Oracle® Communications Billing and

Revenue Management
PDC Online Help

Release 15.0
F86210-02
June 2024
Oracle Communications Billing and Revenue Management PDC Online Help, Release 15.0

F86210-02

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Contents
Preface
Audience xvi
Documentation Accessibility xvi
Diversity and Inclusion xvi

1 Getting Started with Pricing Design Center

Using the PDC User Interface 1-1
Supported Browsers 1-1
About the Processing Indicator 1-1
About Session Timeout 1-2
Understanding the Workspace Page 1-3
Closing a Tab 1-4
Logging Out 1-4
Working with Pricing Design Center 1-4
Working with Pricing Components 1-5
Creating Pricing Components 1-5
Modifying Pricing Components 1-5
Deleting Pricing Components 1-6
Obsoleting Pricing Components 1-6
Validating Pricing Components 1-8
Searching for Pricing Components 1-8
Basic Search 1-9
Advanced Search 1-9
Saved Search 1-10
Contextual Search 1-11
Used By Search 1-11
Query-by-Example Search 1-12
Search Page Reference 1-12
Saving a Pricing Component 1-13
Viewing a Chart of Offers By Service 1-14
Working with Tables 1-14
Sorting Data in Tables 1-14
Detaching and Attaching Tables 1-15

iii
 Adding or Removing Table Columns 1-15
Reordering Table Columns 1-15
Adding Rows to a Table 1-15
Deleting Rows from a Table 1-15
Enabling the Query-by-Example Bar 1-16
Setting Validity Periods 1-16
Changing Your Password 1-16
Using Keyboard Shortcuts 1-16

2 Setup Components
Creating Service-Event Maps 2-1
Service-Event Map Page 2-2
Map RUMs Dialog Box 2-3
RUM Expression Builder Dialog Box 2-3
New RUM Dialog Box 2-3
Creating a RUM Configuration 2-4
Creating Impact Categories for Zones 2-4
About Impact Categories for Zones 2-5
Impact Categories Page Reference 2-5
Impact Categories for Zones Section 2-5
Creating Balance Elements 2-6
Creating Currency Balance Elements 2-6
Creating Noncurrency Balance Elements 2-7
Adding Rounding Rules for Specific Events 2-8
Balance Elements Page Reference 2-8
Balance Elements Section 2-9
Balance Elements Table 2-9
Rounding Rules Section 2-11
Processing Stage and Event Selection Dialog Box 2-12
Creating Zone Models 2-12
Creating Standard Zone Models 2-13
Creating Geographical Zone Models 2-14
Zone Models Page Reference 2-15
Zone Models Section 2-15
Details Section 2-16
Zone Rules Subtab for Standard Zone Model 2-16
Zone Rules Subtab for Geographical Zone Model 2-17
Area Codes Subtab 2-17
Configuring Policy Specifications 2-18
Specifying General Information for a Policy Specification 2-18
Creating Policy Labels 2-18

iv
 Creating Counter Policies 2-19
Adding Counter Ranges 2-19
Modifying Policy Specifications 2-20
Modifying Policy Labels 2-20
Modifying Counter Policies 2-21
Modifying Counter Ranges 2-21
Deleting Policy Specifications 2-21
Deleting Counter Policies 2-21
Deleting Counter Ranges 2-22
Policy Specifications Page Reference 2-22
Policy Specifications Section 2-23
Create Policy Label Dialog Box 2-23
Create Counter Policies Dialog Box 2-23
Configuring Item Type Selectors 2-24
Specifying General Information for an Item Type Selector 2-24
Selecting Rule Attributes 2-25
Creating Item Type Selector Rules 2-25
Changing Priority of the Rules 2-26
Creating Item Specifications 2-26
Modifying Item Type Selectors 2-27
Deleting Item Type Selectors 2-27
Item Type Selectors Page Reference 2-28
Item Type Selectors Section 2-28
Item Specifications Dialog Box 2-29
Manage Rule Attributes Dialog Box 2-29
Rules Section 2-30
Creating Special Day Calendars 2-30
Special Day Calendars Page Reference 2-31
Special Day Calendars Section 2-31
Special Day Definitions for Selected Calendar Section 2-32
Creating Custom Analyzer Rules 2-32
Custom Analyzer Rules Page Reference 2-33
Details Section 2-34
Condition Builder Dialog Box 2-34
Creating Tax Codes 2-35
Creating Tax Codes for a Flat Tax or Custom Implementation 2-35
Creating Tax Codes for Vertex 2-36
Tax Codes Page Reference 2-36
Tax Codes Section 2-37
Details Section (For Flat Taxes and Custom Implementations) 2-37
Details Section (For Vertex) 2-38
Manage Validity Period Dialog Box 2-39

v
 Creating Tax Exemption Codes 2-39
Tax Exemption Codes Page Reference 2-40
Tax Exemption Codes Section 2-40
Jurisdictions and Rates Section 2-40
Manage Validity Period Dialog Box 2-40
Configuring Price Tags 2-41
Creating Price Tags 2-41
Modifying Price Tags 2-42
Deleting Price Tags 2-42
Price Tags Page Reference 2-43
Price Tags Table 2-43
Price Tag Details Table 2-44
Permitted Services Dialog Box 2-45

3 Changesets
Creating a Changeset 3-1
Specifying the Active Changeset 3-2
Validating a Changeset 3-2
Submitting a Changeset 3-3
Showing or Hiding Failed Changesets 3-4
Fixing a Failed Changeset 3-5
Exporting and Importing Changesets 3-5
Exporting Changesets 3-5
Importing Pricing and Setup Components into Changesets 3-6
Modifying a Changeset 3-7
Deleting a Changeset 3-7
Workspace Page Reference 3-8
Changeset Details Section 3-8
Create Changeset Dialog Box 3-9
Edit Changeset Dialog Box 3-9
Export Dialog Box 3-10
Import Dialog Box 3-10
Hide and Close Failed Changesets Dialog Box 3-10

4 Charge Offers
Creating a Charge Offer 4-1
Specifying General Information for a Charge Offer 4-1
Specifying Product Specification Attribute Values 4-2
Specifying Charge Offer Settings 4-2
Adding Deliverables 4-3

vi
Adding Charges to a Charge Offer 4-3
Adding a New Charge 4-4
Adding Additional Currencies to a Charge 4-6
Removing Currencies from a Charge 4-6
About Charge Categories 4-7
Adding a New Fold Charge 4-7
Adding an Existing Charge 4-8
Adding an Existing Charge Selector 4-8
Working with Charges 4-9
About the Charges Tree 4-10
Editing Charge Details 4-10
Removing a Charge from a Charge Offer 4-11
Adding Impact Categories and Time Periods to a Charge 4-11
Adding Impact Categories to a Charge 4-11
Adding Time Periods to a Charge 4-12
Grouping Components in a Charge 4-13
Ungrouping Components in a Charge 4-13
Setting Up Pricing for a Charge 4-14
Adding Pricing to a Charge 4-14
Adding Pricing to a Charge 4-15
Adding a Price Selector to a Charge 4-15
Adding a Generic Selector to a Charge 4-15
Adding a Price Override to a Charge 4-16
Configuring Balance Impacts for Charges 4-17
Adding Balance Impacts to Charges 4-17
Adding Balance Impacts to Fold Charges 4-18
Adding Balance Impacts to Rollover Charges 4-18
Configuring Counters for Charges 4-18
Configuring Conditional Balance Impacts 4-19
Adding Multiple Validity Periods to Noncurrency Balance Impacts 4-19
Specifying a Minimum Charge 4-20
Adding Effective Periods to Charge Pricing 4-21
Deleting Effective Periods from Charge Pricing 4-21
Changing the Start Date of Effective Periods in Charge Pricing 4-22
Adding Quantity Ranges to Charge Pricing 4-22
Adding Ranges for Usage Pricing 4-23
Changing the Start and End Values of Quantity Ranges in Charge Pricing 4-24
Changing the Noncurrency Balance Element in Quantity Ranges 4-24
Changing the Order that Granted Allowances Are Consumed 4-25
Editing Quantity Range Properties 4-25
Adding Price Tags to One-Time and Recurring Charges 4-26
Adding Price Tags to Usage Charges 4-26

vii
 Identifying the Components That Share a Charge 4-27
Modifying Pricing without Inadvertently Affecting Other Components 4-28
Renaming Charge Pricing 4-29
Adding Price Tiers 4-29
Removing Price Tiers 4-29
Deleting a Pricing Tag 4-30
Adding Date Ranges to a Charge 4-30
Modifying Date Ranges in a Charge 4-31
Create Charge Offer Page Reference 4-32
General Information Section 4-32
Product Specification Attributes Subsection 4-33
Offer Settings Subsection 4-33
Deliverables Subsection 4-35
Charges Section 4-36
Add Charge List 4-36
Charge Selector Configuration 4-36
Proration Settings Dialog Box 4-37
Used By Button 4-37
Charge Actions List 4-37
Charges Tree 4-38
Pricing Details Section 4-39
Pricing Table 4-41
Rollover Rules Section 4-44
Price Override Section 4-45
Price Tag Dialog Box 4-46
RUM Details Dialog Box 4-46
Create Charge Dialog Box 4-47
Taxation Section 4-48
Advanced Section 4-49
Cycle Settings Section for Recurring Charges 4-50
Proration Section for Rollovers 4-51
Search for Charges Dialog Box 4-52
Search for Charge Selectors Dialog Box 4-53
Charge Details Dialog Box 4-54
Taxation Section 4-55
Advanced Section 4-55
Cycle Settings Section 4-56
Add Impact Categories Dialog Box 4-58
Add Time Periods Dialog Box 4-58
Add Generic Selector Dialog Box 4-59
Search for Price Selectors Dialog Box 4-59
Change Price Dialog Box 4-60

viii
 Properties for All Quantity Ranges 4-61
New Date Range Dialog Box 4-63
Manage Date Ranges Dialog Box 4-64
Edit Date Range Dialog Box 4-64

5 Discount Offers
Creating a Discount Offer 5-1
Specifying General Information for a Discount Offer 5-1
Specifying Product Specification Attribute Values 5-2
Specify Discount Offer Settings 5-2
Adding Discounts to a Discount Offer 5-3
Adding a New Discount 5-3
Adding an Existing Discount 5-4
Adding a Discount Selector 5-5
Configuring Discount Rule 5-5
Specifying How to Apply the Discount 5-5
Configuring Discount Filters 5-6
Adding a New Filter 5-6
Adding an Existing Filter 5-7
Configuring Discount Triggers 5-7
Adding a New Discount Trigger 5-8
Adding an Existing Discount Trigger 5-8
Adding a New Discount Rule 5-9
Renaming a Discount Rule 5-9
Reordering Discount Rules 5-9
Deleting a Discount Rule 5-10
Setting Up Pricing for a Discount 5-10
Selecting Quantity Ranges 5-10
Adding Quantity Ranges to a Discount Pricing 5-11
Modifying Quantity Ranges in Discount Pricing 5-12
Deleting Quantity Ranges 5-12
Adding Balance Impacts for Discount Pricing 5-12
Adding Price Tags to Discounts 5-13
Identifying the Components That Use a Shared Discount 5-14
Modifying Pricing without Inadvertently Affecting Other Components 5-14
Adding Date Ranges to a Discount 5-15
Modifying or Deleting Date Ranges in a Discount 5-15
Changing Discount Details 5-15
Removing a Discount from a Discount Offer 5-16
Create Discount Offer Page Reference 5-16
General Information Section 5-17

ix
 Offer Settings Subsection 5-17
Product Specification Attributes Subsection 5-19
Search for Discount Offers Dialog Box 5-19
Discounts Section 5-20
Create Discount Dialog Box 5-20
Search for Discounts Dialog Box 5-22
Search for Discount Selectors Dialog Box 5-23
New Date Range Dialog Box 5-24
Manage Date Ranges Dialog Box 5-24
Edit Date Range Dialog Box 5-25
Rule Details Section 5-25
Discount Details Dialog Box 5-33

6 Chargeshare Offers
Creating a Chargeshare Offer 6-1
Specifying General Information and Settings for a Chargeshare Offer 6-1
Adding Chargeshares to a Chargeshare Offer 6-2
Adding a New Chargeshare 6-2
Adding an Existing Chargeshare 6-3
Reordering ChargeShare Rules 6-3
Configuring Chargeshare Rules 6-4
Configuring Chargeshare Filters 6-4
Adding a New Chargeshare Filter 6-4
Adding an Existing Chargeshare Filter 6-5
Configuring Chargeshare Triggers 6-6
Adding a New Chargeshare Trigger 6-6
Adding an Existing Chargeshare Trigger 6-7
Adding a New Chargeshare Rule 6-7
Setting Up Pricing for a Chargeshare 6-7
Selecting Quantity Ranges 6-7
Adding Quantity Ranges to Chargeshare Pricing 6-8
Modifying Quantity Ranges in Chargeshare Pricing 6-9
Deleting Quantity Ranges 6-9
Adding Balance Impacts for Chargeshare Pricing 6-10
Identifying the Components That Use a Shared Chargeshare 6-11
Modifying Pricing without Inadvertently Affecting Other Components 6-11
Adding Date Ranges to a Chargeshare 6-11
Modifying or Deleting Date Ranges in a Chargeshare 6-12
Changing Chargeshare Details 6-12
Removing a Chargeshare from a Chargeshare offer 6-13
Create Chargeshare Offer Page Reference 6-13

x
 General Information Section 6-13
Product Specification Attributes Subsection 6-14
Offer Settings Subsection 6-14
ChargeShares Section 6-14
Create ChargeShare Dialog Box 6-15
Search for ChargeShares Dialog Box 6-16
New Date Range Dialog Box 6-16
Manage Date Ranges Dialog Box 6-17
Edit Date Range Dialog Box 6-17
Rule Details Section 6-17
ChargeShare Details Dialog Box 6-23

7 Subscription Terms
Creating a Subscription Term 7-1
Configuring Early Termination Fees 7-2
Create Terms Page Reference 7-3
Commitment Period 7-3
Early Termination of Contract 7-3
Auto Renew 7-4

8 Bundles
Creating a Bundle 8-1
Specifying Bundle General Information and Settings 8-1
Adding Terms to a Bundle 8-2
Adding an Offer to a Bundle 8-3
Customizing an Offer in a Bundle 8-3
Defining Dependencies for Bundles 8-5
Defining a Prerequisite Relationship Between Bundles 8-5
Defining a Mutually Exclusive Relationship Between Bundles 8-5
Defining Transition Rules for Bundles 8-6
Create Bundle Page Reference 8-7
General Information Section 8-7
Product Specification Attributes Subsection 8-7
Bundle Settings Subsection 8-7
Terms Section 8-8
Manage Bundle Content Section 8-9
Offer Customization Subsection 8-9
Search for Offers Dialog Box 8-13
Prerequisite Section 8-14
Search Bundles for Prerequisite Dialog Box 8-15

xi
 Mutually Exclusive Section 8-15
Search Bundles for Exclusivity Dialog Box 8-16
Transition Rules for Eligible Bundles Section 8-17
Search Bundles for Transition Dialog Box 8-17

9 Packages
Creating a Package 9-1
Adding Services and Bundles 9-2
Creating a Service Group 9-3
Adding Balance Tracking Information 9-3
Assigning Services to Balance Groups 9-4
Deleting a Balance Group 9-4
Setting Credit Limits 9-4
Setting Credit Thresholds 9-5
Setting Loan Thresholds 9-5
Deleting a Credit Limit 9-6
Setting Consumption Rules 9-6
Deleting a Consumption Rule 9-6
Defining Transition Rules 9-6
Defining Generation Change Rules 9-7
Defining Discount Restrictions 9-8
Create Package Page Reference 9-9
General Information Section 9-9
Product Specification Attributes Subsection 9-10
Terms Section 9-10
Manage Package Content Section 9-10
Search for Bundles Dialog Box 9-10
Balance Groups Section 9-11
Transition Rules for Eligible Packages Section 9-13
Search Packages for Transition Dialog Box 9-14
Generation Change Rules for Eligible Packages Section 9-15
Search Packages for Generation Change Dialog Box 9-15
Manage Discount Restrictions Section 9-16
Search Discount Offers for Restriction Dialog Box 9-17

10 Package Lists
Creating a Package List 10-1
Create Package List Page Reference 10-2
General Information Section 10-2
Package List Content Section 10-2

xii
 Search for Packages Dialog Box 10-3

11 Time Models
Creating a Time Model 11-1
Create Time Model Page Reference 11-2
General Information Section 11-2
Time Periods Section 11-3
Manage Effective Periods Dialog Box 11-4
Manage Time Periods Dialog Box 11-4

12 Charge Selectors
Creating a Charge Selector 12-1
Specifying Charge Selector General Information 12-1
Selecting Attributes for Charge Selector Rules 12-2
Creating Charge Selector Rules 12-3
Create Charge Selector Page Reference 12-5
General Information Section 12-6
Rule Attributes Section 12-6
Selector Options Section 12-6
Select Fields for Rules Section 12-7
Rules Section 12-8

13 Price Selectors
Creating a Price Selector 13-1
Specifying Price Selector General Information 13-1
Selecting Rule Attributes 13-2
Creating Price Selector Rules 13-2
Create Price Selector Page Reference 13-3
General Information Section 13-3
Select Fields for Rules Section 13-3
Rules Section 13-4
Pricing Details Section 13-5
Search for Pricing Dialog Box 13-6

14 Discount Selectors
Creating a Discount Selector 14-1
Specifying Discount Selector General Information 14-1
Selecting Rule Attributes 14-2

xiii
 Creating Discount Selector Rules 14-2
Create Discount Selector Page Reference 14-3
General Information Section 14-3
Select Fields for Rules Section 14-3
Rules Section 14-4
Search for Discounts Dialog Box 14-5

15 Generic Selectors
Creating a Generic Selector 15-1
Specifying Generic Selector General Information 15-1
Selecting Rule Attributes 15-2
Creating Generic Selector Rules 15-2
Create Generic Selector Page Reference 15-3
General Information Section 15-3
Select Fields for Rules Section 15-3
Rules Section 15-4

16 USC Selectors
Creating a USC Selector 16-1
Create USC Selector Page Reference 16-2
General Information Section 16-3
Rules and Conditions Section 16-3

17 APN Selectors
Creating an APN Selector 17-1
Create APN Selector Page Reference 17-2
General Information Section 17-2
Rules Section 17-2

18 Tax Selectors
Creating a Tax Selector 18-1
Specifying Tax Selector General Information 18-1
Selecting Attributes for Tax Selector Rules 18-2
Creating Tax Selector Rules 18-2
Create Tax Selector Page Reference 18-3
General Information Section 18-3
Rule Attributes Section 18-4
Rules Section 18-5

xiv
 Manage Effective Periods Dialog Box 18-5

19 Tax Exemption Selectors

Creating a Tax Exemption Selector 19-1
Specifying Tax Exemption Selector General Information 19-2
Selecting Attributes for Tax Exemption Selector Rules 19-2
Creating Tax Exemption Selector Rules 19-3
Create Tax Exemption Selector Page Reference 19-4
General Information Section 19-4
Rule Attributes Section 19-4
Rules Section 19-5
Manage Effective Periods Dialog Box 19-6

xv
 Preface

Preface
This Help describes procedures and tasks for using Oracle Communications Billing and
Revenue Management Pricing Design Center.
This guide has been updated to include changes and new feature content added for release
15.0.1.

Audience
This Help is intended for pricing analysts and others involved in pricing and rating.

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle Accessibility
Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My
Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info
or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Diversity and Inclusion

Oracle is fully committed to diversity and inclusion. Oracle respects and values having a
diverse workforce that increases thought leadership and innovation. As part of our initiative to
build a more inclusive culture that positively impacts our employees, customers, and partners,
we are working to remove insensitive terms from our products and documentation. We are also
mindful of the necessity to maintain compatibility with our customers' existing technologies and
the need to ensure continuity of service as Oracle's offerings and industry standards evolve.
Because of these technical constraints, our effort to remove insensitive terms is ongoing and
will take time and external cooperation.

xvi
1
Getting Started with Pricing Design Center
Oracle Communications Billing and Revenue Management Pricing Design Center (PDC) is a
Web-based application used to create and manage product offerings. A product offering
represents the services available to your customers and the price of those services. A service
is a commodity, such as a mobile phone line or an Internet connection, that your customers
can purchase and use. For an overview of product offerings, see PDC Creating Product
Offerings.
For information on using PDC, see:
• Using the PDC User Interface
• Working with Pricing Design Center
• Using Keyboard Shortcuts

Using the PDC User Interface

The PDC user interface works entirely inside a single page display. You should not use your
Web browser buttons, such as Back, Forward, and Refresh, to navigate within the page. If you
use a Web browser button, you might lose the data you entered on the page. If a Web browser
button is used accidentally, navigate to the main link, and log in to PDC again, if required.
Do not open multiple instances of PDC in different tabs of the same browser.
For more information about the PDC user interface, see:
• Supported Browsers
• About the Processing Indicator
• About Session Timeout
• Understanding the Workspace Page
• Closing a Tab
• Logging Out

Supported Browsers
For information about supported browsers, see BRM Compatibility Matrix.
You must have cookies enabled in your browser when using PDC.

About the Processing Indicator

The processing indicator is available at the upper-right corner of the page. The indicator shows
the current state of PDC:
• Idle: The indicator is not spinning.
• Processing: The indicator is spinning (for example, PDC is searching for pricing
components).

