Back to Getting Started Guides for CRM.COM

Getting Started

Interested in Setting up Pricing. All you need to do is go through this Getting Started guide to find out all the powerful Pricing modules of CRM.COM used to define your normal price rates, define discounts that can either be added automatically or on agent's selection or provide subscribers with the possibility to be billed for a period longer than that of their normally contracted billing frequency, in exchange for a discount or convenience.

Pricing Getting Started guide gives you a complete picture of all the Pricing modules for CRM.COM. For a simple working CRM.COM model, only Price Plans are required to be set up, and Usage Service Catalogs if billing of Usage Services  (OTT services) is required.

Before you pull your sleeves up and start Pricing configurations, visit Getting Started with CRM.COM to complete the basic System configurations regardless of your line of business. Additional guides on Pricing, Rewards, managing Subscriptions and OTT business can be found in the related Getting Started User Guides

• /wiki/spaces/WIP/pages/10008366
• /wiki/spaces/WIP/pages/10008363 
• /wiki/spaces/WIP/pages/10008365
• Getting Started with OTT-based Subscriptions

What you need to get you started

In this Getting Started Guide you will find out about the following modules, related to Pricing

• Price Plans
  Set up your Price Catalogs, and add the rates for all the Products to be sold to customers.
• Usage Service Catalog
  Set up your Usage Service Catalogs, and add all the Usage Services, (Pay Per View (PPV) events and Video on Demand (VOD) events), along with the pricing and airtime for each.
• Additive Discounts
  Set up Discounts that can be applied either automatically or by user choice on a Subscription or a Job.
• Buy in Advance
  Set up Buy in Advance, to allow customers to be billed for a period longer than that of their normally contracted billing frequency, in exchange for a discount or convenience.

Setting up Price Plans

What Comes First

To start using Price Plans configure the System to support your business model. In the following table, you can find the modules related to Price Plans. Unlike other modules, Price Plans, do not have a configuration section. All you need to do is work with the Price Plan module available under Billing Application.

Sub-module	Type	Classification	Navigation	Dig In
Base Price Plan	Application		BILLINGPRICE PLANSMANAGE PRICE PLANS	Price Plans
Conditional Price Plans	Application		BILLINGPRICE PLANSMANAGE PRICE PLANS	Price Plans
Billing Term Scheme	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	Prepaid Subscriptions Normal Subscriptions Jobs

Step 1: Setting up Base Price Plans

Start by configuring the Base Price Plans. 

A Base Price Plan provides Rates for each included Service or Physical Good. Use Base Price Plans to define the basic price rates for each of your Products. You can also define additional rates for each Product that can be applied based on the period or their quantity. View the models below.

Price Plan Rates are grouped together through Price Plan Rate Classifications, based on the characteristics of the Services that they relate to:

• One Time Service Rates: Rates related with Services that will be charged only once based on their duration. e.g. Installation Service - €10/hour.
• Expenses Rates:  Rates related with Services that are provided and billed just once for a fixed amount of money. e.g. Start-Up fee - €30.
• Termed Service Rates: Rates related with Services that will be charged on a recurring basis based on their quantity and not their usage:  e.g. Fox News - €2/month.
• Physical Goods Rates: Rates related with Physical Goods. e.g. Decoder - €50.

Additionally, you can define Tiered Rates to both Flat Rate and Tiered Rate Models

• Flat Rate Model, Tiered Rate Levels
  

  This model is NOT cumulative; if the quantity falls into multiple Flat Rate levels, then the final price is equal to the Flat Rate price of the highest level. If the quantity does not fall into any quantity range, then the final price is equal to the Base Rate Price.

  
  For example, if from 1 to 1 unit the price is €10 and from 2 to unlimited units, the price is €8 then: 
  • A Service distributed once will be billed €10 
  • A Service distributed twice will be billed €8 (8*2)  
  • A Service distributed more than two times will again be billed €8 (8*x)  

• Tiered Rate Model, Tiered Rate Levels
  This model is cumulative; if the purchase of a Product falls into multiple tiers, then the final price is calculated by adding up the Base Rate and the rates of each tier.
  

