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Learn to work with usage service catalogs |
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On this page
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Overview
Usage Service Catalogs maintain information related to services which are provided upon customer request and charged based on their usage. Usage services may vary from movies (PPV and VOD) to video games or telephone calls or even petrol and gas, depending on your line of business.
Major features
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Overview
Usage Service Catalogs (USCs) contain products that are offered on customer request and charged based on their consumption. USCs offer information on the pricing and validity of products and options for integrating CRM.COM with third-party provisioning systems.
Usage service catalog features
- Usage Service Catalogs (USCs) are required for the operation of the over-the-top (OTT) business model, as services include pay-per-view (PPV) or video on demand (VOD) movies, video games, and telephone calls.
- USCs are not limited to services. The catalogs can also contain physical goods, such as fuel, supporting diverse lines of business.
- Usage services are added, managed and billed through the Add Usage Service subscription action.
- Usage services from more than one catalog can be added to the same subscription.
- The presence of a termed subscription service can be required for the addition of services.
- Each time a service is added, a Usage Detail Record (UDR) is created for billing purposes.
- UDRs of billed services can be imported into CRM.COM from external systems, to provide additional discounts.
- Standard rates for services of the same type can be defined through USC definitions, to simplify the process of creating catalogs.
Setting Up Usage Service Catalogs
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Configuration > Finance Application > Usage Service Catalogs |
Business definitions
Usage Service Catalog |
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Definitions
A usage service catalog definition is the set of business rules that determine the behavior of catalogs maintained in the system. Define the allowed usage service types and the provisioning providers available when creating a usage service catalog, as well as default billing rates for different type of usage services to be added to catalogs.
Usage Service Catalog Definition Data Entry page
Definition fields
This table contains an explanation of the sections of the usage service catalog definition Data Entry page, a description of the usage of its fields and additional information
When creating a new catalog, the following must be defined:
- The types of usage services that will be offered through the catalog
- Default billing rates for each service that can be added to the catalog
- The available provisioning providers.
Definition fields
The table describes the sections of the Usage Service Catalog Definition Data Entry page and explains how the fields on the page are used.
Mandatory Configurable
Allowed Attributes Defines the attributes that can be used for creating or modifying Usage Service Catalogs.usage service catalogs | ||||
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Provisioning Providers | If services are related to third party provisioning providers then the catalog can be related to the provider, so that required information (such as, provisioning id) is directly provided from the catalog instead of the provider. Define the providers that will be available for selection when creating new service catalogs Define the providers that will be available when creating a new service catalog, and a default provider. If a third party offers the service, then the provider and provisioning ID will be available directly from the catalog. | |||
Usage Service Types | Defines the pool of products that you can choose from to add to yout usage service catalogs. You can select only product types classified as 'Usage Services', and also define the default product type which is automatically selected when adding a new usage service product Define the product types that can be added to the catalog and the default type when creating a new catalog. | |||
Default Rates per Per Usage Service TypeTo limit the time needed to setup your catalogs, you can predefine Predefined rates based on theproduct type . In this way each product added will get the rate definedspeed up the setup of catalogs. The rate for each added product type is assigned in the definition for its type and you only amend to a different rate if needed. | Usage Service Type: The usage service type whose usage services will have predefined rates when added to a catalog.Tiered Rates | The tiered rates of the specified usage service typeand can be modified | ||
Rated: Enable for usage services imported to CRM.COM (through the WEB API) whose billing rates are determined by third-party systems. When checked, the 'Base Rate' and 'Tiered Rates' fields in the catalog will be unavailable. Apply Additional Discount: Enable to allow the application of additional discounts to rated usage services through CRM.COM. Unit of Measurement: The unit used for rating usage services of the specific product type; the field is read-only and defined when the UDR type is selected. Base Rate: The basic charge for the service type, which is applied if tiered rates are not defined or their conditions are not fulfilled. | ||||
Tiered Rates | ||||
Manual Link | Area | Description | ||
Products | Product Types and Products | The product types that you would like to provide a rate for must already be configured.Used to provide discounted rates as long as the conditions are met. Several tiered rates can be specified as long as their conditions do not overlap. Each rate is defined in a different row and it will be applied only if the row conditions defined on the row are met. You can define multiple rates but the conditions should not overlap. Tiered rates consist of the following:
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Related configuration areas
The following modules are related to price plans and must be configured in order to be able to start using them
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Related configuration areas
The following modules are related to usage service catalogs and may be configured for the usage service catalogs module to operate at its full capacity.
