Note:You can define price plans and associate the plans with bundles through Price Plan screen. Based on the price plan, pricing are defined on the individual services in a bundle.
To define a price plan:
On the System Administration module, click Order Management, click Pricing, and then click Price Plan.
Enter Plan Code and Plan Name in respective fields.
Select Bundle on which the plan should be applied from the drop-down. The bundles defined in the Bundle screen are displayed in the drop-down.
Select Status of the plan as Active or Inactive from the drop-down. If status is Active, the plan can be used.
Select Plan Start Date and End Date from the respective drop-downs.
Select Price Plan type either as Perpetual or Prepaid.
Derived from: This option helps to define a price plan based on existing price plans. The list of plans available in the solution are displayed in the drop-down. Select the required price plan based on which you want to define the new price plan. The details in all the fields are automatically populated based on the selected plan.
Select the Lease to Own check box. If Lease to Own check box is selected, the hardware is owned by the customer after the contract period (specified at the time of booking an order) is completed. System enables the Lease to Own check box for hardware plans only.
Select the Category from the drop-down list as follows:
Addon: If the plan is selected as addon , then the plan appears in the Add On Plans list in Service Order screen.
Basic: If the plan is selected as basic , then the plan appears in the Basic Plans list in Service Order screen.
Alacarte: If the plan is selected as alacate , then the plan appears in the Ala Carte list in Service Order screen.
Hardware: If the plan is selected as hardware, then the plan appears in the Hardware list in Service Order screen.
Prepaid Plan
If
you are defining a prepaid plan, select Contract Validity from the
given drop-down.
Note: The
contract periods defined in contract
period screen
are displayed in the drop-down.
Select the check box against Startup Plan or Topup Plan or Zero Validity as applicable.
Startup Plan: The plan which should be booked as a mandatory for the customer when taking a prepaid plan for the very first time.
Topup Plan: Topup plan is used to top up the existing plan either with usage, validity, or both.
Zero Validity: Zero Validity Plan is a top up used for usage top up. A zero validity plan is by default a Top up plan. When you select the Zero Validity checkbox, the Topup Plan check box automatically gets selected.
Select Effect Immediately check box to process the top up immediately.
Enter estimated price of the plan in the field.
In
the Partners grid, select
the partners for whom you want to associate the plan. Select the All check box to apply the price
plan for all the partners. Select Inclusive
check box. The Partner web page dialog box appears. Select the partners
for which you want to include the price plan and click Save.
Select Exclusive check box.
The Partner web page dialog box appears. Select the partners for which
you want to exclude the price plan and click Save.
Note: All the attributes in Customer Type, Billing
Frequency, Price Region, Hardware Item, and Operational Entity
are disabled if you associate the plan with a partner.
Select the check box against each individual attributes for Customer Type, Billing Frequency, Price Region, Hardware Item, Operational Entity, and Contract Validity on which the plan would be applied.
In Operational Entity panel, select All check box to apply the price plan for all the operational entities. Select Inclusive check box. The Operational Entity Search web page dialog box appears. Select the operational entities for which you want to apply the price plan and click Save. Select Exclusive check box. The Operational Entity Search web page dialog box appears. Select the operational entities for which you want to exclude the price plan and click Save.
Provision is given to define a trial plan for prospect. Select Customer Type as Prospect to define a trial plan.
Click the Save button to save the price plan details.
When the plan is created click the Pricing button to directly navigate to the Pricing screen where you can define pricing for the newly created plan.
Note:
Only one trial plan can be defined in the system.
In Partner and Operational Entity panel, the All, Inclusive, and Exclusive check boxes appear based on the profile option Enable Entity Search Priceplan and Enable Partner Search Priceplan respectively.
Provision is given to capture user defined attributes through Flex Table Attributes screen while defining a price plan.