  For example, if from 1 to 1 the price is €10 and from 2 to unlimited, the price is €8 then:

  
  
  • A Service distributed once will be billed €10
  • A Service distributed twice will be billed €18 (1*10) + (1*8)
  • A Service distributed three times will be billed €26 (1*10) + (2*8)

Using the above information add all of your Services and Physical Goods to the Price Plan.

• Base and Tier Amounts represent the whole amount, including VAT.
• Base Price Plans are Controlled Selection Entities; the Price Plan will only be available for users belonging to or collaborating with  Allowed Organisational units defined in the Price Plan. View Understanding Network Entity Types for a full description of Controlled Selection entities.

Step 2: Setting Up Conditional Price Plans

Conditional Price Plans are not mandatory as the Product rates can be taken from the Base Price Plans. A Conditional Price Plan is always associated with a Base Price Plan.  In case the Conditional Price Plan conditions are violated and cannot be applied for billing then the rates are taken from the Base Price Plan.

A Conditional Price Plan allows you to provide different (usually discounted) rates on groups of customers that can be distinguished by common characteristics. For example, you can have a Conditional Price Plan that will apply a 0 rate for all of the Products, if the customer is classified as a VIP.

Conditional Price Plan conditions are divided into two categories: 

• Conditions to select a Price Plan
  Applicable when creating or modifying a Subscription or Job.
• Conditions to apply a Price Plan
   Applicable during the actual billing of a Subscription or Job.

 

Step 3: Setting up Billing Term Schemes

Once Price Plans are created, they must be added to the Billing Term Schemes from where will be selected (Billing Term Schemes are chosen when creating Subscriptions on Jobs.  The appropriate Price Plans are made available depending on the selected Billing Term Scheme.

Configure the following section accordingly:

•  Billing Term Schemes- Allowed Attributes: Add the created Price Plans to the Price Plans Allowed Attributes tab and select which one will be set as the default. 
  

Do It Yourself!

Let's see how you can quickly set up the System to start using Price Plans module for business.

No configuration is necessary for the modules, sections and attributes not mentioned below.

 

Base Price Plan

• First, create the Price Plan.

• Once done, you can start adding the rates into your plan.

• Check the table below and see the rate Type and rate model that should be used to satisfy each requirement

