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Assign or Remove an Account's Thresholds
Assign or Remove an Account's Thresholds
Table of contents
You assign thresholds to accounts' billing group so those customers can be invoiced when their unbilled orders reach a total greater than or equal to a specified threshold amount. Based on your business needs, you may choose to remove a previously-assigned threshold then assign a different one, if necessary. This topic explains how to:
- Access all of the thresholds associated with an account's billing groups in one location;
- Then assign or remove a threshold for one or more of those billing groups.
You may also choose to go directly to the Billing Groups screen and assign or remove a threshold associated with a specific billing group, as explained here.
Note: Currently, you cannot assign or remove a threshold on an account so that change will apply to all of that account's billing groups at the same time. You can only assign or remove a threshold associated with one billing group at a time, as described below.
Please see the Threshold Billing topic for additional background information, best practices, and use cases.
Prerequisites
Before you can view, assign, or remove thresholds associated with an account's billing groups, you will need access to those features. Your Aria Administrator can provide access by completing this prerequisite: Provide Access to Accounts' Threshold Billing Rules in the Aria application.
Instructions
Assign a Threshold
Note:
- Currently, you can assign only 1 threshold to each billing group. However, for each account, you can assign the same threshold to different billing groups or assign a different threshold to each billing group.
- Before you can assign a different threshold to a billing group, you must first remove the currently-assigned threshold.
Getting Here: Click Accounts > select an account > Plans > Threshold Billing Rules
The list of any thresholds assigned to the account's billing groups will be displayed. The thresholds are sorted by Billing Group ID.
- Click Assign.
The thresholds available for the account's currency will be displayed. If no threshold is available for the account's currency, you can Create/Edit a Threshold Billing Rule for that currency.
- Select the billing group to which you want to assign a threshold.
- Select the threshold that you want to assign to the billing group.
- Click Assign.
You will see a message similar to this: "Threshold Billing Rule 10013767 was successfully assigned to Billing Group 22077." The assigned threshold will be displayed on the list of currently-assigned thresholds. - Repeat steps 1-4 for any additional billing group to which you want to assign a threshold.
Remove a Threshold
Getting Here: Click Accounts > select an account > Plans > Threshold Billing Rules
- Click Remove (
) next to the billing group whose threshold you want to remove.
- Click OK in the confirmation message that appears.
You will see a message similar to this: "Threshold Billing Rule 10003830 was successfully removed from Billing Group 20730." The removed threshold no longer appears on the list of currently-assigned thresholds. - Repeat steps 1-2 for any additional billing group from which you want to remove a threshold.
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