Setting Up Use Plans

Administrators can set up use plans to create usage-based charges for equipment. For example, the number of documents that are printed on a printer can determine a usage charge.

To set up use plans and the corresponding charges, you must first create a serialized product, create a measurement type for the product, and create a service product. A service product is a product sold as a service. You can sell this service independently, package it, or combine it with the physical product. For more information, review the following information:

• For more information about creating service products, see Defining Service-Based Pricing.

• For more information about creating measurement types for products, see Setting Up Measurement Types for Products.

• For more information about associating use plans with agreement line items, see Defining Charge Plans for Agreement Line Items (End User).

This task is a step in Process of Administering Charges.

To set up a use plan

1. Navigate to the Administration - Contracts screen, then the Use Plans view.

2. Create a new use plan record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   Name	Type the name of the use plan.
   Estimate	Select this check box to indicate usage is estimated if the readings do not apply to the specified billing period. When you select this check box, the information in the Expected Usage field and Use Basis (Days) field is used to estimate usage. If this check box is not selected, and the billing period has incomplete data, then the period is not billed.

3. Click the Plan Details view tab.

4. In the Plan Details view, create a new plan detail record, and complete the fields as appropriate.

   The usage charge is based on asset readings or estimates for this product.

5. Scroll down to the Pricing list, create a new pricing record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Comments
   From	Type the lowest value of a measurement for the pricing record.
   Units	Select the units for the pricing record. Values include: Per Count. Charges the amount in the Amount field for each unit of measurement (for example, $0.50 for each mile). Total. Charges the amount in the Amount field for the total measurement interval that the From and To fields specify, for example, $15 for 0 to 100 miles (100 total miles).
   Rollback	Select this check box to indicate discounted pricing for higher usage. If you select this check box for a tier, then the price for that tier overrides the prices for all lower tiers. For an example of tiered pricing, see Adding Pricing Information for Use Plans. In this example, if you select the Rollback check box for the Over 1,000 tier, then all miles are billed at a rate of $0.40 for each mile, if the usage reaches this tier during the time period.

6. Repeat Step 4 and Step 5 for each product in the use plan.

7. In the Plan Details view, and select the Commit check box for each product in the use plan.

   The plan detail records are now read-only, and the associated fields in the Pricing list are now read-only.