Main Price Plan

Product Name	Product Rate Type	Rate Model	Base Amount	Tiered Price				Comments
				Tier Level	From	To	Tier Amount
Start Up Fee	Expense	Flat Rate	€5					TV Subscription Start up fee Start up fee: €5 Tiered Rates not allowed for Rate Type: Expenses
Repairs	One Time Service	Flat Rate, Duration Based	€20					Repairs based on the duration providing a flat rate €20 per hour 1 hour: €20 per hour 2 - 5 hours: €15 per hour 6- unlimited: €10 per hour i.e. 5 hours of repairs = 5*15 = €75
				1	1	1	€20
				2	2	5	€15
				3	6	Unlimited	€10
Installation Service Fee	One Time Service	Tiered Rate, Duration Based	€20					Installation Service Fee based on the duration providing a tiered rate €20 per hour 1 hour: €20 per hour 2 - 5 hours: €15 per hour 6 - unlimited: €10 per hour i.e. 5 hours of repairs = (1*20)+(4*15) = €80 5 hours of repairs = (1*20) + (4*15) = 80
				1	1	1	€20
				2	2	5	€15
				3	6	Unlimited	€10
Antenna	Physical Good	Flat rate, quantity based	€10					Antennas based on the quantity providing a flat rate Antennas 1 : €10 2 : €9 3 : €8 4 - Unlimited: €7 i.e., buying 3 antennas = 3* €8 =  €24 Buying 3 antennas = 3* €8 =  €24
				1	1	1	€10
				2	2	2	€9
				3	3	3	€8
				4	4	Unlimited	€7
Decoder	Physical Good	Tiered Rate, quantity based	€10					Decoders based on the quantity providing a tiered rate Decoders 1 : €10 2 : €9 3 : €8 4 - Unlimited: €7 i.e. Buying 3 decoders = €10 + €9 + €8 = €27 Buying 3 decoders = €10 + €9 + €8 = €27
				1	1	1	€10
				2	2	2	€9
				3	3	3	€8
				4	4	Unlimited	€7
Gold	Termed Service	Tiered Rate Maturity Based	€20					Gold Service Subscription, based on a monthly fee having a three months trial period, so that: For the first three months, the Subscription costs €0 per month Starting from the fourth month the subscription costs €20 per month Subscription billed for a year: (3*0) +(9*20) = €180
				1	1	3	0
				2	3	Unlimited	€20
Eurosport 1	Termed Service	Flat Rate Quantity Based	€5					Eurosport 1, based on the number of distributors that the Services are distributed at and the rate should be flat. VOD Subscription Service Only Main Distributor (i.e.,1) : €5 Main and Twin 1 Distributors (i.e., 2) : €4 Main, Twin 1 & Twin 2 Distributors (i.e., 3) : €3 For any additional distributors (i.e., <= 4) : €2 Service is distributed on 4 distributors = 4*2 =€8
				1	1	1	€5
				2	2	2	€4
				3	3	3	€3
				4	4	Unlimited	€2
PPV Service	Termed Service	Tiered Rate Quantity Based	€5					PPV service fee, based on the number of distributors that the Services are distributed at and the rate should be tiered. PPV Subscription service Only Main Distributor (i.e.,1) : €5 Main and Twin 1 Distributors (i.e., 2) : €4 Main, Twin 1 & Twin 2 Distributors (i.e., 3) : €3 For any additional distributors (i.e., <= 4) : €2 Service is distributed on 4 distributors = (1*5) + (1*4) + (1*3) + (1*2) = €14
				1	1	1	€5
				2	2	2	€4
				3	3	3	€3
				4	4	Unlimited	€2

Setting up Usage Service Catalogs

Usage Service Catalogs are used to maintain information related to Usage Services, which are provided upon customer request and charged based on their usage. Information included in Usage Service Catalogs includes the pricing of the Service, the Service provider and their identifier, as well as information related to the validity of the Services. The Over-The-Top (OTT) business model is supported by using Usage Service Catalogs.

 

What Comes First

To start using Usage Service Catalogs configure the System to support your business model. In the following table, you can find the configuration modules related to Usage Service Catalogs.

Usage Service Catalogs do not have optional configuration modules. However, Usage Detail Records optional configuration modules can be used by the Usage Service Catalogs Definition and Usage Service Catalogs.
A related setting in Billing Term Definitions is provided under the configuration of Usage Service Catalogs, as it is directly related to the Billing of Usage Services ordered through the Usage Service Catalogs.

 

Sub-module	Type	Classification	Navigation	Dig In
Usage Service Catalogs Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONUSAGE SERVICE CATALOGSSET UP USAGE SERVICE CATALOG DEFINITIONS	Usage Service Catalogs
Usage Service Catalogs	Application		BILLINGUSAGE SERVICE CATALOGSMANAGE USAGE SERVICE CATALOGS	Usage Service Catalogs
Billing Term Definition	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	Subscriptions

Step 1: Setting up Usage Service Catalogs Definitions

First, you must set up the Usage Service Catalog Definitions. 

Usage Service Catalogs Definitions are a set of business rules used to control the behaviour of Usage Service Catalogs throughout their Life Cycle.  

