Billing Objects/Billing Rules - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-07-27T06:42:59Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Scarpenter at 05:39, 17 May 2017

2017-05-17T05:39:48Z

Scarpenter: /* Advanced Fees */

2017-01-29T22:11:53Z

‎Advanced Fees

Scarpenter at 05:05, 23 January 2017

2017-01-23T05:05:04Z

Scarpenter: /* Period Ratio */

2017-01-23T04:46:25Z

‎Period Ratio

Scarpenter: /* Access Fees */

2017-01-23T04:38:18Z

‎Access Fees

Scarpenter: /* Arrears Fees */

2017-01-23T04:21:34Z

‎Arrears Fees

Scarpenter: /* Mid Cycle Cancellations */

2017-01-23T04:15:13Z

‎Mid Cycle Cancellations

Scarpenter: /* Overview */

2017-01-23T04:12:35Z

‎Overview

Scarpenter: /* Overview */

2017-01-23T04:12:23Z

‎Overview

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-{{DISPLAYTITLE:Billing Rules}}
+=This Content Has Moved House=
-= Access Fees =
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-While monthly recurring access fees are the most common type of arrangement, there are plenty of examples where longer periods are necessary. Some subscriptions are required to be renewed every 12 months, others quarterly or bi-annually. Billing periods of subscriptions are able to be aligned with the account invoice period, but it is not mandatory.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-The access fee cardlines that are generated by the system will depend on how your plans are configured. All rules mentioned in this article are for 'post paid' plans. While some terms and rules mention fees being in advance, this is not to be confused with the concept of 'prepaid' and we are not describing any of Emersion's prepaid plan functionality here.
+[https://resources.emersion.com/display/EKB/Access+Fee+Fundamentals Take me to the Emersion Knowledge Base article]
-== Advanced Fees ==
+[[file:new_home_sm.jpg|900px]]

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 [[File:Billing-object-rules-01.png]]
 = See Also =
 * [[Billing_Objects|Billing Objects]]

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 ;Pro rata
-The pro rata setting on the package plan determines whether part periods are calculated at a discount rate depending on the size of the period. For example, if a package is activated within the invoicing period, the user will have a short period. The system will calculate a '''period ratio'''. This period ratio is then multiplied against the access fee (and any multiplier where applicable) to generate the access fee. P
+The pro rata setting on the package plan determines whether part periods are calculated at a discount rate depending on the size of the period. For example, if a package is activated within the invoicing period, the user will have a short period. The system will calculate a '''period ratio'''. This period ratio is then multiplied against the access fee (and any multiplier where applicable) to generate the access fee.
 === Period Ratio ===

← Older revision		Revision as of 05:05, 23 January 2017
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	* The current period will be shortened to the cancellation date once the date has passed.		* The current period will be shortened to the cancellation date once the date has passed.
	* The system will create a charge based on the calculated ''period-ratio'' to bill the past shortened period.		* The system will create a charge based on the calculated ''period-ratio'' to bill the past shortened period.
		+
		+	= Scenarios =
		+	The table below provides a date-based view of the rules as they would be applied in various scenarios:
		+
		+	[[File:Billing-object-rules-01.png]]
		+
		+	= See Also =
		+	* [[Billing_Objects\|Billing Objects]]

@@ Line 32: / Line 32: @@
 Service Providers need to factor in that the system is aware of TIME as well as DATE.
-* New Subscriptions - Access fees are calculated from the start of the day (0:00hrs on the start date of the subscription)
+* New Service Subscriptions - Access fees are calculated from the beginning of the day (0:00hrs on the start date of the subscription).
-* Cancellations - Access fees are calculated from the end of the day (24:00 on the date of cancellation)
+* Cancellations - Access fees are calculated at the end of the day (24:00 on the date of cancellation).
-* Migration - Access fees are calculated from the end of the day (24:00 on the date of migration) unless the user overrides the setting and ends immediately.
+* Migration - Access fees for the losing plan are calculated as at the end of the day (24:00 on the date of migration). Access fees on the winning plan are calculated from the start of the next day (0:00hrs on the start date of the subscription).
 == Arrears Fees ==

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 = Access Fees =
 == Advanced Fees ==
-Advance fees are charged the minute that the period start date has passed. This will obtain the fee from the relevant object, (package plan, service plan, feature, bolt-on or bolt-on add-on) and will charge for the next period in advance. This is not to be confused with the concept of 'prepaid', as this is still 'post paid' functionality. There are some modifiers that can be used in order to manipulate the way access fees are generated and calculated.
+Advance fees are charged the minute that the period start date has passed. This will obtain the fee from the relevant object, (package plan, service plan, feature, bolt-on or bolt-on add-on) and will charge for the next period in advance.  There are some modifiers that can be used in order to manipulate the way access fees are generated and calculated.
 ;Service Multiplier (and Service Feature multiplier)

@@ Line 37: / Line 37: @@
 * Pro rata
-These modifiers are explained above under 'Advance Fees' section.
+These modifiers are explained above under [[Billing_Objects/Billing_Rules#Advanced_Fees|Advanced Fees]].
 == Mid Cycle Migrations ==

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 === Advance Access Fee Plans ===
-* The current period will be shortened to the migration date. The system will refund the unused portion of access fee (if pro rata).
+* The current period will be shortened to the cancellation date once the date has passed. The system will refund the unused portion of access fee (if pro rata).
-* If any periods in advance have been created, a refund for those periods will be generated.
+* If any periods in advance have been created, a refund for those periods will also be generated.
 * There is no refund for plans that are not pro rated.
 === Arrears Access Fee Plans ===
-* The current period will be shortened to the migration date.
+* The current period will be shortened to the cancellation date once the date has passed.
 * The system will create a charge based on the calculated ''period-ratio'' to bill the past shortened period.