1-1
 Chapter 1
Using the PDC User Interface

About Session Timeout

Your interaction with PDC takes place in a session. Your PDC session starts as soon as you
log in to the application. The session time is set to 10 minutes by default. If you do not interact
with PDC for ten minutes, your session times out and the Page Expired dialog box appears.
Click OK to log back in to PDC.
PDC displays a pop-up warning message two minutes before the session times out, giving you
a chance to prevent session expiration.
You can change the session timeout settings for PDC from the Oracle WebLogic Server
Administration Console. See the WebLogic Server Administration Console Help for more
information.
The following example shows how you can secure cookie, path, and cookie session timeouts
by updating the following in the default plan.xml file within the <deployment-plan> element:

<application-name>PricingDesignCenter</application-name>
<variable-definition>
<variable>
<name>SessionDescriptor_TimeoutSecs</name>
<value>36000</value>
</variable>
<variable>
<name>SessionDescriptor_InvalidationIntervalSecs</name>
<value>3000</value>
</variable>
<variable>
<name>cookie-secure</name>
<value>true</value>
</variable>
<variable>
<name>cookie-path</name>
<value>/pdc</value>
</variable>
<variable>
<name>NewSessionValue</name>
<value>100</value>
</variable>
<variable>
<name>url-rewriting-enabled</name>
<value>false</value>
</variable>
</variable-definition>
<module-override>
<module-name>pricingui.ear</module-name>
<module-type>ear</module-type>
<module-descriptor external="false">
<root-element>weblogic-application</root-element>
<uri>META-INF/weblogic-application.xml</uri>
<variable-assignment>
<name>SessionDescriptor_TimeoutSecs</name>
<xpath>/weblogic-application/session-descriptor/timeout-secs</xpath>
</variable-assignment>

1-2
 Chapter 1
Using the PDC User Interface

<variable-assignment>
<name>SessionDescriptor_InvalidationIntervalSecs</name>
<xpath>/weblogic-application/session-descriptor/invalidation-interval-
secs</xpath>
</variable-assignment>
<variable-assignment>
<name>cookie-secure</name>
<xpath>/weblogic-application/session-descriptor/cookie-secure</xpath>
<operation>add</operation>
</variable-assignment>
<variable-assignment>
<name>url-rewriting-enabled</name>
<xpath>/weblogic-application/session-descriptor/url-rewriting-enabled</
xpath>
<operation>add</operation>
</variable-assignment>
</module-descriptor>
</module-override>
<module-override>
<module-name>BPA.war</module-name>
<module-type>war</module-type>
<module-descriptor external="false">
<root-element>weblogic-web-app</root-element>
<uri>WEB-INF/weblogic.xml</uri>
<variable-assignment>
<name>NewSessionValue</name>
<xpath>/weblogic-web-app/session-descriptor/timeout-secs</xpath>
</variable-assignment>
<variable-assignment>
<name>cookie-path</name>
<xpath>/weblogic-web-app/session-descriptor/cookie-path</xpath>
<operation>add</operation>
</variable-assignment>
</module-descriptor>
</module-override>
<config-root>{deployment_plan file location}</config-root>
</deployment-plan>

Understanding the Workspace Page

When you start PDC, it opens your workspace in the Workspace page. This page contains
your changesets. A changeset is a group of pricing components that you manage and submit
together.

Note:
If no changeset is active after you log into PDC, you must either manually set the
desired changeset as active or create a new changeset and make it active before
performing any operations in the PDC application.

The Workspace page contains the following sections:

• Workspace task pane that allows you to add, delete, export, and import changesets.

1-3
 Chapter 1
Working with Pricing Design Center

It displays the changesets in the following lists:

– Open Changesets: Displays changesets in the Open state. You can edit, validate, and
submit open changesets.
– Pending Changesets: Displays changesets that have been submitted and are waiting
for transformation to be completed.
– Successfully Submitted Changesets: Displays changesets that have been
successfully submitted and the transformation is completed.
– Failed Changesets: Displays changesets that have been submitted and have failed
transformation.
• Changeset Details section that allows you to edit, validate, submit, or fix a changeset
depending on its status. The table in this section displays the components in the selected
changeset.
For more information about changesets, see "Changesets" in PDC Creating Product Offerings.

Related Topics
Specifying the Active Changeset
Creating a Changeset

Closing a Tab
To close a tab:

Note:
You can close only the active tab. You cannot close the Workspace tab.

1. Hold the mouse over the tab name to display the Close Tab icon.
The following figure shows the tab with the Close Tab icon:

2. Click the Close Tab icon.

Logging Out
To log out of PDC, on the top right of the PDC UI, click Logout.

Working with Pricing Design Center

The following topics explain how to work with PDC:
• Working with Pricing Components
• Searching for Pricing Components
• Saving a Pricing Component
• Viewing a Chart of Offers By Service

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• Working with Tables

• Setting Validity Periods
• Changing Your Password

Working with Pricing Components

Pricing components, such as charge offers, discount offers, bundles, packages, package lists,
time models, and selectors, are used to create product offerings. You use Oracle
Communications Pricing Design Center (PDC) to create, modify, delete, and validate pricing
components.
See:
• Creating Pricing Components
• Modifying Pricing Components
• Deleting Pricing Components
• Validating Pricing Components

Related Topics
Working with Pricing Design Center

Creating Pricing Components

Before creating a pricing component, you must specify the active changeset. New pricing
components are automatically added to your active changeset. See "Specifying the Active
Changeset".
To create pricing components:
1. In the Pricing section of the navigation pane, click the link for the component you want to
create.
A page in which you configure the selected component appears.
Asterisks (*) indicate required fields.
2. Configure the component.
For configuration procedures, see the relevant topics in the PDC Help.
3. Save the component. See "Saving a Pricing Component".
The component is added to the active changeset.

Related Topics
Working with Pricing Components

Modifying Pricing Components

To modify a pricing component:
1. In the Workspace task pane, select a changeset.
The pricing components in the changeset are displayed in a table in the Changeset Details
section.
2. Select a pricing component.

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The summary page of the pricing component appears in a read-only mode.

3. Click Edit.
The fields in the page are now editable.
4. Modify the component, and then click Save and Done.
Your changes are saved, and the fields on the page become read-only.

Related Topics
Working with Pricing Components

Deleting Pricing Components

The criteria for deleting a pricing component are:
• You can delete a pricing component only if it is in the Draft status.
• You can delete a pricing component only if it is not referenced by any other components.
For example, if a charge offer is referenced in a bundle, you cannot delete the charge offer.
If you want to delete the charge offer, you should delete the bundle.
• You cannot delete a pricing component that is in the Promoted status.
To delete a pricing component:
1. Do one of the following:
a. In the Workspace task pane, select a changeset.
The pricing components in the changeset are displayed in a table in the Changeset
Details section.
b. Search for the pricing components. See "Searching for Pricing Components".
The search results appear in the Results table.
2. Select one or more pricing components.
3. Click the Delete icon.
The Remove selected pricing components dialog box appears. The tree in this dialog box
lists the selected pricing components and any dependent pricing components of the
selected pricing component.
4. Click Delete.
The selected pricing components are deleted from the table in the Changeset Details
section and from the changeset.

Related Topics
Working with Pricing Components

Obsoleting Pricing Components

The criteria for obsoleting pricing components are:
• You can obsolete a pricing component only if it is in the Promoted status.
• You can obsolete a pricing component only if it is not referenced by any other components.
For example, if a charge offer is referenced in a bundle, you cannot obsolete the charge
offer.

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• You can obsolete an offer if it is not subscribed by a customer.

• If you obsolete a charge offer, the referenced component of the charge offer such as
charges are also obsoleted only if they are not being referenced in any pricing
components. The obsoleted charges are moved to the changeset.

Note:
Before obsoleting an offer in PDC, you must manually verify in BRM and ECE that
the offer is not subscribed by customers.
Obsoleting offers subscribed by customers can affect usage ratings.

To obsolete a pricing component:

1. Search for the pricing components in the Promoted status. See "Searching for Pricing
Components".
The search results appear in the Results table.
2. Select the pricing component.
The summary page of the pricing component appears in a read-only mode.
3. Click Obsolete.
The Obsolete dialog box appears with the list of referenced components.
4. Do one of the following:
a. If you want to obsolete the pricing component with its referenced components, click
Yes.
The obsoleted pricing component with its referenced components are marked with
delete icon in the Changeset Details section. When you delete the pricing component
and submit the changeset, this component is obsoleted and removed from the PDC
user interface. You cannot view the obsoleted components in the PDC user interface.
b. If you do not want to obsolete the pricing component, click No.
After you obsolete the pricing components, ensure that you do the following:
a. Delete the obsolete components in BRM by using the loadPriceList utility. For
example, to delete a charge offer from the BRM database, run the following command:
loadpricelist

delete product chargeoffername=OBSOLETED=timestamp

The obsoleted components are stored in BRM in the following format:

PricingComponent=OBSOLETED=<timestamp>.

You can use this format to search for the obsoleted components in BRM.
For more information, see the discussion about the loadPriceList utility in BRM
Setting Up Pricing and Rating.
b. Delete the obsolete components in the ECE cache by restarting the ECE server. For
more information, see the discussion about starting and stopping ECE in ECE System
Administrator's Guide.

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Related Topics
Working with Pricing Components

Validating Pricing Components

Before a pricing component can be submitted by PDC, it must be validated. When you submit
a changeset, PDC validates all the components in the changeset. See "Submitting a
Changeset".
Optionally, you can click Validate to validate an individual pricing component or a changeset
containing multiple pricing components. See "Validating a Changeset".
To validate a pricing component:
1. In the Workspace task pane, select a changeset.
The pricing components in the changeset are displayed in a table in the Changeset Details
section.
2. In the Name column, click the link of the pricing component that you want to validate.
The summary page of the pricing component appears in a read-only mode.
3. Click Validate.
If no validation errors are found, the message "Validation Successful: No Errors Found"
appears below the Validate button.
If validation errors are found, the Validation Errors section listing the validation errors
appears at the bottom of the page.

Related Topics
Working with Pricing Components

Searching for Pricing Components

PDC supports the following searches:
• Basic: Enables you to use the component type and name to search for a specific pricing
component. See "Basic Search".
• Advanced: Enables you to use additional criteria to search for a specific pricing
component. See "Advanced Search".
• Saved: Enables you to save a search criteria and reuse it. See "Saved Search".
• Contextual: Enables you to search components within the context of another component.
See "Contextual Search".
• Used By: Enables you to search for references of a pricing component in other pricing
components. See "Used By Search".
• Query-by-Example: Enables you to search records that match specified criteria in a table.
See "Query-by-Example Search".

Related Topics
Working with Pricing Design Center

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Basic Search
The default search mode, Basic, offers the most commonly used search criteria.
To perform a Basic search:
1. In the Search Pricing section, select a pricing component from the Search list.
2. In the Name Contains field, enter the full or partial name of the component you want to
search. You can use an asterisk (*) as a wildcard to substitute for one or more characters.

Note:
Leading and trailing whitespaces are removed from the search criteria. If
embedded whitespaces need to be included in the search, use '% %' in place of
the whitespace in your search criteria.

3. Click the Search icon.

The Search page appears.
4. From the Phase list, select the status of the component. The default is Draft or Promoted.
5. (Optional) Enter additional search criteria.
6. (Optional) From the Add Fields menu, select additional fields to use as search criteria.
7. Click Search.
The search results appear in the Results table.

Related Topics
Search Page Reference
Searching for Pricing Components

Advanced Search
The Advanced search widens the search by providing other options and by allowing you to add
search fields. By default, the Advanced search displays the Saved search that is set as default.
See "Saved Search" for more information on Saved searches.
To perform an Advanced search:
1. In the Search Pricing section, click Advanced.
The Search page appears.
2. Select the search criteria, such as Pricing Component and Phase.
3. (Optional) From the Add Fields menu, select additional fields to use as search criteria.

Note:
When entering search criteria in the Name and Description fields, you can use
an asterisk (*) as a wildcard to substitute for one or more characters.

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4. Click Search.
The search results appear in the Results table.

Related Topics
Search Page Reference
Searching for Pricing Components

Saved Search
The Saved search enables you to save a search criteria for a later use. This may be useful
when you frequently use a particular search criteria.
To create a Saved search:
1. Perform a Basic or Advanced search. See "Basic Search" and "Advanced Search".
2. Click Save.
The Create Saved Search dialog box appears.
3. Enter a name for the Saved search.
4. (Optional) To set this search as the default search, select Set as Default.
A Saved search set as default opens whenever you use the Advanced search.
5. (Optional) To run this search query automatically without clicking Save, select Run
Automatically.
6. Click OK.
The newly created Saved search is added to the Saved Searches list in the Search
Pricing section and the Saved Search list in the Search page.
To use a Saved search:
1. In the Search Pricing section, from the Saved Searches list, select a Saved search.
The Search Saved Searches icon is enabled.
2. Click Search Saved Searches.
A Search page appears with the saved search criteria and their values.
If Run Automatically option is set for this Saved search, the search is performed
automatically and the search results appear in the Results table.
If Run Automatically option is not set for this Saved search, click Search to perform the
search.
To delete a saved search:
1. In the Search Pricing section, select a saved search from the Saved Searches list.
2. Click on the arrow next to the name of the saved search.
A Search page appears with the saved search criteria and its values.
3. From the Saved Search list on the top right of the page, select Personalize. The
Personalize Saved Searches dialog box appears.
4. Click Delete. A Warning dialog box appears.
5. Click Yes.
Related Topics

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Search Page Reference

Searching for Pricing Components

Contextual Search
Contextual searches are performed when you create or edit a pricing component. For example,
when adding a charge offer to a bundle, you perform a search for the charge offer.
The criteria for Contextual searches are:
• The result of the Contextual search varies depending on when it is used:
– If it is used when creating a new pricing component, the search returns all the Draft
components from the active changeset and all the Promoted components from all the
available changesets.
– If it is used when editing an existing pricing component, the search returns all the Draft
components from the current changeset of the object even if it is not set as active, and
all the Promoted components from all the available changesets.
• You cannot save the search criteria of a Contextual search.

Related Topics
Searching for Pricing Components

Used By Search
The Used By search enables you to search for references of a pricing component in other
pricing components. For example, before modifying a pricing component, you can use the
Used By search to discover all the pricing components that use this pricing component.
The criteria for Used By searches are:
• The Used By search returns only the parent-child references for a pricing component. For
example, Bundle1 is set to transition to Bundle2 and has a mutually exclusive relationship
with Bundle3. Package1 contains Bundle1. When you perform the Used By search on
Bundle1, only Package1 appears in the hierarchical view; Bundle2 and Bundle3 do not
appear, although, they are used in setting up Bundle1.
• The hierarchical view displays the pricing components in Draft or Promoted status. The
used-by references for components in Draft or Promoted status are shown in different
colors. If the same component is found in both Draft and Promoted status, only the
component in Draft status appears in the hierarchical view.
• For components in Draft status, the Used By search is performed on all the changesets of
the current user.
• For components in Promoted status, the Used By search is performed on the current
user's changeset and returns the components in Draft and Promoted statuses that are
referenced by this component.
• If a component is referenced more than once in another pricing component, the Used By
search returns only one instance of the component. For example, if a charge offer is used
thrice in the same bundle, the Used By search on the charge offer returns only one
instance of the bundle.
To use a Used By search:
1. In the summary page of a pricing component that supports the Used By search, click the
Used By button.

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The Used By: PricingComponentName page appears, where PricingComponentName is

the name of the pricing component. This page displays the references of the current
pricing component in other pricing components in a hierarchical view. Initially, the
hierarchical view displays only the immediate parents.
2. Expand the nodes to display the used-by references.

Related Topics
Searching for Pricing Components

Query-by-Example Search
The Query-by-Example (QBE) search provides you a graphical interface to create database
queries without actually writing the queries in a query language. You can enter the values in
the QBE fields to search for records that match specified criteria in a table.
In the back end, PDC generates a query by appending the values entered in the QBE search
fields using the AND operator.
The QBE fields appear above the table that supports QBE; one QBE field per column.
To perform a QBE search:
1. Enable the QBE bar. See "Enabling the Query-by-Example Bar".
2. Enter the values in the QBE fields.
3. Click the Search icon on the table toolbar, or press the Enter key while the focus is in one
of the QBE fields.
The search results appear in the Results table.

Related Topics
Searching for Pricing Components

Search Page Reference

Use the Search page to search for a pricing component.
The fields displayed on this page are determined by the type of search you perform.

Table 1-1 Transitions Section

Field Description
Pricing Component Select the type of pricing component that you want to search.
Phase Select the status of the pricing component:
• Draft: The pricing component has not been published to Oracle
Communications Billing and Revenue Management (BRM). It is
still part of a changeset in PDC.
• Promoted: The pricing component has been published to BRM. It
is no longer part of a changeset in PDC.
• Draft or Promoted: Pricing component is either in the Draft or
Promoted status.

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Table 1-1 (Cont.) Transitions Section

Field Description
Name (Optional) Enter a full or partial name of the component to search for.
You can use an asterisk (*) as a wildcard to substitute for one or more
characters.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Applicable To Select the service associated with the pricing component.
Event Select the event type to which any of the selectors (APN, charge,
discount, price, or USC) applies.
Charge Type Select the event to which the charge applies.
Measured By Select the ratable usage metrics (RUMs) to apply to the charge.
Pricing Profile Select a pricing profile for the charge, time model, or any of the
selectors (APN, charge, discount, price, or USC).
Saved Search Displays the saved search that is set as default.
You can select any other saved search from the list.

Results Table
The Results table lists the pricing components that meet the search criteria.

Table 1-2 Results Table

Field Description
Name Lists the pricing components that meet the search criteria.
Description Displays the description of each pricing component.
Phase Displays the status of the pricing components.
• Draft: The pricing component has not been published to BRM. It is
still part of a changeset in PDC.
• Promoted: The pricing component has been published to BRM. It
is no longer part of a changeset in PDC.
Applicable To Displays the service associated with the pricing component.
Event Displays the event type to which any of the selectors (APN, charge,
discount, price, or USC) applies.
Charge Type Displays the event to which the charge applies.

Related Tasks
Searching for Pricing Components

Saving a Pricing Component

You can save a pricing component by using the following buttons:
• Save: Saves the component but the component remains editable. Use this button if you
have not finished setting up your component but want to save your work without
committing it to the database.

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• Save and Done: Saves the component and makes it read-only. Use this button if you want
your component to be available in the PDC database.
• Finish: Saves the component and displays the summary page. You can modify the
component from this page, if required.
• Save As: Makes a copy of the current component. Use this button if you want to use the
settings of the current component for a new component. Clicking this button opens the
Save As dialog box. Enter a unique name for the component and click OK. The summary
page of the new component appears. You can modify the new component from this page,
if required.

Note:
Use this button if you want to use the settings of the current component including
the referenced components for a new component.

Related Topics
Working with Pricing Design Center

Viewing a Chart of Offers By Service

You can generate and view a chart that displays the number of offers, bundles, and packages
for each service.
To view a chart of offers by service:
• In the Pricing section of the navigation pane, under Analytics, click Offers by Service.
The Offers By Service page appears, displaying a bar chart. Each bar represents the
number of promoted bundles, packages, charge offers, and discount offers for a given
service.
If a package has multiple services, the package is included in the count for each service.

Working with Tables

Each table has a toolbar. The toolbar provides options to perform some or all of the following
activities:
• Sorting Data in Tables
• Detaching and Attaching Tables
• Adding or Removing Table Columns
• Reordering Table Columns
• Adding Rows to a Table
• Deleting Rows from a Table
• Enabling the Query-by-Example Bar

Sorting Data in Tables

All table sort operations in PDC are case-sensitive.

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To sort data in table columns:

• Hover the pointer over a column header to display arrows for sorting data, and then select
the up arrow (ascending sort) or down arrow (descending sort).

Detaching and Attaching Tables

You can detach a table to appear in a separate screen. Using a detached table you can
increase the number of visible rows.
• To detach a table: In the table toolbar, click the Detach icon, or from the View menu,
select Detach. The table is displayed on a separate screen. The Detach icon changes to
indicate that the table is detached.
• To attach a table: In the table toolbar, click the Detach icon, or from the View menu,
select Attach. The table is reattached to the tab.

Adding or Removing Table Columns

To add or remove table columns:
1. From the View menu, select Columns.
2. From the column list, select or deselect a column name.
The column is added or removed from the table.

Reordering Table Columns

To reorder table columns:
1. From the View menu, select Reorder Columns.
The Reorder Columns dialog box appears.
2. In the Visible Columns list, select a column name and use the arrows to move the column
up or down.
You can also move the selected column to the top or bottom of the list.
3. Click OK.

Adding Rows to a Table

To add rows to a table:
1. In the table toolbar, click the Add icon.
A new row is added to the table. If an existing row was selected when you clicked Add, the
new row is added below the selected row. If no row is selected, the new row is added at
the bottom of the table.

Deleting Rows from a Table

To delete rows from a table:
1. Select the row that you want to delete from the table.
2. In the table toolbar, click the Delete icon.
3. In the confirmation dialog box, click OK.

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The selected row is deleted from the table.

Enabling the Query-by-Example Bar

Some of the tables in the PDC UI support the Query-by-Example (QBE) search. To use the
QBE search, you must enable the QBE bar.
To enable the QBE bar, do one of the following:

Note:
These actions toggle the display of the QBE bar.

• Click the Show/hide filter bar icon:

• From the View menu, select Show/hide filter bar.

Related Topics
Query-by-Example Search

Setting Validity Periods

A validity period specifies when the component is available for purchase or when it is valid to
use within a particular context. By default, these periods start immediately and never end.
To change the default start or end date of a validity period:
1. Deselect the appropriate check box:
• Immediately (for start dates)
• Never (for end dates)
2. Click the date-and-time icon next to the Start or End field.
A dialog box to select date and time appears.
3. Select the appropriate month, year, day, and time.
4. Click OK.
The selected date and time are added to the Start or End field.
To reinstate the default start or end dates, select the Immediately or Never check boxes.

Changing Your Password

You can change your PDC password from the Oracle WebLogic Server Administration
Console. See the WebLogic Server Administration Console Help for more information.

Using Keyboard Shortcuts

You can use keyboard shortcuts for many actions in Pricing Design Center.

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Action Shortcut
Move focus to the next field or element from Tab
top to bottom and left to right.
Move focus to the previous field or element, Shift + Tab
from bottom to top and right to left.
Click a link, a button, or a command on a Enter
menu.
In a table, move to the next row. Down Arrow
In a drop-down list, move to the next item in
the list.
In a table, move to the previous row. Up Arrow
In a drop-down list, move to the previous item
in the list.

You can use access keys to select from multiple options. The keyboard shortcut is Alt + the
underlined character for the corresponding option.
For example, in the following dialog box:
• The shortcut for OK is Alt+K.
• The shortcut for Cancel is Alt+C.

Figure 1-1 Keyboard Shortcuts for Dialog Box

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Note:
For Firefox, use Alt+Shift+Access Key.
For MacOS, use the Ctrl key instead of the Alt key.

