Set Up Usage Unit Defaults for a Plan in the Product Catalog

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Overview

You can set up usage unit defaults for a plan in your product catalog that are applicable to accounts you assign that plan to. Set these defaults from the Services screen of creating a plan by following the steps below.

Note: If you are creating a new plan and would rather set usage unit thresholds later, you can complete the plan creation and continue to assign the plan to an account. You can change a unit threshold at any time for individual accounts.

Setting Up Usage Defaults

Getting Here: Click Products > Plans > New button > Services

Select at least one usage-based service to apply to the plan.
Click Add Selected Services.

Note: You can click Add New Service to add a new service instead of adding existing services.

Selected services appear in the second section called Configure Selected Services.
For usage-based services, make selections for Tax Inclusive Rates, Non-Refundable/Avalanche Earning, Pricing Rule, High Water Indicator, Advanced Billing Indicator, and Billable Unit Threshold.
Select the Account Notice MTD Threshold checkbox.
Notification column headers and input fields appear.
Enter a Threshold value, in units (in this example, 6,000 units).
Enter a 1^st level percentage threshold notification (in this example, 50%).
Enter a 2^nd level percentage threshold notification (in this example, 75%).
Note: You may enter up to 4 threshold notification levels.
Select the Account Notice PTD Threshold, Client Notice MTD Threshold, and Client Notice PTD Threshold checkboxes and follow steps 5-7 above to set up usage defaults for each of these fields.
Click Next: Virtual Inventory.
Complete and save the plan creation.
Next you should assign the plan to an account.