How To Provision Packages

Overview

Packages can be provisioned to accounts to limit the products that can be used by the customer to the ones included in the package. This also make it easier to provision products that are associated to a bundle/package instead of having to add them one by one.

 

Procedure

Step 1. Select an account that the package will be provisioned to.

Go to Accounts > Manage Accounts> Account and select the account. When the account details are displayed, click on Account Packages from the menu tree. 

 

This will bring you to the packages provisioned to the customer. If there are no packages, the list will be empty.

 

Step 2. Provision a package to the account.

With the list of account packages displayed, click New to add a package to the account. This will bring up the package provisioning wizard. Populate the fields with the necessary information using table 1 below as reference for the field definitions.

Click Submit when done to complete the package provisioning process.

 

Terms Defined

Table 1
Field Name Description
Contract Lookup that will allow you to select an existing contract defined for the account. More information can be obtained on creating contracts in the How To Create Contracts and Contract Rates section.
Package Lookup that will allow you to select an existing package in the system.

Start Date

End Date

Start and end dates on when the package is active for the customer. Leaving the End Date blank means that the product is provisioned to the customer indefinitely. This can be later updated to have an end date if necessary.

Note that if an End Date is entered (either upon initial provisioning or a subsequent edit), the End Date is propagated to Account Package Products, effectively making their end dates consistent with the package if they are initially set to a date that is later than the Account Package's newly entered End Date.

Also, the Start Date can be adjusted when the provisioned package has provisioned package products of the following rating method types:

  1. One Time Charge
  2. Prepaid Usage

When the Start Date is adjusted and the original charge(s) is in an open invoice, these are regenerated and re-rated.

 

After adding the package, you will notice that package products may have been added when the view package details page is displayed. This happens when the package was configured to have package products that have minimum quantities defined.

 

Step 3. (Optional) Add additional account package products.

This is done when additional package products need to be provisioned to the customer under the same package (i.e. different rates that take effect on different effective dates).

Refer to the How To Add Package Products section for the steps to perform this.

Deleting Packages

After provisioning packages, there may be instances where the package needs to be deleted, for instance if it was incorrectly provisioned to the customer or the customer opted to purchase another package so the old one needs to be removed. This can only be done if the provisioned package do not have charges that have landed in invoices that have been closed. Otherwise, deleting the package will not be allowed. When the package is deleted, generated charges are removed from open invoices. If the invoice happens to have no more lines because of the removal, the invoice itself is also deleted if it was automatically created to house the charges in the first place but eventually removed.

If no charges have been generated or there are but are included in open invoices, simply click the Delete button when viewing the package record in Detailed mode, or the Del hyperlink when viewing the packages in List layout mode.

List layout:

Detailed view:

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