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Setup Components
Setup components are the prerequisite data that you configure before creating product
offerings. For example, before creating product offerings, you must configure the ratable usage
metrics (RUMs) that define how to measure events.
You can create the following setup components in the Oracle Communications Pricing Design
Center (PDC) UI:
• Service-event maps. See "Creating Service-Event Maps".
• RUMs. See "Creating a RUM Configuration".
• Impact categories. See "Creating Impact Categories for Zones".
• Balance elements. See "Creating Balance Elements".
• (Optional) Zone models. See "Creating Zone Models".
• Policy specifications. See "Configuring Policy Specifications".
• Item type selectors. See "Configuring Item Type Selectors".
• (Optional) Special day calendars. See "Creating Special Day Calendars".
• (Optional) Custom analyzer rules. See "Creating Custom Analyzer Rules".
• Tax codes. See "Creating Tax Codes".
• Tax exemption codes. See "Creating Tax Exemption Codes".

Note:
You need to configure the optional setup components only if you plan to use the
related feature or perform certain business functions. For example, you configure a
zone model only if you use zoning to determine a price in your charge offer.

See the discussion about configuring setup components in PDC Creating Product Offerings for
more information about other setup components that are required for creating product offerings
in PDC and how to configure them by using the SyncPDC and ImportExportPricing utilities.

Creating Service-Event Maps

A service-event map defines which events can be used for a service and which ratable usage
metrics (RUMs) can be used for each service-event combination. These maps determine
which events are available when you define charge and discount offers.
To create service-event maps:
1. In the Setup section of the navigation pane, under Pricing Elements, click Service-Event
Map.
The Service-Event Map page appears.

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2. In the Service-Event Map section, select Service-Event Map and then click the Add icon.
The Add Service or Account dialog box appears.
3. From the Service list, select a service or select Account and click OK.
The selected service or Account is added under Service-Event Map.
4. Select a service or select Account and then click the Add icon.
The Add Events dialog box appears.
5. Select the events to map to the service or select Account and click OK.
You must map at least one event to the service you added or to Account.
The selected events appear under the selected service or Account.
6. Select an event and then click the Add icon.
The Map RUMs dialog box appears.
7. In the RUM column, select the RUMs to map to the event.
Optionally, you can click New RUM to create a RUM configuration. See "Creating a RUM
Configuration".
You must map at least one RUM to each event that is added.
8. For each selected RUM, in the Expression field, enter the expression that indicates the
quantity of the event.
Optionally, you can click the Edit icon next to the Expression field and use the RUM
Expression Builder to build the RUM expression.

Note:
You must ensure that the RUM expression that you enter is valid for the rating
system in which the RUM is used.

9. Click OK.
The selected RUMs appear under the selected event.
10. Click Submit.

Related Topics
Service-Event Map Page
Map RUMs Dialog Box
RUM Expression Builder Dialog Box
New RUM Dialog Box

Service-Event Map Page

Use the Service-Event Map page to map events to services or to Account and map RUMs to
events. These mappings are used to define charge and discount offers.
Expand the service node to display the events mapped to that service.
Expand the event node to display the RUMs mapped to that event.

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Related Tasks
Creating Service-Event Maps

Map RUMs Dialog Box

Use the Map RUMs dialog box to map RUMs to an event and configure the RUM expression
for measuring the event.

Field Description
RUM Displays the available RUMs for the selected event. Select the RUMs
to map to the event.
Expression Enter the expression that indicates the quantity of the event. For
example, to calculate the duration quantity, you might reference the
start and end fields in the event with the expression End Time - Start
Time.
Optionally, you can click the Edit icon and use the RUM Expression
Builder to build the expression.
New RUM Click this button to create a RUM configuration.

Related Tasks
Creating Service-Event Maps

RUM Expression Builder Dialog Box

Use the RUM Expression Builder dialog box to build the expression for measuring the event for
the selected RUM.

Field Description
Mathematical Elements Click any of the mathematical elements to add them to the Expression
Toolbar field.
Field Select a field to add it to the Expression field.
Expression Displays the RUM expression that indicates the quantity of the event.
Note: You must ensure that the RUM expression is a valid expression
for the rating system in which the RUM is used.

Related Tasks
Creating Service-Event Maps

New RUM Dialog Box

Use the New RUM dialog box to create a RUM configuration.

Field Description
Name Enter a unique name for the RUM.
Code Enter a unique reference code for the RUM.
Units Select the units of measurement to use for measuring the event.
For RUMs of type Conditional, this field is not applicable.

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Field Description
Rounding (Optional) Select the rounding method to use for the event usage.
Type Select one of the following RUM types:
• Whole: Select this type if the RUM cannot be split; for example,
Occurrence.
• Partial: Select this type if the RUM can be split; for example,
Duration.
• Conditional: Select this type to configure charges with conditional
balance impacts.
You can change the RUM type only when the RUM is not used in any
other components.

Related Tasks
Creating a RUM Configuration
Creating Service-Event Maps
Configuring Conditional Balance Impacts

Creating a RUM Configuration

To create a RUM configuration, you must first map the services to the events, and then map
the RUMs to the events. See "Creating Service-Event Maps".
To create a RUM configuration:
1. In the Service-Event Map section of the Service-Event Map page, select an event and
then click the Add icon.
The Map RUMs dialog box appears.
2. Click New RUM.
The New RUM dialog box appears.
3. In the Name field, enter a unique name for the RUM.
4. In the Code field, enter a unique reference code for the RUM.
5. From the Units list, select the unit of measurement to use for measuring the event.
This step does not apply for RUMs of type Conditional.
6. (Optional) From the Rounding list, select the rounding method to use for the event usage.
7. From the Type list, select the RUM type.
8. Click OK.

Related Topics
Creating Service-Event Maps

Creating Impact Categories for Zones

You use impact categories to determine a price in a charge offer. An impact category
represents a combination of event, service, or account attributes.
To create impact categories for zones:

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1. In the Setup section of the navigation pane, under Pricing Elements, click Impact
Categories.
The Impact Categories page appears.
2. In the Impact Categories for Zones section, click the Add icon in the table toolbar.
An editable row is added.
3. In the Name column, enter a unique name for the impact category.
4. In the Description column, enter a description for the impact category.
5. (Optional) To use the impact category as a result in a Usage Scenario (USC) selector and
an Access Point Name (APN) selector, select the Derived Only check box.
See "About Impact Categories for Zones" for information about different uses of impact
categories for zones.
6. Click Submit.
The impact category is added to the table in the Impact Categories for Zones section.

Related Topics
Impact Categories for Zones Section

About Impact Categories for Zones

Impact categories for zones are used as follows:
• Base zone impact categories are used as results in zone models. You can also use them
as results in USC and APN selectors.
• Derived Zone impact categories are used as results in USC and APN selectors. They are
considered derived because the rules in USC and APN selectors take base zone impact
categories and remap them, resulting in new impact categories.
For example, a USC selector rule might specify that if the base zone impact category is
China and the usage type is Friends & Family, the selector returns the Friends & Family
derived zone impact category.

Impact Categories Page Reference

Use the Impact Categories page to create impact categories for zones.
For a description of the fields, see:
• Impact Categories for Zones Section

Impact Categories for Zones Section

Use the Impact Categories for Zones section to create impact categories for zones.
Click the Add icon in the table toolbar to add an impact category.

Column Description
Name Enter a unique name for the impact category
Description Enter a description for the impact category.

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Column Description
Derived Only (Optional) Select the check box to use this impact category only in the
USC and APN selectors.

Related Tasks
Creating Impact Categories for Zones

Creating Balance Elements

A balance element represents a currency or noncurrency asset of economic value, such as
U.S. dollars or included minutes. When you configure pricing in a charge, you specify the
balance elements that are debited or credited when the charge offer is used to rate an event.
For example, a charge of one dollar per minute for a phone call affects the US Dollars balance
element.
To create a balance element, see:
• Creating Currency Balance Elements
• Creating Noncurrency Balance Elements

Creating Currency Balance Elements

To create currency balance elements:
1. In the Setup section of the navigation pane, under Pricing Elements, click Balance
Elements.
The Balance Elements page appears. See "Balance Elements Section" for details.
2. In the Balance Elements section, click the Add Currency Balance Element icon in the
table toolbar:

A new row is added to the balance elements table. See "Balance Elements Table" for
details.
3. In the Name column, select a currency name.
The default reference code, numeric code, and symbol for the currency are automatically
displayed.
The Temporary and Counter columns are not applicable.
4. To use the balance element in a fold charge, select the check box in the Can Be Folded
column.
5. To trigger notifications to customers when the balance element is about to expire, select
the check box in the Notify Before Expiration column.
6. (Release 15.0.1 or later) To trigger notifications to customers a set amount of time after the
balance element has expired, select the check box in the Notify After Expiration column.
7. In the Consumption Rule column, select a consumption rule.

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8. Click Save.
The currency balance element is saved in the balance elements table, and the default
rounding rules for the currency balance element are saved in the rounding rules table. You
cannot delete the default rounding rules.
9. To add rounding rules for specific events, see "Adding Rounding Rules for Specific
Events".

Related Topics
Balance Elements Page Reference

Creating Noncurrency Balance Elements

To create noncurrency balance elements:
1. In the Setup section of the navigation pane, under Pricing Elements, click Balance
Elements.
The Balance Elements page appears. See "Balance Elements Section" for details.
2. In the Balance Elements section, click the Add Noncurrency Balance Element icon in the
table toolbar:

A new row is added to the balance elements table. See "Balance Elements Table" for
details.
3. In the Name column, enter a unique name.
4. In the Code column, enter a unique reference code.
5. If you want to change the default numeric code, enter a unique reference code in the
Numeric Code column.
You can change the numeric code only before publishing the balance element.
6. In the Symbol column, enter a symbol.
7. To use the balance element for tracking balances temporarily while applying discounts to
events, select the check box in the Temporary column.
If you select this check box, rounding rules are not applicable.
8. To use the balance element as a counter, select the check box in the Counter column.
9. To use the balance element in a fold charge, select the check box in the Can Be Folded
column.
This column is disabled if the check box in the Temporary column is selected.
10. To trigger notifications to customers when the balance element is about to expire, select
the check box in the Notify Before Expiration column.
11. (Release 15.0.1 or later) To trigger notifications to customers after the balance element has
expired, select the check box in the Notify After Expiration column.
12. In the Consumption Rule column, select a consumption rule.

13. Click Save.

The noncurrency balance element is saved in the balance elements table.

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If you have not selected the check box in the Temporary column, the default rounding
rules for the noncurrency balance element are saved in the rounding rules table. You
cannot delete the default rounding rules.
14. To add rounding rules for specific events, see "Adding Rounding Rules for Specific
Events".

Related Topics
Balance Elements Page Reference

Adding Rounding Rules for Specific Events

The Rounding Rules section displays the rounding rules for the balance element selected in
the balance elements table. (See "Rounding Rules Section" for details.) You cannot delete the
default rounding rules, but you can add new rounding rules for specific events.
To add rounding rules for specific events:
1. In the Rounding Rules section, click the Add icon in the table toolbar.
The Processing Stage and Event Selection dialog box appears. See "Processing Stage
and Event Selection Dialog Box" for details.
2. From the Processing Stage list, select a processing stage for the rounding rule.
3. From the Event Category list, select an event category.
4. From the Event(s) list, select the events.
5. Click OK.
For each selected event, a rounding rule is added to the rounding rules table.
6. (Optional) If the selected events have child events, in the Rounding Rules section, select
the check box in the Apply To Child Events column to use the balance element for both
parent and child events.
7. (Optional) In the Rounding Method column, select a rounding method to use for the
selected balance element.
8. (Optional) In the Precision column, enter the precision for rounding the balance element.
9. (Optional) In the Tolerance Parameters columns, enter the minimum and maximum
tolerance values and the tolerance percentage that determines how the rounding rule will
be applied to the balance element.
10. Click Save.

The rounding rules are saved.

Related Topics
Rounding Rules Section

Balance Elements Page Reference

Use the Balance Elements page to create, modify, or delete currency or noncurrency balance
elements and to add or delete rounding rules.
For a description of the fields, see:
• Balance Elements Section

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• Rounding Rules Section

• Processing Stage and Event Selection Dialog Box

Balance Elements Section

Use the Balance Elements section to create, modify, or delete currency or noncurrency
balance elements.
See "Balance Elements Table" for information about the balance elements table.

Field Description
Add Currency Balance Use to add a currency balance element.
Element

Add Noncurrency Balance Use to add a noncurrency balance element.

Element

Delete Use to delete a balance element.

Balance Element table Use to configure balance elements.

Related Tasks
Creating Currency Balance Elements
Creating Noncurrency Balance Elements

Related Topics
Balance Elements Table

Balance Elements Table

Use the balance elements table in the Balance Elements section to configure balance
elements. Each row in the table represents a balance element.

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Tip:
You cannot delete a balance element that is referenced by other components. The In
Use icon indicates that the balance element is referenced by other components and
that it cannot be deleted:

Column Description
Name For a currency balance element, select a currency from the list.
For a noncurrency balance element, enter a unique name.
Code For a currency balance element, this column displays the default
reference code: it is read-only.
For a noncurrency balance element, enter a unique reference code for
the balance element.
Numeric Code Displays the numeric code for the currency or noncurrency balance
element.
You can change the default numeric code for a noncurrency balance
element only.
Symbol (Optional) For a currency balance element, this column displays the
default currency symbol: it is read-only.
For a noncurrency balance element, enter a symbol. You can enter any
character string for this balance element.
Temporary (Optional) For a noncurrency balance element, select the check box to
use the balance element for tracking balances temporarily while
applying discounts to events. See "About Using Temporary Balances in
Discounts" in PDC Creating Product Offerings.
If you select this check box, rounding rules are not applicable.
If you do not select this check box, the default rounding rules for each
processing stage are automatically added to the rounding rules table.
Counter (Optional) For a noncurrency balance element, select the check box to
use the balance element as a counter.
Can Be Folded (Optional) Select this check box to use the balance element in a fold
charge.
Notify Before Expiration (Optional) Select this check box to send notifications to your customers
when their balance (of this balance element) is about to expire.
Notify After Expiration (Optional. For release 15.0.1 or later) Select this check box to send
notifications to your customers several days, weeks, or months after
their balance (of this balance element) has expired.
Consumption Rule (Optional) Select a consumption rule for the balance element.

Related Tasks
Creating Currency Balance Elements
Creating Noncurrency Balance Elements

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Rounding Rules Section

Use the Rounding Rules section to add or delete rounding rules.
When you add a balance element, the default rounding rules for each processing stage are
added to the rounding rules table. You cannot delete these rounding rules.
Select a balance element in the balance elements table and click Add or Delete icon in the
rounding rules table toolbar to add or delete rounding rules.

Column Description
Processing Stage Displays the processing stage to which the rounding rule applies.
For default rounding rules, this column is read-only.
Event Name Displays the event to which the rounding rule applies.
For default rounding rules, this column displays an asterisk (*), which
indicates that the rounding rules will be applied to all the events.
Apply To Child Events (Optional) If the selected event has child events, select this check box
to use the balance element for both parent and child events.
For default rounding rules, this column is read-only.
Rounding Method (Optional) Select one of the following rounding methods to use for the
balance element:
• Up: If there is an additional digit, the last significant digit is always
rounded up. For example, if rounding is set to two significant digits,
1.151 rounds to 1.16.
• Down: If there is an additional digit, the last significant digit always
remains the same. For example, if rounding is set to two
significant digits, 1.159 rounds to 1.15.
• Even: If there is an additional digit and the digit to the left is even,
the last significant digit always remains the same. For example, if
rounding is set to two significant digits, 10.154 rounds to 10.16
and 10.165 rounds to 10.16.
• Nearest: If the additional digit is 0 through 4, the last significant
digit remains the same. If the additional digit is 5 through 9, the
last significant digit is rounded up. For example, 1.151 rounds to
1.15, and 1.159 rounds to 1.16.
Precision (Optional) Enter the precision for rounding the balance element. For
example, if the precision is 2, 1.1201 rounds to 1.12.
Note: The precision must be between 0 and 15.
Tolerance Min (Optional) Enter the minimum error tolerance for rounding the currency
balance element.
Tolerance Max (Optional) Enter the maximum error tolerance for rounding the currency
balance element.
For example, for Swiss Francs, if the minimum error tolerance is 2 and
the maximum error tolerance is 3:
• If a customer pays in euros for a 50 CHF charge, and the euro
amount converts to 49 CHF, the payment is accepted.
• If a customer pays in euros for a 50 CHF charge, and the euro
amount converts to 46 CHF, the payment is not accepted.
Note: The maximum tolerance value must be greater than the
minimum tolerance value.

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Column Description
Tolerance % (Optional) Enter the error tolerance percentage for rounding the
currency balance element.
For example, if the tolerance percentage for Swiss Francs is 98%:
• If a customer pays in euros for a 100 CHF charge, and the euro
amount converts to 99 CHF, the payment is accepted.
• If a customer pays in euros for a 100 CHF charge, and the euro
amount converts to 97 CHF, the payment is not accepted.
If you set both a tolerance percentage and a tolerance amount, the
tolerance percentage overrides the tolerance amount. For example, if
the tolerance percentage is 1% and the minimum error tolerance is 5. If
the customer pays in euros for a 1000 CHF charge, and the euro
amount converts to 992, the percentage tolerance is met, so the
payment is accepted, even though the minimum error tolerance has
not been met.
Note: The tolerance percentage must be between 0 and 100.

Related Tasks
Adding Rounding Rules for Specific Events

Related Topics
Balance Elements Table
Processing Stage and Event Selection Dialog Box

Processing Stage and Event Selection Dialog Box

Use the Processing Stage and Event Selection dialog box to select a processing stage and the
events for adding the rounding rules.

Field Description
Processing Stage Select the processing stage.
Event Category Select an event category. This category determines which events are
displayed in the Event(s) list.
See "About Charge Categories" for descriptions of the categories.
Event(s) Select the events for adding the rounding rules.
Note: The Event(s) list displays only the events that are not
associated with any processing stage.

Related Tasks
Adding Rounding Rules for Specific Events

Related Topics
Rounding Rules Section

Creating Zone Models

You can configure the following types of zone models:

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• Standard Zone Model: Associates the origin and destination area codes of a call to an
impact category. See "Creating Standard Zone Models".
• Geographical Zone Model: Associates the distance between the origin and destination
area codes of a call to an impact category. See "Creating Geographical Zone Models".

Creating Standard Zone Models

To create standard zone models:
1. In the Setup section of the navigation pane, under Pricing Elements, click Zone Models.
The Zone Models page appears.
2. In the Zone Models section, click the Add icon in the table toolbar.
An editable row is added.
3. In the Details section, enter a name and a description.
4. Under Type, select Standard.
5. Under the Zone Rules subtab, click the Add icon in the table toolbar.
An editable row is added.
6. In the Service Type column, do one of the following:
• Select the service type to which this zone rule applies.
• Select the asterisk (*), which applies this zone rule to all the services.
7. In the Origin column, enter the call origin area code to associate with this zone rule.

Note:
The area code must include the international code.

8. In the Destination column, enter the call destination area code to associate with this zone
rule.

Note:
The area code must include the international code.

9. In the Results column, under Zone Impact Category, select a zone impact category to
associate with the call origin and call destination area codes. The impact category name is
also the name of the zone.

Note:
The Zone Impact Category list shows only the base zone impact categories.
This list is empty if no zone impact category is available. You must create the
base zone impact category to proceed further. See "Creating Impact Categories
for Zones".

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10. (Optional) In the Results column, under Alternate Zone Model, select an alternative zone
model that can be used to determine the price of a call.

Note:
The alternative zone model that you select must have at least one zone rule with
the service type that matches with the service type selected for this zone model.

11. In the Validity column, enter the period for which this zone rule is valid. See "Setting
Validity Periods" for information about setting the validity period.
12. (Optional) Add more zone rules to the standard zone model.

13. Click Submit.

A standard zone model is added to the table in the Zone Models section.

Related Topics
Zone Models Page Reference
Creating Zone Models

Creating Geographical Zone Models

To create geographical zone models:
1. In the Setup section of the navigation pane, under Pricing Elements, click Zone Models.
The Zone Models page appears.
2. In the Zone Models section, click the Add icon in the table toolbar.
3. In the Details section, enter a name and a description.
4. Under Type, select Geographical.
5. Under the Zone Rules subtab, click the Add icon in the table toolbar.
An editable row is added.
6. In the Service Type column, do one of the following:
• Select the service type to which this zone rule applies.
• Select the asterisk (*), which applies this zone rule to all the services.
7. In the Distance column, enter the distance between call origin and call destination.
8. In the Results column, under Zone Impact Category, select an impact category that is
assigned to the specified distance. The impact category name is also the name of the
zone.

Note:
The Zone Impact Category list shows only the base zone impact categories.
This list is empty if no zone impact category is available. You must create the
base zone impact category to proceed further. See "Creating Impact Categories
for Zones".

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9. (Optional) In the Results column, under Alternate Zone Model, select an alternative zone
model that can be used to determine the price of a call.

Note:
The alternative zone model that you select must have at least one zone rule with
the service type that matches with the service type selected for this zone model.

10. In the Validity column, enter the period for which this zone rule is valid. See "Setting
Validity Periods" for information about setting the validity period.
11. (Optional) Add more zone rules to the geographical zone model.

12. Click the Area Codes subtab.

13. Click the Add icon in the table toolbar.

An editable row is added.
14. In the Prefix Area Code column, enter the area code prefix.

15. In the Latitude column, enter the latitude for the specified area code.

16. In the Longitude column, enter the longitude for the specified area code.

17. In the Validity column, enter the period for which this mapping is valid. See "Setting
Validity Periods" for information about setting the validity period.
18. (Optional) Add more area code combinations for this geographical zone model.

19. Click Submit.

A geographical zone model is added to the table in the Zone Models section.

Related Topics
Zone Models Page Reference
Creating Zone Models

Zone Models Page Reference

Use the Zone Models page to add and create zone models.
For a description of the fields, see:
• Zone Models Section
• Details Section
• Zone Rules Subtab for Standard Zone Model
• Zone Rules Subtab for Geographical Zone Model
• Area Codes Subtab

Zone Models Section

Use the Zone Models section to add zone models.
Click the Add icon in the table toolbar to add a zone model.

