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Excerpt
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Status
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titleAVAILABLE FROM CRM.COM R9

Learn how you can configure and execute Price Plan Adjustment Runs Run

Status
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titleAVAILABLE FROM CRM.COM R9

What does this section cover?

Table of Contents
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What are Price Plan Adjustment Runs?

Price Plan Adjustment Runs are used to adjust price plan rates whenever the VAT Rate of at least one of the product included in the Price Plan changes (either increased or decreased).  
Runs will create a new version of the affected Price Plans rate and calculate the new base rate for products whose VAT Rate has changed. 

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsAdditional Information
General
  • Multiple Price Plan Adjustment Run Definitions can exist in the system, but each one should have a unique name and alternative code.
N/A
CreateN/A
  • On creating a new Price Plan Adjustment Run, you can select between,
EditN/A
  • If there is at least one scheduled or completed Price Plan Adjustment run using the Price Plan Adjustment run definition latest instance then a new Price Plan Adjustment run definition instance is created
  • In order to modify the scheduling information of a submitted Price Plan Adjustment Run you can Edit the definition
Delete
  • Price Plan Adjustment run definitions cannot be deleted if there at least one scheduled or completed notification run for that definition.
N/A
Save
  • Mandatory Fields:
    • Name
    • VAT Rates Criteria
      • VAT Rate change as of date
      • VAT Rates
    • Scheduling Settings
 

Price Plan Adjustment Runs attributes 

Name

Description

 NumberAn auto generated number that uniquely identifies the accounts receivable definitions
 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 specified
DescriptionA description for the definition
Life Cycle StateThe life cycle state of the process run definition. The supported values are effective and not effective. Only effective process run definitions can be used
Unified CodeAn auto generated code which is used to group the various instances of the process run definitions
VersionAn 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:

  • Method: It provides the following options. For each option different settings are provided:
    • Run now
    • Run on specific Date / Time
    • Repeat
      Status
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      titleDeprecated from CRM.COM-R11.0.0 onwards
    • Advanced Repeat
      Status
      colourYellow
      titleDeprecated from CRM.COM-R11.0.0 onwards

 

Criteria
VAT Rates Criteria
VAT Rate change as of dateDefines the date on which the VAT Rate changes through a new Rating Period. All VAT Rates which have a period start date before or equal to this date will be available for selection.
VAT RatesA selection of VAT Rates. Multiple VAT Rates can be selected in each process run and this is mandatory information, i.e. at least one should be specified. Period Rate changes of the specified VAT Rates will be considered only.
Price Plans Criteria
Price PlansA selection of price plans. The Price Plan adjustment will be applied only on the specified Price Plans. Only non-expired Price Plans whose Effective Date is before the VAT Rate Change as of date will be available for selection. If no Price Plans are specified, then all non-expired Price Plans whose effective date is before the VAT Rate change as of date will be considered for adjusting their base rate amounts.
Include Products Criteria
ProductsA selection of Products. The base rate of the specified products in various Price Plans will be adjusted only. If no Products are specified, then the base rate of all affected Products will be modified.
Product TypesA 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 Types are specified, then the base rate of all affected Products will be modified.
Exclude Products Criteria
ProductsA 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 TypesA 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

  1. Navigate to BILLING > PRICE PLANS - PERFORM PRICE PLANS ADJUSTMENT RUNS
  2. Either search for an existing one or from the Top Menu click on NEW
    PRICE PLAN ADJUSTMENT RUN DEFINITION

  3. MAIN INFORMATION

    1. Provide the required information

      • Name

      • Alternative Code

      • Life Cycle State: Is automatically set

      • Version: Is automatically set to 1 (for new runs)

      • Description

  4. CRITERIA

    1. Provide the required information

    2. VAT RATES

      • VAT Rate Change as of Date

      • VAT Rates Click on ADD and search and select VAT rates using the Search Modal

    3. PRICE PLANS

      1. Price Plans: Click on ADD and search and select Price Plans using the Search Modal

    4. PRODUCTS

      1. Included Product Criteria: Click on ADD and select between Products and Product Types

        1. Use the Search Modal to add a product or a product type
      2. Excluded Product Criteria: Click on ADD and select between Products and Product Types
        1. Use the Search Modal to add a product or a product type

  5. SCHEDULING SETTINGS

    Include Page
    Scheduler Task - Global
    Scheduler Task - Global
     

  6. LOG INFORMATION

    Include Page
    WIP:Log Information - Global
    WIP:Log Information - Global

  7. From the Top Menu click on SAVE

Executing a Price Plan Adjustment Runs

Include Page
Executing Runs - Global
Executing Runs - Global

Anchor
ModifyingRunDefinition
ModifyingRunDefinition
Modifying a Price Plan Adjustment Runs

 

Include Page
Versioning
Versioning

Deleting a Price Plan Adjustment Runs

Deleting a scheduled job of the specific Run

Include Page
Deleting a Run- Global
Deleting a Run- Global

Changing the Life Cycle State of a Price Plan Adjustment Runs definition

Include Page
Change Life Cycle State of a Run definition - Global
Change Life Cycle State of a Run definition - Global

Reading Price Plan Adjustment Runs Logs

Include Page
Reading Run Logs - Global
Reading Run Logs - Global

 

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