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Products | Product types and products | Product types must be configured so that they can be rated. |
Usage Detail Records (UDRs) | Setting up UDRs | Attributes used as conditions in the tiered rates of catalogs and of catalog definitions must be set up. |
Billing term scheme | The maximum number of unbilled UDRs that can be present in the system and the maximum total unbilled amount resulting from ordered UDRs (within a subscription), must be defined. | |
Additive Discounts | Additive discount definitions | Define discounts for usage services. |
Using Usage Service Catalogs
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Finance > Product & Pricing > Usage Service Catalogs > Manage Usage Service Catalogs |
Usage Service Catalog Data Entry page
Usage service
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catalog fields
This table contains an explanation of The table describes the sections of the usage service catalogs Data Entry page, a description of the usage of its fields and additional informationthe Usage Service Catalog Data Entry page and explains how the fields on the page are used.
Mandatory Configurable
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Tiered Rates | Through tiered rates provide rates which are different than the base rate and are applied given that certain conditions are met. Multiple rates can be specified but the specified conditions should not overlap. At least one condition should be specified if a rate is specified. Tiered rates consist of the following:
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Subscription Conditions Defines conditions related with subscriptions that should be fulfilled for the Usage Service Catalog and its services to be available for selection when adding services to the subscription Multiple rows can be added in each Condition section. For example, in Subscription Type conditions three Subscription Types can be added. At least one of the conditions should be fulfilled for the Usage Service Catalog to be available. If conditions are added in multiple sections, e.g. an Account Classification and Subscription Type, then both conditions must be met | |||
Types | The type the subscription should be of to be allowed to add services from the catalog. | ||
Billing Term Schemes | The billing term scheme the subscription should have to be allowed to add services from the catalog. | ||
Price Plans | The price plan the subscription should have of to be allowed to add services from the catalog. | ||
Termed Subscription Services | The termed services belonging to the subscription. Only termed services or termed service types can be defined. | ||
Termed Service Requirements: There are cases where in order to order a usage service, such as a movie you would like your subscribers, to be paying a monthly service fee like a subscription fee to the VOD service. Subject to business rules, subscribers can be charged a monthly service fee (such as a VOD service subscription fee) as a prerequisite for ordering a usage service (e.g., a movie). The service fee can be defined in CRM.COM as a an optional termed service, and be set as a condition to allow a subscriber to order a movie. In other cases you might want to allow subscribers to order usage service with no prerequisites. According to your business rules select the appropriate setting.
Provisioning Provider: If services are related to third party provisioning providers then the catalog can be related to the provider, so that required information (such as, provisioning id) is directly provided from the catalog instead of the provider. Life Cycle State: The life cycle state of the usage service catalog which can be one of the following.
Note that only services from 'Effective' usage service catalogs can be added to subscriptions. | |||
Validity | |||
Defines the period for which the catalog is available and its services can be used to be added to subscriptions; validity can be set to always, for a user defined period or from a date onward. For example you can provide your customers with a number of services, such as movies that will only be available during Summer months. | |||
Usage Services | |||
. Select between:
Installed Item Requirements: Subject to business rules, subscribers may need to have a registered installed item on their subscription to be allowed to order a usage service.
