Revision as of 10:17, 8 April 2016

Create an unlimited plan for a telephony service

This article describes one way to build an unlimited plan. This type of plan will invoice the end user for:

• optional set up fees for new services (if set)
• optional set up fees for existing services to be moved from another supplier, often referred to as a port or a churn
• optional set up fees for existing services that are moved to another account within the same service provider, known in Emersion as an 'Internal Churn'
• monthly access fees for the ongoing service subscription.

This structure is suited to telephony-based service types.

How a plan is structured in Emersion will often depend on how service providers want the services to present on the invoice.

Prerequisites

This article is designed for Cumulus users who:

• have undertaken all basic training
• 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

The following assumptions are made:

1. The service provider already has a BUY structure in place with rates and other pricing from the supplier already configured. This article will focus on only building the SELL plan structure.
2. This article assumes the service provider is logged into a Retail Service Provider account and their customer us an End User customer. However this article does apply to wholesale service providers. If you are a wholesale service provider, the term “End User” can be substituted as your downstream service provider (Customer).

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.

Plan Construction

Overview

At a high level, the following steps will need to be completed.

1. Create the rate card.
2. Set the rates so that usage will not be charged for.
3. Create the product rate card.
4. Set prices for monthly recurring charges (if billing from the data feed)
5. Set prices for miscellaneous product charges.
6. Create the service plan.
   1. Enter rates for monthly charges (if not billing from the data feed).
7. Associate the rate card and product rate card to the service plan.
8. Create the package plan.
9. Associate the buy and sell package plans and service plans.
10. Review and approve plans for sale.

Step 1: Create the rate card

Nav: Packages & Plans > Management > Rate Cards

Create a SELL rate card for the plan. Ensure that the Saleable from date is the earliest date from when the rate card where usage will be rated against it. Leave the status in Draft. Once the rate card is created, the screen will refresh with the rate card open and ready to add rates against tariffs.

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

Unlike a product rate card, a rate card is optional. However if a rate card is used, it must have at least one rate in it. In this case, usage will not incur specific charges. Therefore, set the base rate to $0 so that all usage rates at $0 dollars. 1. Click the Set Base Rate button. 2. When the window for creating a new rate appears, choose Flat Charge from the list of rate profiles. 3. Enter $0 in the flagfall field. 4. Ensure the In Cap tick box is unchecked. 5. When you are done, Save the rate.

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