Price Plans - Configuration Requirements
- Persia Xenopoulou (Deactivated)
Learn to set up Price Plans related business processes and rules.
Mandatory Configuration: Links to manuals of Price Plans configuration modules that are required for the module to work correctly.
Related Configuration: Links to manuals of configuration modules other than of Price Plans that offer additional functionality or are required for the module to work correctly.
Optional Configuration: Links to manuals of Price Plans configuration modules that offer additional functionality but are not required for the module to work correctly.
Mandatory Configuration
The following modules must be configured in order to use the Price Plans:
| Module Name | Manual | Description |
|---|---|---|
Price Plans | Price Plans | Create Base or Conditional Price Plans to define rates which determine how much an Accounts Receivable should be billed for Services or Physical Goods bought. Price Plans are used by the Billing Engine in order to determine the rate used for billing entities. |
Related Configuration
The following modules are related to but are not a part of, Price Plans. Such entities either:
- Must be configured accordingly in order to be able to start using the Price Plans module (Configuration Type = Mandatory).
OR - May be configured to use the Price Plans module at its full capacity (Configuration Type = Optional).
| Module Name | Module Manual | Module Description | Configuration Type |
|---|---|---|---|
| Products | Products | Mandatory | |
| Billing Term Schemes | Configuring Normal Billing Term Schemes | Once a Price Plan is created it must be added in Billing Term Schemes, in order to make it available for selection by Jobs or Subscriptions. | Optional |
| Billing Term Definitions | Determines whether Price Plan changes will affect all subscribers. | Optional |
Optional Configuration
The following entities are available and can be configured under Price Plans. A working CRM.COM model can exist without them being configured.
| Module Name | Module Manual | Module Description |
|---|---|---|
| Price Plan Adjustment Runs | Using Price Plan Adjustment Run Definitions | Configure and execute to update existing Price Plan rates when VAT rates change. |