To add (or edit) a Price Point to an AdvancePay Product:
Click the Price Points tab in the AdvancePay Product.
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Right-click in the empty area of that tab and select New. This displays the Add Price Point window.
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Note
The Tax Classes pane is only available when this functionality is enabled in the system. The functionality is enabled by default.
Or right-click an existing Price Point and select Edit. This displays the Edit Price Point 'PricePointName' window.
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These windows display the details of each Price Point.
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Name
Name of the Price Point displayed to the sales person when selling an AdvancePay Product. This should clearly indicate which "plan" a customer is buying. For example, naming a Price Point "50/1000/30" can indicate the charge ($50.00), the units (1000 minutes), and duration (30 days). Required.
Duration (Days)
Duration is the life span of the discounts purchased with the Price Point. Most companies use 30 days, but the duration can be any number of days. This option is available only if Unlimited has not been selected.
Unlimited
A duration of Unlimited allows customers to use services as long as they still have units left in their "buckets." It never expires until the service associated with the AdvancePay Product is disconnected. If you check the Unlimited check box, the Duration (Days) is no longer available.
Max Extendable Days
Number of days the Price Point can be extended beyond its initial duration. For example, the Price Point's duration is 30 days, after which time the discounts would expire. If a customer has not used all of their units, you may want to extend the life of those units for an additional period of time. If you have a Max Extendable Days of 120, the customer actually has 150 days before their units expire.
If left blank, the Maximum Extendable Days is unlimited.
Note
An Unlimited Price Point can never expire until the service is disconnected.
Related Items Folder
Choosing a Related Items Folder from the list creates a Guided Assignment flow based on the Price Point selected during a sale.
Auto-Assign on Order
Auto-assign is an alternative to the manual process of assigning Orders. It allows an AdvancePay product's price points to be configured with an a specific billing product or package.
Promotions
Apply on New Sales
The AdvancePay Product can be counted toward a promotion when a customer initially purchases an AdvancePay Product.
Apply on Renewals
The AdvancePay Product can be counted toward a promotion when a customer renews the AdvancePay Product.
Start Date
First day the Price Point is available for selection during the sale of the AdvancePay Product. This defaults to the day the Price Point is created.
End Date
Last date the Price Point is available for selection during the sale of the AdvancePay Product.
Charge
Amount paid by customers if they choose the Price Point.
Discount Name
Description of the discount as set up in Product Management.
Units
Number of units to be included in the discount.
Unit Type
Kind of unit used in the discount. The unit type may be Minutes, Occurrences, or Currency.
Refund %
Refund allocation percentage 'weights' the calculated refund amounts per discount when a usage-driven refund is set. The sum of all refund percentages within a price point must total 100%. This must be true even if refunds are not permitted.
Tax Class
To add a tax class right click in the pane an choose Add to display the Add Tax Class dialog. This dialog lets you add one tax class at a time. Select a tax class from the drop down menu and enter the allocation as a percentage of the total tax for the price point. You can enter the allocation with two decimal point precision (e.g. 50.55 as shown below). All tax classes added to the price point must add up to 100%.
If you choose not to add tax classes to a price point, the tax class selected on the Taxes tab is used.
The context menu in the Tax Class pane lets you edit or delete currently assigned tax classes as needed.
Note
This pane is only available when this functionality is enabled in the system. The ability to add tax classes to a price point is enabled by default.
Add (or update) the charge information and discounts.
charge information
To add charge information to a Price Point:
Right-click in the Start Date/End Date/Charge area and select New (or Edit). This displays the Add (Edit) Charge Detail window.
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Enter the Start Date. This is the day the Price Point is available for selection by the customer. This defaults to the current date.
Enter the End Date, if applicable. This is the last day the Price Point is available for selection by the customer.
Enter the Charge amount of the Price Point.
Click OK.
discounts
To add Discounts to a Price Point:
Right-click in the Discount Name/Units/Unit Type/Refund % area and select Add (or Edit). This displays the Add(Edit) Price Point Discount window.
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To limit the number of grant discounts returned, enter search information in Find Discount.
Click the search button
. Only Grant Discounts set up as one-time and not shared are displayed for selection.Double-click the discount to select it for the Price Point.
Enter the number of units to be associated with the discount.
Enter the Refund Allocation Percentage. Refund allocation percentage 'weights' the calculated refund amounts per discount when a usage-driven refund is set. The sum of all refund percentages within a price point must total 100%. This must be true even if refunds are not permitted.
Note
The sum of all Refund Allocation Percentages in a Price Point must equal 100%.
Click OK.
Continue adding Discounts until the Price Point reflects the desired offering.
Click Save.
Note
You must click Save to retain any additions or changes made to Price Points.
See also:
Click OK.
Note
You must click Save at the AdvancePay Product level to retain any additions or changes made to Price Points.