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Column Description
Name, Description Displays the name and the description of the zone model added in the
Details section.
Type Displays the type of the zone model added in the Details section.

Related Tasks
Creating Standard Zone Models
Creating Geographical Zone Models

Details Section
Use the Details section to provide general information for the zone model.
The Details section also contains the Zone Rules subtab and, for geographical zone models,
the Area Codes subtab.
For a description of the fields, see:
• Zone Rules Subtab for Standard Zone Model
• Zone Rules Subtab for Geographical Zone Model
• Area Codes Subtab

Field Description
Name, Description Enter a unique name and a unique description for the zone model
Type Select the zone model type:
• Standard to create a standard zone model.
• Geographical to create a geographical zone model.

Related Tasks
Creating Standard Zone Models
Creating Geographical Zone Models

Zone Rules Subtab for Standard Zone Model

Use the Zone Rules subtab to add rules that associate origin and destination area codes to
impact categories.

Column Description
Service Type Select the service type to which this zone rule applies.
Select the asterisk (*) to apply this zone rule to all the services.
Origin Enter the call origin area code to associate with this zone rule. Include
the international code.
Destination Enter the call destination area code to associate with this zone rule.
Include the international code.

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Column Description
Results Select the base zone impact category to associate with the call origin
and call destination area codes. The impact category name is also the
name of the zone.
(Optional) Select the alternative zone model that can be used to
determine the price of a call. You specify an alternative zone model
when you create zone hierarchies.
Validity Specify the period for which this zone rule is valid. Enter the start and
end dates for this zone rule.

Related Tasks
Creating Standard Zone Models

Zone Rules Subtab for Geographical Zone Model

Use the Zone Rules subtab to add rules that associate distances between origin and
destination area codes to impact categories.

Column Description
Service Type Select the service type to which this zone rule applies.
Select the asterisk (*) to apply this zone rule to all the services.
Distance Enter the distance between call origin and call destination.
Results Select the base zone impact category, which is also the name of the
zone, that is assigned to the specified distance.
(Optional) Select the alternative zone model that can be used to
determine the price of a call. You specify an alternative zone model
when you create zone hierarchies.
See PDC Creating Product Offerings for more information on
alternative zone models.
Validity Specify the period for which this zone rule is valid. Enter the start and
end dates for this zone rule.

Related Tasks
Creating Geographical Zone Models

Area Codes Subtab

Use the Area Codes subtab to add a set of mappings that associate area codes to their
respective latitude and longitude coordinates for geographical zone models.

Column Description
Prefix Area Code Enter the area code prefix. You can create multiple geographical zones
within a single area code by mapping different combinations of
longitude and latitude coordinates to that area code.
Latitude Enter the latitude for the specified area code.
The range for valid latitude values is -90 through 90.
Longitude Enter the longitude for the specified area code.
The range for valid longitude values is -180 through 180.

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Column Description
Validity Specify the period for which this mapping is valid. Enter the start and
end dates for this mapping.

Related Tasks
Creating Geographical Zone Models

Related Topics
Setting Validity Periods

Configuring Policy Specifications

A policy specification is made up of one or more counter policies each of which defines a
gradation in the QoS based on the subscriber's service usage. For example, you can have a
policy specification called Platinum for a data service and a balance element for it as
Megabytes Used. You can define a counter policy labeled Fair Usage, which has three levels,
Low QoS, Medium QoS, and High QoS, with each level containing a usage range valid for that
quality of service, such as 100-150, 150-200, and 200-No Maximum megabytes.
See the discussion about policy specifications in PDC User's Guide for more information.
To configure policy specifications by using the PDC user interface:
1. In the Setup section of the navigation pane, under Pricing Elements, click Policy
Specifications.
The Policy Specifications page appears.
2. Specifying general information for a policy specification. See "Specifying General
Information for a Policy Specification" for more information.
3. Create policy labels. See "Creating Policy Labels" for more information.
4. Create counter policies. See "Creating Counter Policies" for more information.

Related Topics
Policy Specifications Page Reference

Specifying General Information for a Policy Specification

To specify general information for a policy specification:
1. In the Policy Specifications section, click the Add icon in the table toolbar.
A new row is added.
2. In the Name column, enter a unique name for the policy specification.
3. In the Description column, enter a description for the policy specification.

Creating Policy Labels

To create a policy label:
1. In the Counter Policies section, click the Add icon in the table toolbar.

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The Create Counter Policy dialog box appears.

2. From the Policy Label list, select Create….
The Create Policy Label dialog box appears.
3. In the Name field, enter a unique name for the policy label.
4. In the Sub-Labels section, click the Add icon in the table toolbar.
A new row is added.
5. In the Label column, enter a unique name for the sublabel.
You can add additional sub labels by repeating step 4 and 5.
6. Click OK.

Related Topics
Create Policy Label Dialog Box

Creating Counter Policies

To create a counter policy:
1. In the Counter Policies section, click the Add icon in the table toolbar.
The Create Counter Policies dialog box appears.
2. From the Policy Label list, select a policy label or create a new policy label. See "Creating
Policy Labels" for more information.
3. From the Unit list, select the unit to be used for measurement.
4. From the Balance Element list, select a balance element to which the counter policy must
be applied.

Note:
The Balance Element list displays only the noncurrency balance elements. You
can add only one counter policy for a balance element in a policy specification.

5. Click OK.
6. Click Save.

Related Topics
Create Counter Policies Dialog Box

Adding Counter Ranges

To vary QoS based on the level of usage, add counter ranges to a counter policy and use
different policy labels for each range.
To add a counter range to a counter policy:
1. In the Counting Ranges section, click the Add icon in the table toolbar.
The Add Counter Range dialog box appears.
2. In the Starting At field, enter the starting value for the range, or select No Minimum.

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PDC automatically generates an end value for the range based on the existing counter
ranges.
For example, if you specify 5, PDC creates the following range:
• 5 – No maximum
If you then create another quantity range with a start value of 2.5, PDC creates the
following ranges:
• 2.5 – 5
• 5 – No maximum
3. Add counter ranges.
4. From the Label list, select the corresponding label for each counter range.

Tip:
You can select the same label for multiple counter ranges as appropriate.

5. Click OK.
A table for the counter range is added.

Modifying Policy Specifications

To modify a policy specification:
1. In the Policy Specifications section, click the policy specification that you want to modify.
2. Edit the name and description as required.
3. Modify the counter policies as required. See "Modifying Counter Policies" for more
information.
4. Click Save.

Modifying Policy Labels

To modify a policy label:
1. In the Counter Policies section, click the counter policy that you want to modify.
The Edit Counter Policy dialog box appears.
2. From the Policy Label list, select the policy label that you want to modify.
The Edit Policy Label dialog box appears.
3. Modify the policy label and sub labels as required.
To edit a sublabel, click a label in the Sub-labels section.
To delete a sublabel, select a label in the Sub-labels section and then click the Delete icon
in the table toolbar.
4. Click OK.

Related Topics
Create Policy Label Dialog Box

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Modifying Counter Policies

To modify a counter policy:
1. In the Counter Policies section, click the counter policy that you want to modify.
The Edit Counter Policies dialog box appears.
2. Modify the policy label, counter ranges, and the range labels as required.
For modifying policy labels, see "Modifying Policy Labels".
For modifying counter ranges, see "Modifying Counter Ranges".
3. Click OK.

Related Topics
Create Counter Policies Dialog Box

Modifying Counter Ranges

To modify the counter range in a counter policy:
1. Go to the Counter Ranges section.
2. In the Counter Ranges table, click the link in the Counter Ranges column for which you
want to change the range.
The Edit Counter Range dialog box appears.
3. Modify the Start value.
You can specify a minimum start value or select No Minimum.
You cannot enter a value that includes the entire following counter range. Instead, to
extend a range beyond the following range, first delete the following range. See "Deleting
Counter Ranges" for more information.
PDC adjusts the start and end values of the preceding and following counter ranges
accordingly.
4. Click OK.

Deleting Policy Specifications

To delete a policy specification:
1. In the Policy Specifications section, click the policy specification that you want to delete.
2. Click the Delete icon in the table toolbar.
A confirmation message appears.
3. Click OK.
The policy specification and the associated counter policies are removed.
4. Click Save.

Deleting Counter Policies

To delete a counter policy:

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1. In the Counter Policies section, select the counter policy that you want to delete.
2. Click the Delete icon in the table toolbar.
A confirmation message appears.
3. Click OK.
The counter policy is removed from the table.
4. Click Save.

Deleting Counter Ranges

To delete a counter range:
1. Go to the Counter Ranges section.
2. In the Counter Ranges table, select the range in the Counter Ranges column.
3. Click the Delete icon in the table toolbar.
A confirmation message appears.
4. Click OK.
The counter range and the corresponding policy label are removed from the table.
If you deleted a middle range, PDC automatically adjusts the end value of the previous
counter range.

Policy Specifications Page Reference

Use the Policy Specifications page to create, modify, or delete policy specifications, counter
policies, and policy labels.
For a description of the fields, see:
• Policy Specifications Section
• Create Policy Label Dialog Box
• Create Counter Policies Dialog Box

Field Description
Add Use to add a policy specification, policy label, and counter policy.

Delete Use to remove a policy specification, policy label, and counter policy.

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Tip:
You cannot delete a policy specification that is referenced by other components. The
In Use icon indicates that the policy specification is referenced by other components
and that it cannot be deleted:

Policy Specifications Section

Use the Policy Specifications section to add the policy specifications. Click the Add icon in
the table toolbar to add a policy specification.

Column Description
Name, Description Enter the name and the description of the policy specification that you
have added.

Related Topics
Specifying General Information for a Policy Specification

Create Policy Label Dialog Box

Use the Create Policy Label dialog box to create policy labels.

Field Description
Name Enter a unique name for the policy label.
Sub Labels In the sub labels section, click Add icon to enter a unique name for the
sub label.

Related Topics
Creating Policy Labels
Modifying Policy Labels

Create Counter Policies Dialog Box

Use the Create Counter Policies dialog box to counter policies.

Field Description
Policy Label Select a policy label from the drop down list. You can also create and
edit a policy label.
Units Select the units to be used for measurement.
Balance Element Select a balance element to which the counter policy must be applied.

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Field Description
Add Counter Range Add counter ranges to a counter policy and use different policy labels
for each range.

Related Topics
Creating Counter Policies
Modifying Counter Policies
Deleting Counter Policies
Adding Counter Ranges
Modifying Counter Ranges
Deleting Counter Ranges

Configuring Item Type Selectors

An item type selector contains rules and item specifications for assigning balance impacts to
bill items. These rules and specifications enable you to assign different bill items for balance
impacts within the same event or event type. For example, you can define separate bill items
for international and national calls and apply a different tax to each bill item at billing time.
See the discussion about item type selectors in PDC User's Guide for more information.
To configure item type selectors by using the PDC user interface:
1. In the Setup section of the navigation pane, under Pricing Elements, click Item Type
Selectors.
The Item Type Selectors page appears.
2. Specifying general information for an item type selector. See "Specifying General
Information for an Item Type Selector".
3. Select the attributes that you want to use in the rules for the item type selector. See
"Selecting Rule Attributes".
4. Create the rules for the item type selector. See "Creating Item Type Selector Rules".

Related Topics
Item Type Selectors Page Reference

Specifying General Information for an Item Type Selector

Note:
You can add only one item type selector for a combination of service, event, and item
group.

To specify general information for an item type selector:

1. In the Item Type Selector section, click the Add icon in the table toolbar.

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A new row is added.

2. In the Name column, enter a unique name for the item type selector.
3. In the Description column, enter a description for the item type selector.
4. In the Applicable To column, select the service name or account.
5. To apply the item type selector to all the child services of the selected service or account,
select the check box in the Select Applicable to all Child Services column.
6. In the Event column, select the name of an event.
7. To apply the item type selector to all the child events of the selected event, select the
check box in the Select Applicable to all Child Events column.
8. In the Item Group column, enter the name of the item group to be used for aggregating
the balance impacts.
9. To apply the item type selector to all the balance impacts, select the check box in the
Applicable to all Balance Impacts column.
10. In the Default Item Spec column, select a default item specification from the list or create
a default item specification.
To create the default item specification, see "Creating Item Specifications".
11. Click Save.

Related Topics
Item Type Selectors Section
Modifying Item Type Selectors
Deleting Item Type Selectors

Selecting Rule Attributes

To select the rule attributes:
1. In the Rules section, click Manage Rule Attributes.
The Manage Rule Attributes dialog box appears.
2. Choose the attribute for assigning balance impacts and click the check box in the Use
column.
3. Select an operator to be used in the rule for the selected attributes from the Operator list.
4. Click OK.
The selected attributes are displayed in the Rules section.

Related Topics
Manage Rule Attributes Dialog Box
Creating Item Type Selector Rules

Creating Item Type Selector Rules

To create rules for an item type selector:
1. In the Item Type Selectors section, select an item type selector.

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2. Click the Add icon in the table toolbar of the Rules section.
A new row is added. By default, in the Priority column, the priority of the rules is displayed
in the order of creation.
3. In the Rule Name column, enter a name of the rule.
4. (Optional) In the Custom Expressions column, enter the custom expression.

Note:
You cannot use custom expressions for the USAGE_PREPAID or
USAGE_POSTPAID events.

5. In the attribute columns, enter values for each of the rule attributes that you selected in the
Manage Rule Attributes dialog box.
6. In the Item Spec column, select an item specification from the list or create an item
specification.
To create an item specification, see "Creating Item Specifications".
7. Click Save.

Related Topics
Item Type Selectors Section

Changing Priority of the Rules

To change the priority of the rules, in the Rules section select a rule and then click the up and
down arrow keys in the table toolbar.

Note:

• In the Rules section, you cannot sort the columns in the ascending or descending
order because the columns are dynamically generated. You can only change the
priority of the rules.
• After creating the rules, changing the event or service in the item type selector
removes all the rules configured for that event or service.

Related Topics
Rules Section

Creating Item Specifications

To create an item specification:
1. In the item specifications column, navigate till the end of the list of values and then click
Manage Item Spec.
The Item Specifications dialog box appears.
2. Click the Add icon in the table toolbar.

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A new row is added.

3. In the Name column, enter a unique name for the item specification.
4. In the Category column, enter a charge category for the item specification.
5. In the Type column, enter an item type for assigning balance impacts.

Note:

• Item type should always start with /item/.

• You can add only one item specification for a combination of category, item
type, and aggregation type.

6. In the Aggregation Type column, select an aggregation type to track the balance impacts.
7. Click OK.

Related Topics
Item Specifications Dialog Box

Modifying Item Type Selectors

To modify an item type selector:
1. In the Item Type Selectors section, click the item type selector that you want to modify.
2. Do the following as appropriate:
• To modify an item specification, in the item specifications column navigate till the end
of the list of values, and then click Manage Item Spec. In the Item Specifications
dialog box, click the item specification that you want to modify.
• To modify a rule, in the Rules section click the rule that you want to modify.
3. Make the necessary changes as required.
4. Click Save.

Related Topics
Item Type Selectors Section

Deleting Item Type Selectors

To delete an item type selector:
1. In the Item Type Selectors section, click the item type selector that you want to delete.
2. Do the following as appropriate:
• To delete an item specification, in the item specifications column navigate till the end of
the list of values, and then click Manage Item Spec. In the Item Specifications dialog
box, click the item specification that you want to delete.

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Note:
You cannot delete an item specification that is in use.

• To delete a rule, in the Rules section, click the rule that you want to delete.
3. Click the Delete icon in the table toolbar.
A confirmation message appears.
4. Click OK.
The selected item is removed.
5. Click Save.

Item Type Selectors Page Reference

Use the Item Type Selectors page to create, modify, or delete item type selectors, item
specifications, and their rules.
For a description of the fields, see:
• Item Type Selectors Section
• Rules Section
• Item Specifications Dialog Box
• Manage Rule Attributes Dialog Box

Field Description
Add Use to add an item type selector, item specification, and a rule.

Delete Use to remove an item type selector, item specification, and a rule.

Item Type Selectors Section

Use the Item Type Selectors section to add the item type selectors.

Column Description
Name, Description Enter a unique name and a description for the item type selector.
Applicable To Select the service name or account.
Applicable to all Child (Optional) Select the check box to apply the item type selector to all
Services the child services of the selected service or account.
Event Select the name of an event.

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Column Description
Applicable to all Child (Optional) Select the check box to apply the item type selector to all
Events the child events of the selected event.
Item Group Enter the name of the item group to be used for aggregating the
balance impacts.
Applicable to all Balance (Optional) Select the check box to apply the item type selector to all
Impacts the balance impacts.
Default Item Spec Select a default item specification.

Related Topics
Specifying General Information for an Item Type Selector
Modifying Item Type Selectors
Deleting Item Type Selectors

Item Specifications Dialog Box

Use the Item Specifications dialog box to create item specifications.

Field Description
Name Enter a unique name for the item specification.
Category Enter a charge category. This category determines the balance
impacts to be tracked.
See "About Charge Categories" for descriptions of the categories.
Type Enter the type of the bill item for assigning balance impacts. This must
match the item type created in BRM.
Note: Item type should always start with /item/.
You can add only one item specification for a combination of category,
type, and aggregation type.
Aggregation Type Select the aggregation type for tracking balance impacts:
• CUMULATIVE_NONPRECREATE. Specifies that the bill item
accumulates charges throughout the billing cycle and the bill item
need not be pre-created in BRM.
• INDIVIDUAL_NONPRECREATE. Specifies that the bill item stores
a charge for a single event and the bill item need not be pre-
created in BRM.
• CUMULATIVE_PRECREATE. Specifies that the bill item
accumulates charges throughout the billing cycle and the bill item
needs to be pre-created in BRM.

Related Topics
Creating Item Specifications

Manage Rule Attributes Dialog Box

Use the Manage Rule Attributes dialog box to select the attributes that you want to use in the
item type selector rules.

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Field Description
Use Select this check box against the attributes that you want to use in the
rules.
Attribute Name Displays the attributes that you can use in the rules.
Operator Select an operator and enter a value. Displays the relationship
between the rule's default field value and the value in the subscriber,
event, service, or charging field.
You can select one of the following operators:
• Equal To
• Not Equal To
• Greater Than
• Greater Than or Equal To
• Less Than
• Less Than or Equal To
• Contains
• Matches

Related Topics
Selecting Rule Attributes

Rules Section
Use the Rules section to add the item type selector rules.

Column Description
Priority Displays the priority of the rules. By default, the priority of the rules is
displayed in the order of creation.
Rule Name Enter a name for the rule.
Custom Expressions (Optional) Enter the custom expression.
Note: You cannot use custom expressions for the USAGE_PREPAID
or USAGE_POSTPAID events.
Field Name Enter values for each of the rule attributes that you selected.
The same fields are used for all the rules in the item type selector. You
can set specific values in the rule to limit the fields that you want used
in a rule.
Item Spec Select or add an item specification.

Related Topics
Creating Item Type Selector Rules
Selecting Rule Attributes
Changing Priority of the Rules

Creating Special Day Calendars

Use a special day calendar to define a set of dates, such as holidays, for which you want to
configure special prices for your services. Each date can either be a specific date valid only in

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one year or a recurring date valid each year. These dates are used in a time model to define a
time period. A time period can be used in a charge offer to determine a price.
To create special day calendars:
1. In the Setup section of the navigation pane, under Pricing Elements, click Special Day
Calendars.
The Special Day Calendars page appears.
2. In the Special Day Calendars section, click the Add icon in the table toolbar.
An editable row is added.
3. In the Special Day Calendars column, enter a name.
4. In the Special Day Definitions for Selected Calendar section, click the Add icon in the table
toolbar.
An editable row is added.
5. In the Type column, select one of the following types of special days:
• Fixed to specify a specific date valid in only one year.
• Recurring to specify a date that is valid every year.
6. In the Special Days column, enter the date.
7. In the Description column, enter a brief description for the special day.
8. Enter additional special day definitions for the calendar as needed.
9. Click Submit.
The special day definitions for the selected calendar are added to the table.

Related Topics
Special Day Calendars Page Reference

Special Day Calendars Page Reference

Use the Special Day Calendars page to create, edit, or delete a set of dates, such as
holidays, for which you want to configure special prices for your services. These dates are
used in a time model to define a time period. A time period can be used in a charge offer to
determine a price.
For a description of the fields, see:
• Special Day Calendars Section
• Special Day Definitions for Selected Calendar Section

Special Day Calendars Section

Use the Special Day Calendars section to define names for the calendars.
Click the Add icon in the table toolbar to add a special day calendar.

Column Description
Special Day Calendars Enter a name for the special day calendar.

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Related Tasks
Creating Special Day Calendars

Special Day Definitions for Selected Calendar Section

Use the Special Day Definitions for Selected Calendar section to specify the dates to include in
the calendar.
Click the Add icon in the table toolbar to add special days to the calendar.

Column Description
Type Select the special day type:
• Fixed to specify a specific date valid only in one year, such as
May 8, 2011, for Mother's Day in the U.S.
• Recurring to specify a date that is valid every year, such as
January 1 for New Year's Day.
Special Days Click the date selector to select a date for the special day type in the
following formats:
• For Fixed type: Mmm DD YYYY. For example, May 08 2011.
• For Recurring type: Mmm DD. For example, Jan 01.
Description Enter a brief description.

Related Tasks
Creating Special Day Calendars

Creating Custom Analyzer Rules

A custom analyzer rule (custom rule) is a named expression that is used in selector rules to
guide to a price. You can use these rules when configuring a charge based on a subscriber's
Friends & Family, Special Day, or Closed User Group profile. For example, you can create
custom rules for calls to friends and family on a subscriber's birthday, or to configure
supplementary services, such as call forwarding and call blocking.
To create custom analyzer rules:
1. In the Setup section of the navigation pane, under Pricing Elements, click Custom
Analyzer Rules.
The Custom Analyzer Rules page appears.
2. In the Custom Analyzer Rules section, click the Add icon in the table toolbar.
A new row is added.
3. In the Name column, enter the rule name.
4. (Optional) Enter the rule description.
5. In the Details section, select the following for which you want to create the rule:
• Profile Attribute Specification. Select the profile attribute specifications that you want
to use for configuring the rule.
• Service Specification. Select the service attributes that you want to use for
configuring the rule.