Through the Definition you can:

• Define the values of related allowed entities.
  • Usage Service Types: the Product Types which can be included in Usage Service Catalogs. Only Product Types which are classified as Usage Services can be specified in this section.
  • Provisioning Providers: the Providers who can be used for processing the Provisioning Requests.
• Define Default values for Services of specific Types.
  Also provide default rates for Service Types in the Definition. These (updatable) rates will be automatically selected when creating new Catalogs using the specific Services.

Step 2: Creating Usage Service Catalogs

With Usage Service Catalog Definitions in place you are ready to start creating your Usage Service Catalogs, through which you can define the following:

• The Provisioning Provider that will be responsible for the provisioning Usage Services defined in the specific Usage Service Catalog.
• The period for which the Catalog will be valid. Multiple periods or always valid can be defined.
• All the Usage Services that should be provided (the services created in the Products module).
  For each Service, define the following:
  • Base Rate: The price of the Service for Billing.
  • Provisioning ID: The CA ID required by the Provisioning Provider to identify each Service.
  • Start and End Time: the periods for which the Service should be available for ordering.

  • Tiered Rates: You have the option to provide conditional rates which are different than the specified Base Rate. For example, provide a different rate for the Service if it is used during a specific period or provided via specific devices.
    

    Usage Detail Record configuration modules must be configured to define related conditions for the Tiered Rates.

• Define conditions related to Subscriptions or Accounts Receivable which will determine whether the Usage Service Catalog is available for selection. 
  Usage Service Catalogs will be filtered (when adding a Service on the Subscription) based on the conditions defined in the Usage Service Catalog. 

Step 3: Setting up Billing Term Definition Rules

Billing Term Definition Rules include validations and restrictions that will be used across Billing Terms, regardless of their Scheme. Specifically, through Billing Term Definitions you can define the Billing Rules that should be applied on Usage Services based on a set of conditions. These rules are only applicable for Normal Billing Term Schemes. If the Usage Service is added on a Prepaid Subscription then it is billed immediately after execution of the Action.

Configure the following section according to your requirements.

• Billing Term Definitions - Usage Service Billing Term Rules (For Normal Subscriptions)
  • Maximum unbilled amount threshold: Define the maximum rated total amount of all Usage Services that needs to be reached in order for them to be included in a Bill. 

  • Maximum number of unbilled UDRs:  Defines the maximum number of unprocessed Usage Detail Records required in order for Usage Services to be included in a Bill.

Do It Yourself!

Let's see how you can quickly set up the System to start using Usage Service Catalogs and the UDRs module for OTT business. In our example, we will create a catalog for the three Usage Services that were created in the products example. The three movies which can be provisioned via Nagra Media Live Provider are normally charged €3 and €2 if ordered between 00:01 and 6:59. Every time a movie is ordered it is billed directly.

No configuration is necessary for the modules, sections and attributes not mentioned below.

Usage Detail Record Type

UDR Type
Usage Services

Usage Service Catalog Definition

Life Cycle State	Allowed Attributes		Default Rates per usage service Type
	Usage Service Types	Provisioning Providers	Service Type	Base Rate	Tiered Rate	Conditions
Active	Usage Services	Nagra Media Live	Usage Services	3	2	Usage Start Time: 00:01 Usage End Time: 06:59

Usage Service Catalog and Αdd Usage Services

Provisioning Provider	Validity	Usage Services					Subscription Conditions
		Usage Service	Base Rate	Provisioning ID	Tiered Rate	Conditions
Nagra Media Live Platform	Always Valid	Braveheart	3	1AQ8	2	Usage Start Time: 00:01 Usage End Time: 06:59	Termed Subscription Service: PPV Movies
		Serendipity	3	1AQ9	2	Usage Start Time: 00:01 Usage End Time: 06:59
		Limitless	3	1BQ1	2	Usage Start Time: 00:01 Usage End Time: 06:59

Setting up Additive Discounts

Additive Discounts are used to generate discounts when certain predefined conditions related to the customers' Accounts Receivable, Subscriptions and Jobs are met. They can be applied automatically by the System during Billing or Ad Hoc by agents.

