Once you have set up usage defaults (option 1), assigned the plan to an account, and set manual usage thresholds (option 2), you should now set your account and event notifications by following the steps below.
Set Events (Account/MPI Notifications and Usage Monitoring)
Overview
Setting Account/MPI Notifications Events
Getting Here: Click Configuration > Notifications > Events > Account and Master Plan Instances Notifications
- Select the checkbox next to the following events to enable each:
| Event Name | Description |
|---|---|
| System determination that account message type "Account Activation" (message class "A") requires sending | |
| System determination that account message type "Account Comment/Note" (message class "N") requires sending | |
| System determination that account message type "Account Deactivation" (message class "T") requires sending | |
| System determination that account message type "Account Welcome" (message class "W") requires sending | |
| System determination that account message type "ARC Resource Threshold Warning" (message class "Z") requires sending | |
| System determination that account message type "Broadcast" (message class "B") requires sending | |
| System determination that account message type "Contract End: Continue Service" (message class "CEC") requires sending | |
| System determination that account message type "Contract End: Renew Automatically" (message class "CER") requires sending | |
| System determination that account message type "Contract End: Rollover" (message class "CERO") requires sending | |
| System determination that account message type "Contract End: Terminate Service and Billing (Proration)" (message class "CETP") requires sending | |
| System determination that account message type "Contract End: Terminate Service and Billing" (message class "CET") requires sending | |
| System determination that account message type "Contract Expiry - Continue Existing Service without Contract" (message class "AEC") requires sending | |
| System determination that account message type "Contract Expiry - Rollover Automatically" (message class "ARO") requires sending | |
| System determination that account message type "Contract Expiry - Terminate Service and Billing (Proration)" (message class "ATP") requires sending | |
| System determination that account message type "Contract Expiry - Terminate Service and Billing" (message class "ATB") requires sending | |
| System determination that account message type "Contract Expiry/Renewal" (message class "R") requires sending | |
| System determination that account message type "Contract Renewal - Renew Automatically" (message class "ARA") requires sending | |
| System determination that account message type "Credit Card Expiry" (message class "C") requires sending | |
| System determination that account message type "Credit Card Update Required" (message class "C3") requires sending | |
| System determination that account message type "Dunning" (message class "D") requires sending | |
| System determination that account message type "Electronic Collection Attempt" (message class "C2") requires sending | |
| System determination that account message type "Electronic Refund Processed" (message class "R2") requires sending | |
| System determination that account message type "Invoice/Statement" (message class "I") requires sending | |
| System determination that account message type " Master Plan Instance Deprovisioned" (message class "MPD") requires sending | |
| System determination that account message type "MTD Unit Usage Threshold Over"(message class "NMO") requires sending | |
| System determination that account message type "MTD Unit Usage Threshold Under"(message class "NMU") requires sending | |
| System determination that account message type "MTD Usage Threshold Over" (message class "UMO") requires sending | |
| System determination that account message type "MTD Usage Threshold Under" (message class "UMU") requires sending | |
| System determination that account message type "Other" (message class "O") requires sending | |
| System determination that account message type "Password Reminder/Reset" (message class "P") requires sending | |
| System determination that account message type "Payment Method Removed" Requires Sending | |
| System determination that account message type "PTD Unit Usage Threshold Over"(message class "NPO") requires sending | |
| System determination that account message type "PTD Unit Usage Threshold Under"(message class "NPU") requires sending | |
| System determination that account message type "PTD Usage Threshold Over" (message class "UPO") requires sending | |
| System determination that account message type "PTD Usage Threshold Under" (message class "UPU") requires sending | |
| System determination that account message type "Supplemental Service Plan Change" (message class "S2") requires sending | |
| System determination that account message type "XML Statement" (message class "X") requires sending | |
| System determination that account message type "Credit Notes" (message class "CN") requires sending | |
| Account message type "Credit Notes" (message class "CN") was sent to account holder | |
| Account message type "Account Activation" (message class "A") was sent to account holder. | |
| Account message type "Account Comment/Note" (message class "N") was sent to account holder. | |
| Account message type "Account Deactivation" (message class "T") was sent to account holder. | |
| Account message type "Account Welcome" (message class "W") was sent to account holder. | |
| Account message type "ARC Resource Threshold Warning" (message class "Z") was sent to account holder. | |
| Account message type "Broadcast" (message class "B") was sent to account holder. | |
| Account message type "Contract End: Continue Service" (message class "CEC") was sent to account holder. | |
| Account message type "Contract End: Renew Automatically" (message class "CER") was sent to account holder. | |
| Account message type "Contract End: Rollover" (message class "CERO") was sent to account holder. | |
| Account message type "Contract End: Terminate Service and Billing (Proration)" (message class "CETP") was sent to account holder. | |
| Account message type "Contract End: Terminate Service and Billing" (message class "CET") was sent to account holder. | |
| Account message type "Contract Expiry - Continue Existing Service without Contract" (message class "AEC") was sent to account holder | |
| System determination that account message type "Contract Expiry - Rollover Automatically" (message class "ARO") was sent to account holder | |
