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Home > Aria Crescendo Documentation > Product Catalog > Services > Add Services to a Plan

Add Services to a Plan

This article applies to:Aria Crescendo

Overview

This article provides the steps necessary for adding services to an existing plan. If you need to add a service to a new plan, refer to Create a Plan.

Note: A service may not be added, edited, or removed from a plan to which a customer is subscribed.

Adding Services to an Existing Plan

Getting Here: Click Products > Plans > Select a Plan > Services tab

  1. Select each service that you want to add to the plan from the Services That Can Be Added to This Plan list.

To display more available services, click the navigation arrows at the top of the list. To filter the list of services, enter all or part of a service name or service type in the search field.

  1. Click Add Selected Service(s).

Services to add to existing plan 6.50.png

Note: You can also click the Add New Service button to create a new service to add to this list. Once added, you can select this service to include in the plan.

  1. Configure the selected services. The configurations available are dependent on the service type.

Configure Services 6.50.png

Configuration Description Applicable Service Types
Tax Inclusive Rates checkbox Indicate if the price of the service also includes tax by checking the Tax Inclusive Rates checkbox. All service types, except usage-based. 
Non-Refundable/Avalanche Earn checkbox

Indicate if the service is non-refundable by checking the Non-Refundable/Avalanche Earn checkbox. 

When a non-refundable service undergoes a mid-term termination (service cancellation), no service credit is created for the account. Instead, the service is accounted/recorded separately and is consumed in the Revenue Recognition report for calculating client revenues.

  • Recurring
Pricing Rule drop-down

Select one of the following options from the Pricing Rule drop-down to specify how customers are billed when they consume units of the service.

  • Standard: For each recurring or usage-based service, the rate of a tier is applied to all units that fall in that tier.
Example
If units 1-5 = $5 and units 6-10 = $4, a purchase of 7 units is calculated as follows: 5 units x $5 = $25 and 2 units x $4 = $8, making the total charge $33 ($25 + $8).
  • Volume Discount: The rate of a tier is applied to all units purchased.
Example
The rate of a tier is applied to all the units purchased, meaning that if units 1-5 = $5 and units 6-infinity = $4, then a purchase of 7 units is $28 (7 units x $4).
  • Flat Rate Per Tier: A flat rate for each tier is applied regardless of the number of units purchased. There is no cost per unit.
Example
If units 1-5 = $30 and units 6-infinity = $35, a purchase of 10 units is $35.
  • Recurring
  • Usage-based
Fulfillment-Based checkbox When checked, fulfillment dates (which are specified for each service of each unit of a plan assigned to an account) are used for delayed billing and impact invoicing for this recurring service. When not checked, fulfillment dates can be specified for tracking purposes, but have no impact on invoicing.
  • Recurring
High Water Indicator drop-down

Select one of the following options from the High Water Indicator drop-down:

  • Yes: Specifies that customers are charged based on the highest number of units that they consumed during the billing period.
  • No: Specifies that customers are charged based on the total number of units that they consumed during the billing period.
Example
If 100 usage records for a customer were loaded into Aria for a particular billing period, and the usage units in the records ranged from 2 to 15, the customer is charged for 15 usage units for the billing period, not the total number of units consumed during the billing period.
  • Usage-based
Advanced Billing Options drop-down

Select one of the following options from the Advanced Billing Options drop-down:

  • None: Indicates that no advanced billing options are applied.
  • Usage Tier Multiplier: Specifies that the upper end of the usage tiers for the service are multiplied by the number of units of the plan that the customer purchased.
  • Pool Child Billable Unit Thresholds: Specifies that, for a parent account that is subscribed to this plan, child accounts that are subscribed to plans with the same usage type associated, are marked as non-billable on the parent account for a particular number of usage units consumed by all of the child accounts.

Note: Pool Child Billable Unit Thresholds apply to child accounts with responsibility level 2, 3, or 4.

  • Usage-based
Billable Unit Threshold field Indicate the number of non-billable units in the Billable Unit Threshold field for the plans assigned to the child accounts.
  • Usage-based
Unit-based Usage Monitoring Defaults

Apply unit-based usage monitoring defaults by checking the boxes to the right and inputting threshold values. 

  • Usage-based
  1. Click Save. The selected services have been added to the plan.  
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Last modified
16:01, 10 May 2017

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