AVAILABLE FROM CRM.COM R9

What does this section cover?

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

Price Plan Adjustment Runs attributes 

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
   
   

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

   1. Select from the available options according to what you would like to achieve
      1. RUN NOW: Will be executed once, now 
      2. RUN ON SPECIFIC DATE/TIME: Will be executed once, at the date defined
      3. RUN REPEATEDLY: Will be executed, starting and ending at a defined date/time and will be repeated every X UOT where UOT can be from seconds to Years
      4. ADVANCED SCHEDULING: Will be executed, starting and ending at a defined date with powerful repetition options from daily to yearly

   2. Run Now

      
       

   3. Run On Specific Date / Time

      1. Start Process
         1. Click on the calendar select the date and time the run should start being executed. 
            
         2. Once selected click on "DONE"
            

   4. Run Repeatedly

      1. Start Process - On a Specific Date
         1. Click on the calendar select the date and time the run should start being executed. 
         2. Once selected click on "DONE"
      2. OR Start process - After a period of time
         1. Provide how long after current date/time the process should begin
             
      3. Repeat Process
         
         1. EVERY: Type a number (INTEGER)
         2. UOT: Select between
            1. Seconds
            2. Minutes
            3. Hours
            4. Days
            5. Weeks
            6. Months
            7. Years
               
               
      4. End Process
         1. Select between
            1. Never End
            2. On a specific date (define the date)
            3. After a period of time (define period of time)
                

   5. Advance Scheduling

      1. Start Process
         1. Click on the calendar select the date and time the run should start being executed. 
         2. Once selected click on "DONE"
             
      2. Repeat Process
         1. Select between
            1. Daily : Define every how many days 
            2. Weekly: Select specific days of the week 
            3. Monthly:Define every how many months or on a specific day of the month
            4. Yearly: Define a specific date/month or a specific day of a month, such as the 1st Sunday of every January
               
      3. End Process
         1. Select between
            1. Never End
            2. On a specific date (define the date)
                
    

6. LOG INFORMATION

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7. From the Top Menu click on SAVE

Executing a Price Plan Adjustment Runs

Modifying a Price Plan Adjustment Runs

Deleting a Price Plan Adjustment Runs

Deleting a scheduled job of the specific Run

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

Reading Price Plan Adjustment Runs Logs