Account Management/Customer Screen/Service Subscriptions/Access Fee Override - Revision history

Scarpenter at 01:51, 26 July 2018

2018-07-26T01:51:48Z

Rlusher at 07:27, 5 June 2017

2017-06-05T07:27:02Z

Scarpenter: /* Access Controls */

2017-01-10T00:23:19Z

‎Access Controls

Scarpenter: /* Overview */

2017-01-10T00:21:21Z

‎Overview

Scarpenter: Created page with "{{DISPLAYTITLE:Applying an Access Fee Override}} = Overview = This page provides a way for users to override the default setting for the service plan access fee. Any access fe..."

2017-01-10T00:20:54Z

Created page with "{{DISPLAYTITLE:Applying an Access Fee Override}} = Overview = This page provides a way for users to override the default setting for the service plan access fee. Any access fe..."

New page

{{DISPLAYTITLE:Applying an Access Fee Override}}
= Overview =
This page provides a way for users to override the default setting for the service plan access fee. Any access fee price override will only apply to the single service subscription. If you use package plan access fees, any rate override entered here will have no effect. Access Fees on a package plan override the equivalent fees on the service plan. In order for Service Plan Access Fee Override to be effective, access fees set against packages should be removed.

Whether or not users can add a service plan access fee override will depend on:

* the setting being enabled in the Service Plan. The configuration of the service plan must include ticking the option ''This Service Plan supports per subscription access fee overrides''.
* the user has the relevant powers (see the 'Access Controls' section of this page).

To access this screen users have one of two pathways:

Nav: '''Customer > List'''

# Click on the ID of a customer to open the customer record.
# Click the '''Service Subscription''' tab to open the customer's service subscription.
# Click on the '''Access Fee Overrides''' tab.

Alternatively, users can:

Nav: '''Services > List All'''

# Click on the '''Service ID''' or '''Service Subscription ID''' link to open the customer's service subscription.
# Click on the '''Access Fee Overrides''' tab

[[File: Service-subscription-access-fee-override.png|1200px|The Product Rate Overrides tab of a service subscription]]

== Add an Access Fee Override ==
To add an access fee override:

# Click the '''Add Access Fee Override''' button.
# On the right-hand side, enter the override information. The ''End Date'' can be used to automatically revert the customer back to the default service plan access fee after the date given in this field.
# Press '''Submit''' to save the changes.

Once it is saved, the product rate override can be seen in the table of this page.

== Access Controls ==
There are two powers governing access. These can be found by drilling down into the powers as follows:

Powers: '''Plan Management > Plan Service Management > Manage Plan Service Advance Config'''
;View Service Access Fee Override
grants the user a read-only view of the service plan access fee overrides.
;Edit Service Access Fee Override
grants the user full access to create and edit service plan access fee overrides.

=See Also=
* [[Account_Management/Customer_Screen/Service_Subscriptions|The Service Subscription tab]]
* [[ServicePlans/ServicePlans|Service Plans]]

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE:Applying an Access Fee Override}}
+=This Content Has Moved House=
-Whether or not users can add a service plan access fee override will depend on:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* the setting being enabled in the Service Plan. The configuration of the service plan must include ticking the option ''This Service Plan supports per subscription access fee overrides''.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-'''Please note:'''  If the access fee cardline has already been generated ,and you add an override to the subscription after cardline generation, this will not update the value of the cardline.  The override must exist prior to the creation of the cardline.  The best way to avoid this problem when entering a new service is to add the override while the subscription is still preactive, prior to service activation.
+[https://resources.emersion.com/display/EKB/Access+Fee+Overrides+for+Subscriptions Take me to the Emersion Knowledge Base article]
-To access this screen users have one of two pathways:
+[[file:new_home_sm.jpg|900px]]

@@ Line 38: / Line 38: @@
 Powers:  '''Plan Management > Plan Service Management > Manage Plan Service Advance Config'''
-;View Service Access Fee Override
-grants the user a read-only view of the service plan access fee overrides.
+* View Service Access Fee Override - grants the user a read-only view of the service plan access fee overrides.
-;Edit Service Access Fee Override
+* Edit Service Access Fee Override - grants the user full access to create and edit service plan access fee overrides.
 =See Also=
 * [[Account_Management/Customer_Screen/Service_Subscriptions|The Service Subscription tab]]
 * [[ServicePlans/ServicePlans|Service Plans]]

@@ Line 23: / Line 23: @@
 # Click on the '''Access Fee Overrides''' tab
-[[File: Service-subscription-access-fee-override.png|1200px|The Product Rate Overrides tab of a service subscription]]
+[[File: Service-subscription-access-fee-override.png|1200px|The Access Fee Overrides tab of a service subscription]]
 == Add an Access Fee Override ==