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• Event Specification. Select the event attributes that you want to use for configuring
the rule.
6. Under Condition, click the condition link.
The Condition Builder dialog box appears.
7. In the Condition Builder dialog box, enter the conditions for the custom rule.
For example, you can define the conditions for identifying if the originating and terminating
subscribers belong to a common closed user group to apply special rates for the calls
between the members of the closed user group.
8. Click OK.
9. Click Save.

Related Topic
Custom Analyzer Rules Page Reference

Custom Analyzer Rules Page Reference

Use the Custom Analyzer Rules page to create custom rules.

Note:
You cannot delete a custom rule that is being referenced by other pricing
components. The In Use icon indicates that the custom rule is referenced by other
rules and that it cannot be deleted:

See "Details Section" for configuring custom rules.

Field Description
Name, Description Enter a unique name and a description for the custom rule.

Note:
You can copy the existing rules. When you click the Duplicate icon, a copy of the
selected rule is added below the selected rule.

The rule's fields contain the same values as the fields in the original rule.

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Related Topic
Details Section

Details Section
Use the Details section to configure custom rules.

Field Description
Rating Profile Select the profile attribute specifications that you want to use for configuring
the rule.
Note: If you do not select any profile attribute specification value, Not Used is
selected by default.
Service Select the service attributes that you want to use for configuring the rule.
Note: If you do not select any service specification value, Not Used is
selected by default.
Event Select the event attributes that you want to use for configuring the rule.
Note: If you do not select any event specification value, Any is selected by
default.
Condition Click to enter the expression and then select conditions for the custom rule.
See "Condition Builder Dialog Box" for more information.

Related Topic
Condition Builder Dialog Box

Condition Builder Dialog Box

Use the Condition Builder dialog box to configure conditions by using condition elements.

Field Description
Condition Type/Left Hand Side Select one of the following condition types for the condition type, left
Condition Type hand side condition type, and the right hand side condition type (as
Create Right Hand Side of applicable):
Condition Type • Complex Expression. By default, this condition type is disabled.
You can use any condition type to create a complex expression.
• Compare Field with Another Field. Compares the field with
another field in the condition.
• Compare Field with Values. Compares the field with a specific
value.
• Dynamic Fields. Compares dynamic fields. Use this condition
type to configure closed user groups.
Note: You can interchange the left hand side and right hand side
conditions by clicking the Swap icon:

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Field Description
Originating Select the originating values for configuring the closed user groups.
• Selector Field. Select the closed user group name that matches
the given product identifier (PUID); for example, a phone number
for the originating subscribers.
• Operator. Displays the EQUAL_TO operator.
• Condition Field. Select any service, event, or account attribute.
Operator (for Dynamic Fields) Displays the INTERSECT operator.
Terminating Select the terminating values for configuring the closed user groups.
• Selector Field. Select the closed user group name that matches
the given product identifier (PUID); for example, a phone number
for the terminating subscribers.
• Operator. Displays the EQUAL_TO value.
• Condition Field. Select any service, event, or account attribute.
Compare Field Select a field that you want to compare.
Note: The list of fields appears based on the configuration.
Operator (for Condition Type ) Select an operator to compare the fields, fields and values, or the left
hand side and right hand side conditions.
Compare to Field Select a field that you want to compare with.
Note: The list of fields appears based on the configuration.
Values Enter the values for which you want to compare with the field.

Creating Tax Codes

Tax codes are used to assign taxes to the products and services that you sell to your
customers. For example, you use tax codes to apply taxes differently to usage charges versus
charges for physical goods. A tax code indicates which tax to apply based on a charge offer.
For example, a telephone handset uses a different tax code than an online service
subscription. When a customer is charged, the tax code identifies the tax to apply.
To create a tax code, see:
• Creating Tax Codes for a Flat Tax or Custom Implementation
• Creating Tax Codes for Vertex

Creating Tax Codes for a Flat Tax or Custom Implementation

You use Tax Codes page to implement simple flat taxes. You configure tax code and then
assign it to one or more tax rates, which are differentiated by criteria such as validity date and
jurisdiction.
To create a tax code for a flat tax or custom implementation:
1. In the Setup section of the navigation pane, under Pricing Elements, click Tax Codes.
The Tax Codes page appears.
2. In the Tax Codes section, click the Add icon in the table toolbar.
A new row is added.
3. In the Tax Name column, enter the tax name.
4. (Optional) Enter the tax description.

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5. In the Tax Code column, enter a unique tax code.

6. In the Type column, select the tax package type that you want to use. For flat taxes and
custom implementations, select CUSTOM.
7. In the Details section, configure the following:
• In the Description column, enter the tax rate description.
• In the Rate (%) column, enter the tax rate in percent.
• In the Jurisdiction column, select the Jurisdiction level for which this rate is
applicable.
• In the Nexus column, click the link to configure nexus for the corresponding jurisdiction
level.
• In the Tax Calculation Rule column, select the tax rule type that determines how
taxes will be calculated. For more information about tax calculation rule, see "Details
Section (For Flat Taxes and Custom Implementations)".
• Select Manage... from the drop-down list to configure the validity period.
The Manage Validity Period dialog box appears. You can add, edit, and delete the
validity period from the Manage Validity Period dialog box. By default, validity period is
set to Immediately - Never Ends.
8. Click Save.

Creating Tax Codes for Vertex

You specify to calculate taxes using Vertex by mapping tax codes to Vertex product codes. The
Vertex product codes are used to apply the tax rate. The two types of Vertex tax codes are
VERTEX_QUANTUM and VERTEX_COMMTAX_21.
To create a tax code for Vertex:
1. In the Setup section of the navigation pane, under Pricing Elements, click Tax Codes.
The Tax Codes page appears.
2. In the Tax Codes section, click the Add icon in the table toolbar.
A new row is added.
3. In the Tax Name column, enter the tax name.
4. (Optional) Enter the tax description.
5. In the Tax Code column, enter a unique tax code.
6. In the Type column, select the tax package type that you want to use.
7. In the Details section, configure the following:
• If you have selected tax package type as VERTEX_QUANTUM, configure
Transaction Type, Transaction Subtype, and Sale Type.
• If you have selected tax package type as VERTEX_COMMTAX_21, configure
Category Code, Service Code, and Sale Type.
8. Click Save.

Tax Codes Page Reference

Use the Tax Code page to create, modify, and delete tax codes.

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For a description of the fields, see:

• Tax Codes Section
• Details Section (For Flat Taxes and Custom Implementations)
• Details Section (For Vertex)
• Manage Validity Period Dialog Box

Tax Codes Section

Use the Tax Codes section to add tax codes.

Column Description
Tax Name, Description Name and a brief description of the tax code.
Tax Code A unique alphanumeric value that defines
categories with different tax treatments.
Type The tax package type. Values are:
• CUSTOM: For flat taxes and custom
implementations.
• VERTEX_QUANTUM: For Vertex
Communications Tax Q Series
(telecommunications).
• VERTEX_COMMTAX_21: For Vertex Sales
Tax Q Series (sales and use).

Details Section (For Flat Taxes and Custom Implementations)

Use the Details section to configure tax rates for flat taxes and custom implementations.

Column Description
Description Description of tax rate.
Rate (%) The tax rate in percent. For example, 4.25 means
4.25%.
For prepaid purchase events that grant negative
currency balances, the corresponding tax
associated with it should also be negative. For
example, -4.25.
Jurisdiction Jurisdiction level for which this rate is applicable.
Values are FEDERAL, STATE, COUNTY, CITY,
LOCATION.
Nexus The jurisdiction where the rate applies. If the
Jurisdiction field value is STATE, the Nexus
values must be state-level jurisdictions.

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Column Description
Tax Calculation Rule Determines how taxes will be computed. Values
are:
• STANDARD: Standard tax computation. Taxes
are computed based on the taxable amount
and are then added to the total.
• TAX: "Tax on tax" computation. Taxes are
computed based on previous taxable amounts
and taxes, and are then added to the total.
For example, if tax1 = 10%, tax2 = 20%, and
charge = 100.00, taxes are computed as
follows:
– tax1 = 10% @ 100.00 = 10.00
– tax2 = 20% @ (100.00 + 10.00) = 22.00
• INCLUSIVE: Inclusive tax computation. Taxes
are already included in the total.
For example, if the total is $110 and the tax is
10%, the tax amount is $10 and the charge
is $100.
• NCS: Noncumulative standard tax
computation. Taxes are computed based on
the taxable amount but are not added to the
total.
• NCT: Noncumulative "tax on tax" computation.
Taxes are computed based on the taxable
amount but are not added to the total.
For example, if tax1 = 10%, tax2 = 20%, and
charge = 100.00, taxes are computed as
follows:
– tax1 = 10% @ 100.00 = 10.00
– tax2 = 20% @ 100.00 = 20.00

Details Section (For Vertex)

Use the Details section to map tax codes for Vertex.

Column Description
Category Code (Applicable for VERTEX_QUANTUM tax package
type.) Refer to the Communications Tax Q Series
documentation for more information about its
category codes.
Service Code (Applicable for VERTEX_QUANTUM tax package
type.) Refer to the Communications Tax Q Series
documentation for more information on service
codes.
Transaction Type (Applicable for VERTEX_COMMTAX_21 tax
package type.) Refer to the Sales Tax Q Series
documentation for more information on transaction
types.
Transaction Subtype (Applicable for VERTEX_COMMTAX_21 tax
package type.) Refer to the Sales Tax Q Series
documentation for more information on transaction
subtypes.

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Column Description
Sale Type Indicates if the charge offer is for sale (SALE) or
resale (RESALE). The default value is SALE.

Manage Validity Period Dialog Box

Use the Manage Validity Period dialog box to add, modify, and delete the validity period for the
tax rate. You can use multiple validity periods to create different rates for a single tax code, but
the validity periods must not overlap.
Click the Add icon in the table toolbar to add a new validity period.

Field Description
Start Start date for the tax rate validity period. By default,
start date is set to Immediately.
To set a specific start date, deselect Immediately,
then enter a date or use the date selector to select
a date.
End End date for the tax rate validity period. By default,
end date is set to Never Ends.
To set a specific end date, deselect Never Ends,
then enter a date or use the date selector to select
a date.

Creating Tax Exemption Codes

You use tax exemption codes to remove tax liability (either entirely or partially) from a charge.
For example, you could create a tax exemption code to exempt a customer account from all
tax liability.
To create a tax exemption code:
1. In the Setup section of the navigation pane, under Pricing Elements, click Tax
Exemption Codes.
The Tax Exemption Codes page appears.
2. In the Tax Exemption Codes section, click the Add icon in the table toolbar.
A new row is added.
3. In the Name column, enter the tax exemption name.
4. (Optional) Enter the tax exemption description.
5. In the Tax Exemption Code column, enter a unique tax exemption code.
6. In the Jurisdictions column, select one or more jurisdiction levels for which this rate is
applicable.
7. In the Jurisdictions and Rates section, do the following for each jurisdiction:
• In the Rate (%) column, enter a rate between 0 and 1 that represents a percentage.
For example, enter 0.25 for a 25% exemption.
• In the Validity column, select the Immediately - Never Ends link and then enter the
new start and end dates for the validity period.

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8. Click Save.

Related Topics
Tax Exemption Codes Page Reference

Tax Exemption Codes Page Reference

Use the Tax Exemption Code page to create, modify, and delete tax exemption codes.
For a description of the fields, see:
• Tax Exemption Codes Section
• Jurisdictions and Rates Section
• Manage Validity Period Dialog Box

Tax Exemption Codes Section

Use the Tax Exemption Codes section to define your tax exemption codes.
Click the Add icon in the table toolbar to add a tax exemption code.

Column Description
Name Enter a unique name for the tax exemption code.
Description (Optional) Enter a brief description for the tax
exemption code.
Tax Exemption Code Enter a unique alphanumeric value that defines
categories with different tax exemptions.
Jurisdictions Enter the jurisdiction level for which this exemption
is applicable: All, City, County, District, Federal,
Location, State, and Territory.

Jurisdictions and Rates Section

Use the Jurisdictions and Rates section to configure the exemption rate for each jurisdiction
level.

Column Description
Jurisdiction Displays the jurisdiction levels you selected.
Rate (%) Enter the tax exemption rate. Enter a value between 0 and 1.
For example, enter .15 for 15%.
Validity Displays the validity period for the tax exemption code. By
default, it displays Immediately – Never Ends. To modify the
validity period, click the link for the validity period. See
"Manage Validity Period Dialog Box".

Manage Validity Period Dialog Box

Use the Manage Validity Period dialog box to set the validity period for the jurisdiction's tax
exemption rate.

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Field Description
Start Displays the start date for the validity period. By
default, the start date is set to Immediately.
To set a specific start date, deselect Immediately
and then enter or select a date.
End Displays the end date for the validity period. By
default, the end date is set to Never Ends.
To set a specific end date, deselect Never End and
then enter or select a date.

Configuring Price Tags

Price tags let you apply special prices to charge offers or discounts according to your specified
rules. You configure price tag setup components to specify the balance elements, resources,
and services a price tag applies to and set the list of possible values.
To configure price tags:
1. In the Setup section of the navigation pane, under Pricing Elements, click Price Tags.
The Price Tags page appears.
2. Create, modify, or delete price tag setup components and the price tags within them. See:
• Creating Price Tags
• Modifying Price Tags
• Deleting Price Tags

Related Topics
Price Tags Page Reference

Creating Price Tags

To create price tags:
1. In Price Tags table, click the Add icon.
A new row appears.
2. In the Price Tag Name column, enter a unique name for the price tag setup component.
3. Optionally, in the Description column, enter a description.
4. In the new row in the Price Tag details table, configure tags. See "Price Tag Details
Table."
5. Click Save.
You can add more rows in the Price Tags table to create more setup components with their
own sets of price tags. For each row in the Price Tags table, you can add more rows in the
Price Tag details table to define more price tags within the same setup component.
Within the same setup component, you cannot create duplicate price tags. This means:
• You cannot create multiple Price Tag details rows that specify all of the same values for
Resource Id, Resource Unit Type, and Permitted. For example, Tag1 and Tag 2 could not
both specify Resource Id: 840, Resource Unit Type: BYTE and Permitted: IP.

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• You cannot create multiple Price Tag details rows that specify a subset of the same
values for Resource Id, Resource Unit Type, and Permitted. For example, because using
Resource Id: 0 means the tag applies to any balance element, if one row specifies
Resource Id: 0, Resource Unit Type: BYTE and Permitted: IP, another row could not
specify Resource Id: 840, Resource Unit Type: BYTE and Permitted: IP.
If needed, you can create duplicate tags in separate setup components. For example, you
could create:
• A row in the Price Tags table for TagGroup1 that includes a row in the Price Tag details
table specifying Resource Id: 0, Resource Unit Type: BYTE and Permitted: IP
• A second row in the Price Tags table for TagGroup2 that includes a row in the Price Tag
details table specifying the same values for Resource ID, Resource Unit Type, and
Permitted.

Related Topics
Price Tags Page Reference
Modifying Price Tags

Modifying Price Tags

To modify price tags:
1. In the Price Tags table, click the price tag you want to modify.
2. Modify fields as required:
• For price tags that are not referenced by other pricing components, you can modify all
fields.
• For price tags that are referenced by other pricing components, you can modify the
following fields:
– Description
– Rule Type
– Values

Note:
Be sure that you understand the impact that modifying the rules and values
will have on the pricing components that reference the price tag.

3. Click Save.

Related Topics
Price Tags Page Reference

Deleting Price Tags

You can delete a price tag only if it is not referenced by any other pricing components.
To delete a price tag:
1. In the Price Tags table, click the row for the price tag you want to delete.

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2. Do one of the following:

• To delete the entire setup component, click the Delete icon in the Price Tags table
toolbar.
• To delete a tag within the setup component, in the Price Tag details table, click the
row for the tag you want to delete, and then click the Delete icon in the Price Tag
details table toolbar.
A confirmation message appears.
3. Click OK.
The selected tag or setup component is removed.
4. Click Save.

Related Topics
Price Tags Page Reference
Deleting Pricing Components
Obsoleting Pricing Components

Price Tags Page Reference

Use the Price Tags page to create, modify, and delete price tags.
For a description of the fields, see:
• Price Tags Table
• Price Tag Details Table

Price Tags Table

Use the Price Tags table to configure price tag setup components. Each row in the table
represents a price tag setup component, which can contain multiple price tags.
Use the Add and Delete icons in the table toolbar to add or delete a price tag setup
component.

Note:
You cannot delete a price tag that is being referenced by other pricing components.
The In Use icon indicates that the price tag is referenced by other components and
that it cannot be deleted:

See "Price Tag Details Table" for more information about the price tags details table.

Column Description
Price Tag Name Displays the name of the price tag setup component.

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Column Description
Description Displays the description of the price tag setup component.

Related Topics
Price Tag Details Table

Related Tasks
Modifying Price Tags
Creating Price Tags
Deleting Price Tags

Price Tag Details Table

Use the Price Tag details table to configure price tags. Each row in the table represents a price
tag with the price tag setup component selected in the Price Tags table.

Column Description
Resource Id The balance element associated with the price tag.
The default value of 0 lets you use the price tag with any balance
element.
Resource Unit Type The unit for the balance element.
The default of ANY lets you use the price tag with any unit.
Permitted The services to associate the price tag with. You can select multiple
services and their children.
The default of ANY lets you use the price tag with any service.
See "Permitted Services Dialog Box" for more information.
Rule Type The type of values that can be configured.
The default of ANY lets you use any values at purchase time.
Values The possible values that can be used. Values can be positive or
negative integers or decimals.
• If Rule is set to ANY, the default value is an empty string and any
values can be entered at purchase time.
• If Rule is set to LIST, enter a list of semicolon-separated values.
For example, 5;10;20.
• If Rule is set to RANGE, enter values for the bottom and top of the
range, separated by a semicolon. For example, 5;20.

Related Topics
Price Tags Table
Permitted Services Dialog Box

Related Tasks
Modifying Price Tags
Creating Price Tags
Deleting Price Tags

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Permitted Services Dialog Box

Use the Permitted Services dialog box to select the services that a price tag can be used
with.

Field Description
Permitted Select a service name from the drop down list.
The default of ANY lets you use the price tag with
any service.
Child Services (Optional) Select the check box to allow the price
tag to be used with all child services of the selected
service.

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Changesets
A changeset is a group of setup and pricing components that you manage and submit together.
Changesets are managed and displayed in the Oracle Communications Pricing Design Center
(PDC) Workspace page. See "Understanding the Workspace Page".
For information on using changesets, see:
• Creating a Changeset
• Specifying the Active Changeset
• Validating a Changeset
• Submitting a Changeset
• Exporting and Importing Changesets
• Modifying a Changeset
• Deleting a Changeset
• Workspace Page Reference
• Create Changeset Dialog Box
• Edit Changeset Dialog Box
• Export Dialog Box
• Import Dialog Box
• Hide and Close Failed Changesets Dialog Box
For an overview of changesets, see "About Changesets" in PDC Creating Product Offerings.

Creating a Changeset
To create a changeset:
1. In the Workspace page, click the Add icon in the Workspace task pane.
The Create Changeset dialog box appears.
2. Enter a name and a description.
3. (Optional) To make the changeset active upon creation, select Set as Active Changeset.
4. Click OK.
The changeset is added to the Open Changesets list. A check mark appears next to
changeset if it is set to active.

Related Topics
Validating a Changeset
Submitting a Changeset
Exporting and Importing Changesets

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Specifying the Active Changeset

Specifying the Active Changeset

When you create or modify a setup or pricing component, a draft of the new or updated
component is automatically added to your active changeset.
You can have multiple changesets, but only one can be active at any time.

Note:
Do not switch the active changeset while in the middle of creating a setup or pricing
component. Otherwise, a search for referenced components may return components
from different changesets, which is invalid. This does not apply when editing draft
components.

To specify the active changeset:

1. In the Workspace task pane, select a changeset.
2. Do one of the following:
• From the Actions menu, select Set As Active.
• Right-click the changeset and select Set As Active.
The changeset becomes active, and a check mark appears next to its name.

Related Topics
Creating a Changeset

Validating a Changeset
Before a changeset can be submitted by PDC, it must be validated. When you submit a
changeset, PDC validates all the components in the changeset. See "Submitting a
Changeset".
Optionally, you can validate a changeset by clicking the Validate button. You can also validate
individual components. See "Validating Pricing Components".
To validate a changeset:
1. In the Workspace task pane, select a changeset.
The setup and pricing components in the changeset appear in the Changeset Details
section.
2. Click Validate.
If no validation errors are found, the message "Validation Successful: No Errors Found"
appears below the Validate button.
If validation errors are found, the Validation Errors section appears at the bottom of the
page that lists the validation errors. The number of validation errors displayed is limited to
25. To see additional errors, fix some of the existing errors.
The Status column displays:

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Submitting a Changeset

Status Icon Description

Displays for invalid setup or pricing components in the changeset.

Displays for setup or pricing components with invalid child nodes.

The invalid changeset node in the Workspace displays the following icon:

Submitting a Changeset
To publish the components in a changeset to Oracle Communications Billing and Revenue
Management (BRM), you submit the changeset. You must submit an entire changeset; you
cannot submit only some of its components. You cannot modify a changeset after it is
submitted.
To submit a changeset:
1. In the Workspace task pane, select a changeset.
The setup and pricing components in the changeset appear in the Changeset Details
section.
2. Click Submit.
3. In the confirmation message, click OK.
The components in the changeset are submitted for publication to BRM. The Pending and
Successfully Submitted links are displayed in the Workspace task pane. To view the list
of pending or successfully submitted changesets, move the mouse over the Pending or
Successfully Submitted link.
The status of its components is changed from Draft to Promoted when the components are
validated and submitted for transformation to BRM.
If one or more components cannot be submitted to BRM, the changeset is moved to the
Failed Changesets list.
After a changeset is successfully submitted, it is removed from your workspace. You can
no longer access it from your workspace; however, it is still available in the database.
To remove the list of successfully submitted changesets from the Successfully Submitted
Changesets dialog box, click the Successfully Submitted link in the Workspace task
pane and then click Clear.

