Applied & Available Rate Plans
Overview
When a Rate Plan is applied to a subscription type product, CPQ Pricing will apply the associated Rate Plan charges. For a given subscription/service product, the contract start date, end date, and contracted period will be applicable to all recurring and/usage charges, and pricing roll up attributes for this line item will be calculated accordingly.
Applied Rate Plans
The following attributes, which are derived from CPQ Pricing, are added to the sub-document Price Attribute Set when a Rate Plan is applied: Applied Rate Plan, Applied Rate Plan Number, and Applied Rate Plan Integration ID. Sales users can view the applied Rate Plan data for the subscription item in the Line Item Grid. Just like stand-alone charges, sales user can view associated charges from a Rate Plan in the Charge Details drawer.
Available Rate Plans
When multiple Rate Plans are set up for a given subscription product on a quote sourced from the Pricing Engine, sales users can select an alternative Rate Plan from the Available Rate Plans list. The Available Rate Plans list is accessible from the Line Item Grid and Transaction Line details page. When a new Rate Plan is selected, the Applied Rate Plan and charges are updated with the selected Rate Plan values.
Available Rate Plan Array Set
The Available Rate Plan Array Set captures the list of Available Rate Plans that are set up for a given subscription product on a quote sourced from the Pricing Engine. Attribute Sets and Array Sets are listed at the bottom of the Attribute Lists page.
The sub-document (Transaction Line) Available Rate Plan Array Set is provided with the Standard Process. This array set and the associated attributes cannot be deleted or modified.
Name |
Variable Name |
Type |
Description |
---|---|---|---|
Available Rate Plan Name |
_availableRatePlanSet_rate_plan_name |
Text |
The name of the Rate Plan |
Available Rate Plan Number |
_availableRatePlanSet_rate_plan_number |
Text |
The number of the Rate Plan |
Available Rate Plan Integration Id |
_availableRatePlanSet_rate_plan_integration_id |
Text |
The Integration ID for the Rate Plan |