Provisioning Provider: A catalog is associated with a third-party service provider, so that information (such as the provisioning ID) can be obtained directly from the catalog. The provider must be defined in the active usage service catalog definition to be available for selection. Life Cycle State represents the operational condition of the catalog, which can be:
Services can only be added to subscriptions from 'Effective' usage service catalogs. Accounts Receivable (available if the catalog is assigned to a corporate customer): The account that the catalog is used for, according to the pricing agreement. | |||
Validity | |||
The period during which the catalog is available and its services can be added to subscriptions. E.g., certain movies are only available during the summer months. Validity can be set to 'Always Valid' or 'Valid for Specific Period'. | |||
Usage Services | |||
The list of offerings of the specific catalog, their rates (which can be conditional) and their validity. Usage Service: An offering from the specific catalog. Only services of the type designated in the active usage service catalog definition can be added.
Apply Additional Discount: Enable to allow the application of additional discounts to rated usage services through CRM.COM. Unit of Measurement: The unit used for rating usage services of the specific product type; the field is read-only and defined when the UDR type is selected. Currency: in which the USC base rate is specified for the specific USC and product (must be different than the system currency as defined in the Global Settings). Base Rate: The basic charge for the service type, which is applied if tiered rates are not defined or their conditions are not fulfilled. Provisioning ID: Identification supplied for each service by the third-party provider. An ID must be provided for all usage services whose product type is classified as a provisioning service. Start Date / Time: when the provisioning of a service (such as a pay-per-view show) will begin. E.g., at 09:00 on 1 Jan. 2017. End Date / Time: when the provisioning of the service will end. E.g., 00:00 on 2 Jan. 2017. Tax Model: Define whether the base and tiered rates of the specified usage service catalog are tax inclusive. By default, the tax rate follows the model defined in the Tax Definition. | |||
Tiered Rates | Used to provide discounted rates as long as the conditions are met. Several tiered rates can be specified as long as their conditions do not overlap. Each rate is defined in a different row and applied if the row conditions are met. Each rate is defined in a different row. Tiered rates consist of:
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Subscription Conditions | |||
Define the Types of subscriptions, Billing Term Schemes, subscriber Price Plans and Termed Subscription Services that should be present on subscriptions to enable the addition of services from this catalog. Multiple rows can be added in each section and at least one of the conditions should be fulfilled in each row for the usage service catalog to be available. Conditions added in multiple sections (such as an account classification and subscription type) must all be fulfilled. | |||
Accounts Receivable Conditions | |||
Define the accounts receivable Classifications and Credit Ratings that enable the addition of services from this catalog. Multiple rows can be added in each | Condition section. For example, in Subscription Type conditions three Subscription Types can be added. At section and at least one of the conditions should be fulfilled in each row for the | Usage Service Catalog to be available. If conditions are added in multiple sections, e.g. an Account Classification and Subscription Type, then both conditions must be met. ||
Classifications | The classification of the account handling the billing of the subscription should have to be allowed to add services from the catalog. | ||
Credit Ratings | The credit rating of the account handling the billing of the subscription should have to be allowed to add services from the catalogusage service catalog to be available. Conditions added in multiple sections (such as an account classification and subscription type) must all be fulfilled. |
Creating and processing usage service catalogs
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Actions are subject to validations which Validations take place before an action is initiated (prerequisite) or after it is submitted (postcondition). |
Selecting and creating
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usage service catalogs
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Navigate to usage service catalogs and specify Specify the criteria that match the usage service catalogs you are interested in , or click on use NEW from the Actions Menu menu to create a new usage service catalog. Proceed by providing Provide the mandatory information as defined in the attributes table above before you and SAVE the catalog. Make sure that the The life cycle state of the catalog is set to must be 'Effective' and the validity dates are set correctly in order to be able to start adding services from the catalog services to a subscription from the catalog.
Editing existing usage service catalogs
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Use EDIT from the Actions Menu menu to enter edit mode and add new usage service rates, edit or delete existing ones or change existing usage service rates or change the validity and conditions set on the catalogin the catalog.
