ServicePlans/BoltOnAddOn - 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..."

2018-07-18T07:42:51Z

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: /* See Also */

2015-02-06T05:45:41Z

‎See Also

Scarpenter: /* See Also */

2015-02-06T05:45:24Z

‎See Also

Scarpenter at 05:44, 6 February 2015

2015-02-06T05:44:46Z

Scarpenter: /* Bolt-On Add-On Overview */

2015-02-06T05:41:47Z

‎Bolt-On Add-On Overview

Scarpenter: /* Bolt-on Add-ons - An Addition to the Hierarchy of a Bolt-On */

2015-02-06T05:04:18Z

‎Bolt-on Add-ons - An Addition to the Hierarchy of a Bolt-On

Scarpenter: /* Bolt-On Add-On Overview */

2015-02-06T05:02:33Z

‎Bolt-On Add-On Overview

Scarpenter: /* Linking a Bolt-on & Bolt-on Add-on to a Service plan */

2015-02-06T04:54:22Z

‎Linking a Bolt-on & Bolt-on Add-on to a Service plan

Scarpenter: /* Link the BUY bolt-on & bolt-on Add-on to the BUY Service Plan */

2015-02-06T04:51:09Z

‎Link the BUY bolt-on & bolt-on Add-on to the BUY Service Plan

Scarpenter: /* Link the BUY bolt-on & bolt-on Add-on to the BUY Service Plan */

2015-02-06T04:49:29Z

‎Link the BUY bolt-on & bolt-on Add-on to the BUY Service Plan

@@ Line 199: / Line 199: @@
 == See Also ==
-* [Bolt-On Add-On Subscriptions|Bolt-On Subscriptions and Usage]]
+* [[Bolt-On Add-On Subscriptions|Bolt-On Add-On Subscriptions and Usage]]
 * [[PackagePlans/PackagePlans| Packages & Plans]]

@@ Line 199: / Line 199: @@
 == See Also ==
-* [[/Bolt-On Add-On Subscriptions|Viewing Bolt-On Subscriptions and Usage]]
+* [Bolt-On Add-On Subscriptions|Bolt-On Subscriptions and Usage]]
 * [[PackagePlans/PackagePlans| Packages & Plans]]

← Older revision		Revision as of 05:44, 6 February 2015
Line 196:		Line 196:

	9. When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.		9. When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.
		+
		+	== See Also ==
		+
		+	* [[/Bolt-On Add-On Subscriptions\|Viewing Bolt-On Subscriptions and Usage]]
		+	* [[PackagePlans/PackagePlans\| Packages & Plans]]

@@ Line 1: / Line 1: @@
 == Bolt-On Add-On Overview ==
-A Bolt-on Add-on is designed to compliment bolt on subscriptions and allow for additional mini quotas (included value) to be added on underneath. Bolt-on add-ons are associated with bolt-ons in order to extend the capability of the bolt-on.
+A Bolt-on Add-on is designed to compliment bolt-on subscriptions and allow for additional mini quotas (included value) to be added. Bolt-on add-ons are associated with bolt-ons in order to extend the capability of the bolt-on.
 === Key Features ===

@@ Line 29: / Line 29: @@
 # Build the BUY Bolt-on Add-on.
 # Build the SELL Bolt-on Add-on.
-# Place the BUY Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan.
+# Place the BUY Bolt-on Add-on into a Bolt-on Add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan.
-# Place the SELL Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan.
+# Place the SELL Bolt-on Add-on into a Bolt-on Add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan.
-# Link the BUY Bolt-on & bolt-on Add-on to the BUY Service Plan.
+# Link the BUY Bolt-on & Bolt-on Add-on to the BUY Service Plan.
 ## Includes setting the ''Included Value Allowances'' of the BUY Bolt-on Add-on.
-# Link the SELL Bolt-on & bolt-on Add-on to the SELL Service Plan.
+# Link the SELL Bolt-on & Bolt-on Add-on to the SELL Service Plan.
-## ## Includes setting the ''Included Value Allowances'' of the SELL Bolt-on Add-on.
+## Includes setting the ''Included Value Allowances'' of the SELL Bolt-on Add-on.
 Steps 1-5 above are not covered by the articles in this section. You can find how to create packages plans, service plans and bolt-ons in other sections of this Wiki, and the Packages & Plans User Guide.

