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Billing Term Schemes for Subscriptions

Billing term schemes are used to control the creation or modification of billing terms by providing the allowed options for each input field and by setting the default values, and also to control billing engine processes by providing the billing 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.

Creating, Editing & Deleting Validations & Restrictions

Billing Term Schemes for Subscriptions attributes 

Defining your own Billing Term Schemes for Subscriptions tailored to your company's needs

1. Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMES
   
2. Either search for an existing one or from the Top Menu click on NEW
   

3. MAIN INFORMATION

   1. Provide information for the following fields

      1. Code: Provide name for the scheme

      2. Name:  Provide name for the scheme
      3. Type: Select PREPAID from the Drop down list
      4. Classification: Select Subscription from the Drop down List
      5. Description:  Provide a description for the scheme

4. ALLOWED ATTRIBUTES

   1. SERVICES

      1. Click on ADD to search and add the services that will be available for subscription created based on the specific scheme

      2. Billing Type: Select between Pre-Rate and Post-Rate 

         Status
         colour Red title Available from CRM.COM R9.0.0

      3. Period Billed in Advance: Type the period to be billed in advance and the UOT which can be days, weeks or months - 

         Status
         colour Red title Available from CRM.COM R9.0.0

   2. PRICE PLANS
      1. 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
         

5. BILLING RULES

   1. GENERIC

      1. Billable Period Start Date: Select the billing method from the drop down list

      2. Billing Effective Date: Select the billing method from the drop down list

      3. Discount Option: Select the billing method from the drop down list. 
         Select Flexible Pricing if you would like to enable Additive Discounts application 

      4. Allow Concurrent Usage: Check the box if you would like to enable concurrent usage

6. From the Actions Menu click on SAVE

7. LOG INFORMATION

   Include Page
   Log Information - Global Log Information - Global

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Amending Billing Term Schemes for Subscriptions

Billing Term Schemes cannot be updated in case there is at least one subscription/job that 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:

• When Billing Term Scheme A Version 1 is amended and Version 2 is created
• Then
  • Subscriptions that have been created with Billing Term Scheme A Version 1, will keep abiding by rules and restrictions on Billing Term Scheme A Version 1
  • Subscriptions that have been created with Billing Term Scheme A Version 2, will abide by rules and restrictions on Billing Term Scheme A Version 2

Amend Billing Term Scheme

To amend a Billing Term Scheme follow the steps below

1. Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SCHEMES
   
2. Search for an existing Billing Term Scheme
3. Click on the number of the scheme to go to the Data Entry Page
4. From the Actions Menu click on ACTIONS > AMEND
5. 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

1.  Click on the VIEW PREVIOUS VERSIONS link
   
2. Search from the modal for the version you would like to see
3. Select the version
   1. The system will now show the configuration of  the version you have selected.
4. To go back to the current version click on the CURRENT VERSION link under Main Information

Deleting Billing Term Schemes for Subscriptions