Note:
You cannot delete a pending changeset. If the changeset fails, you can fix and
resubmit it.

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Submitting a Changeset

Related Topics
Fixing a Failed Changeset

Showing or Hiding Failed Changesets

You can show, hide, or close failed changesets.

Note:
Only the users with Pricing Design Admin and Pricing Analyst roles can show or hide
failed changesets. For more information on adding PDC users to groups, see PDC
Installation and System Administration Guide.

To show or hide failed changesets:

Note:
By default, all the failed changesets are displayed.

1. In the Workspace task pane, from the Actions menu, select one of the following:
• Hide Failed Changesets
All the failed changesets are hidden.
• Hide and Close Failed Changesets
The Hide and Close Failed Changesets dialog box appears. In the dialog box, select
Close Hidden Changesets and then click OK to close all the failed changesets
including the hidden failed changesets. Do not select this option, if you want to close
only the changesets displayed in the Failed Changesets list.

Note:
If you close a failed changeset, you cannot reopen it.
If you want to fix and resubmit the components in the closed changeset later,
you can search and add those components to a new changeset.

• Show Failed Changesets

The hidden failed changesets are displayed. You can now fix and resubmit these
changesets. See the following for more information:
– Fixing a Failed Changeset
– Submitting a Changeset

Related Topics
Hide and Close Failed Changesets Dialog Box

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Exporting and Importing Changesets

Fixing a Failed Changeset

To submit a failed changeset, you must first fix it.
For information on the common changeset errors and how to resolve them, see the discussion
about troubleshooting PDC in BRM System Administrator's Guide.
To fix a failed changeset:
1. In the Changeset Details section of a failed changeset, click Fix.
Depending on the type of error, PDC either resubmits the changeset or creates a
changeset with invalid objects.
If PDC creates a changeset:
• The Draft Created message is displayed. Click OK.
• The original failed changeset is closed and removed from the Failed Changesets list.
• Newly created changeset is added to the Open Changesets list.
• The Changeset Details section of the newly created changeset lists the errors that
caused the failure at the bottom of the section. An error tab is displayed for each
transformation engine to which the changeset was submitted. This section also
displays the Submission History link. Click the link to open the Submission History
dialog box that displays all the predecessor changesets in a hierarchical structure.
Select a changeset to view its details.
If PDC resubmits a failed changeset to fix it, the changeset is removed from the Failed
Changesets list and added to the Pending Changeset list.

Related Topics
Submitting a Changeset

Exporting and Importing Changesets

You can export a changeset from PDC to an XML file and also import a changeset from an
XML file into PDC.
For exporting and importing changesets, see:
• Exporting Changesets
• Importing Pricing and Setup Components into Changesets

Exporting Changesets

Note:
You can export only valid changesets.

You can export the components of a changeset into an XML file. Optionally, you can include all
the components referenced by the components in the exported changeset, whether or not the
components are part of that changeset.

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Exporting and Importing Changesets

To export a changeset:
1. In the Workspace task pane, select a changeset.
The setup and pricing components in the changeset appear in the Changeset Details
section.
2. Do one of the following:
• From the Actions menu, select Export.
• Right-click the changeset and select Export.
The Export dialog box appears.
3. Select the export option.
You can select to export the setup or pricing components in this changeset and all the
referenced setup or pricing components from other changesets or only the setup or pricing
components in this changeset.
4. Click OK.
The Opening Filename dialog box appears, where Filename is the default name of the
XML file.

Note:
By default, PDC generates the XML file name as ChangesetName.xml, where
ChangesetName is the name of the changeset.

5. Select the Save File option.

6. Click OK.
A dialog box in which to enter the name and location of the file appears.
7. Select a location where you want to save the file. Optionally, rename the file.
8. Click Save.

Importing Pricing and Setup Components into Changesets

You can import setup and pricing components from an XML file into a new or an existing open
changeset. The imported components can be immediately submitted for publication.
To import a changeset:
1. In the Workspace task pane, from the Actions menu, select Import.
The Import dialog box appears.
2. Click Browse.
The Choose File to Upload dialog box appears.
3. Do the following:
a. Select the XML file that you want to import.
b. Click Open.
The selected XML file name appears and the Browse button is replaced by the Update
button.

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Modifying a Changeset

Optionally, click Update if you want to select a different XML file to import. In the Update
File dialog box, click Browse and select a different XML file.
4. Do one of the following:
• To import the components into a new changeset, select New and enter the name of
the changeset.
• To import the components into an existing changeset, select Existing and then select
a changeset.
5. (Optional) Select the option to submit the changeset for publication to BRM right after the
components are imported.
6. Click OK.

Note:
If you encounter a server exception when importing a Service-Event Map XML
file in the PDC UI, use the ImportExportPricing utility to create the service-
event map.

Modifying a Changeset
You can modify the name and description of a changeset.
To modify a changeset:
1. In the Workspace task pane, select the changeset.
The setup and pricing components in the changeset appears in the Changeset Details
section.
2. Click Edit.
The Edit Changeset dialog box appears.
3. Modify the changeset name and description as required.
4. (Optional) Select the Set as Active Changeset check box to make this changeset active.
This check box is disabled if the changeset is active.
5. Click OK.

Related Topics
Specifying the Active Changeset

Deleting a Changeset
When you delete a changeset, all its components are also deleted.
To delete a changeset:
1. In the Workspace task pane, select a changeset and click the Delete icon.
2. In the confirmation message, click OK.
If you deleted an active changeset, the Select Active Changeset dialog box appears. You
can select any existing changeset to be set as active or create an active changeset. If only
one changeset remains after you delete the active changeset, by default, it is set as active.

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Workspace Page Reference

Related Topics
Specifying the Active Changeset

Workspace Page Reference

Use the Workspace page to create and manage changesets.
For a description of the fields, see:
• Changeset Details Section

Changeset Details Section

Use the Changeset Details section to edit, validate, submit, or fix a changeset.
The following table describes the fields and buttons available in this section. Depending on the
status of a changeset, only a subset of the fields and buttons might appear.

Field Description
Name Displays the name of the changeset.
Status Displays the status of the changeset.
Created Displays the date and time when the changeset was created.
Description Displays the description of the changeset.
Submitted Displays the date and time when the changeset was submitted.
This field appears only for a changeset in Failed status.
Submission History Click this link to open the Submission History dialog box.
This link appears only for a changeset that is created when you fixed a failed
changeset.
Edit Click this button to edit the changeset.
This button appears only for a changeset in Open status.
Validate Click this button to validate the changeset.
This button appears only for a changeset in Open status.
Submit Click this button to submit the changeset.
This button appears only for a changeset in Open status.
Fix Click this button to fix the changeset.
This button appears only for a changeset in Failed status.

The table in this section lists the setup and pricing components available in the changeset.
Depending on the status of a changeset, only a subset of the columns in the table might
appear.

Label Description
Name Displays the name of the setup or pricing component.
Type Displays the type of the setup or pricing component.
Description Displays the description of the setup or pricing component.

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Create Changeset Dialog Box

Label Description
Last Modified Displays the date and time when the setup or pricing component was last
modified.
This column does not appear for a changeset in Failed status.
Status This column appears only for a changeset in Open or Failed status.
For an open changeset, this column displays the validation status of the setup
or pricing component.
For a failed changeset, this column displays one of the following
transformation process statuses of the setup or pricing component:
• Success: Specifies that the setup or pricing component is successfully
transformed for all the associated target engines.
• Failed: Specifies that the setup or pricing component failed to transform
for all the associated target engines.
• Partial Success: Specifies that the setup or pricing component failed to
transform for some of the associated target engines.
The tooltip on the status icon for each partially successful setup or pricing
component lists the name of the associated target engine and the
corresponding transformation status.

Related Tasks
Validating a Changeset
Modifying a Changeset
Submitting a Changeset

Create Changeset Dialog Box

Use the Create Changeset dialog box to create a changeset.

Field Description
Name Enter the name of the changeset.
Description Enter a description for the changeset.
Set as Active Changeset (Optional) Select to make the changeset active upon creation. This
check box is disabled if the changeset is active.

Related Tasks
Creating a Changeset

Edit Changeset Dialog Box

Use the Edit Changeset dialog box to modify the properties of an existing changeset.

Field Description
Name Modify the name of the changeset.
Description Modify the description of the changeset.
Set as Active Changeset (Optional) Select to make the changeset active. This check box is
disabled for an already active changeset.

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Export Dialog Box

Related Tasks
Modifying a Changeset

Export Dialog Box

Use the Export dialog box to export a changeset to an XML file.

Field Description
Export all referenced pricing Select to export components in the selected changeset and all the
components components referenced by these components to an XML file. The
referenced objects may belong to changesets other than the selected
changeset.
Export only the pricing Select to export the components in only the selected changeset to an
components in this XML file.
changeset

Related Tasks
Exporting Changesets

Import Dialog Box

Use the Import dialog box to import components from an XML file into a new or an existing
changeset in the Draft status.

Field Description
Browse Click to find the XML file that you want to import.
After you select the XML file, the Browse button is replaced by the
Update button. Optionally, click Update if you want to select a different
XML file to import.
New Select to import the components from the XML file into a new
changeset and then enter the name of the new changeset.
Existing Select to import the components into an existing changeset and then
select a changeset.
Submit imported pricing Select to submit the changeset for publication to BRM right after the
components immediately components are imported.

Related Tasks
Importing Pricing and Setup Components into Changesets

Hide and Close Failed Changesets Dialog Box

Use the Hide and Close Failed changesets dialog box to close and hide failed changesets.

Field Description
Close Hidden Changesets Select to close all the failed changesets including the hidden failed
changesets.

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Hide and Close Failed Changesets Dialog Box

Related Tasks
Showing or Hiding Failed Changesets

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4
Charge Offers
Charge offers determine how customers can purchase and use your services and how you
track and charge for usage. Each charge offer contains one or more charges, which specify the
events to track and the fees to charge when the events occur.
To set up a charge offer, perform the following tasks:
1. Create the charge offer (see "Creating a Charge Offer").
2. Add charges to the charge offer (see "Adding Charges to a Charge Offer").
3. If necessary, add extended pricing features and date ranges to the charges (see "Adding
Impact Categories and Time Periods to a Charge" and "Adding Date Ranges to a
Charge").
4. Configure charge pricing (see "Setting Up Pricing for a Charge").
To make charge offers available for purchase, you group them, with discount offers, into
bundles.
For an overview of charge offers, see "Configuring Charge Offers" in PDC Creating Product
Offerings.

Related Topics
Discount Offers
Bundles

Creating a Charge Offer

To create a charge offer:
1. In the Pricing section of the navigation pane, under Offers, click Create Charge Offer.
The Create Charge Offer page appears.
2. Enter general information. See "Specifying General Information for a Charge Offer" for
more information.
3. Specify values for any product specification attributes configured in XML templates for
charge offers. See "Specifying Product Specification Attribute Values" for more information.
4. Specify offer settings. See "Specifying Charge Offer Settings" for more information.
5. Optionally, add one or more deliverables. See "Adding Deliverables" for more information.
6. Add charges. See "Adding Charges to a Charge Offer" for more information.

Related Topics
Create Charge Offer Page Reference

Specifying General Information for a Charge Offer

To specify general information for a charge offer:

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Creating a Charge Offer

1. In the Create Charge Offer page, enter a unique name and a description.
2. From the Type list, select a charge offer type.
3. From the Applicable To list, select the service to which the charge offer applies.

Related Topics
General Information Section
Creating a Charge Offer

Specifying Product Specification Attribute Values

If you have configured product specification attributes in an XML template file, you can specify
values for them. The attributes and input types available depend on what is configured in the
XML template file.
The values are validated against the XML template file. Any invalid values are highlighted and
errors are displayed in a pop-up message.
See "About Product Specification Attributes for Pricing Components" in PDC Creating Product
Offerings for more information.

Specifying Charge Offer Settings

The settings in this section have valid defaults, but you can change them.
To specify charge offer settings:
1. In the Create Charge Offer page, expand Offer Settings.
The Offer Settings subsection appears.
2. In the Available for Purchase fields, specify the period during which customers can
purchase the charge offer.
3. (Optional) In the Cycle Alignment Day of Month list, select the day of the month on which
to align recurring charges and product validity. For example, select 5 to apply recurring
charges on the 5th day of each month regardless of the billing or purchase date.
4. (Optional) Select a provisioning tag for the charge offer.
In Oracle Communications Billing and Revenue Management (BRM), provisioning tags
implement extended rating attributes (ERAs), which provide special charges or discounts
based on a specific attribute of a service or an account, such as a telephone number.
5. (Optional) Select a supplier tax ID.
6. Enter the charge offer's priority.
When multiple charge offers apply to the same service-event pair, your billing system can
consider them in the order of their priority.
7. In the Ownership Rules fields, specify the number of charge offers that a customer can
purchase and own at one time.
8. Specify whether customers can purchase only part of the offer.
9. Specify whether the charge offer is shared with all members of a corporate sharing group
when it is purchased by the group's owner.
10. Specify whether to notify customers when their offer is about to expire.

11. (Release 15.0.1 or later) Specify whether to notify customers after their offer has already
expired.

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Adding Charges to a Charge Offer

12. Specify whether to notify customers when their offer is about to renew.
13. (Release 15.0.1 or later) Specify whether to notify customers after their offer has already
passed the renewal date.
14. Specify what happens when you are using date ranges for versioning. From the Existing
subscriptions menu, if you select Continue to use the old rates and grants, also
specify whether to determine the balance impacts to apply based on the charge offer
purchase date or the service instantiation date.
15. (Optional) Select the name of the tax exemption selector to apply.

16. Specify whether you want to round the validity for the charge offer.

17. Specify whether to charge for a full day or a partial day for the first day of the billing cycle.

Related Topics
Offer Settings Subsection
Creating a Charge Offer

Adding Deliverables
Use deliverables to specify when and how much revenue can be recognized from a customer's
purchase of a good or service. A deliverable defines the type of good or service you are
selling, its standalone selling price, its revenue earning schedule, and the revenue general
ledger ID (G/L ID) to associate with financial transactions.
Add one or more deliverables to a charge offer when the following is true:
• Your company is using deliverable-based revenue recognition.
• The charge offer contains a recurring or one-time charge.
To add a deliverable to a charge offer:
1. In the Create Charge Offer page, expand the Deliverables section.
2. Click the Add icon in the table toolbar:

The Select Deliverable dialog box appears.

3. Select a deliverable.
4. Click OK.

Related Topics
Deliverables Subsection
Creating a Charge Offer

Adding Charges to a Charge Offer

A charge specifies how to calculate the cost of an event. In a charge offer, you can configure
charges for any event associated with the service to which the offer applies.

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Adding Charges to a Charge Offer

Note:
The charge features displayed in Oracle Communications Billing and Revenue
Management Pricing Design Center (PDC) are determined by the pricing profile that
you associate with the charge. Not all the features described in this procedure and
related procedures are supported by all pricing profiles.

To add a charge to a charge offer, use one of the following procedures:

• Adding a New Charge
• Adding a New Fold Charge
• Adding an Existing Charge
• Adding an Existing Charge Selector

Related Topics
Charges Section

Adding a New Charge

See "Adding a New Fold Charge" to add a new fold charge.
To add a new charge of any other type:
1. In the Charges section of the Create Charge Offer page, from the Add Charge list, select
Add New Charge.
The Create Charge dialog box appears. See "Create Charge Dialog Box" for details.
2. From the Charge Category list, select the event category to which the charge applies.
See "About Charge Categories" for descriptions of the categories.
3. From the Charge Type list, select the type of event to which the charge applies.
4. From the Pricing Profile list, select a pricing profile for the charge.
5. From the Measured By list, select the ratable usage metrics (RUMs) to use in the charge.
To configure conditional balance impacts, select a RUM of type Conditional.
This step does not apply to rollover charges.
6. (Optional) Select the Using same pricing rule for all RUMs option.

Note:
This option appears only if you selected multiple RUMs.

If you select this option, a single charge tree is created for multiple RUMs. This enables
you to quickly publish the charges to ECE.
If you do not select this option, multiple charge trees are created for multiple RUMs, each
representing the charge for a different RUM.
7. (Optional) Enter a name for the charge.

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If you leave this field blank, PDC generates a name.

8. From the Stop Charging list, select whether to stop applying charges to accounts that
have an Inactive status, a Cancelled status, or a Suspended Active custom life cycle
state.

Note:
This setting also affects the rerating process. If you specify to:
• Stop charging accounts with an Inactive, Cancelled, or SuspendedActive
status, the charge is not used if it has that status during the rerate period.
• Continue charging with an Inactive, Cancelled, or SuspendedActive status,
the charge is used when it has that status during the rerate period.

9. From the Currency list, select the required charge currencies.

This step does not apply to rollover charges.
10. (Optional) Select the Use extended pricing features for this charge option.

If you select this option, the Charges tree is displayed when the charge first appears. You
use the tree to add extended pricing features (such as impact categories, time periods, and
price overrides) to the charge.
If you do not select this option, the Charges tree is hidden and only a pricing table is
displayed when the charge first appears. This enables you to quickly configure pricing for a
simple charge.
To display the hidden Charges tree, click the Restore Pane arrow in the lower-left corner
of the Pricing Details section of the charge tab.
11. (Optional) In the Taxation section, specify when to apply taxes and how to apply taxes. See
"Taxation Section" for details.
This step does not apply to rollover charges.
12. (Usage charges only) In the Advanced section, specify settings for processing events. See
"Advanced Section" for details.
13. (Recurring charges only) In the Cycle Settings section, specify settings for the following:
• In-Advance Billing
• Cycle Alignment
• Proration
See "Cycle Settings Section for Recurring Charges" for details.
14. (Rollover charges only) Under Proration, specify how the charge should be handled if the
charge offer is purchased or canceled in the middle of a billing cycle. See "Proration
Section for Rollovers" for details.
15. Click OK.

A tab for the fold charge is added to the Charges section of the charge offer.
You can now configure pricing for the charge.

Related Topics
Create Charge Dialog Box

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Charges Tree
Adding Charges to a Charge Offer
Adding a New Fold Charge
Working with Charges
Setting Up Pricing for a Charge

Adding Additional Currencies to a Charge

To add additional currencies to a charge:
1. In the Charges section of the Create Charge Offer page, do one of the following:
• If you are adding the currency to a multi-currency graph, click the Charge Currency
list.
• If you are adding the currency to a single currency graph, click the Tier Currency list.
2. Select Add.
The Manage Currencies dialog box appears listing all the currencies that are available for
the charge.
3. Select the required currencies.
4. Click OK.
The selected currencies are added to the charge.

Related Topics
Charges Section
Adding Charges to a Charge Offer
Adding a New Fold Charge
Working with Charges
Setting Up Pricing for a Charge

Removing Currencies from a Charge

To remove currencies from a charge:
1. In the Charges section of the Create Charge Offer page, do one of the following:
• If you are removing the currency from a multi currency graph, click the Charge
Currency list.
• If you are removing the currency from a single currency graph, click the Tier Currency
list.
2. Select Delete.
The Manage Currencies dialog box appears listing all the currencies that are configured for
the charge.
3. Select the currencies to be removed.
4. Click OK.
The selected currencies are removed from the charge.

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Related Topics
Charges Section
Adding Charges to a Charge Offer
Adding a New Fold Charge
Working with Charges
Setting Up Pricing for a Charge

About Charge Categories

Charges can apply to the following categories of events:

Event Category Description

Fold Charges used to zero-out a balance, such as unused free minutes or
to convert one balance to another. Fold charges must be associated
with an existing charge selector whose event matches the fold event.
One-Time Nonrecurring charges, such as setup or cancellation fees.
Recurring Ongoing charges that are not generated or affected by usage, such as
a monthly subscription fee.
Remittance Charges that calculate the manner in which you share revenue with
third parties, such as resellers or service providers. This category is
available only for charge offers that apply to accounts.
Rollover Charges that extend the validity of unused balances to succeeding
cycles. For example, unused included minutes are often rolled over.
Usage Charges for service usage, such as telephone calls or Internet
sessions.

Related Topics
Adding Charges to a Charge Offer

Adding a New Fold Charge

To add a new fold charge:
1. In the Charges section of the Create Charge Offer page, from the Add Charge list, select
Add New Charge.
The Create Charge dialog box appears.
2. From the Charge Category list, select Fold.
3. Click Search.
The Search for Charge Selectors dialog box appears.
4. Search for a charge selector to add to the charge. See "Searching for Pricing
Components" for more information.
5. In the Results section, select the charge selector to add, and click OK.
6. In the Create Charge dialog box, click OK.
A tab for the charge is added to the Charges section of the charge offer.

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To edit the charge selector and its associated charges, click the Charge Selector link
above the Rules section on the charge tab. See "Charge Selectors" for more information.

Related Topics
Charges Section
Adding Charges to a Charge Offer
Adding a New Charge
Working with Charges

Adding an Existing Charge

To add an existing charge:
1. In the Charges section of the Create Charge Offer page, from the Add Charge list, select
Add Existing Charge.
The Search for Charges dialog box appears.
2. Search for a charge to add to the charge offer. See "Searching for Pricing Components" for
more information.
3. In the Results section, select the charge to add, and click OK.
A tab for the charge is added to the Charges section of the charge offer.
4. (Optional) Modify the pricing in the charge.

Note:
When using an existing charge, any changes you make to the charge, including
price changes, will affect all the charge offers and charge selectors where this
charge is used. To avoid unintended consequences of changing prices in a
reusable charge, use the Change Price dialog box provided in the charge.

Related Topics
Search for Charge Selectors Dialog Box
Adding Charges to a Charge Offer
Setting Up Pricing for a Charge

Adding an Existing Charge Selector

See "Charge Selectors" for information about charge selectors.
To add an existing charge selector:
1. In the Charges section of the Create Charge Offer page, from the Add Charge list, select
Add Existing Charge Selector.
The Search for Charge Selectors dialog box appears.
2. Search for a charge selector to add to the charge. See "Searching for Pricing
Components" for more information.

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3. In the Results section, select the charge selector to add, and click OK.
A tab for the charge selector is added to the Charges section of the charge offer.
4. In the Charges section, click Charge Selector Configuration. See "Charge Selector
Configuration" for more information.
5. Select Proration Settings from the list.
The Proration Settings dialog box appears.
6. Specify how the charge should be handled if the charge selector is purchased or canceled
in the middle of a customer's billing cycle by selecting one of the following options:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.
7. Click OK.

