What does this section cover?

Navigating to Price Plans

Explaining Price Plans Fields

Explaining Price Plan Rates Fields

Creating & Saving, Validations & Restrictions

Creating Base Price Plans

1. Navigate to Price Plans module
2. From the top menu click on the NEW to open the Price Plans data entry page
   

3. MAIN INFORMATION

   1. Name: Type the name
   2. Code: Type the code
   3. Effective Date: Click on the calendar icon and select the date you would like
   4. Expiration Date: Click on the calendar icon and select the date you would like
   5. Description: Type the description
   6. Base Price Plan: Select a a base plan
      Quick Search by typing the name of the base price plan or click on the lense and search using the search modal.
      As soon as a Base Price Plan is selected 2 extra sections are made available
      1. Selection Conditions
      2. Validity Conditions 
4. RATES
   1. Click on ADD
   2. From the Product  search modal start adding the products you would like to add to the price plan. 
      You can only add one product at a time 
   3. Click on the Product added from the Product List on the left, to open the product rate input fields
      
      1. Code:  Type a new code if required. (The code needs to be unique)
      2. /wiki/spaces/V4Manual/pages/9831566: Select a Rate model from the drop down list
         Rate models will be filtered based on the classification of the product added 
      3. Base Amount: Define the base amount.
         If no Tiered Rate levels are defined, then this is the price to be used for Billing

      4. UOT: Select the UOT to be used to calculate the amount. Only applicable for Termed Services and One time services. 

         Note
         If you define a monthly rate UOT then the system will make the calculation if a daily rate is required. However if in your business you are billing daily, then its recommended you add a Daily rate for more precise results.

      5. Effective Starting From: Select the desired date from the drop down list.
         Only applicable for Termed Services.
      6. Applicable Only if Part of a bundle: Select the Termed Service Bundle Product, for which the specific product price plan rate will be applied for.
         Only applicable for Termed Services. 
         Visit Defining price rates for Product Bundles to find out more information about the different pricing models available for product bundles
         
      7. CALCULATE AMOUNT: Use the link if you would like to calculate base amount using discount amounts or Percentage discount.
         The form has no effect on the defined rate. It can be used as an on screen calculator for easy calculation on price changes.
         
      8. Tiered Rates: If you would like to define tiered rate level pricing then use this tab. The tab is available in both Flat Rate and Tiered Rate
         Visit /wiki/spaces/V4Manual/pages/9831566 for more information on how Tiered Rate levels differ for Flat Rates and Tiered Rates
         1. Click on ADD to add a new line where you will add your tiered rate level
            1. Level: Define a number for the level
            2. From: Provide an integer number
            3. To: Select an option from the drop down list. If the Specific number is selected then you also need to provide an integer in the box next to it
            4. Amount: Provide a number for the amount per level
                

5. SELECTION & VALIDITY CONDITIONS

   1. Process to add either selection or validity conditions is the same.Follow the steps below:

   2. Evaluation Settings
      In evaluation settings you have 2 options that can be set at 2 different levels to select whether all conditions or at least one condition should be met
      Visit /wiki/spaces/V4Manual/pages/9831566 for more information on Evaluation Settings 

      1. General: Select whether conditions for all the Groups should be met or at least one

      2. Condition Group Specific: Select whether conditions for all rows  within each of the Groups should be met or at least one
         

   3. Once you set the Evaluation Settings, click on each of the Condition Groups in the Groups List on the left to start defining the group row conditions

      1. Click on ADD to add a new row
         
         or 
         ADD FROM TEMPLATE to select an existing condition Group row
         

         Note
         Templates are condition group rows that have been previously saved to be reused and they already have all the information, such as Type, Operator and Value

      2. Type: Select the Type of the condition from the drop down list
      3. Operator: Select whether the values defined should be:
         1. 1. Equal
            2. Not Equal
         2. Value: Click on the ADD VALUES link to open the modal to add Values per Condition Group Row, i.e. for the type you have selected
            1. As in Evaluation Settings, set whether all the values defined in the modal should be met, or at least one.
               

            2. Value1 - Value 20: Use Quick Search or click on the lense for a search modal to select the values to be set as conditions

               Note

               For each Type selected in the condition group, different values will be available to be selected. The available types to choose from are: Subscription type: Evaluated against the subscription type Billable entity maturity: Evaluated based on the maturity of the billable entity  2 options available, new and existing billable entity Billable entities existing products: Evaluated against existing physical goods or services Billable entities products to be added: Evaluated against physical goods or services that will be added Billable entities existing price plans: Evaluated against existing price plans Billable entities owner groups: Evaluated against the group that owns the billable entity Accounts receivable classifications: Evaluated against the accounts receivable classification Accounts receivable credit ratings: Evaluated against the accounts receivable credit rating Accounts receivable payment preference: Evaluated against the accounts receivable payment preference Billing term scheme: Evaluated against the billing term's billing term scheme Billing terms binding state: Evaluated against the billing terms binding state  in and out of binding Billing terms binding period: Evaluated against the billing terms binding period Billing terms billing frequency: Evaluated against the billing terms billing frequency Segmentation: Evaluated against the accounts receivable owning the billable entity.  Note that only accounts receivable segments can be selected.

               

      4. Description:  Give a description for the Group row condition
      5. Save as Template: You have the option to save the values per condition group as a template so you can reuse it in other condition groups of the same type
         1. Simply click on SAVE AS TEMPLATE link and provide a name and description
            
   4. Once you are done with all the condition group rows,  you can repeat the process for a new condition group
      

6. ALLOWED ORGANISATIONAL UNITS

   Include Page
   Setting Allowed Organisation Units - Global Setting Allowed Organisation Units - Global

7. From the Action Menu click on SAVE

8. LOG INFORMATION

   The following information is automatically set by the system on saving the Price Plans

   Include Page
   Log Information - Global Log Information - Global