Additional Information
Prerequisites | Catalogs can only be updated if their life cycle state is:must be in a 'Draft' , ' EffectiveEffective' or 'Not Effective' life cycle state to be updated. |
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Postconditions | Usage services already included in the catalog can be removed only if catalog's life cycle state is:from catalogs in a 'Draft', 'Effective' or 'Not Effective' and (Service information life cycle state, provided that services added on subscriptions are already billed. Information on the service can be updated even if they are the service was added to a subscription and not already billed). |
Deleting a usage service catalog
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Use DELETE from the Actions Menu to delete a Usage Service Catalog, so that it is no longer available in remove a usage service catalog from the list of available catalogs.
Additional Information
Prerequisites | Catalogs can only be deleted if their life cycle state is : 'Draft' or 'Cancelled' and |
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as long as any services added on subscriptions are already billed. |
Canceling a usage service catalog
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Cancel a catalog Catalogs and its their included services so that it will are canceled so that they are no longer be available to be added to a subscription but will still available to subscriptions.
Canceled catalogs can still be viewed in the system. Cancelled catalogs They can be deleted but not modified.
To cancel a catalog while in from the Data Entry page click on Actions> Cancel from , click Cancel in the Actions Menumenu.
Additional Information
Prerequisites | Catalogs can only be cancelled if their life cycle state is:in a 'Draft' or, 'Effective' or 'Not Effectivee'and |
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Effective' life cycle state can be canceled, provided that services added on subscriptions are already billed. |
Changing the life cycle state of a usage service catalog
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Alter the The life cycle state of a catalog from 'Effective' to 'Not Effective' and vice versa, to control when usage services from the specific catalog are available for selection to add to a subscription. 'Effective' catalogs are available to subscribers, while usage service catalog can be changed from the Actions menu.
Select 'Set as Effective' to make the catalog available to subscribers. 'Not Effective' and , 'Draft' and 'Cancelled' catalogs are not . To change the state from the Actions Menu click on Actions > Set as Not Effective or Actions > Set as Effectiveavailable to subscribers.
Additional Information
Prerequisites | Catalogs can have their The life cycle state changed to ' Effective' if existing life cycle state is of a catalog can go from 'Draft' or 'Not Effective' Catalogs can have their life cycle state changed to ' Not Effective' if existing life cycle state is 'Effective'to 'Effective', and from 'Effective' to 'Not Effective'. |
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Usage Service Catalogs Business
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Example
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Scenario 1 Company ZX has introduced new packages for (over-the-top) OTT subscribers. The OTT packages include several PPV (Paypay-Perper-Viewview) movies. • Movies are charged €5.00 when provided between 00:01 and 6:59 and €10.00 at other timesduring the rest of the day. Orders can be placed through customers' Customers can place their orders from their decoders or by calling the Call Centrecall center. Solution To meet the above requirement the following system configurations must be performed: • Product Types (Type Service Usage)types of classification 'service' and service type 'usage' and 'termed' must be configured. Configuration Product Types
Products
Provisioning Provider example
Usage Service Catalog Definitions
Usage Service Catalog for Normal Subscribers
Usage Service Catalog for VIP Subscribers
Normal Billing Term Scheme
User Process
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Glossary
CRM.COM Term | Definition | |||||||
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OTT modelOver-the-top (OTT) | A broadcasting model that works with Over The Top content, that is audio, video, and other media where media (video, audio) are transmitted via the Internet as standalone products, without the need for a cable or satellite operator. | UDR -|||||||
| Subscription Usage Detail Record. UDRs are used to hold raw information (UDRs) | Information describing the use of Usage Subscription Services. For more information view Usage Detail Records.usage subscription services. | ||||||
| Provisioning Providers are thirdThird-party systems conditional access (CA) and over-the-top (OTT) platforms with which CRM.COM integrated and are used integrates to provide Services to subscribers services such as Video Contentvideo content, Telephony telephony or games. | |||||||
Termed Service | Services that are billed on a term and cycle continuouslyA service that is provided continuously and billed for a recurring period, regardless of usage. | |||||||
Subscription | A collection selection of customer services billed on a recurring, usage or one-time basis. | |||||||
Accounts Receivable | An accounts receivable is a A ledger of the financial transactions carried out between a company and its customers, such as invoices and payments. |
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