Note:
The proration settings are applicable to all charges in the charge selector.

8. (Optional) To edit the charge selector and its associated charges, click the Charge
Selector link above the Rules section on the charge tab.
9. (Optional) To edit the charge selector and its associated charges, click the Charge
Selector link above the Rules section on the charge tab.

Related Topics
Proration Settings Dialog Box
Adding Charges to a Charge Offer

Working with Charges

After adding a charge to a charge offer, you use the Charges tree to add extended pricing
features, such as impact categories and time periods, to it.

Note:
If you did not select the extended pricing option when you created the charge, the
Charges tree is hidden. Display it by clicking the Restore Pane arrow in the lower-left
corner of the Pricing Details section of the charge tab.

You then configure pricing for each branch of the Charges tree. If necessary, you can add date
ranges to your charges and edit charge details.

Related Topics
Adding Charges to a Charge Offer
About the Charges Tree

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Adding Impact Categories and Time Periods to a Charge

Setting Up Pricing for a Charge
Adding Date Ranges to a Charge
Editing Charge Details
Removing a Charge from a Charge Offer

About the Charges Tree

Use the Charges tree to build a complex charge, which is a charge that contains extended
pricing features, such as impact categories, time periods, and multiple pricing instances.
The Charges tree shows the hierarchical structure of a charge. Initially, the tree contains only
the Charges root node. The pricing profile associated with a charge determines which
elements can be added to the tree and the order in which they can be added.
The last node of each branch of the Charges tree is a pricing node. Each pricing node has its
own pricing table or tables in which balance impacts for that branch of the tree are configured.
The tables appear in the Pricing Details section of the charge tab when the pricing node is
selected. When a node other than a pricing node is selected, read-only information about that
node appears in the charge tab.
The Charges tree is typically used to configure usage charges, but it supports all charge
categories except folds and rollovers.

Related Topics
Charges Tree

Displaying the Charges Tree

If the Charges tree is not visible, display it by clicking the Restore Pane arrow in the lower-left
corner of the Pricing Details section of the charge tab:

Editing Charge Details

To edit details of a charge, such as the RUMs used to measure it or the currency to which it
applies:
1. Open the charge offer that contains the charge.
The Charge Offer page appears.
2. If the charge offer is in read-only mode, click Edit in the charge offer toolbar.
3. In the Charges section, click the appropriate charge tab.
4. From the Charge Actions list, select Charge Details.
The Charge Details dialog box appears.
5. Edit the details, and then click OK.

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Related Topics
Charge Details Dialog Box
Adding Charges to a Charge Offer

Removing a Charge from a Charge Offer

To remove a charge from a charge offer:
1. Open the charge offer that contains the charge.
2. If the charge offer is in read-only mode, click Edit in the charge offer toolbar.
3. In the Charges section of the charge offer, click the charge tab.
4. From the Charge Actions list, select Remove Charge.
5. In the confirmation message, click OK.
The charge is removed from the charge offer, but it is not deleted from PDC. See "Deleting
Pricing Components" for information about deleting charge offers from PDC.

Adding Impact Categories and Time Periods to a Charge

After adding a charge to a charge offer, use the Charges tree to perform the following tasks:
• Add impact categories to the charge. See "Adding Impact Categories to a Charge" for
more information.
• Add time periods to the charge. See "Adding Time Periods to a Charge" for more
information.
• Group multiple impact categories or time periods to apply the same pricing configuration to
all members of the group. See "Grouping Components in a Charge" for more information.

Related Topics
Charges Tree

Adding Impact Categories to a Charge

You use impact categories to enable a charge to apply different balance impacts based on
various event attributes, such as the destination of a call.
To add impact categories to a charge:
1. In the Charges tree, select the root node, Charges.
2. From the Add or Insert list in the Charges tree, select Impact Categories.
The Add Impact Categories dialog box appears.
3. Select the zone model that contains the appropriate impact categories.
The impact categories in the selected zone model are listed in the dialog box.
4. (Optional) To list enhanced impact categories for differentiated network services, select a
Usage Scenario (USC) selector. See "USC Selectors" for more information.
This step is mandatory if the Online Usage pricing profile is associated with the charge.

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5. (Optional) To list enhanced impact categories for GPRS calls, select an Access Point
Name (APN) selector. See " APN Selectors" for more information.
6. Select the impact categories to add to the charge.
7. (Optional) To add all the selected impact categories to the same node in the tree, select
Add Impact Categories As a Group.
Grouping impact categories enables you to use the same pricing for all the impact
categories in the group.
8. Click OK.
The impact categories are added as children of the Charges node.

Related Topics
Add Impact Categories Dialog Box
Adding Impact Categories and Time Periods to a Charge
Grouping Components in a Charge

Adding Time Periods to a Charge

You use time periods to charge different prices for the same service depending on the day and
time the service is used.
To add time periods to a charge:
1. In the Charges tree, select the parent node for the time period.
Possible parent nodes are Charges or an impact category.
2. From the Insert or Add list in the Charges tree, select Time Periods.
The Add Time Periods dialog box appears.
3. Select a time model.
4. Select the time periods to add to the parent node.
5. Do one of the following:
• To add each time period to a separate node, click Add.
• The add the time periods to the same node, click Add As a Group.
Grouping time periods enables you to use the same pricing for all the time periods in
the group.
The time periods are added as children of the selected parent node.

Related Topics
Add Time Periods Dialog Box
Adding Impact Categories and Time Periods to a Charge
Grouping Components in a Charge

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Grouping Components in a Charge

Grouping components on the same node in the Charges tree enables you to use the same
pricing for all the components in the group. You can group the components either as you add
them to the tree or after you add them.
To group components after adding them to the Charges tree:
1. In the Charges tree, right-click the node on which to group the components, and select
Group.
The Group dialog box appears.
2. Select the components to group on the node.

Note:
If the selected components have child nodes, they will lose those nodes. Only the
child nodes of the component currently residing on the selected node are
retained.

3. Click OK.
The components are moved to the selected node.

Related Topics
About the Charges Tree
Ungrouping Components in a Charge

Ungrouping Components in a Charge

Ungrouping components that currently reside on the same node in the Charges tree enables
you to use modify each component's pricing without affecting the pricing of the other
components.
To ungroup components in a charge:
1. In the Charges tree, right-click the node containing the components to ungroup, and select
Ungroup.
The Ungroup dialog box appears.
2. Select the components to remove from the group.
3. Click OK.
Individual nodes are added to the tree for the selected components. The original group's
child nodes are copied to the new node of each former group member.

Related Topics
About the Charges Tree
Grouping Components in a Charge

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Setting Up Pricing for a Charge

After adding a charge to a charge offer, perform the following tasks to configure pricing for the
charge:
• Add pricing instances if necessary. See "Adding Pricing to a Charge" for more information.
• Configure debit, credit, and counter balance impacts. See "Configuring Balance Impacts
for Charges" for more information.
• Configure minimum charges for balance impacts. See "Specifying a Minimum Charge" for
more information.
• Add effective periods to manage price changes. See "Adding Effective Periods to Charge
Pricing" for more information.
• Add quantity ranges to vary prices based on usage. See "Adding Quantity Ranges to
Charge Pricing" for more information.
• Add price tags to apply special pricing at purchase time. See "Adding Price Tags to One-
Time and Recurring Charges" and "Adding Price Tags to Usage Charges" for more
information.
After configuring pricing for a charge, you might need to perform the following task:
• Rename the pricing instance. See "Renaming Charge Pricing " for more information.

Related Topics
Adding Charges to a Charge Offer
About the Charges Tree

Adding Pricing to a Charge

If you do not select the extended pricing option when creating a charge, the charge initially
contains a single new pricing instance. This is a simple charge, which contains no extended
pricing features, such as impact categories and time periods. You do not add pricing to simple
charges; you just configure their new pricing instance.
If you select the extended pricing option when creating a charge, the charge initially contains
no pricing instances. After adding extended pricing features to the charge, you must add
pricing to each branch of the Charges tree. A branch can have only one pricing node. The
pricing node is the last node on a branch.
Depending on the pricing profile associated with a charge, you can add the following pricing
elements to a charge:
• Pricing. See "Adding Pricing to a Charge" for more information.
• Price selector. See "Adding a Price Selector to a Charge" for more information.
• Generic selector. See "Adding a Generic Selector to a Charge" for more information.
• Price override. See "Adding a Price Override to a Charge" for more information.

Related Topics
About the Charges Tree
Setting Up Pricing for a Charge

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Adding Pricing to a Charge

To add pricing to a charge:
1. In the Charges tree, select the parent node for the pricing instance.
Possible parent nodes are Charges, an impact category, or a time period.
2. From the Add list, select Pricing.
A Pricing child node is added to the selected parent node, and a corresponding table is
displayed in the Pricing Details section of the charge tab.

Related Topics
About the Charges Tree
Adding Pricing to a Charge

Adding a Price Selector to a Charge

To add a price selector to a charge:
1. In the Charges tree, select the parent node for the price selector.
2. From the Add list, select Price Selector.
The Search for Price Selectors dialog box appears.
3. Search for a price selector to add to the charge. See "Searching for Pricing Components"
for more information.
4. In the Results section, select a price selector to add to the charge, and click OK.
The price selector is added to the Charges tree.
5. (Optional) To edit the price selector and its associated charges, click the Price Selector
link above the Rules section in the charge tab.

Related Topics
Search for Price Selectors Dialog Box
Price Selectors
About the Charges Tree
Adding Pricing to a Charge

Adding a Generic Selector to a Charge

To add a generic selector to a charge:
1. In the Charges tree, select the parent node for the generic selector.
2. From the Add list, select Generic Selector.
The Add Generic Selector dialog box appears.
3. From the Generic Selector list, select the generic selector to add to the charge.
4. From the Generic selector results to add list, select the generic selector results to add to
the charge and click OK.

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The generic selector results are added to the Charges tree.

5. (Optional) Select Add Generic Selector results as a group, which adds all the selected
generic selector rules to the same node in the Charges tree.
If necessary, you can later ungroup the generic selector rules to individual nodes.
6. (Optional) To edit the generic selector and its associated rules, from the Charges tree,
select the node for the generic selector rule and click the Generic Selector link in the
Generic Selector Details section.

Related Topics
Add Generic Selector Dialog Box
Generic Selectors
Grouping Components in a Charge
Ungrouping Components in a Charge
About the Charges Tree
Adding Pricing to a Charge

Adding a Price Override to a Charge

A price override replaces or adjusts a previously applied charge. For example, suppose a
content provider has specified a price for downloading its content. The service provider who
makes the content available to customers and does the billing might use a price override to
add a surcharge or a discount to the content provider's original price.
To add a price override to a charge:
1. In the Charges tree, select the parent node for the price override.
2. From the Add list, select Price Override.
A Price Override child node is added to the selected parent node, and a corresponding
table is displayed in the charge.
3. In the Impact to Original Price column, select the type of override.
4. In the Amount column, enter the amount of the override.
5. In the Balance Element column, select the balance element affected by the override.
6. In the Measured By column, select the RUMs to use in the price override.

Note:
The Measured By column appears only if you selected to create a single charge
tree for multiple RUMs when adding a charge.

7. In the GLID column, enter the general ledger (G/L) ID for the event associated with the
charge.

Related Topics
About the Charges Tree
Adding Pricing to a Charge

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Configuring Balance Impacts for Charges

Balance impacts define how a charge affects a specified balance in an account.
Each charge can contain one or more balance impacts. For example, you can configure
different balance impacts for different impact categories, different time periods, and different
balance elements in the same charge.
For all charges except folds and rollovers, balance impacts are specified in the Pricing Details
section of the charge tab or in the associated price selector.
For folds, balance impacts are specified in the associated charge selector.
For rollovers, balance impacts are specified in the Rollover Rules section of the charge tab.
Because charge and price selectors reference existing charges and pricing in which balance
impacts are already configured, all balance impacts are ultimately configured in the tables in
the Pricing Details or Rollover Rules section of a charge.
Each row in those tables represent a balance impact. To configure balance impacts for
charges, you configure, add, and delete rows. The information required in each row depends
on the charge category and pricing profile associated with the charge.

Caution:
Changing balance impacts in charges that are used in multiple places can impact all
the components that use it. See "Modifying Pricing without Inadvertently Affecting
Other Components" for information about avoiding unintended consequences when
changing pricing.

Related Topics
Adding Balance Impacts to Charges
Adding Balance Impacts to Fold Charges
Adding Balance Impacts to Rollover Charges
Configuring Counters for Charges
Configuring Conditional Balance Impacts
Setting Up Pricing for a Charge

Adding Balance Impacts to Charges

To add a balance impact to a charge:
1. In the Pricing Details section, click the Add Balance Impact icon in the pricing table
toolbar:

2. Edit the values for the balance impact.

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Related Topics
Pricing Table
Configuring Balance Impacts for Charges

Adding Balance Impacts to Fold Charges

To add a balance impact to a fold charge:
1. In the Pricing Details section, click the Add Balance Impact icon in the pricing table
toolbar.
2. Edit the values for the Debit balance impact.
See "Pricing Table" for details.
3. Click the Add Balance Impact icon to add Credit balance impacts.
The Debit balance impact is converted into each Credit balance impact that you specify.

Related Topics
Pricing Table
Configuring Balance Impacts for Charges

Adding Balance Impacts to Rollover Charges

To add a balance impact to a rollover charge:
1. In the Rollover Rules section, click the Create Balance Impact icon in the table toolbar:

A row for the new balance impact is added to the table.

2. Edit the values for the balance impact.
See "Rollover Rules Section" for details.

Related Topics
Rollover Rules Section
Configuring Balance Impacts for Charges

Configuring Counters for Charges

Counters track a balance for a specified period, increasing or decreasing the balance
accordingly. For example, a counter can track the number of minutes talked during a period.
The total number of minutes talked can then be used to determine a billing-time discount.
To configure a counter for a charge:
1. In the Pricing Details section, click the Add Counter icon in the pricing table toolbar:

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A row for the new counter is added to the table.

2. Edit the values for the counter.
See "Pricing Table" for details.

Related Topics
Pricing Table
Configuring Balance Impacts for Charges

Configuring Conditional Balance Impacts

Conditional balance impacts credit or debit a customer's balance when the customer uses a
charge offer for the first time within a specified period; for example, the first time in a day or the
first time in two days. For example, you can use conditional balance impacts to grant daily
included minutes to a customer, instead of using recurring events.
You can configure conditional balance impacts only for a charge that includes a RUM of type
Conditional. If a charge uses multiple RUMs, the conditional balance impact is displayed only
in the tab for the RUM of type Conditional. Conditional balance impacts are applicable only for
charges with the Convergent Usage pricing profile.

Note:
Conditional balance impacts can only be used with charge offers that are associated
with a service, not with the charge offers associated with an account.

To configure conditional balance impacts:

1. In the Pricing Details section, click the Add Balance Impact icon in the pricing table
toolbar.

2. Edit the values for the conditional balance impact.

See "Pricing Table" for details.

Related Topics
Pricing Table
Configuring Balance Impacts for Charges

Adding Multiple Validity Periods to Noncurrency Balance Impacts

Note:
This functionality is supported only for recurring and one-time charges that have
validity periods with a specified end date.

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You can add multiple validity periods to a noncurrency balance impact. This allows you to
distribute free minutes, Gigabytes, or so on in smaller portions on an incremental basis. For
example, you could distribute 500 free minutes to your customers in 100-minute buckets every
7 days.
To add multiple validity periods to noncurrency balance impacts:
1. In the Pricing Details section, click the link in the Amount Is Valid column on the pricing
table toolbar.
The Amount is Valid dialog box appears.
2. Specify a validity start date and a fixed validity end date.
Additional fields are displayed in the Amount is Valid dialog box if you entered a fixed end
date.
3. In the Distribute Credit list, select one of these options:
• All at once: All of the noncurrency resources are granted at the start of the validity
period.
• Periodically over a fixed period: The noncurrency resources are granted in buckets
on an incremental basis, such as daily. This splits the noncurrency resources into
multiple incremental validity periods.
4. Specify the length of the incremental validity periods, such as 5 hours or 14 days.
5. In the Unused Credit Valid Until list, select one of the following:
• The end of the periodic distribution period: Each bucket of noncurrency resources
expires at the end of its incremental validity period.
• The end of the overall validity period: All of the noncurrency resources expire at the
end of the total validity period.
6. Click OK.

Related Topics
Amount Is Valid Dialog Box
Setting Up Pricing for a Charge

Specifying a Minimum Charge

You can specify a minimum amount to charge for each balance element in a pricing instance.
The minimum charge applies only to the current tier and effective period.
To specify a minimum charge:
1. If the charge has multiple tiers or effective periods, select a tier and an effective period.
2. In the Pricing Details section, click the Minimum Charges icon in the toolbar of the first
pricing table:

The Edit Minimum Charge dialog box appears.

3. Enter a minimum charge for one or more balance elements in the pricing instance.
The minimum charge applies only to the current tier and effective period.

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4. Click OK.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Adding Effective Periods to Charge Pricing

You add an effective period to pricing to make a price modification take effect on a future date.
To add pricing effective periods:
1. In the Pricing Details section, click the Change Price icon in the pricing table toolbar:

The Change Price dialog box appears.

2. Select one of the options to indicate the scope of the price change:
• This charge wherever it is used
Affects every component that uses this charge.
• The current offer only
Affects only this charge offer. Other components that use the charge are not affected.
3. In the Change Price section, select Effective On.
4. Click the Select Date icon, select the start date of the new effective period, and click OK.
A new effective period is added to the pricing. A copy of the pricing details for the
preceding effective period is associated with the new period.
5. In the new effective period, make the appropriate price change.

Note:
When pricing has multiple effective periods, a Prices Effective list appears above
the pricing table or set of tables to enable you to display the pricing details for each
period.

Related Topics
Change Price Dialog Box
Setting Up Pricing for a Charge

Deleting Effective Periods from Charge Pricing

To delete pricing effective periods:
1. In the Pricing Details section, click the link in the Prices Effective field.
2. From the list, select Manage.

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The Manage Effective Periods dialog box appears.

3. Select the effective period you want to delete.
4. Click the Delete icon in the table toolbar:

5. In the confirmation message, click Yes.

The new effective period appears in the table.
6. In the Manage Effective Periods dialog box, click OK.
The effective period and its pricing are deleted.

Related Topics
Manage Effective Periods Dialog Box
Adding Effective Periods to Charge Pricing
Setting Up Pricing for a Charge

Changing the Start Date of Effective Periods in Charge Pricing

To change the start date of pricing effective periods:
1. In the Pricing Details section, click the link in the Prices Effective field.
2. From the list, select Manage.
The Manage Effective Periods dialog box appears.
3. In the Start column of the period you want to modify, enter a new start date.
4. Click OK.
The start date of the effective period is updated.

Related Topics
Manage Effective Periods Dialog Box
Adding Effective Periods to Charge Pricing
Setting Up Pricing for a Charge

Adding Quantity Ranges to Charge Pricing

To vary charges based on the level of usage or frequency of occurrence, add quantity ranges
and configure different balance impacts for each range.
To add a quantity range to charge pricing:
1. If the pricing contains multiple tiers, effective periods, or both, select a tier and an effective
period in the Pricing Details section.
The quantity range is added only to the selected tier and effective period.
2. In the Pricing Details section, click the Add Quantity Range icon in the pricing table
toolbar:

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The Add Quantity Range dialog box appears.

3. Select Numeric Quantity Range.
4. In the Starting At field, enter the starting numeric value for the new range.
5. Click OK.
A pricing table for the range is added, in sequence, to the pricing instance. PDC
automatically generates an end value for the range based on the existing quantity ranges.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Adding Ranges for Usage Pricing

You can configure usage charges to consume your customers' granted allowances, such as
free minutes or free movie downloads, before applying any usage charges. To do so, add
multiple ranges to the usage charge. For each range, configure whether it consumes a granted
noncurrency balance element or bases pricing on a numeric quantity range.

Note:

• PDC always organizes ranges with a granted noncurrency balance element

before ranges based on a numeric quantity.
• PDC applies the ranges of granted noncurrency balance elements in the order
displayed on the screen. To change the order in which they are applied, see
"Changing the Order that Granted Allowances Are Consumed".
• This functionality is supported only by the ECE rating engine.

To add ranges for usage pricing:

1. If the pricing contains multiple tiers, effective periods, or both, select a tier and an effective
period in the Pricing Details section.
The quantity range is added only to the selected tier and effective period.
2. In the Pricing Details section, click the Add Quantity Range icon in the pricing table
toolbar:

The Add Quantity Range dialog box appears.

3. To consume a granted allowance, such as free minutes or free data:
a. Select Consume Granted Balance Element.
b. In the Balance Element field, select the noncurrency balance element to consume,
such as free minutes, MB used, or Free Games.
4. To vary pricing based on the quantity used:

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a. Select Numeric Quantity Range.

b. In the Starting At field, enter the starting numeric value for the new range.
5. Click OK.
A pricing table for the range is added, in sequence, to the pricing instance. PDC
automatically generates an end value for the range based on the existing quantity ranges.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Changing the Start and End Values of Quantity Ranges in Charge Pricing
To change the start and end dates of a quantity range:
1. If the pricing contains multiple tiers, effective periods, or both, in the Pricing Details section,
select the tier and effective period that contain the quantity range.
2. Above the pricing table, click the Quantity Range link.
The Edit Quantity Range dialog box appears.
3. Modify the values in the Start and End fields.
The Start field is available only for the first quantity range in the pricing. To modify the start
value of subsequent ranges, change the end value of the range that precedes them.
By default, the first quantity range has no minimum start value. To specify a minimum start
value, first deselect No Minimum.
You cannot enter a value that includes the entire following quantity range. Instead, to
extend a range beyond the following range, first delete the following range.
By default, the last quantity range has no maximum end value. To specify a maximum end
value, first deselect No Maximum.
4. Click OK.
The selected range is updated. If necessary, the preceding and following ranges are also
updated to accommodate the change.

