Difference between revisions of "ServicePlans/BoltOnAddOn"
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* 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. | * 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. | ||
| − | === Creating a Bolt On Add-On === | + | === Creating a Bolt-On Add-On === |
| − | To create a bolt 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. | ||
| + | * '''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. | ||
| + | * '''Buy or Sell''': Defines whether the bolt-on add-on contains BUY or SELL information. | ||
| + | * '''Service type''': Select the Service Type the bolt-on add-on is for. | ||
| + | * '''Bolt-On Category''': Select the Bolt-On category | ||
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- Included Value Amount | - Included Value Amount | ||
- Included Value Type (drop down) - Gets it's values from the same location that the plan | - Included Value Type (drop down) - Gets it's values from the same location that the plan | ||
Revision as of 17:23, 19 December 2014
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.
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.
- 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.
- Buy or Sell: Defines whether the bolt-on add-on contains BUY or SELL information.
- Service type: Select the Service Type the bolt-on add-on is for.
- Bolt-On Category: Select the Bolt-On category
- Included Value Amount
- Included Value Type (drop down) - Gets it's values from the same location that the plan
bolt on page uses
- Tariff to use - Use the same approach as the plan bolt on section when it comes to
selecting a tariff (uses service type, bolt on category and tariff)
- Setup Fee - Same approach as plan bolt on setup fee, using the Emersion tax control and
saving the setup fee tax type also
- Access Fee - Same approach as the plan bolt on access fee, using the Emersion tax
control and saving the access fee tax type also
- Pro-rata Enabled - Check box as to whether Pro-Rata is enabled (with a note to say this
applies to the allocation and the access fee combined)
- Requires Provisioning - Check box as to whether the add-on requires provisioning
