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.
Set Up Usage Unit Defaults for a Plan in the Product Catalog
Overview
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 > [enter required information on previous tabs] > Services tab
- Select at least one usage-based service to apply to the plan by clicking Select Existing Services.
- Check the box next to the usage-based service you wish to add and click Select. You can also click the Create New button to create a new service instead of adding existing services.
- Once you have selected a usage-based service and added it to the plan, you have the option to edit the Service. Select the Edit button next to the service you just added.
- For usage-based services, you can make selections for:
- Tax Inclusive Rates
- Non-Refundable/Avalanche Earning
- Pricing Rule
- High Water Indicator
- Advanced Billing Indicator
- Billable Unit Threshold
- Select the Master Plan Instance 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 1st level percentage threshold notification (in this example, 50%).
- Enter a 2nd level percentage threshold notification (in this example, 75%).
- You may also select the Master Plan Instance Notice PTD Threshold, Client Notice MTD Threshold, and Client Notice PTD Threshold checkboxes and follow the steps above to set up usage defaults for each of these fields.
- Click Next to move through the next tab.
- Complete and save the plan creation.
- Next, you should assign the plan to an account.