The Orders web module supports selling and renewing AdvancePay products.
Notes:
The ability to configure AdvancePay products with browse tags and assignment templates in the IDI Desktop Client was added with the IDI platform 25.04 release.
AdvancePay requires a license. If you are not already licensed and need to use AdvancePay, contact your IDI account manager. In addition, you need to have a thorough understanding of AdvancePay functionality as supported in the IDI platform. Refer to the applicable topics in IDI Desktop Client help for details.
Getting Started with an AdvancePay Transaction
This process starts the same as when using browse tags and assignment templates to find and add other products to a transaction. Begin the transaction as you normally would, either by initiating a starting block or beginning a new transaction and selecting the customer. Click the Add Item icon. Then, under Add Item Options select the Service Level Items radio button.
Note
AdvancePay products can only be sold at the service level and are not supported at the account level in web orders.
Once you’ve selected the service where the AdvancePay product is being added, you can use any of these methods to find the product – Browse, Add By SKU, or Search by Description. Below shows using the AdvancePay browse tag assigned to AdvancePay products in the Product Catalog.
Managing Price Points on an AdvancePay Product
Price points are assigned to AdvancePay products as part of their setup in the Desktop Client Product Catalog. When you add an AdvancePay product to a web transaction, you can select which price points to include at your customer’s request. Clicking an Available Item displays the Select AdvancePay Price Points dialog for this purpose.
All price points assigned to the product in the Product Catalog are listed in ascending alphabetical order by description. A scroll bar is provided as needed to let you browse the complete list. Use the Favorite Price Point selector to designate one as favorite.
Note
This is optional. You are not required to designate a favorite.
The name, duration, and charge as configured in the Desktop Client Product Catalog are displayed for each price point. Enter a quantity for each price point to be sold with the AdvancePay product.
On saving the price point specification, the AdvancePay product will be staged as a parent, with the selected price points as the children. From here you can change the designated the Favorite Price Point, and edit the quantity of any of the price point as needed. Clicking the Select Price Points link under the product lets you change the price point selections.
Note
In this dialog, items are re-ordered with items having a quantity greater than zero listed alphabetically at the top, and price points having a prior quantity of zero listed alphabetically below.
Note
The Tax Using method and any applicable Discounts can also be viewed and managed at the price point level by selecting the applicable View option..
Once added to the transaction, the page will contain the AdvancePay product as a parent to the price point children, with different icons to indicate the AdvancePay product (suitcase) and its price points (suitcase with a clock). These will be displayed green to indicate they are being being added/sold.
From here you can update the quantity for a price point without having to restage it by selecting the price point and clicking the Edit (pencil) icon.
Clicking the Edit Price Points link on the selected AdvancePay product lets you reselect all price points and the favorite price point without restaging.
Note
There must be at least one price point (quantity greater than 0) under an AdvancePay product in order to proceed past the transaction assembly page; otherwise, an error is thrown upon clicking Review.
Renewals
When you choose to modify a feature, the Action menu in the staging (right) pane provides a Renew AdvancePay option.
Note
This option is only available for users with Renew AdvancePay permission. If the specified customer has one or more AdvancePay products, selecting this option will list the AdvancePay products under their respective services.
Selecting a product will display the Edit Price Points dialog for that product, listing all price points that were added in a previous transaction. All price points will have a quantity of 0 initially. From here you can specify the quantity to renew for each price point (or choose not to renew by leaving the quantity 0).
Note
The Unit Balance section can be helpful when discussing renewal options with your subscribers. Expanding this section shows the expiration date and remaining amount for each price point.
Once saved, price points selected for renewal will stage in the cart with black icons (for renew). From here you can proceed through the rest of the transaction as you would any other.
Voids
Voids are now supported for AdvancePay products and work the same as for other products.