| System determination that account message type "Contract Expiry - Terminate Service and Billing (Proration)" (message class "ATP") was sent to account holder | |
| System determination that account message type "Contract Expiry - Terminate Service and Billing" (message class "ATB") was sent to account holder | |
| Account message type "Contract Expiry/Renewal" (message class "R") was sent to account holder. | |
| System determination that account message type "Contract Renewal - Renew Automatically" (message class "ARA") was sent to account holder | |
| Account message type "Credit Card Expiry" (message class "C") was sent to account holder. | |
| Account message type "Credit Card Update Required" (message class "C3") was sent to account holder. | |
| Account message type "Dunning" (message class "D") was sent to account holder. | |
| Account message type "Electronic Collection Attempt" (message class "C2") was sent to account holder. | |
| Account message type "Electronic Refund Processed" (message class "R2") was sent to account holder. | |
| Account message type "Invoice/Statement" (message class "I") was sent to account holder. | |
| Account message type " Master Plan Instance Deprovisioned" (message class "MPD") was sent to account holder | |
| Account message type "MTD Unit Usage Threshold Over" (message class "NMO") was sent to account holder. | |
| Account message type "MTD unit Usage Threshold Under" (message class "NMU") was sent to account holder. | |
| Account message type "MTD Usage Threshold Over" (message class "UMO") was sent to account holder. | |
| Account message type "MTD Usage Threshold Under" (message class "UMU") was sent to account holder. | |
| Account message type "Other" (message class "O") was sent to account holder. | |
| Account message type "Password Reminder/Reset" (message class "P") was sent to account holder. | |
| Account message type "Payment Method Removed" was sent to account holder. | |
| Account message type "PTD Unit Usage Threshold Over" (message class "NPO") was sent to account holder. | |
| Account message type "PTD Unit Usage Threshold Under" (message class "NPU") was sent to account holder. | |
| Account message type "PTD Usage Threshold Over" (message class "UPO") was sent to account holder. | |
| Account message type "PTD Usage Threshold Under" (message class "UPU") was sent to account holder. | |
| Account message type "Supplemental Service Plan Change" (message class "S2") was sent to account holder. | |
| Account message type "Unknown" (message class "U") was sent to account holder. |
- Click Save in the lower right corner of the screen once you have checked all of the events you require notifications for.
Setting Usage Monitoring Events
Getting Here: Click Configuration > Notifications > Events > Usage Monitoring
- Select the checkbox next to the following events to enable each:
| Event Name | Description |
|---|---|
| The total currency value of an Master Plan Instance's month-to-date unbilled usage was previously UNDER the client-defined threshold amount for system notification but is now OVER OR EQUAL TO that threshold. | |
| The total currency value of an Master Plan Instance's month-to-date unbilled usage was previously OVER OR EQUAL TO the client-defined threshold amount for system notification but is now UNDER that amount. | |
| The total currency value of an Master Plan Instance's master billing-period-to-date unbilled usage was previously UNDER the client-defined threshold amount for system notification but is now OVER OR EQUAL TO that threshold. | |
| The total currency value of an Master Plan Instance's master billing-period-to-date unbilled usage was previously OVER OR EQUAL TO the client-defined threshold amount for system notification but is now UNDER that threshold. | |
| The total currency value of an Master Plan Instance's month-to-date unbilled usage was previously UNDER the client-defined threshold percentage for system notification but is now OVER OR EQUAL TO that threshold. | |
| The total currency value of an Master Plan Instance's month-to-date unbilled usage was previously OVER OR EQUAL TO the client-defined threshold percentage for system notification but is now UNDER that threshold. | |
| The total currency value of an Master Plan Instance's master billing-period-to-date unbilled usage was previously UNDER the client-defined threshold percentage for system notification but is now OVER OR EQUAL TO that threshold. | |
| The total currency value of an Master Plan Instance's master billing-period-to-date unbilled usage was previously OVER OR EQUAL TO the client-defined threshold percentage for system notification but is now UNDER that threshold. | |
| The Master Plan Instance's month-to-date unbilled unit usage was previously UNDER the client-defined threshold Usage unit for system notification, but is now OVER OR EQUAL TO that Usage Unit. | |
| The Master Plan Instance's month-to-date unbilled unit usage was previously OVER OR EQUAL TO the client-defined threshold Usage unit for system notification, but is now UNDER that Usage Unit. | |
| The Master Plan Instance's master billing-period-to-date unbilled unit usage was previously UNDER the client-defined threshold Usage Unit for system notification, but is now OVER OR EQUAL TO that Usage Unit. | |
| The Master Plan Instance's master billing-period-to-date unbilled unit usage was previously OVER OR EQUAL TO the client-defined threshold usage unit for system notification, but is now UNDER to that Usage unit. |
- Click Save in the lower right corner of the screen.
The following events fire each time a threshold level is crossed for the usage type:
Account Notice MTD Threshold:
- Account Message Type "MTD Unit Usage Threshold Over" Requires Sending
- Message Type "MTD Unit Usage Threshold Over" Sent to Account Holder
Account Notice PTD Threshold:
- Account Message Type "PTD Unit Usage Threshold Over" Requires Sending
- Message Type "PTD Unit Usage Threshold Over" Sent to Account Holder
Client Notice MTD Threshold:
- Account's unit usage value is now OVER OR EQUAL TO the client-defined MTD threshold value.
Client Notice PTD Threshold:
- Account's unit usage value is now OVER OR EQUAL TO the client-defined PTD threshold value.
You can also retrieve an account's usage history to see how many units of usage an account has accumulated at any time, the unit rate, and, if thresholds were exceeded, the total charge for those exceeded units. Below is an example of a notification an account holder would receive, informing him or her of reaching or exceeding the set thresholds.
