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.

Applied Rate Plan

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.

Applied Rate Plan Selection

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

 

Related Topics

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