Difference between revisions of "ServicePlans/BoltOnAddOn"
(→Creating a Bolt On Add-On) |
(→Creating a Bolt-On Add-On) |
||
| Line 27: | Line 27: | ||
* '''Buy or Sell''': Defines whether the bolt-on add-on contains BUY or SELL information. | * '''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. | * '''Service type''': Select the Service Type the bolt-on add-on is for. | ||
| − | * '''Bolt-On Category''': Select the Bolt-On category | + | * '''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. | ||
- Included Value Amount | - Included Value Amount | ||
Revision as of 08:14, 22 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.
- 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 Nextbutton.
- 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
