Consulting Services/Package Plans/Telephony Flat Rate Plan - 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..."

2019-02-11T01:30:49Z

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..."

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Scarpenter: /* To link the product rate card to the service plan */

2016-04-08T01:53:33Z

‎To link the product rate card to the service plan

Scarpenter: /* Step 9: Associate the buy and sell Package Plans and Service plans */

2016-04-08T01:52:53Z

‎Step 9: Associate the buy and sell Package Plans and Service plans

Scarpenter: /* Linking a rate card to the service plan */

2016-04-08T01:50:45Z

‎Linking a rate card to the service plan

Scarpenter: /* Step 4: Set prices for monthly recurring charges */

2016-04-08T01:49:57Z

‎Step 4: Set prices for monthly recurring charges

Scarpenter: /* Step 4: Set prices for monthly recurring charges */

2016-04-08T01:46:59Z

‎Step 4: Set prices for monthly recurring charges

Scarpenter: /* Step 2: Set the rates so that usage will not be charged for */

2016-04-08T01:45:42Z

‎Step 2: Set the rates so that usage will not be charged for

Scarpenter: /* Overview */

2016-04-08T01:42:55Z

‎Overview

Scarpenter: /* User Story */

2016-04-08T01:42:34Z

‎User Story

Scarpenter: /* Prerequisites */

2016-04-08T01:38:56Z

‎Prerequisites

@@ Line 136: / Line 136: @@
 # Press '''Link Product Rate Card'''.
-# Find the product rate card created in step xxxxx.
+# Find the product rate card created in step 3.
 # Set the Effective Date
 # When you are ready to proceed, press '''Link Rate Card'''.

@@ Line 154: / Line 154: @@
 '''Nav: Packages & Plans > Management > Package Plan > Associated service plans'''
-Search for the BUY Package plan to link with this SELL package plan.
+# Search for the BUY Package plan to link with this SELL package plan. The table beneath the BUY Package plan name displays information for Service Plans that are provided with the Package Plan.
+# In the last column (on the right-hand side), select the correct SELL service plan from the drop down list.
-The table beneath the BUY Package plan name displays information for Service Plans that are provided with the Package Plan. In the last column (on the right-hand side), select the correct SELL service plan from the list.
+# Update the ''quantity'' if required
+# Press '''Add to Service Allowance''' link to complete the associations.
 Once complete, the screen will refresh and present a message to the user.

@@ Line 130: / Line 130: @@
 The Effective date can be set up to 6 months in the past.
-[[link-rate-card.png]]
+[[file: link-rate-card.png | usage can only be rated at these rates from this date forward]]
 === To link the product rate card to the service plan ===

@@ Line 85: / Line 85: @@
 If the charge is supplied in advance, or you are happy to bill based from the feed regardless, follow these steps:
-# under the '''Product Rate''' tab of the product rate card, click the '''Add Rate''' button.
+# under the ''Product Rate'' tab of the product rate card, click the '''Add Rate''' button.
 # Search for the product charge you are adding a rate for.
 # Set the '''minimum quantity''' to 1.
@@ Line 98: / Line 98: @@
 If you do not want to charge monthly access fees from the data feed, follow these steps:
-# under the '''Product Rate''' tab of the product rate card, click the '''Add Rate''' button.
+# under the ''Product Rate''' tab of the product rate card, click the '''Add Rate''' button.
 # Search for the product charge you are adding a rate for.
-# Set the '''minimum quantity''' to 1
+# Set the ''minimum quantity''' to 1
 # Set $0.00 as the ''Price per Unit''.
 # Press '''Submit''' to save the rate.

@@ Line 72: / Line 72: @@
 Carriers and service suppliers often include records in their data feed for monthly recurring charges. This is used to invoice you. If you wish, you can set a sell price for these items inside the product rate card.  When the charge is received in the usage feed and processed by Emersion, the end user will be on billed based on the cost set within the sell product rate card.
-[[04-prc-add-rate-mrc.png]]
+[[file: 04-prc-add-rate-mrc.png | Product rate card containing options to set rates for monthly access charges]]
 It is important to know if adopting feed-based billing will result in billing the customer in arrears rather than in advance.  There may also be a delay in billing the end user should these monthly recurring charges be supplied late. Emersion cannot take responsibility for late landing usage or usage that is not received from your supplier.
@@ Line 104: / Line 103: @@
 # Set $0.00 as the ''Price per Unit''.
 # Press '''Submit''' to save the rate.
 # Ensure the '''Show on Invoice''' tick box for the rate is unchecked to prevent the charge from appearing on the invoice.
 == Step 5: Set prices for miscellaneous product charges==

@@ Line 55: / Line 55: @@
 # Click the '''Set Base Rate''' button.
 # When the window for creating a new rate appears, choose '''Flat Charge''' from the list of rate profiles.
-# Enter $0 in the '''flagfall''' field.
+# Enter $0 in the '''flag fall''' field.
 # Ensure the '''In Cap''' tick box is unchecked.
 # When you are done, '''Save''' the rate.
-[[02-base-rate.png]]
+[[File:02-base-rate.png|Base tariff with a flat charge of $0]]
 == Step 3: Create the Product Rate Card ==

@@ Line 37: / Line 37: @@
 # Set prices for miscellaneous product charges.
 # Create the service plan.
-## Enter rates for monthly charges (if not billing from the data feed).
+# Enter rates for monthly charges (if not billing from the data feed).
 # Associate the rate card and product rate card to the service plan.
 # Create the package plan.

@@ Line 25: / Line 25: @@
 = User Story =
-A service provider wants to create a plan that does not charge for any usage for a standard telephony service. The end user can use the service as much as they like. The only ongoing charges the end user will incur, is a monthly access fee.
+A service provider wants to create a telephony-based plan that does not charge the customer for any usage. The end user can use the service as much as they like. The only ongoing charges the end user will incur, is a monthly access fee and set up fees (if they are applicable).
 = Plan Construction =

@@ Line 17: / Line 17: @@
 * are familiar with how to set up packages & plans in Cumulus
 * have the correct permissions allowing them access to the areas mentioned in this article.
 == Assumptions==