To be able to add Additive Discounts to your Subscription or Job, you must create the Additive Discount Definitions, where each Definition represents a discount that you can apply. 

What Comes First

To start using Additive Discounts configure the System to support your business model. In the following table, you can find the configuration modules related to Additive Discounts.

Sub-module	Type	Classification	Navigation	Dig In
Ad Hoc Discount Definitions	Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discount Definitions for Subscriptions Configuring Additive Discount Definitions for Jobs
Auto Apply Discount Definitions	Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discount Definitions for Subscriptions Configuring Additive Discount Definitions for Jobs
Billing Term Schemes	Configuration		CONFIGURATIONBILLING APPLICATIONBILLINGSET UP BILLING TERM SCHEMES	Configuring Normal Billing Term Schemes for Subscriptions Configuring Prepaid Billing Term Schemes for Subscriptions Configuring Billing Term Schemes for Jobs

  Step 1: Setting up Ad Hoc Discount Definitions

Start by configuring your first Ad Hoc Discount Definitions, which will be made available for agents to add on Subscriptions or jobs if the conditions defined in the criteria sections are met.

Via the Additive Discount Definitions page start creating your definition by providing the following information

• Type: Select Ad Hoc 
• Classification: Define if the discount will be used for Subscriptions or Jobs
• Discount Settings: Define Settings, such as the discount amount, the validity, the number of time the discount can be applied etc.
  • Amount: Define the discount amount, percentage or the free period
  • Validity: Select the period for which the discount will be available
  • Duration: Provide duration using a plethora of conditions on when the discount will be applied and when it will expire
  • Discounted Products: Provide the products that the discount should be applied to
  • Approval Settings: Ad Hoc discounts have additional security where the discount should be approved before it is taken into consideration by Billing
  • Criteria: Select from a list of conditions that can be applied as conditions to the selection and application
  • Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359

  • Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance requests
    

    Note that criteria based on Usage services and specific Non-usage criteria are only available for Subscriptions

     

• Allowed Organisational Units:  Additive Discounts are Controlled Selection entities, which means that they can only be selected by specific users once created. The users that will have access to the discount will be the ones that belong to an Organisational unit that has been defined in the Allowed Organisational Unit tab of the definition or belongs to an organisation collaborating with one of the allowed organisational units

Step 2: Setting up Auto Apply Discount Definitions 

Apart from Ad-Hoc Discounts now you can start configuring Auto Apply Discount Definitions, which will be automatically applied to a Subscription or a Job if the conditions defined in the criteria sections are met. 

• Type: Select Auto Apply
• Classification: Define if the discount will be used for Subscriptions or Jobs
• Discount Settings: Define Settings, such as the discount amount, the validity, the number of time the discount can be applied etc.
  • Amount: Define the discount amount, percentage or the free period
  • Validity: Select the period for which the discount will be available
  • Duration: Provide duration using a plethora of conditions on when the discount will be applied and when it will expire
  • Discounted Products: Provide the products that the discount should be applied to
• Criteria: Select from a list of conditions that can be applied as conditions to the selection and application
  • Usage Criteria: Select from a list of criteria based on Usage Services and /wiki/spaces/WIP/pages/10008359

  • Non-Usage Criteria: Select from a list of criteria related to Subscriptions, Accounts Receivable, Segments, Price Plans, Products and Buy in Advance requests
    

    Note that criteria based on Usage services and specific Non-usage criteria are only available for Subscriptions

Step 3: Setting up Billing Term Scheme

To create either a Job or a Subscription, a Billing Term Scheme must be selected. To be able to use Additive Discounts for Subscriptions and Jobs then its Billing Term Scheme will need to support Flexible Pricing.

Configure the following section accordingly

•  Billing Term Schemes- Billing Rules: The Discount Option will need to be set to FLEXIBLE PRICING for any additive discount (ad-hoc or auto apply) to be allowed.

Do it Yourself!!

