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- Click on NEW from the actions menu to create a new price plan.
- Provide the information in the section as in the case of a base price plan and make sure you select a Base Price Plan that the system will use in case the selected conditional price plan conditions are not met during Billing
- Rates
All the rates available in the selected Base Price Plan will be present here. Change the rates accordingly or use the Replace Price Plan action to change all the rates simultaneously by a certain percentage.
SELECTION & VALIDITY CONDITIONS
- The process for adding Selection or Validity conditions is the same.
Follow the steps below: In 'Evaluation Settings' there are 2 options that can be set at 2 different levels to select whether all conditions or at least one condition should be met.
General: Select whether conditions for all the condition groups should be met or at least one.
Condition Group Specific: Select whether conditions for all rows within each of the condition group should be met or at least one.
Once the Evaluation Settings are in place, click on each of the condition groups in the group list on the left to start defining the group row conditions.
Click on ADD to add a new row.
or
ADD FROM TEMPLATE to select an existing condition group row.
Templates are condition group rows that have been previously saved to be reused. They already contain information such as type, operator and value.
- Type: Select the type of the condition from the drop-down list.
- Operator: Select whether the values defined should be:
- Equal
- Not Equal
- Value: Click on the ADD VALUES link to open the modal to add values for each condition group row, i.e. for the type you have selected.
- Like in Evaluation Settings, set whether all the values defined in the modal should be met, or at least one.
Value 1 - Value 20: Use Quick Search or click on the magnifying glass for a search modal to select the values to be set as conditions.
- Save as Template: Save the values per Condition Group as a template so that it can be reused in other condition groups of the same type.
- Click on the SAVE AS TEMPLATE link and provide a name and description.
- Once all the Condition Group rows are complete, repeat the process for a new Condition Group.
- Allowed Organisational Units
- Add the organisational units that can select and assign the Price Plan
Click on SAVE to save the Price Plan
Note |
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Different values will be available for selection for each type selected Each condition group type selected in the condition group has different available values:.The available types are: Type | Evaluated against | Only available for 'Selection conditions' |
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Subscription Type |
: Evaluated against the subscription | Subscription type of the subscription being billed |
; that is, the offering the customer is subscribed to. (only available for 'selection conditions'): Evaluated based on the maturity | Maturity of the billable entity |
, which means is it is a new or existing subscription or job. |
(only available for 'selection conditions') | | Billable Entities Existing Products |
: Evaluated against physical | Physical goods or services added to the subscription or job. | | Billable Entities Products To Be Added |
: Evaluated against products | Products that will be added to the subscription or job . |
(only available for 'selection conditions') | | Billable Entities Existing Price Plans |
: Evaluated against existing price plans; for example if you have multiple subscriptions billed from the same account, it evaluates based on the price plans on the subscription (only available for 'selection conditions') | This is used to allow the selection of a price plan only if the customer is already using a specific price plan and is only applicable only when you change the billing term scheme | | Billable Entities Owner Groups |
: Evaluated against the group | Group that owns the subscription or job. | | Accounts Receivable Classifications |
: Evaluated against the classification | Classification of the account owner |
that owns of the subscription or job. | | Accounts Receivable Credit Ratings |
: Evaluated against the credit | Credit rating of the account owner |
that owns of the subscription or job. | | Accounts Receivable Payment Preference |
: Evaluated against the payment | Payment preference of the account owner |
that owns of the subscription or job. | | Billing Term Scheme |
: Evaluated against the billing | Billing term scheme of the subscription or job. | | Billing Terms Binding State |
: Evaluated against the binding | Binding state of the subscription; |
for example i.e., whether the subscription is in |
and or out of binding. | | Billing Terms Binding Period: |
Evaluated against the binding | Binding period of the subscription; |
for example if its annual or 2 yearse.g., for one or two years. | | Billing Terms Billing Frequency |
: Evaluated against the billing | Billing frequency of the subscription; |
for example if its billed monthly or annuallySegmentation: Evaluated against accounts e.g., monthly or annual. | | Segmentation | Accounts receivable that belong to a selected segment (list). | |
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Defining product bundle pricing
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A product bundle is a product which is made up of multiple component products; for example an offering to a customer where a single package includes multiple channels.
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