ServicePlans/ServicePlans - Revision history

Dcowan: corrected links

2019-02-13T07:07:58Z

corrected links

Scarpenter: /* Basic Settings for a Service Plan */

2018-05-18T00:01:35Z

‎Basic Settings for a Service Plan

Dcowan: added data billing link

2017-10-17T01:09:40Z

added data billing link

Scarpenter at 23:33, 10 January 2017

2017-01-10T23:33:47Z

Scarpenter: /* Introduction */

2016-08-05T03:30:55Z

‎Introduction

Dcowan: fixed typo

2016-04-26T23:49:36Z

fixed typo

Dcowan: added service plan fee multiplier / override

2016-04-26T02:24:47Z

added service plan fee multiplier / override

Scarpenter: /* Other Service Plan Settings */

2016-02-26T02:52:25Z

‎Other Service Plan Settings

Scarpenter: /* Other Service Plan Settings */

2015-06-11T07:33:08Z

‎Other Service Plan Settings

Scarpenter: /* Basic Settings for a Service Plan */

2015-06-11T07:32:22Z

‎Basic Settings for a Service Plan

@@ Line 95: / Line 95: @@
 == Other Service Plan Settings ==
-* [[/Included Value|Included Value (also known as 'Caps')]]
+* [[ServicePlans/ServicePlans/Included Value|Included Value (also known as 'Caps')]]
-* [[/Properties | Properties]]
+* [[ServicePlans/ServicePlans/Properties | Properties]]
-* [[/ServiceFeeMultiplier | Service Fee Multiplier]]
+* [[ServicePlans/ServicePlans/ServiceFeeMultiplier | Service Fee Multiplier]]
 =See Also=
 * [[Account_Management/Customer_Screen/Service_Subscriptions|Service Subscriptions]]

@@ Line 65: / Line 65: @@
 ; Period Length :  The Period length defines how far in advance (or arrears) the system will generate access fees, as well as how far in arrears the system should bill for usage.  It also defines how frequently the access fees are created.
 ; Period Requires Approval Before Closing : When flagged this will prevent the billing period from automatically closing. [[ServicePlans/Periods/ApprovingPeriods | Learn more about this setting here]].
 ; Rounding Type : Where usage is rated, the system can round in the following 3 ways:
 * Round Up - All figures are rounded up, so a value of '3.1' would become 4.
@@ Line 90: / Line 91: @@
 * Approved - The plan has been approved and is ready for sale.
 * Saleable - the plan is able to be sold
 * Grandfathered - the plan is no longer used. There maybe customers with active subscriptions on this plan, but it cannot be sold.
 == Other Service Plan Settings ==

@@ Line 10: / Line 10: @@
 * Product Rate Card - A list of additional products and rates that can be turned on and off against a Service.  These vary from Service Type to Service Type
 * Bolt-on - A bolt-on is a way of providing bonus features (ie 50 free local calls, or free data) to a particular service without having to produce new Rate Cards.
 An instance of a Service Plan that is sold to a customer is referred to as a ''Service Subscription''.

← Older revision		Revision as of 23:33, 10 January 2017
Line 96:		Line 96:
	* [[/Properties \| Properties]]		* [[/Properties \| Properties]]
	* [[/ServiceFeeMultiplier \| Service Fee Multiplier]]		* [[/ServiceFeeMultiplier \| Service Fee Multiplier]]
		+
		+	=See Also=
		+	* [[Account_Management/Customer_Screen/Service_Subscriptions\|Service Subscriptions]]

@@ Line 3: / Line 3: @@
 == Introduction ==
 [[File:PlanMap.png|thumb]]
-A ''Service Plan'' is a billing object that is used to control billing for a single service.  Service Plans are bound to ''Service Types''.  Service Plans are also then linked to  [[PackagePlans/PackagePlans|Package Plans]].  A Service Plan may be attached to multiple Package Plans
+A ''Service Plan'' is a billing object that is used to control billing for a single service.  Service Plans are bound to [[Service Types|''Service Types'']].  Service Plans are also then linked to  [[PackagePlans/PackagePlans|Package Plans]].  A Service Plan may be attached to multiple Package Plans
 Depending on the ''Service Type'' of the particular Service Plan, a Service Plan may have the following objects attached to it:

← Older revision		Revision as of 02:24, 26 April 2016
Line 95:		Line 95:
	* [[/Included Value\|Included Value (also known as 'Caps')]]		* [[/Included Value\|Included Value (also known as 'Caps')]]
	* [[/Properties \| Properties]]		* [[/Properties \| Properties]]
		+	* [[/ServiceFeeMultiplier \| Service Fee Multiplier (Service Plan Access Fee Override)]]

← Older revision		Revision as of 02:52, 26 February 2016
Line 94:		Line 94:

	* [[/Included Value\|Included Value (also known as 'Caps')]]		* [[/Included Value\|Included Value (also known as 'Caps')]]
		+	* [[/Properties \| Properties]]

← Older revision		Revision as of 07:33, 11 June 2015
Line 93:		Line 93:
	== Other Service Plan Settings ==		== Other Service Plan Settings ==

−	* [[/Included Value\|~~Setting up a plan with included value~~ (also known as 'Caps')]]	+	* [[/Included Value\|Included Value (also known as 'Caps')]]

@@ Line 50: / Line 50: @@
 [[file: New_Service_Plan_Basic_Settings.png]]
-=== Left Column ===
+---------
+'''Left Column Settings'''
-; Name : The internal name for the Service plan
+; Name : The internal name for the service plan.
-; External Name : This is the External Name for the Service Plan.  This is what is printed on customer's invoices if ledger cardlines (eg Service Plan Access Fees), related to this Service Plan, are created.
+; External Name : This is the external (or customer-facing) name for the Service Plan. It is used on the customer's invoices when ledger card lines (e.g. Service Plan Access Fees), related to this service plan, are created. It is also the name of the plan used in the End User Portal.
-; Description : An optional description for the Service Plan.  Internal use only
+; Reference Name : A way of providing a link to an external 3rd party system. This could be represented as the name of a prior billing system if one existed. The field is optional.
-; Reference Name : A way of providing a link to an External 3rd party.  This could be represented as the name of a prior billing system if one existed.  The field is entirely optional.
+; Reference Key : A way of providing a link to an External 3rd party.  This may be the name of this plan, as it existed in the old system if this were the case.  This field is optional.
-; Reference Key : A way of providing a link to an External 3rd party.  This may be the name of this plan, as it existed in the old system if this were the case.  This field is entirely optional.
+; Description : An optional description for the service plan. Internal use only.
-; Buy or Sell : Indicates whether this is a Buy Plan or a Sell Plan.  Please see the [[PackagePlans/PackagePlans#Buy_and_Sell_Plans|Buy and Sell Plans]] section for further information.
+; Buy or Sell : Indicates whether this is a BUY plan or a SELL plan.  Please see the [[PackagePlans/PackagePlans#Buy_and_Sell_Plans|Buy and Sell Plans]] section for further information.
 ; Period Length :  The Period length defines how far in advance (or arrears) the system will generate access fees, as well as how far in arrears the system should bill for usage.  It also defines how frequently the access fees are created.
+; Period Requires Approval Before Closing : When flagged this will prevent the billing period from automatically closing. [[ServicePlans/Periods/ApprovingPeriods | Learn more about this setting here]].
-; Rounding Type : This affects the rating of Usage.  Where usage is rated, the system can round in the following 3 ways:
+; Rounding Type : Where usage is rated, the system can round in the following 3 ways:
 * Round Up - All figures are rounded up, so a value of '3.1' would become 4.
 * Round Down - All figures our rounded down, so 3.1 would be come 3.
 * Round Half-Up - The system will round as per accepted mathematical convention.  A figure of 3.4 would be rounded down to 3, where as a figure of 3.5 or above would round up to 4.
-For more information, click [[ServicePlans/Data/RoundingPrecision|here]].
+Please be aware that if this Service Plan is linked to a Package Plan that has Access and/or Setup Fees set, the system will ignore the value set up at the Service Plan Level in favour of the fees set at the Package Plan.  For further information on this, please see the [[PackagePlans/PackagePlans#Fee_Setup|Fees section]] on the Package Plans Page.
-Please be aware that if this Service Plan is linked to a Package Plan that has Access and/or Setup Fees set, the system will generate cardlines based on the rates set in the Package Plan and ignore the value set up at the Service Plan Level.  For further information on this, please see the [[PackagePlans/PackagePlans#Fee_Setup|note about Access Fees]] on the Package Plans Page.
+---------
-Please note that the following values are inherited from the Package Plan and so need to be set via '''Packages and Plans > Management > Package Plans''':
+; Created date : The date the service plan was initially created.
-* Pro-rata
+== Other Service Plan Settings ==
-Ser up inc value
+* [[/Included Value|Setting up a plan with included value (also known as 'Caps')]]