ServicePlans/RateCard/Creating Rate Cards - Revision history

Dcowan at 06:24, 12 January 2017

2017-01-12T06:24:59Z

Dcowan: added special note about ZERO max value

2017-01-12T06:23:59Z

added special note about ZERO max value

Scarpenter: /* Maintaining Multiple Rate Cards */

2017-01-09T22:45:46Z

‎Maintaining Multiple Rate Cards

Scarpenter at 22:45, 9 January 2017

2017-01-09T22:45:16Z

Scarpenter at 06:45, 6 January 2017

2017-01-06T06:45:42Z

Vkasinadhuni at 23:50, 21 June 2016

2016-06-21T23:50:08Z

Rlusher: /* Creating a Rate Card */

2015-05-07T07:11:13Z

‎Creating a Rate Card

Scarpenter: /* See Also */

2015-03-10T04:54:14Z

‎See Also

Scarpenter: /* See Also */

2015-03-10T04:50:49Z

‎See Also

Scarpenter: /* Creating a Rate Card and Linking it to a Service Plan */

2015-03-10T04:49:30Z

‎Creating a Rate Card and Linking it to a Service Plan

@@ Line 107: / Line 107: @@
 * Fill in all fields as required by the rate profile you have selected.
 {| class="wikitable"
 |-
 A common mistake to make when setting a rate using either ''Capped'', ''Rate Per'', or ''Simple Cap'' rate profile(s) is to set a $0 (zero) max value. <br/> An example using the ''Rate Per'' rate profile configured with a Price Per = $0.07, Price Interval = 60 seconds, Charge Interval = 1 seconds and a Max Value = 0 will rate usage at $0 every time.<br/>
 Please ensure to audit the configuration of your rates (or [[Account Management/Customer Screen/Service Subscriptions/Rate Override|Rate Override(s)]] if in use) and remove any 0 Max Value settings.

@@ Line 70: / Line 70: @@
 === Rate Fields ===
-Once you know the tariff and have searched and selected a rate, the '''Add Rate''' pop-up box will be displayed.
+* Once you know the tariff and have searched and selected a rate, the '''Add Rate''' pop-up box will be displayed
 [[file:Add-rate.png]]
-Select the Rate Profile for the rate from the drop down list on the left. This will determine what fields you need to complete next. The table below contains a field definition.
+* Select the Rate Profile for the rate from the drop down list on the left. This will determine what fields you need to complete next.
-Fill in all fields as required.
+Emersion's supports the following rate profiles:
-When you are finished, press '''Save Rate'''. The Rate Card screen will refresh with the ''Rate'' sub tab in focus. The table containing the new rate and a notification message will be displayed to the user.
+{| class="wikitable"

← Older revision		Revision as of 22:45, 9 January 2017
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	This article does not cover ''Product Rate Cards'' or ''Account Discount Subscription Rate Cards''.		This article does not cover ''Product Rate Cards'' or ''Account Discount Subscription Rate Cards''.
−
−	~~== Maintaining Multiple Rate Cards==~~
−	A Rate Card can be attached to multiple service plans, removing the need to maintain rate cards for each individual plan. In order to maintain the minimum set of rate cards that is required, Service Providers should spend a little time up front analysing how many rate they need, and eliminate the use any superfluous rate cards.
−
−	~~=== How many Rate Cards do we need? ===~~
−
−	~~==== BUY Rate Cards ====~~
−	~~Service providers will purchase at least one type of service from a given supplier, but this often covers multiple service types.~~
−
−	~~For example~~
−	~~AAPT Telephony <--- service type category~~
−
−	~~This service type category includes all tariffs for the following service types:~~
−
−
−	~~In this case, you only need one rate card per Service Type Category and place all your BUY rates inside it. This prevents users~~

	== Create a Rate Card ==		== Create a Rate Card ==

← Older revision		Revision as of 22:45, 9 January 2017
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	* Service Plan Rate Cards		* Service Plan Rate Cards
	* Included Value fall back rate cards		* Included Value fall back rate cards
		+
		+	== Adding a Rate to a Rate Card ==
		+	To add a rate override, start by selecting the tariff you want to add a rate for. There are two ways to search.
		+
		+	=== Step Through the Tariff Hierarchy ===
		+
		+	From the '''Select Tariff''' drop down list, choose a tariff or tariff group from the list. Users will see an '''<< Add Tariff''' button appear to the right once a selection has been made. If there are more groups and tariffs under the selection, another drop down list will appear containing the tariff groups/tariffs under the group that was selected.
		+
		+	Users can keep stepping down through the tariff groups / tariff hierarchy until they find the tariff group or tariff they are searching for.
		+
		+	At each step in the search, users will see the '''<< Add Tariff''' button appear to the right once a selection is made.
		+
		+	When the last step in the hierarchy is reached, no more drop down lists will appear to the right of the button.
		+
		+	Click the '''<< Add Tariff''' button when you have found the rate that will be overridden.
		+
		+	==== Vertical View ====
		+	Users can also inspect the tariff tree vertically and 'drill down' into a tariff group. By drilling down, users can see tariff groups and tariffs in a structure very similar to navigating through files and folders on a personal computer. The Emersion tariff id is printed on-screen inside the brackets, to the right of the tariff name.
		+
		+	To do this:
		+
		+	click the '''Tariff Structure Hierarchy''' button. A pop-up window will open with all top-level tariff groups displayed. When you have found the tariff id you need, copy it, close the tariff structure pop up and enter the tariff ID into the search field.
		+
		+	[[file:Tariff_structure_heirarchy.png]]
		+
		+	=== Rate Fields ===
		+	Once you know the tariff and have searched and selected a rate, the '''Add Rate''' pop-up box will be displayed.
		+
		+	[[file:Add-rate.png]]
		+
		+	Select the Rate Profile for the rate from the drop down list on the left. This will determine what fields you need to complete next. The table below contains a field definition.
		+
		+	Fill in all fields as required.
		+
		+	When you are finished, press '''Save Rate'''. The Rate Card screen will refresh with the ''Rate'' sub tab in focus. The table containing the new rate and a notification message will be displayed to the user.

