box next to the process that you would like to extend the defined date
- Causes Extending Allowed Cancellation Date: Check the box next to the process that you would like to extend the defined date
- Causes Extending Tiered Rate, Maturity-Based Price Rates: Click on ADD and search for Product / Product Type, that when added it will force the End Dates to be extended
- Services Extending Binding: Click on ADD and search for Product / Product Type, that when added it will force the End Dates to be extended
- Extension Options: Select from the drop down list, whether Allowed Cancellation date and/or Binding End Date will be updated
LOG INFORMATION
if the Billing Terms will use a 'Fixed' or 'Flexible' pricing. If 'Fixed' pricing is selected, Additive Discounts cannot be applied on Subscriptions and Jobs having Billing Terms of this specific Scheme. | |
Allow Concurrent Usage | Determines if Concurrent Usage-based pricing, which is used to bill the customer based on the number of concurrent Services used or Physical Goods sold, is allowed to be specified in Billing Terms of this specific Scheme. |
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Binding Period Extensions | |
Causes Extending Binding End Date | Determines which Subscription Actions on a can cause the extension of the Binding End Date.
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Causes Extending Allowed Cancellation Date | Determines which Subscription Actions can cause the extension of the Allowed Cancellation Date.
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Causes Extending Tiered-rate, Maturity-based Price Rates | Determines whether agreed Price Rates should be extended based on the Binding End Date, in case a Price Plan Rate modification occurred since the original agreement. |
Services Extending Binding | Determines the Services or Service Types that when added to a Subscription should extend the Allowed Cancellation Date or the Allowed Cancellation Date along with Binding End Date |
Log Information | |
Log Details | The standard set of Log Details information available in all entities. |
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Billing Term Schemes cannot be updated ifat least one Subscription/Job uses the specific Billing Term Scheme. If a Billing Term Scheme is required to change then a new Version of the scheme will be created. In this way:
Amend Billing Term Scheme
To amend a Billing Term Scheme follow the steps below
- Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMESto Billing Term Schemes
- Search for an existing Billing Term Scheme
- Click on the number of the scheme to go to the Data Entry Page
- From the Actions Menu click on on ACTIONS > AMEND
- Make the required changes
- Note that the following fields cannot be amended
- Code
- Type
- Classification
System Processing
- New Billing Term Scheme
- Version number will increase by 1
- Effective Date will be set to the current date
- All the configuration will be carried over from previous version
- Previous Billing Term Scheme
- Expired On will be set to the current date
- Life Cycle Date will be updated to Terminated
Viewing Previous Versions
Accessing a billing term scheme with multiple versions, you will always see the latest version, while you have the option to View configuration of Previous versions by using the "VIEW PREVIOUS VERSIONS" link found in the Main Information tab- Click on the VIEW PREVIOUS VERSIONS link
- Search from the modal for the version you would like to see
- Select the version
- The system will now show the configuration of the version you have selected.
- To go back to the current version click on the CURRENT VERSION link under Main Information
Deleting Billing Term Schemes for Subscriptions
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