New Product - Main Tab

The Main tab on the New Product window contains the following fields:

Charges and Rules
Charge	The charge to the end customer that is assessed on the charge cycle.
Cost	The amount that is due to the provisioning carrier and is assessed on the charge cycle. Note Cost is NOT prorated when billing is run and may not represent the true cost of a recurring product if proration is assigned to that product.
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. A charge cycle may be weekly, bi-weekly, monthly, bi-monthly, quarterly, semi-annual, annual, once, or none. See Understanding Prorating Types and Charge Cycles for more information.
Charge Tax Class	The proper tax class assigned to the charge. See Tax Class Definitions.
Prorating Type	The type of proration for the charge. A charge may be prorated in advance, in arrears, in advance-no refund, or not at all. See Understanding Prorating Types and Charge Cycles for more information.
Invoice Category	A category used to group invoice details for payment allocation.
# Cycles In-Adv	The number of charge cycles in advance that the product should be charged. 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 for more information. 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 product can be credited in a later bill period if it was disconnected in a previous bill period. For example, if an invoice is sent out on 5/1/00 and on 6/15/00 the product 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 “Credit previously disconnected products” check box must be selected in the Rating and Billing option. Products with a proration of None are not credited for partial months. The full price of the product is charged for partial-month's use. If the previously disconnected product is beyond the Billing Grace Days, no credit will be issued. Credit on disconnect for products assigned at the customer account level are not affected by this grace period.
Do Not Credit on Service Disconnect	If checked, any disconnected services on a final bill for a Product, Pricing Plan, or Package, will not show as a credit on the account. Note If this setting is automatically checked and disabled from editing, then the billing Product, Pricing Plan, or Package is already within a supported Disconnect Order. Note This setting only applies to Disconnect Orders representing termination of a service.
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.
Extended Tax	*Checked: A line item will be created under the Taxes section on the invoice. Unchecked*: This product will be listed with other products on the invoice.
Is Basic Service	If checked, the product is considered a basic service. This is used to determine if entitlements will be applied to this product at billing time.
Display Zero Charges on Invoice	*Checked: A line item will be created on the detail page when there is no charge for the product. Unchecked*: If a product has a zero amount, it will not appear on the invoice.
Allow Installments	*Checked: Installment plans are allowed for this product. Unchecked*: Installment plans are not allowed for this product. Note Available only if the product or package has a Charge Cycle of Once.
Max Number Installments	The maximum number of installments allowed for this product. Note Available only if Allow Installments has been enabled.
Allow Account Codes	*Checked: Customers can assign an Account Code Group to this product and subsequently assign Account Codes to that Account Code Group. Unchecked*: Customers cannot assign an Account Code Group and subsequent Account Codes to this product.
Override Charge on Assignment	Checked: If you change the recurring charge of a Product by adjusting the Charge field described above, checking this box lets you honor the original sales price for customers who have already bought the Product. They will continue to be charged at the original rate. The new charge will apply to customers who buy the Product 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 Product Information
Product Class	Select a product class from the drop-down list (*i.e. local - call transfer, long distance* - *equal access, calling group, etc.). The product class indicates how the product will be provisioned or that the calls associated with the product should be rated according to their calling group. 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 *Managing Protection Plans* in the IDI Billing Solutions Knowledge Center for more on support for Protection Plans in the IDI platform. Note This option is required if you are creating a Calling Group product.
Category	The Product Category used to group similar items, such as accessories or handsets, for accounting purposes.
USOC	A unique code (based on the Bell system) that identifies the product.
Class of Service	The product's service class.
Available Date	The date the product becomes available. The valid date format is MM/DD/YYYY.
Discontinue Date	The date the product is discontinued. The valid date format is MM/DD/YYYY.
Prov. Company	The provisioning company name associated with the product.
Default Status	The default provisioning status of a product when assigned to an account.
ALE	A value used to measure a company's performance for a specific type of service or product. Note ALE's are measured on billed and pending services and are used to track churn.
Default Billing Status	The default Billing Status of the product when assigned to an account: *Billing* or *Not Billing*.
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.