Add/Edit Package - Main Tab

The New/Edit Package window provides the following input fields:

New Package Information
SKU	A unique identifier used to define the product (Maximum characters = 20.) Note Numbers 1-1000 are reserved for use by the system.
Description	The definition of the package.
Alias	Provides a way of linking packages to the products of another system. Note This field can contain up to 50 characters.
Alt. Invoice Desc	An alternate name that can be displayed on the customers' invoices. Maximum number of characters = 50
One Price Package	Check this box to specify that charges for all component items are covered by the value entered in the Charge field for this package.
Choose	If a customer can choose a certain number of products from a list of products, enter the number of products to be chosen in this field. For example, if the customer can choose 2 products from a list of 5 products, enter a 2 in this field.
Charge	The retail charge to the end customer that is assessed on a recurring basis.
Cost	The amount that is due to the provisioning carrier and is assessed on a recurring basis. Note Cost is NOT prorated when billing is run and may not represent the true cost of a recurring package, if proration is assigned to that package.
Wholesale Cost	Used for Wholesale Billing. This is the amount the service provider is charging the reseller for the service. For usage, this is calculated based on configured wholesale Pricing Plans. For features, this is set by the service provider. For more on configuring Wholesale Billing, refer to the Knowledge Article in the IDI Knowledge Center.
Charge Cycle	The frequency of the recurring or nonrecurring charge. A charge cycle may be weekly, biweekly, monthly, bimonthly, quarterly, semi-annual, annual, or once (for a nonrecurring charge). See Understanding Prorating Types and Charge Cycles for additional information.
Charge Tax Class	The proper tax class assigned to the recurring charge. See Tax Class Definitions. Note One-price packages are taxed at the package level unless tax by component level is selected.
Prorating Type	The type of proration for the charge. A charge may be prorated in advance, in arrears, or not at all. See Understanding Prorating Types and Charge Cycles for additional information.
Invoice Category	A category used to group invoice details for applying payments.
# Cycles In-Adv	The number of charge cycles that the product should be charged for in advance. For example, if you need to charge your product three months in advance (with a Charge Cycle of “monthly”), enter “3”. See Number of Cycles In-Advance. Note This field is available only if “In Advance” or “In Advance - No Refund” is selected as the Prorating Type.
Compute Credit on Disconnect	If checked, the package can be credited in a later bill period. For example, if an invoice is sent out on 5/1/00 and on 6/15/00 the package is discontinued with an end date of 4/15/00, the customer will be credited from 4/15/00 on the 7/1/00 invoice. Notes: The "Compute Credit on Disconnected Products" check box must be checked in the Billing Backoffice Settings in Administration Console. Packages with a proration of "None" are not credited for partial months. The full price of the package is charged for partial-month's use.
Enable Crediting On Service Reconnect	This setting is intended to help ensure double-billing does not occur when a disconnected service is reconnected, and any billable catalog items on the service were configured not to credit on disconnect. For any Product, Package or Pricing Plan with Enable Crediting on Service Reconnect checked, when a Reconnect Service order is submitted, the system will uncheck Do Not Credit In-Advance Charges. Your service representative will not have to remember to perform this step. After the Service Reconnect order is complete, the Detail Form of the Catalog Item will be updated and will display Do Not Credit In-Advance Charges, as unchecked. This is an optional parameter and defaults to not selected (unchecked).
Use Price Matrix	*Check box:* If selected, the Price Matrix is used for rating. The Charge and Cost fields are disabled and any amounts in those fields are removed. The Override Charge on Assignment field is disabled and the charge cannot be overridden during the sale. If cleared, the system uses the Charge and Cost fields are used for rating. Note If you choose to change from using Price Matrix to using one Charge for the product, you can clear the check box and enter the Charge and Cost amounts. *Ellipsis button:* Opens the Price Matrix window to let you view and configure the associated Price Matrix. You do not need to select the check box to add or edit the Price Matrix. See Adding/Editing a Price Matrix. Note You must save the item before you can use either the check box or the button.
Is Basic Service	If checked, the package is considered a basic service. This is used to determine whether or not entitlements are applied to this package at billing time.
Display Zero Charges on Invoice	Check to list packages with no charges on invoices. *Checked: A line item is created on the detail page, when there is no charge for the package. Unchecked*: If a package has a zero amount, it does not appear on the invoice.
Allow Installments	Check to allow installment plans for a one-price package. *Checked: Installment plans are allowed for this one-price package. Unchecked*: Installment plans are not allowed for this one-price package. Note This check box is only available for selection if "One Price Package" is selected, and the selected Charge Cycle is “Once”.
General Ledger At Component Level	Check to break out the proportional amounts of the individual components of a one-price package in the General Ledger. Note This check box is only available for selection if "One Price Package" is selected.
Max # Installments	The maximum number of installments allowed for this one-price package. Note This input field is only available for data entry if "One Price Package" is selected, the selected Charge Cycle is “Once”, and "Allow Installments" is selected.
Override Charge on Assignment	Checked: If you change the recurring charge of a Package by adjusting the Charge field described above, checking this box lets you honor the original sales price for customers who have already bought the Package. They will continue to be charged at the original rate. The new charge will apply to customers who buy the Package following the charge adjustment. Note This functionality is NOT related to overriding a Charge on an order and is not affected by the Override Charge permission.
Automatically End Date	Checked: If the Charge Cycle is Once or None, this product will be disconnected automatically. Note Available only if the Charge Cycle is Once or None. If the Charge Cycle is Once, this product will be disconnected automatically on the invoice date. If the Charge Cycle is None, this product will be disconnected after the number of days entered in the after__ days field has passed.
after __ days	Number of days this product should be active before it is disconnected. Note Available only if the Charge Cycle is None AND Automatically End Date is checked.
Additional Package Information
Product Class	Select a product class from the drop-down list (i.e. Local - Hunting, LD - Equal Access, etc.). The product class indicates how the package is provisioned. Notes: This option is not required when creating a package, pricing plan, or product. It is required, if you are provisioning a Local Line product. Set Product Class to Protection Plan if you're using this catalog item to set the Monthly Recurring Charge (MRC) for a device protection plan (not as an actual package). This setting enables the *Protection Plan Profile* drop down menu. Refer to the *Managing Protection Plans* article in the IDI Billing Solutions Knowledge Center for more on support for Protection Plans in the IDI platform.
Class of Service	The package's service class.
USOC	A unique code (based on the Bell system) that identifies the package.
Discontinue Date	The date that the package is no longer available to be assigned. The valid date format is MM/DD/YYYY.
Available Date	The date that the package becomes available. The valid date format is MM/DD/YYYY.
Default Status	The default provisioning status of a package when assigned to an account.
Prov. Company	The provisioning company name associated with the package.
Default Billing Status	The default Billing Status of the package when assigned to an account - Billing or Not Billing.
Category	The Product Category used to group similar items, such as accessories or handsets, for accounting purposes.
Protection Plan Profile	This field is enabled when you set the Product Class to *Protection Plan*. This indicates the catalog item is being used to set the Monthly Recurring Charge for a Protection Plan. Select the Protection Plan Profile to which you want to associate the MRC.
Specification	A link to a web site, a URL, or a pdf file. Click the View button to view the specification displayed.