Table of Contents
Navigating to Price Plan Adjustment Definitions
BILLING > PRICE PLANS - PERFORM PRICE PLANS ADJUSTMENT RUNS
What are Price Plan Adjustment Definitions?
Price Plan Adjustment Run Definitions are used to define rules for runs that will adjust Price Plan Rates whenever the VAT rate of a product included in the Price Plan changes.
Runs will create a new version of each affected Price Plan and calculate the new rate for products whose VAT rate has changed.
Run Definitions must be submitted as soon as they are created and are executed one time or on a recurring basis, based on the defined scheduling Settings. Once a Definition is executed, a Process Run is logged and after the Run is completed, the log information is available on the respective tab.
The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).
A Definition must be in an 'Effective' Life Cycle State to be submitted. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.
- Navigate to Price Plan Adjustment Definitions and explore existing entries via the Summary page.
Click on the link (name or number) of the entry of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition or modify (EDIT) an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Price Plan Adjustment, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Price Plan Adjustment fields.
Validations & Restrictions
| Action | Validations | Restrictions | Additional Information |
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| General |
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| Create |
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| Edit |
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| Delete |
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Attributes
An * indicates a field is mandatory.
Name | Description |
|---|---|
| Main Information | |
| Number | An auto-generated number that uniquely identifies the Price Plan Adjustment Run Definition. |
| Name* | The name of the Definition. |
| Alternative code* | An alternative code for the Definition. Unless otherwise specified, the codes for new Definitions default to the Definition's Name initials in capital letters. |
| Description | A description of the Definition. |
| Life Cycle State | The Life Cycle State of the Process Run Definition. The supported values are 'Effective' and 'Not Effective'. Only 'Effective' Process Run Definitions can be used. |
| Unified Code | An auto-generated code which is used to group the various instances of the Process Run Definitions. |
| Version | An auto-generated number which is used to specify the version of each Run Definition. If the version number is already in use by a Run, a new Run Definition version is created each time the Definition is edited. The VIEW PREVIOUS VERSIONS link allows you to search and view previous versions of the Definition. |
| Scheduled Date | A Read-only field which is available once a Run is scheduled and designates the latest date that the Run was executed or is scheduled to be executed on. |
Logging Method AVAILABLE FROM CRM.COM R12.0.0 | Defines the methods that will be used to log the process run's results. Two options are available:
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| Criteria | |
| VAT Rates | |
| VAT Rate Change as of Date | Defines the date on which the VAT Rate changes All VAT Rates which have a period start date before or equal to this date will be available for selection. |
| VAT Rates | A selection of VAT Rates. Multiple VAT Rates can be selected in each Definition and at least one should be specified. |
| Price Plans | |
| Price Plans | A selection of Price Plans on which the Price Plan adjustment will be applied exclusively. Only non-expired Price Plans whose Effective Date is before the 'VAT Rate Change as of Date' will be available for selection. If no Price Plans are specified, then all non-expired Price Plans whose Effective Date is before the 'VAT Rate Change as of Date' will be considered for a Base Rate amount adjustment. |
| Products | |
| Products to be adjusted | A selection of Products and/or Product Types. Only the rates of the specified products will be adjusted. If no Products are specified, then the rates of all affected Products will be modified. |
| Products not to be adjusted | A selection of Products and/or Product Types whose rates should NOT be adjusted. If no Products are specified, then the rate of all affected Products will be modified. |
| Process Runs | |
| Process Runs | Displays the Runs that were executed for the specific Definition. Each Run includes the Price Plans that were processed.In case of an error, the error code and description is displayed. |
| Scheduling Settings | |
| Settings* | Method - The following options are available:
Refer to Scheduler Task - Global for configuration guidelines. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |