Difference between revisions of "ServicePlans/BoltOnAddOn"
From Emersion
(→Creating a Bolt-On Add-On) |
|||
| Line 50: | Line 50: | ||
* '''Included Value Type''': Select the type of included value you want for the bolt-on add on | * '''Included Value Type''': Select the type of included value you want for the bolt-on add on | ||
| − | When you are happy with the settings, click the '''Next''' button. | + | When you are happy with the settings, click the '''Next''' button. This bolt-on add-on will be saved, but is not yet ready to be used. |
| + | |||
| + | Complete the rest of the fields | ||
| + | |||
| + | [[file:2.CreateNewBoltOnAddOn-2ndScreen.png]] | ||
| + | |||
| + | * '''Is Provisioned''': If yes, you will need to supply the '''provisioning key''' that will be sent to the the supplier. | ||
| + | * '''Recurring Plan''': Set the bolt-on add-on to either recur or not recur | ||
| + | * '''Set up fee''': Define the set up fee. If there is no set up fee, leave blank. | ||
| + | * '''Access fee''': Define the access fee. If there is no access fee, leave blank. | ||
| + | * '''Pro Rata''': Define if the bolt-on add-on will be prorata. If no, the included value will not be prorated should a subscription be purchased during the middle of the billing cycle. If yes, the prorata applies to both the allocation and the access fee combined. | ||
| + | * '''Saleable from''': Defines what date the bolt-on add-on is made available to be sold via the ordering process. | ||
Revision as of 17:12, 23 December 2014
Contents
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.
Key Features
- Bolt-on add-ons can be set up to recur or not recur.
- Bolt-on add-ons have a BUY and SELL component like Bolt Ons, Package Plans, Service Plans, etc.
- Bolt-on add-ons can be purchased or acquired throughout the month and provide full bolt-on value for the remainder of the billing period.
- Some service types can automatically provision bolt on add-ons. This depends on the presence or absence of automatic provisioning between Emersion and the carrier/service provider.
- The multiple included value quotas provide for more than one type of quota to be defined. Up to four different types of included value are supported.
Bolt-on Add-ons - Where they fit
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.
To complete this structure end-to-end you will need to complete these steps in order:
- Build the BUY Service Plan and BUY Package plan and link them.
- Build the SELL Service Plan and SELL Package plan and link them.
- Build the BUY Bolt-on.
- Build the SELL Bolt-on.
- Place the SELL bolt-on(s) into a bolt-on group. This step is required to link bolt-on(s) & bolt-on add-on(s) to service plans.
- Build the BUY Bolt-on Add-on.
- Build the SELL Bolt-on Add-on.
- Link the BUY Service Plan to the BUY Bolt-on.
Creating a Bolt-On Add-On
To create a new Bolt-On Add-On:
Navigate: Packages & Plans > Management > Bolt-On Add-On. A list of all existing Bolt On Add-Ons will be displayed. Click the Create New button.
The following fields are available:
- Name: Internal name for the Bolt-on Add-on.
- External Name: A name for the Bolt-on Add-on. This will be used on the invoice and in the End User Portal.
- Reference Name: Only use when instructed by Emersion.
- Reference Key: Only use when instructed by Emersion.
- Import Reference: Optional field referring to the bolt-on add-on if it has been sourced from another system.
- Description: A description for the bolt-on add-on.
- Buy or Sell: Defines whether the bolt-on add-on is defined as a BUY or SELL.
- Service type: Select the Service Type the bolt-on add-on is for.
- Bolt-On Category: Select the Bolt-on category.
- Tariff: Select the tariff for this bolt-on add-on.
- Included Value Type: Select the type of included value you want for the bolt-on add on
When you are happy with the settings, click the Next button. This bolt-on add-on will be saved, but is not yet ready to be used.
Complete the rest of the fields
- Is Provisioned: If yes, you will need to supply the provisioning key that will be sent to the the supplier.
- Recurring Plan: Set the bolt-on add-on to either recur or not recur
- Set up fee: Define the set up fee. If there is no set up fee, leave blank.
- Access fee: Define the access fee. If there is no access fee, leave blank.
- Pro Rata: Define if the bolt-on add-on will be prorata. If no, the included value will not be prorated should a subscription be purchased during the middle of the billing cycle. If yes, the prorata applies to both the allocation and the access fee combined.
- Saleable from: Defines what date the bolt-on add-on is made available to be sold via the ordering process.