Setting up Buy in Advance

Buy In Advance is a financial function which provides subscribers with the possibility to be billed for a period longer than that of their normally contracted billing frequency, in exchange for a discount or convenience.

What Comes First

To start using Buy in Advance configure the System to support your business model. In the following table, you can find the configuration modules related to Buy in Advance

Sub-module	Type	Classification	Navigation	Dig In
Buy in Advance Definitions	Configuration		CONFIGURATIONBILLING APPLICATIONBUY IN ADVANCESET UP BUSINESS DEFINITIONS	/wiki/spaces/WIP/pages/10008418
Additive Discount	Application		BILLINGADDITIVE DISCOUNTSSET UP BUSINESS DEFINITIONS	Configuring Additive Discount Definitions for Subscriptions Configuring Additive Discount Definitions for Jobs

Step 1: Setting up Buy in Advance Definitions

First, you will need to configure the Buy in Advance Definition, which is a set of business rules used to control the behaviour of Buy in Advance throughout their whole life cycle. Via the definition, you can define the length for which Buy in Advance requests can be submitted, while having the option to define conditions for each allowed defined period. Only one active Buy in Advance definition can exist at any given time, and, if no active Buy in Advance definition exists, then no Buy in Advance request can be created.

Start by creating your Buy in Advance definition

• Allowed Duration: This is a range of time for which a Buy In Advance Request may be created.

• Subscription Types: Define Subscription types per Allowed duration which will be used as a condition. For example, you may want to define a specific Buy in Advance period to only be available to specific Subscription types.
  You can define multiple periods (range of time), and this can be overlapping however in this scenario make sure that you have defined different Subscription Types for each allowed period.

Step 2: Create an Additive Discount for Buy in Advance

The discounted price provided to customers that request a Buy in Advance, can be configured via Additive Discounts.
Create Auto Apply Subscription Discounts setting the Buy in Advance period in the criteria. Follow the information provided in Auto Apply Additive Discounts section above

Do it Yourself!!

Using the Software

Having set up CRM.COM based on your business requirements, you are ready to experience the capabilities of the System. View our Application Manuals area, which includes manuals dedicated to each submodule, and discover the functionality of each CRM.COM Module designed to help you complete your business transactions or just check out this section to find out how to work with the Pricing Modules explained in this Getting Started Guide.

Managing Price Plans

Module	Navigation	Dig In
Job	CRMJOBSMANAGE JOBS	Managing Jobs
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Managing Subscriptions /wiki/spaces/WIP/pages/10008670 /wiki/spaces/WIP/pages/10008661

Adding a Price Plan on a Job

You are now ready to start using the Price Plans you created and add them to a Job

• Navigate to Jobs and create a new Job
• Go to Job Information tab and select a Job Type 
• Once the Job type is selected, you will be required to select a Billing Term Scheme
• Once you select a Billing Term Scheme you will be required to select a Price Plan.
  The system will make available all Base Price Plans added in the Allowed Price Plans of the Billing Term Scheme and any Conditional Price Plans that their conditions are met. 
• Select the Price Plan you would like to bill the Job from.

Changing the Price Plan on a Job

CRM.COM allows you to change the Price Plans you have added on a Job, given that is is not already billed.

• Navigate to Jobs and search for an incomplete Job
• From the Data Entry screen click on ACTIONS > AMEND JOB TERM
  The system will make available all Base Price Plans added in the Allowed Price Plans of the Billing Term Scheme and any Conditional Price Plans that their conditions are met. 
• Select the Price Plan you want to apply 
  

Adding a Price Plan on a Subscription

You are now ready to start using the Price Plans you created and add them to a Subscription

• Navigate to Subscription and create a new Subscription
• Go to Subscription Terms tab and select a Subscription Type 
• Once the Subscription Type is selected you will be required to select a Billing Term Scheme
• Once you select a Billing Term Scheme you will be required to select a Price Plan.
  The system will make available all Base Price Plans added in the Allowed Price Plans of the Billing Term Scheme and any Conditional Price Plans that their conditions are met. 
• Select the Price Plan you would like to bill the Subscription from.

