ServicePlans/BoltOnAddOn

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Revision as of 08:14, 22 December 2014 by Scarpenter (talk) (Creating a Bolt-On Add-On)
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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