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Package Frequencies

Last Updated: Aug 06, 2020

Package Frequencies are configured in Setup / Product Catalog / Package / Packages

Overview

Package frequencies allow you to configure packages with as many billing frequencies as you require (monthly, quarterly, annually, etc.). Package frequencies are where recurring, one-time and tiered prices are configured on services and service transitions.

Note: Changing prices on package frequencies can impact the prices that are charged on existing account-packages. Prices are determined first by checking for a modified price set on the account-package, next (if a custom account-package price is not set) the system will look for a price plan on the account with an alternate price for the package, lastly (if no account-package or price plan override was found) the price is determined by the value set on the package frequency.

Prerequisites

  • Service statuses need to be setup in order to configure recurring charges on services

  • Service transitions need to be configured if you wish to setup one-time charges based on transitioning from one status to another (an activation fee when going from pre-active to active for instance)

  • Currencies need to be setup in order to define which currencies package frequencies can bill in and to configure service charges in each enabled currency

  • Rate plans are required if you plan to attach rate plans to package frequencies (i.e. there are usage based services in the package)

  • Contracts are required if you plan to attach contracts to package frequencies (e.g. an annual contract on a package with an annual package frequency)

Packages Panel

The Packages panel on the left of this screen allows you to select package frequencies to view and edit on the Edit Package frequency panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Deletes the selected package frequency if not in use

Adds a new package (disabled when a package frequency is selected)

Edit Package Frequency Panel

The information in this panel reflects the currently selected Package frequency. From here you can modify package frequency details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Package Frequency Fields and Options:

  • Name: a unique name for the package frequency. Typically this name is a combination of the package name and the frequency, e.g. 'Global Cellular Annual' or 'Hosted Phone Monthly'

  • SKU: a code used to identify the product (a package with a particular frequency in this case). Typically this code is used for internal purposes

  • Active: the state of the package frequency. If active then the package frequency can be selected when adding the package to an account, if inactive the package frequency cannot be chosen. Active will be disabled if no currencies have been enabled on the package frequency

  • Frequency: how often the package frequency will bill recurring charges. If the package has been configured for one time billing this setting will be set to once and read-only

  • Contract: permits you to configure a contract on the package frequency. E.g. an annual contract for an annual package frequency

  • Rate Plan: allows you to specify a rate plan for services in the package frequency to use. Rate plans determine the rates applicable when billing usage. For more information see the rate plan guide

  • Tiering: enables price tiering based on a selected counting rule. Counting rules can adjust prices based upon the number of packages or services on an account

  • Billing Activation Service: allows you to select a service that has been configured as a billing activation service. Billing activation services trigger billing for packages when a certain amount of time or usage has been reached. See the services help for more information

Recurring tab

This tab is where you setup charges for the services that were configured on the package. You can charge different recurring prices based on the service status (e.g. charge one price when the service is in a pre-active status and another when the service is active).

One Time tab

This tab allows you to setup one-time charges when service statuses are changed. E.g. if you have a service transition called 'activation' you can configure a charge (activation fee, installation fee, etc.) when the service transition occurs (e.g. the service goes from [New] to active, or pre-active to active, depending on how you configured your 'activation' service transition). For information on how to configure one-time charges see the guides sections below.

Custom Fields tab

This tab will display any custom fields that have been setup with an 'Entity' value of 'Package Frequency'. Custom fields are used to capture/provide additional data and for package frequencies typically this data is used for internal/back-end purposes. To allow or require users to enter data when adding packages to accounts you would setup custom fields with an 'Entity' value of 'Account Package'. See the custom field help for more information.