Field Details - Main Tab

Pricing Plan Information
SKU (required)	Unique identifier used to define the pricing plan. Maximum characters = 20.
Description (required)	Name of the pricing plan as it will be displayed in the system. This also appears on your customers' invoices unless *Alt. Invoice Desc.* is populated.
Alias	Name used to link this pricing plan to a pricing plan in another system. This field is not typically used. Maximum characters = 50.
Alt. Invoice Desc	Description of the pricing plan entered here appears on the customers' invoices if populated; if left blank, the *Description* appears on the invoice. Note If including this field on the customers' invoices, you must work with your print vendor to include it. Maximum characters = 50.
Charges and Rules
Use Price Matrix	*Check box:* Checked: The Price Matrix is used for rating and billing. 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. Unchecked: The system uses the Charge and Cost fields for rating. Note If you choose to change from using Price Matrix to using one Charge for the product, you must clear the check box and enter the Charge and Cost amounts. 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 Creating a Price Matrix. Notes: You must save the product before you can use either the check box or the button. If you select the check box, but do not define a price matrix, the usage charges are not billed.
Charge	Recurring charge to the end customer that is assessed during billing. Notes: This field is not normally populated. The charges to the customer are determined by usage, not a recurring charge. If an amount is not entered, customers are not charged an MRC for this pricing plan.
Cost	Cost to the company for providing this product to the subscriber. Generally used for accounting reports.. Note Cost is NOT prorated when billing is run and may not represent the true cost of a recurring pricing plan, if proration is assigned to that pricing plan.
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 charge: weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-annual, annual, once, or none. This field is used to determine how the product is being charged, not billed or invoiced. Default = Monthly.
Charge Tax Class	Tax class assigned to the charge. See Tax Class Definitions.
Prorating Type	The type of proration for the charge. The IDI platform uses the following proration types: *In Advance: Customers are billed a month in advance of the current bill period. If the product is activated part-way through the bill period they are charged for the prorated amount; if the product is disconnected during the current bill period, a prorated refund is automatically given. In Advance-No Prorate: Customers are billed a month in advance of the current bill period. If the product is activated part-way through the bill period, they are NOT charged for the prorated amount; if the product is disconnected during the current bill period, no refund is given. In Advance-No Refund: Customers are billed a month in advance of the current bill period. If the product is activated part-way through the bill period, they are charged for the prorated amount; if the product is disconnected during the current bill period, no refund is given. In Advance-Forward Disconnect:* Customers are billed the same way as “In Advance,” EXCEPT when the item has a future disconnect date in the next bill cycle. If this occurs, the product is charged a prorated amount in advance, not the full amount. This amount is the percentage of the charge as calculated from the bill start date of the next bill period to the future disconnect date. This charge is then considered "final billed." Using this in-advance prorating type eliminates the need for a credit on the bill run after the disconnect date of the product. *In Arrears: Customers are billed for the time period of the current bill period. If the product is activated part-way through the bill period they are charged for the prorated amount. If the product is disconnected part-way through the bill period they are only charged for the prorated amount. None:* If a pricing plan is not prorated, customers are charged as if it had been in effect for the entire bill cycle (customers are billed the full amount).
Invoice Category	Category used to group invoice details for payment allocation. Invoice categories are set up in Admin Console > Data Management > Invoice Categories. Default = Main.
# Cycles In-Adv	Number of charge cycles in advance that the pricing plan should be charged. If this is set to greater than one, customers are billed for that many months in advance on their first invoice, then one month per invoice after that. Maximum value = 12. Default = 1. Note This field is available only if one of the four “In Advance” prorating types is selected.
Compute Credit On Disconnect	If checked, the system credits the pricing plan charge if the disconnect date is earlier than the current bill period (back-dated). This setting does not affect the charge being automatically refunded if the pricing plan is disconnected during the current bill period. Notes: The *Compute Credit on Disconnected Products* check box must be checked in Admin Console > Business Rules > Backoffice Settings > Billing. Pricing Plans with a proration of None are not credited for partial months. The full price of the Pricing Plan is charged for partial-month's use. If the previously disconnected pricing plan is beyond the Billing Grace Days, no credit is issued. Credit on disconnect for pricing plans assigned at the customer account level are not affected by this grace period. This setting should not be enabled on a pricing plan with a Prorating Type of *In Advance-No Refund*.