@@ Line 1: / Line 1: @@
-= Creating a Rate Card =
+{{DISPLAYTITLE: Maintaining Rate Cards and Rates}}
-This article covers the basic steps to create a Rate Card in Emersion and adding a rate to a tariff inside the rate card. In this scenario, we will create a simple SELL rate card. SELL rate cards hold the pricing information that you sell your products and services at. Although we have not covered how to create a BUY rate card, the steps are identical with only a few varying settings.
+You may or may not need to create a corresponding BUY rate card.
-You may or may not need to create a corresponding BUY rate card.
+== Maintaining Multiple Rate Cards==
-You '''will''' need to create a BUY rate card if any of your service suppliers are not an Emersion client.
+This service type category includes all tariffs for the following service types:
-This article does not cover Product Rate Cards or Account Discount Subscription Rate Cards.
+In this case, you only need one rate card per Service Type Category and place all your BUY rates inside it. This prevents users
-'''Navigate: Packages and Plans > Management > Rate Cards'''
+== Create a Rate Card ==
 This page shows a list of rate cards you have used or are currently using.
@@ Line 21: / Line 36: @@
 . Enter an optional reference name and reference key if appropriate.
 . Enter an optional description.
-. Choose wheither your new rate card is a BUY or a SELL rate card. In this demonstration, we are using a SELL rate card and will link it to a SELL Service Plan.
+. Choose whether your new rate card is a BUY or a SELL rate card. In this demonstration, we are using a SELL rate card and will link it to a SELL Service Plan.
 . Select the ''Service Type Category'' that this rate card belongs.
@@ Line 28: / Line 43: @@
 [[file: create-rate-card.png]]
-We recommend you leave all Rate Cards in '''draft''' status until you are happy with the rate card, it has been peer-reviewed internally by someone else - hey we all make mistakes sometimes - and you are ready to sell your plans. Once a Rate Card has been approved, it becomes salable.  Once an order has been placed for a service that uses this rate card, it cannot be changed.
+We recommend you leave all Rate Cards in '''draft''' status until you are happy with the rate card, it has been peer-reviewed internally by someone else - hey we all make mistakes sometimes - and you are ready to sell your plans. Once a Rate Card has been approved, it becomes saleable.  Once an order has been placed for a service that uses this rate card, it cannot be changed.
 . When you are ready to proceed, click the '''Save''' button to save the Rate Card.

@@ Line 37: / Line 37: @@
 * Link the Rate Card to a Service Plan
-Once you have entered the prices afainst the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.
+Once you have entered the prices against the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.
 PLEASE NOTE: Service Subscription Rate Overrides take precedence over everything else. It will attempt to rate in the following order:

← Older revision		Revision as of 07:11, 7 May 2015
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	Once you have entered the prices afainst the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.		Once you have entered the prices afainst the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.
		+
		+	PLEASE NOTE: Service Subscription Rate Overrides take precedence over everything else. It will attempt to rate in the following order:
		+
		+	* Service Subscription Rate Overrides
		+	* Account Discount Subscription Rate Cards
		+	* Service Plan Rate Cards
		+	* Included Value fall back rate cards

← Older revision		Revision as of 04:54, 10 March 2015
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	Once you have entered the prices afainst the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.		Once you have entered the prices afainst the relevant tariffs, and have linked the Rate Card to one or more Service Plans, your rate card is ready to use. Only once you are happy with all the below settings should you change the '''Status''' of the Rate Card to '''Approved'''.
−
−	~~= See Also =~~
−
−	* [[Package Plans \| Package Plans]]
−	* [[Service Plans \| Service Plans]]
−	* [[Product Rate Cards]]
−	* [[Account Discount Subscription Rate Cards]]

@@ Line 41: / Line 41: @@
 = See Also =
-[[Package Plans | Package Plans]]
+* [[Package Plans | Package Plans]]
-[[Service Plans | Service Plans]]
+* [[Service Plans | Service Plans]]