@@ Line 13: / Line 13: @@
 === Bolt-on Add-ons - An Addition to the Hierarchy of a Bolt-On ===
-If you use the complete structure from Package plan > Bolt-on add-on, you will need to create both a buy and sell structure in accordance with the following diagram.
+If you use want to setup the complete structure from Package plan -> Bolt-on add-on, you will need to create both a buy and sell structure in accordance with the following diagram.
 [[file:bolton-addon-overall-structure.png]]
 To complete this structure end-to-end you will need to complete these steps in order:
@@ Line 29: / Line 32: @@
 # Place the SELL Bolt-on Add-on into a bolt-on add-on group. This step is required to link bolt-on(s) '''AND''' related bolt-on add-on(s) to a service plan.
 # Link the BUY Bolt-on & bolt-on Add-on to the BUY Service Plan.
-# Construct the Allowance - BUY - Not required for Retail Service Provider who purchase the services from Wholesalers who exist in Emersion. &&&&&&APPLICABLE FOR BUY EVERYTHING#####
+## Includes setting the ''Included Value Allowances'' of the BUY Bolt-on Add-on.
-# Construct the Allowance - SELL - This is the final step.  You will link your SELL Service Plan > SELL Bolt-on > SELL Bolt-on Add-on together to complete the hierarchy.
+# Link the SELL Bolt-on & bolt-on Add-on to the SELL Service Plan.
-<b>!!</b> A link will be created between the buy allowance (created in step 11) and the sell allowances as it is created (step 12).
+## ## Includes setting the ''Included Value Allowances'' of the SELL Bolt-on Add-on.
 Steps 1-5 above are not covered by the articles in this section. You can find how to create packages plans, service plans and bolt-ons in other sections of this Wiki, and the Packages & Plans User Guide.
 == Building a Bolt-On Add-On ==

← Older revision		Revision as of 04:54, 6 February 2015
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	[[file:Link-bolton-with-addon-3-finished.png]]		[[file:Link-bolton-with-addon-3-finished.png]]
		+
		+
		+	--------
		+
		+	=== Link the SELL bolt-on & bolt-on Add-on to the SELL Service Plan ===
		+
		+	Linking the SELL bolt-on & bolt-on Add-on to the SELL Service plan follows the same steps for the BUY plan, except you are linking SELL Service Plans with SELL Bolt-ons and SELL Bolt-on Add-ons.
		+
		+	'''Navigate: Packages and Plans > Management > Service Plan
		+
		+	1. Search for the SELL service plan you want to link the bolt-on and bolt-on add-on to. Remember to ensure SELL is selected in the '''Plan type''' field before hitting the '''Search''' button.<br />
		+	2. Drill into the Service plan to open it.<br />
		+	3. Click the '''Bolt-on Configuration''' tab. A list of the bolt-ons that are associated with this service plan will be displayed.<br />
		+
		+	'''!! Important''': If you have previously linked the Bolt-On to the Service plan, you cannot edit the settings to include the bolt-on add-on. You need to delete the link and recreate it. Use the '''Delete''' function under the Actions column to remove the bolt-on from the service plan.
		+
		+	4. Click the '''Link Bolt-on''' button and Search for the buy Bolt-on. The bolt-on will appear in the ''Search Results'' section.<br />
		+	5. Select the desired bolt-on behaviour from the options in the list.<br />
		+
		+	''Bolt-On Behaviour options''<br>
		+	'''Forced, irremovable''': The bolt-on is a mandatory component of the service subscription and cannot be removed.<br>
		+	'''Forced, removable''': The bolt-on is mandatory when an order is placed for a subscription to the service, but can be removed later.<br>
		+	'''Completely Optional''': The bolt-on is optional.
		+
		+	6. Expand the ''Bolt-On Add-On Plan Information'' section by clicking the magnifying glass icon.<br />
		+	7. Select from the list of available bolt-on add-ons the one you want to link.<br />
		+	8. Click the '''Attach Bolt-On Add-On Plan''' button.
		+
		+	This will display the Add-on Plan section where you can set the included value allowances.
		+
		+	''Allowance Settings''<br>
		+	'''Bolt-On Add-On Max Occurrence:''' Defines how many bolt-on add-ons can be purchased against this service.<br>
		+	'''Bolt-On Add-On Description:''' Enter an optional description. This is not shown outside Cumulus (e.g On an Invoice or the End User Portal)
		+
		+	9. When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.

@@ Line 180: / Line 180: @@
 . When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.
-Once you have completed all the steps to link the bolt-on/bolt-on add on to the Service Plan, your screen should look like this
+Once you have completed all the steps to link the bolt-on and bolt-on add-on to the Service Plan, your screen should look like this below.
 [[file:Link-bolton-with-addon-3-finished.png]]

← Older revision		Revision as of 04:49, 6 February 2015
Line 179:		Line 179:

	9. When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.		9. When you are happy with the allowance settings, click the '''Add Bolt-On Allowance''' button to save the settings.
		+
		+	Once you have completed all the steps to link the bolt-on/bolt-on add on to the Service Plan, your screen should look like this
		+
		+	[[file:Link-bolton-with-addon-3-finished.png]]