Changing the Price Plan on a Subscription

CRM.COM allows you to change the Price Plans you have

• Navigate to Subscription and search for a Subscription 
• From the Data Entry screen Preview & Action Panel click on AMEND BILLING TERMS found under Subscription Related Actions
  The system will make available all Base Price Plans added in the Allowed Price Plans of the Billing Term Scheme and any Conditional Price Plans that their conditions are met.
• Select the Price Plan you want to apply

Using Usage Service Catalogs

Usage Service Catalogs hold all the Usage Services allowed to be ordered by Subscribers. Once set up in the System, they can be ordered and added to Subscriptions.

Module	Navigation	Dig In
Manage Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Managing Subscriptions
Add Service Usage	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Add Service Usage

Adding Usage Services on Subscriptions

Usage Services can be ordered and added to 'Effective' Subscriptions which already have an 'Effective' termed Service, on which, Usage Services will be related. To add Services to the Subscription you must use the "Add Service Usage" action which is available in the Action Panel of the Subscription Data Entry page. The action allows you to select from the available Usage Services defined in one of the active Usage Service Catalogs. 

The available Usage Services are first filtered based on any conditions that are set in the Usage Service Catalogs and then based on the date that the Usage Service addition is scheduled to be executed which is compared against their Validity defined in the Usage Service Catalogs. 

Usage Services are submitted and related to a Termed Subscription Service. Therefore the selection of a Termed Subscription Service is mandatory along with the UDR Type. Additional information that will be used for the creation of the UDR such as usage method, device, source system, usage amount, source category and destination category, can be defined here.

Managing Additive Discounts

Module	Navigation	Dig In
Job	CRMJOBSMANAGE JOBS	Managing Jobs
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Provide Ad Hoc Discount (Subscriptions)

Adding an Ad Hoc Discount on a Job

You are now ready to start adding Ad Hoc  Discounts to Jobs

• Navigate to Jobs and search for an incomplete Job
• From the Data Entry screen click on ACTIONS > PROVIDE AD HOC DISCOUNT
  The system will make available all Ad Hoc Discount definitions that can be selected for the Job based on the conditions set.
• Select a Discount Definition and provide any additional information required before submitting the discount

Adding an Ad Hoc Discount on a Subscription

You are now ready to start adding Ad Hoc Discount to Subscriptions

• Navigate to Subscription and search for a Subscription 
• From the Data Entry screen Preview & Action Panel click on PROVIDE AD HOC DISCOUNT  found under Subscription Related Actions
  The system will make available all Ad Hoc Discount definitions that can be selected for the Job based on the conditions set.
• Select a Discount Definition and provide any additional information required before submitting the discount

Managing Buy in Advance

Module	Navigation	Dig In
Subscriptions	BILLINGSUBSCRIPTIONSMANAGE SUBSCRIPTIONS	Submit Buy in Advance Request

Creating Buy in Advance request for a Subscription

You are now ready to start applying Buy in Advance requests on Subscription

• Navigate to Subscription and search for a Subscription 
• From the Data Entry screen Preview & Action Panel click on SUBMIT BUY IN ADVANCE REQUEST found under Subscription Related Actions
• Provide the duration for which the customer would like to be pre-billed and submit the request

Integrating with CRM.COM

Are you a web developer? Are you interested in integrating with CRM.COM? 

Click on the links below for a complete description of the available Web APIs 

• Additive Discounts
  
  •  Additive Discounts Web API
• Buy in Advance
  
  •  Buy in Advance Web API
• Usage Service Catalogs
  
  •  Usage Service Catalogs Web API
  •  Usage Service Catalogs Configuration Web API
• Usage Detail Records
  
  •  Usage Detail Records Web API
  •  Usage Detail Records Configuration Web API