Table of Contents
- Title and Copyright Information
- Preface
- 1 About Creating Product Offerings
-
Part I Creating Pricing Setup
Components
- 2 Creating Pricing Setup Components
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3
Synchronizing Pricing Setup Components
- About Synchronizing Setup Components
- About the SyncPDC Utility
- Changing Display Names
- 4 Configuring Deliverables
- 5 Configuring Policy Specifications
- 6 Configuring Item Type Selectors
- 7 Configuring Value Maps
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Part II Creating Pricing Components
-
8
Configuring Charge Offers
- About Charge Offers and Charges
- Configuring Charge Offer Usage and Ownership
- Applying Recurring Charges on a Specific DOM
- Configuring Charge Offers and Revenue Recognition
- Restricting the End Time of Granted Balances That Start on First Usage
- Configuring How Pricing Configurations for Date Ranges are Applied
- Charge Offers and General Ledger
- Configuring Full Day Proration
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9
Configuring Charges in Charge Offers
- About Charges
- Specifying When a Charge is Effective
- Specifying Whether to Charge Inactive, Canceled, or SuspendedActive Accounts
- Configuring Taxation in Charges
- Configuring In-Advance Billing in Charges
- Configuring Cycle Alignment for Recurring Charges
- About Prorating Recurring Charges and Rollovers
- About Creating Charge Offers with Over 500 Charges
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10
Configuring Pricing in Charge Offers
- Configuring Pricing in Charges
- Configuring Validity Periods for Noncurrency Credit Balances
- Granting Noncurrency Balances in Increments
- Specifying Rounding in Balance Impacts
- Specifying if a Balance Impact is Discountable
- About Minimum Charges
- About Conditional Balance Impacts
- About Prorating Charges
- Configuring Dynamic Charging
- 11 Pricing Configurations in Charge Offers
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12
Creating Discount Offers
- About Discount Offers and Discounts
- Configuring How Discount Offers are Purchased and Applied
- Applying Discounts Based on Quantity
- About Discount Filters
- About Discount Triggers
- About Using Temporary Balances in Discounts
- Using Functions to Calculate a Balance Impact
- Applying Multiple Discount Versions to an Event
- About Billing-Time Discounts
- Configuring Effective Dates for Discounts
- Configuring Discount Validity
- Discount Validity Rounding
- Discounts and Tax Calculation
- Discounts and General Ledger
- About Snowball Discounts
- Applying Price Tags to Discount Offers
- 13 Creating Subscription Terms
- 14 Creating Bundles
- 15 Creating Packages and Package Lists
- 16 Sharing Charges and Discounts
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8
Configuring Charge Offers
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Part III Charging Scenarios
- 17 Charging Based on Date and Time
- 18 Charging Based on Event Attributes
- 19 Implementing Recurring Charges
- 20 Advanced Configuration for Recurring Charges
- 21 Working with Extended Rating Attributes
- 22 Configuring Closed User Groups
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Part IV Managing Balances
- 23 Managing Balances during Charging
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24
Managing Sub-Balances
- About Sub-Balances
- About Noncurrency Sub-Balances
- How Balances in Validity-Based Sub-Balances Are Updated
- Restricting the Validity of Noncurrency Sub-Balances That Start on First Usage
- Configuring Custom Sub-Balances
- Specifying the Order in Which Sub-Balances Are Consumed
- Configuring Time Stamp Rounding for Cycle Events
- Configuring Time Stamp Rounding for Purchase Events
- 25 Configuring Dynamic Quota
- 26 About Folds
- 27 Applying Credit Limits to Balances
- 28 About Rollovers
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29
Configuring Balance Impact Rounding
- About Balance Impact Rounding
- Configuring Balance Impact Rounding
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Part V XML Pricing Interface for PDC
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30
Importing and Exporting Pricing and Setup Components
- About Using the XML Pricing Interface to Create Product Offerings
- About the ImportExportPricing Utility
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Exporting Pricing and Setup Components from PDC
- Exporting All Pricing and Setup Components
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Exporting a Subset of Pricing and Setup Components
- Example 1: Exporting a Subset of Pricing Components
- Example 2: Exporting Only Setup Components Managed in BRM
- Example 3: Exporting Only G/L IDs
- Example 4: Exporting All Pricing Reference Objects
- Example 5: Exporting Only Metadata Objects
- Example 6: Exporting Setup Components Modified After a Specific Time
- Example 7: Exporting Pricing Components Modified by Specific Users
- Example 8: Exporting Only Extended Attribute Template Objects
- Exporting Promoted and Failed Components
- Exporting Only Obsoleted Components
- About Supported Pricing and Setup Components
- Importing Pricing and Setup Components
- Listing Pricing or Setup Components
- Publishing Setup Components
- Deleting Setup Components
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31
XML Examples of Creating Pricing
Components
- Bundle Configuration Examples
-
Charge Offer Configuration
Examples
- Aligning Recurring Charges and Product Validity to a Specific Day of the Month
- Enforcing or Exceeding Credit Limits
- Offering Hourly Balance Impacts
- Consuming Granted Allowances Before Applying Usage Charges
- Prorating Recurring Fees and Rollovers
- Setting Full Day Proration
- Setting Taxation for Charges
- Using a Tax Exemption Selector
- Sharing Products Automatically with Sharing Group Members
- Using Date Ranges for Versioning
- Applying Price Tags to Charges
- Discount Offer Configuration Examples
- Package Configuration Examples
- Selector Configuration Examples
- 32 PDC XML Tags
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30
Importing and Exporting Pricing and Setup Components
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Part VI Customization and Administration
- 33 Enabling Charging for Custom Events
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34
Using the PDC Web Service
- About the PDC Web Service API
- About Using the PDC Web Service
- Creating and Modifying Pricing Components
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Exporting Components
- Creating RetrieveInputXMLType Object Using Setter Method
- Creating RetrieveInputXMLType Object Using XML
- Parameters for Exporting PDC Components
- Web Service Response
- Processing the Response from Export/GET API
- getPricingObjects
- getMetadataObjects
- getCustomFields
- getBusinessConfigObjects
- getBRMObjects
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35
Working with Profiles
- About Pricing Profiles
- About Default Pricing Profiles
- About Customizing Pricing Profiles
- Setting Up Custom Pricing Profiles
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36
Configuring Product Specification
Attributes for Pricing Components
- About Product Specification Attributes for Pricing Components
- Configuring Product Specification Attributes for Pricing Components
- Using Product Specification Attributes in Pricing Components
- About Validating Product Specification Attributes for Pricing Components
- Modifying Product Specification Attribute Definitions
- 37 Replicating Data Between PDC Systems
- Part VII Pricing Utilities
- A New Pricing Terminology