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).
Is Basic Service	Checked: This pricing plan is considered a basic service. This is used to determine if entitlements will be applied to this pricing plan at billing time. See Entitlements (Wireline). Unchecked: This pricing plan is not a basic service and no entitlements are applied to the charges during billing.
Display Zero Charges on Invoice	Checked: A line item is created on the detail page of the invoice when there is no charge for the pricing plan. Unchecked: If a pricing plan has a zero amount, it does not appear on the invoice.
Override Charge on Assignment	Checked: The charge for this item can be changed at the time of assignment to the customer or service. Note The user assigning this item must have the *Override Charge* permission enabled. Unchecked: The charge for this item cannot be changed.
Additional Pricing Plan Information
Product Class	Select a product class from the drop-down list (*i.e., local - call transfer, long distance* - *equal access, etc.*). The product class indicates how the pricing plan is provisioned. Note This option is not required when creating a package, pricing plan, or product. It is required if you are creating a Provisioning or Calling Group product.
USOC	Universal Service Order Code used for provisioning.
Class of Service	Pricing plan's service class used for reporting and to further classify the kind of service being provided, such as residential vs. business or local vs. long distance. Note This list is populated by the Classes of Service table in Admin Console > Data Management. Default: *None*. Does not usually apply to wireless.
Available Date	Date the pricing plan becomes available for assignment to a customer or service. Valid date format: MM/DD/YYYY. Default = current date.
Discontinue Date	Date the pricing plan is no longer available for assignment. Valid date format: MM/DD/YYYY. Note The pricing plan cannot be assigned to a customer or service after the date entered in this field, however, existing assignments remain active.
Prov. Company	Provisioning company name associated with the USOC. See Configuring Provisioning Products in Product Catalog. Note Provisioning companies are set up in Admin Console > Business Rules > Local Services > RealTimeProvisioning > Provisioning Companies.
Default Status	Default provisioning status of the pricing plan when assigned to an account or service. Selections in the list are industry-standard provisioning statuses traditionally used for provisioning long-distance service to carriers or local providers.
Country Group	Used in conjunction with dialed digits during rating to determine the country and region of a call. Note Country Groups are set up in Admin Console > Data Management > Country Groups.
Commission	The commission rate percentage that is received from this pricing plan. If a percentage is entered, any commission information entered in Sales Channel Management is ignored. Decimal input is allowed. For example, if you enter “.015”, the commission percentage is “1.5%”.
Call Plan	Call Plan ID number for the area being used for this pricing plan. This Call Plan is based upon the customer's NPANXX. Call Plans are maintained by CCMI for Local Calling Area rating.
Default Billing Status	Default Billing Status of the pricing plan when it is assigned to an account - *Billing* or *Not Billing*.
Prod. Category	Used to group similar items, such as monthly access charges (wireline) or accessories (wireless), for accounting purposes. (See Product Categories) Note If you do not select a product category, configure the General Ledger Properties on the General Ledger tab. See the *General Ledger Configuration Guide* for more information.
Processing Order (required) (or Category)	Indicates the name of the pricing plan group to which the plan is assigned, and the processing order of the plan within that group. This determines the order by which pricing plans are searched to find a matching rate detail when a call is rated. To assign the pricing plan to a group, click the associated browse button. This displays the Pricing Plan Groups window. Use this window to add pricing plan groups (right-click and select New), and then assign the plan to a group (double-click the group, or right-click and select Add To This Group). See Configuring Pricing Plan Processing Order for details. Note This field is replaced by the Category field when the *Use Pricing Plan Groups* Rating business rule is disabled in Admin Console. See the description of Category in Rating Terminology
Specification	Link to a web site, a URL, or a pdf file of an external reference source. Click the View button to view the specification displayed.