Related Topics
Pricing Details Section
Adding Quantity Ranges to Charge Pricing

Changing the Noncurrency Balance Element in Quantity Ranges

If the pricing contains multiple tiers, effective periods, or both, you can change the type of
noncurrency balance element that is consumed.
To change the noncurrency balance element to consume for a quantity range:
1. Above the pricing table, click the link next to Quantity Range. For example, click Until
balance of Free Minutes consumed.
The Edit Quantity Range dialog box appears.
2. In the Balance Element list, select the name of the noncurrency balance element to
consume.

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This specifies to consume the entire granted allowance of minutes, gigabytes, or so on.
3. Click OK.
The selected range is updated for the new noncurrency balance element.

Related Topics
Pricing Details Section
Adding Quantity Ranges to Charge Pricing

Changing the Order that Granted Allowances Are Consumed

ECE consumes your customers' granted allowances in the order listed in the PDC Pricing
Details page. For example, if free movie downloads are listed first and tokens are listed
second, ECE consumes your customers' allowance of free movie downloads before consuming
their allowance of tokens. You can change the order of consumption by using the Reorder
Balance Element Quantity Ranges dialog box.
To change the order that granted allowances are consumed:
1. In the Pricing Details section, click the Reorder Balance Element Quantity Ranges icon
in the pricing table toolbar:

The Reorder Balance Element Quantity Ranges dialog box appears and lists the order in
which noncurrency balance elements are consumed.
2. Change the order by selecting a balance element and then clicking the up or down arrow.
The balance element moves up or down, depending on your selection.
3. Click OK.

Related Topics
Properties for All Quantity Ranges
Adding Quantity Ranges to Charge Pricing

Editing Quantity Range Properties

Some pricing profiles enable you to edit properties, such as credit limits, that apply to all
quantity ranges and effective periods in the current pricing instance. Other pricing profiles
enable you only to view such properties.

Note:
If a pricing instance contains multiple price tiers, this procedure applies only to the
current price tier.

To edit or view properties that apply to all quantity ranges:

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1. In the Pricing Details section, click the Edit Quantity Range Properties icon in the pricing
table toolbar:

The Properties for All Quantity Ranges dialog box appears.

2. Edit the fields in the dialog box as necessary.
3. Click OK.

Related Topics
Properties for All Quantity Ranges
Adding Quantity Ranges to Charge Pricing

Adding Price Tags to One-Time and Recurring Charges

You can use price tags to apply special prices to charges at purchase time according to rules
defined in setup components. You add price tags to the balance impacts of one-time and
recurring charges. You can later edit or remove these tags as required.
To add a price tag to the balance impact of a one-time or recurring charge:
1. In the Pricing Details section of the charge tab, select a balance impact.
2. Click the Price Tag icon in the pricing table toolbar:

The Price Tag dialog box appears. See "Price Tag Dialog Box" for details.
3. From the Price tag for list, select Amount.
4. From the Name list, select a price tag name. Only the price tags that are valid for the
charge are shown.
5. (Optional) Enter a description of the price tag.
6. Click OK.

Related Topics
Price Tag Dialog Box
Setting Up Pricing for a Charge

Adding Price Tags to Usage Charges

You can use price tags to apply special prices to charges at purchase time according to rules
defined in setup components. You add price tags to the balance impacts or quantity ranges of
usage charges. You can later edit or remove these tags as required.

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Note:
You can add price tags only for usage charges with the Convergent Usage pricing
profile.

To add a price tag to a usage charge:

1. In the Pricing Details section of the charge tab, select a balance impact.
2. Click the Price Tag icon in the pricing table toolbar.

The Price Tag dialog box appears. See "Price Tag Dialog Box" for details.
3. From the Price tag for list, select the price tag name. Only the price tags that are valid for
the charge are shown.
If you selected Amount or Increment, proceed to step 7.
To add price tags for a quantity range, click the Quantity Range link.
The Edit Quantity Range dialog box appears.
4. Modify the values in the Start and End fields.
The Start field is available only for the first quantity range in the pricing. To modify the start
value of subsequent ranges, change the end value of the range that precedes them.
By default, the first quantity range has no minimum start value. To specify a minimum start
value, first deselect No Minimum.
You cannot enter a value that includes the entire following quantity range. Instead, to
extend a range beyond the following range, first delete the following range.
By default, the last quantity range has no maximum end value. To specify a maximum end
value, first deselect No Maximum.
5. Expand Price Tag.
6. From the Attribute list, select End.
7. Select a price tag from the list. Only the price tags that are valid for the charge are shown.
8. (Optional) Enter the description for the price tag.
9. Click OK.

Related Topics
Price Tag Dialog Box
Setting Up Pricing for a Charge

Identifying the Components That Share a Charge

To identify the components that share a charge:
• In the charge section of the charge offer, click Used By.

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The Used By button is available only when the charge is used by another component.
The Used By page appears. This page provides an expandable hierarchical view of all the
components that use the charge.
See "Used By Search" for more information.

Related Topics
Adding an Existing Charge

Modifying Pricing without Inadvertently Affecting Other Components

When you modify pricing in a charge used by multiple components, PDC enables you to
specify which of those components you want your changes to affect.
To specify which components are affected when you modify pricing in a charge:
1. In the Pricing Details section, click the Change Price icon in the pricing table toolbar:

The Change Price dialog box appears.

2. Select one of the following options to indicate the scope of the price change:
• This charge wherever it is used
Affects every component that uses this charge.
• The current offer only
Affects only this charge offer. Other components that use the charge are not affected.
3. (Optional) To make the change take effect on a future date, do the following:
a. In the Change Price section, select Effective On.
b. Click the Select Date icon, select the start date of the new effective period, and click
OK.
A new effective period is added to the pricing. A copy of the pricing details for the
preceding effective period is associated with the new period.

Note:
When pricing has multiple effective periods, a Prices Effective list appears
above the pricing table or set of tables to enable you to display the pricing
details for each period.

Related Topics
Change Price Dialog Box
Adding Effective Periods to Charge Pricing

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Renaming Charge Pricing

By default, all pricing instances are named "Pricing." You can use the pricing name to filter the
charge for the discount.
You are not required to change the default name, but you can do so if you want to.
To rename pricing:
1. In the Charges tree, select a pricing node.
The selected pricing appears in the Pricing Details section of the charge.
2. From the Pricing Actions list in the Charges tree, select Rename Pricing.
The Rename Pricing dialog box appears.
3. In the Pricing Name field, enter a unique name for the pricing.
4. Click OK.
The new name of the pricing appears in the Charges tree and in the heading of the Pricing
Details section.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Adding Price Tiers

After creating a single charge tree for multiple RUMs, you can add pricing tiers for any
applicable RUMs configured in the charge.
To add a price tier:
1. In the Charges tree, select a pricing node.
The selected pricing appears in the Pricing Details section of the charge.
2. From the Pricing Actions list in the Charges tree, select Add Price Tier.
The Add Price Tier dialog box appears.
3. In the Measured By field, select any RUM from the list of available RUMs.
4. Click OK.
The price tier is created and it appears in the Charges tree and in the heading of the
Pricing Details section.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Removing Price Tiers

From a single charge tree for multiple RUMs, you can remove pricing tiers for any RUMs
configured in the charge.

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To remove a price tier:

1. In the Charges tree, select a pricing node.
The selected pricing appears in the Pricing Details section of the charge.
2. From the Pricing Actions list in the Charges tree, select Remove Price Tier.
The Remove Price Tier dialog box appears.
3. In the Measured By field, select the RUM for which you want to remove the price tier.
4. Click OK.
The price tier is removed from the Charges tree.

Related Topics
Pricing Details Section
Setting Up Pricing for a Charge

Deleting a Pricing Tag

To delete a pricing tag from a charge pricing:
1. In the Pricing Details section of the charge tab, select a balance impact.
2. Click the Price Tag icon in the pricing table toolbar.

The Price Tag dialog box appears.

3. From the Name list, select Not Set.
4. Click OK.

Related Topics
Pricing Details Section
Adding Price Tags to Usage Charges

Adding Date Ranges to a Charge

The date range of a charge is the period during which a charge is effective. By default, this
period starts immediately and never ends.
Optionally, you can add more date ranges or modify the default date range. Each date range
has its own pricing configuration. Adding date ranges enables you to make structural changes
to a charge for different time periods.
To add a date range to a charge:
1. From the Charge Actions list, select New Date Range.
The New Date Range dialog box appears.
2. From the Type list, select a value.

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3. (For fixed periods Only) In the Date Range Effective field, enter the start date for the new
range.
PDC calculates the end date based on the existing date ranges.
4. (For relative periods Only) Change one or both of the following times:
• Start time: Deselect Immediately, and enter the number of days, hours, minutes, or
seconds after the purchase time that the charge takes effect.
• End time: Deselect Never Ends, and enter the number of days, hours, minutes, or
seconds after the start time that the charge is no longer effective.
5. Click OK.
The new date range is added to the charge. The data in its Charges tree and pricing are
copied from the preceding date range.

Related Topics
New Date Range Dialog Box
Working with Charges

Modifying Date Ranges in a Charge

To modify the date range in a charge containing only one date range:
1. Create a temporary date range:
a. From the Charge Actions list, select New Date Range.
The New Date Range dialog box appears.
b. Click OK.
A Date Range list appears in the top-left corner of the charge tab.
2. From the Date Range list, select Manage.
The Manage Date Ranges dialog box appears.
3. In the table, select the temporary date range, and delete it.
4. Select the remaining date range.
5. Click the Edit icon:

The Edit Date Range dialog box appears.

6. Change the values in the fields as necessary.
7. Click OK and OK.
To modify a date range in a charge containing multiple date ranges:
1. From the Date Range list, select Manage.
The Manage Date Ranges dialog box appears.
2. In the Manage Date Ranges section, select a date range in the table.
3. Click the Edit icon.

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The Edit Date Range dialog box appears.

4. Change the values in the fields as necessary.
5. Click OK and OK.

Related Topics
New Date Range Dialog Box
Edit Date Range Dialog Box
Working with Charges

Create Charge Offer Page Reference

Use the Create Charge Offer page to create charge offers and the charges and pricing they
contain.
For a description of the fields, see the following:
• General Information Section
• Offer Settings Subsection
• Charges Section

General Information Section

Use the General Information section to provide general information and settings for the charge
offer.
For a description of the subsections in General Information, see:
• Product Specification Attributes Subsection
• Offer Settings Subsection
• Deliverables Subsection

Field Description
Name, Description Enter a unique name and a description.
Type Select a type for the charge offer:
• Item: A one-time purchase fee only.
• Subscription: Charges for any type and combination of events,
including one-time, recurring, usage, rollover, remittance, and fold.
These charges apply only to the subscriber who owns the charge
offer.
• System: Charges that apply to all subscribers who use a
particular service.
Applicable To Select the service to which the charge offer applies.
Note: If the charge offer does not apply to a specific service, select
Account . For example, you might do this for late charges or for
coupons. The charge offer can then be used to rate any event
associated with the word Account in the service-event map.

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Field Description
Phase Displays one of the following charge offer statuses:
• Draft: The charge offer belongs to one of your unsubmitted
changesets. Only you have access to it.
• Promoted: The charge offer belongs to a submitted changeset. All
PDC users have access to it. After you edit and save a promoted
charge offer, its status changes to Draft, and only you have access
to it.
This field is read-only.

Related Tasks
Creating a Charge Offer

Product Specification Attributes Subsection

Use the Product Specification Attributes subsection to provide values for any product
specification attributes configured in XML template files. The fields available in this subsection
depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings
for more information.

Offer Settings Subsection

Use the Offer Settings subsection to modify default charge offer settings.

Field Description
Available for Purchase Specify when the charge offer can be purchased.
For the start date, either select Immediately or enter a date and time
in the Start field. For the end date, either select Never or enter a date
and time in the End field.
The start date is included in the purchase period, but the end date is
not. For example, if the start date is May 1 and the end date is May 10,
the offer can be purchased from May 1 through May 9.
To be added to a bundle, a charge offer must have a purchase period
that is the same as or greater than the bundle's purchase period.
Cycle Alignment Day of (Optional) Select the day of the month on which to align recurring
Month charges and product validity.
For example, you can apply recurring charges on the 5th day of each
month regardless of the billing or purchase date.
Note: This option applies only to recurring charges in the charge offer.
Provisioning Tag (Optional) Select a provisioning tag for the charge offer.
In BRM, provisioning tags are used to implement extended rating
attributes (ERAs), such as a discount for calls to friends and family on
a subscriber's birthday, or to configure telco service extensions and
supplementary services, such as call forwarding and call blocking.
Supplier Tax ID (Optional) Select a supplier tax ID for the charge offer.
This ID specifies the company or corporate division that sells the
product and is responsible for collecting taxes for it.

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Field Description
Priority Enter the priority for the charge offer.
When more than one charge offer applies to the same event, this
priority determines the order in which your billing system considers the
charge offers. The higher the number, the higher the priority; 0 is the
lowest priority.
Customers Can Purchase Specify the number of charge offers that a customer can buy at one
time.
To specify limits, deselect No Minimum and No Maximum, and then
enter values in the Minimum and Maximum fields.
The minimum and maximum values are included in the valid range.
Customers Can Own Specify the number of charge offers that a customer can own at one
time.
To specify limits, deselect No Minimum and No Maximum, and then
enter values in the Minimum and Maximum fields.
The minimum and maximum values are included in the valid range.
For example, if a website charge offer provides 100 MB of disk space,
you can limit customers to 500 MB by setting the maximum ownership
quantity to 5.
Can be purchased in partial/ To enable partial purchases, select this check box.
fractional amounts This option is used by another application, such as Customer Center,
to determine whether customers can purchase only part of the charge
offer.
Share charge offer with To enable charge offer sharing with all members of a corporate sharing
members of billing hierarchy group, select this check box.
Notify subscriber prior to To notify your customers when their charge offer is about to expire,
offer expiration select this check box.
Notify subscriber after offer (Release 15.0.1 or later) To notify your customers after their charge
expiration offer has expired, select this check box.
Notify subscriber prior to To notify your customers when their charge offer is about to renew,
offer renewal select this check box.
Notify subscriber after offer (Release 15.0.1 or later) To notify your customers after their charge
renewal offer has already passed the renewal date, select this check box.
Tax Exemption Selector Select the name of the tax exemption selector to apply.
Attempt Rental Fee Specify the maximum number of times to retry the subscription before
Deduction Again if Credit is it fails.
Insufficient For example, to configure retry of failed subscriptions a maximum of 3
times, every 6 hours, set Retry every field to 6 and select Hour from
the drop down list. Set Max number of retries field to 3.
Note: This field is applicable only when you set When Subscriber has
insufficient Credit field as Subscription fails, Subscription fails
and is canceled, or Charge minimum configured amount.
Existing subscriptions Specify whether customers who subscribe during one date range will
keep the same rates and grants after that range ends, or move to the
new rates and grants configured in the next date range.
Determine the rates and This field appears if you select Continue to use the old rates and
grants based on grants from the Existing subscriptions menu.
Specify whether which rates and grants to apply is determined based
on the charge offer's purchase date or the service's instantiation date.

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Field Description
Validity Rounding (Optional) Specify one of the options for the charge offer's validity
period:
• Starts at midnight: Starts at midnight (00:00:00) of the day that
the charge offer is purchased.
• Use purchase time: Starts at the time of purchase.
• Use system default: Uses deployment's systemwide setting.
Charge For Full Day (Optional) Specify one of the options to calculate the charge:
• Not Set: Uses deployment's systemwide setting.
• Yes: Calculates charge based on full days.
• No: Calculates charge based on the validityRounding setting.

Related Tasks
Creating a Charge Offer
Specifying Charge Offer Settings

Deliverables Subsection
Use the Deliverables subsection to associate one or more deliverables with a charge offer.

Note:
Add deliverables only if your company uses deliverable-based revenue recognition
and the charge offer contains a recurring or one-time charge.

Field Description
Add Click to add a deliverable.

Delete Click to delete a deliverable.

Deliverables table View the deliverables associated with the charge offer.

Related Topics
Creating a Charge Offer

Select Deliverable Dialog Box

Use the Select Deliverable dialog box to specify which deliverable to associate with the charge
offer. For each deliverable, the table shows:

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• Name
• Type, which can be Physical product, Manual service, or Service.
Select a deliverable and then click OK.

Charges Section
Use the Charges section to add charges to a charge offer.
For a description of the fields in this section, see the following:
• Add Charge List
• Charge Selector Configuration
• Used By Button
• Charge Actions List
• Charges Tree
• Pricing Details Section
• Pricing Table
• Rollover Rules Section
• Price Override Section

Related Tasks
Adding Charges to a Charge Offer

Add Charge List

Use the Add Charge list to add charges to a charge offer.

List Item Description

Add New Charge Select this item to create a charge.
Add Existing Charge Select this item to add an existing charge to the charge offer.
Add Existing Charge Select this item to add an existing charge selector to the charge offer.
Selector Note: When you add a charge selector to a charge, the charge
selector is read-only. To edit the selector, click the selector name link in
the Charge Selector field at the top of the charge tab. The selector
appears in an editable tab.

Related Tasks
Adding a New Charge
Adding an Existing Charge
Adding an Existing Charge Selector

Charge Selector Configuration

Use the Charge Selector Configuration list to configure charge selector.

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List Item Description

Remove Charge Selector Click to remove a charge selector.
Proration Settings Click to open the Proration Settings dialog box.

Related Tasks
Adding an Existing Charge Selector
Adding a New Charge
Adding an Existing Charge

Proration Settings Dialog Box

Use the Proration Settings dialog box to specify how charges should be handled if the charge
selector is purchased or canceled in the middle of a customer's billing cycle.

Note:
Proration settings are applicable to all charges in the charge selector.

List Item Description

When purchased mid-cycle Select how to apply charges when it is purchased in the middle of a
customer's billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Apply the entire charge.
• No Charge: Do not apply the charge.
When cancelled mid-cycle Select how to apply charges it is canceled in the middle of a
customer's billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.

Related Tasks
Adding an Existing Charge Selector
Adding a New Charge
Adding an Existing Charge

Used By Button
Click this button to display a hierarchical view of all components that use this charge.

Charge Actions List

Use the Charge Actions list to perform charge-related tasks.

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List Item Description

New Date Range Select this item to add a date range to the charge.
Manage Date Range Select this item to add, edit, or delete a date range.
Charge Details Select this item to display and edit details about the charge.
Remove Charge Select this item to remove the charge from the charge offer.

Related Tasks
Adding Date Ranges to a Charge
Editing Charge Details
Removing a Charge from a Charge Offer

Charges Tree
Use the Charges tree to add a hierarchy of pricing components to the charge. The contents of
the lists in the Charges tree toolbar depend on the profile associated with a charge.

List Description
Pricing Actions This list is available when a pricing node is selected in the tree. It
contains the following item:
• Rename Pricing: Changes the name of the pricing.
In addition, the following options appear if you have a single charge
tree with multiple RUMs:
• Add Price Tier: Adds the price tiers for the applicable RUMs that
are configured in the charge.
• Remove Price Tier: Removes the price tiers for the applicable
RUMS that are configured in the charge.
Insert This list is available when a node can be added between the selected
node and its current child. The items in the list depend on the type of
node that is selected.
Selecting an item from the list adds it to the charge as a child of the
selected node and as a parent of the node's current child.
Add This list is available when a child node can be added to the selected
node. The items in the list depend on the type of node that is selected.
Selecting an item from the list adds it to the charge as a child of the
selected node.

Related Tasks
Adding Impact Categories to a Charge
Adding Time Periods to a Charge
Adding a Price Selector to a Charge
Adding Pricing to a Charge
Adding a Price Override to a Charge
Renaming Charge Pricing
Adding Price Tiers

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Removing Price Tiers

Pricing Details Section

Use the Pricing Details section to configure pricing for a charge.

Note:
The pricing features displayed in PDC are determined by the pricing profile that you
associate with the charge. Not all features described in this section are supported by
all pricing profiles.

See "Pricing Table" for information about the pricing table.

Field Description
Price tier tabs If a charge uses more than one RUM, a tab appears in the pricing for
each RUM. These tabs are called price tiers.
Prices Effective This list contains the pricing's effect periods, which are used to change
the pricing on a future date. If the pricing contains only the default
effective period, this list is not displayed.
Quantity Range This list contains the pricing's quantity ranges, which are used to
change the pricing based on the level of usage or frequency of
occurrence.
Add Quantity Range Use to add a quantity range to pricing.

Reorder Balance Element Use to change the order in which granted allowances, such as free
Quantity Ranges minutes and tokens, are consumed.

Delete Use to delete a quantity range, balance impact, or counter.

Edit Quantity Range Use to edit universal quantity range properties.

Properties

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Field Description
Change Price Use to create pricing effective periods and to specify the scope of the
pricing change.

Minimum Charges Use to set a minimum charge for the balance elements in pricing.

Add Balance Impact Use to add a balance impact to pricing.

Add Counter Use to add a counter to pricing.

Price Tag Use to add a pricing tag to pricing.

Pricing table Use to configure balance impacts and counters.

Related Tasks
Adding Pricing to a Charge
Renaming Charge Pricing
Adding Effective Periods to Charge Pricing
Adding Quantity Ranges to Charge Pricing
Changing the Order that Granted Allowances Are Consumed
Adding Price Tags to Usage Charges
Specifying a Minimum Charge
Adding Balance Impacts to Charges
Configuring Counters for Charges

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Pricing Table
Use the pricing table in the Pricing Details section to configure balance impacts and counters
for a charge.
To display the pricing table, select a pricing node in the Charges tree. If the Charges tree does
not contain a pricing node, you cannot display the pricing table.
Each row in the table represents a balance impact for the event associated with the charge.
See "Configuring Balance Impacts for Charges" for more information.
Depending on the charge type and profile associated with a charge, only a subset of the
columns in the pricing table might appear.

Column Description
Impact Select the type of impact represented by the row. This can be
a debit or credit.
Condition For conditional balance impacts, specify when the balance
impact should be applied.
Click the link in this column to select options in the Balance
Impact Condition dialog box.
The following options are available:
• Apply balance impact: Select this value to specify the
period for applying the balance impact, such as once
every 1 hour or once every 2 days.
• Period Start Time: Select one of the following:
– Start of Calendar Period. The period is effective
from the start of a calendar day.
– Event Occurrence. The period is effective from the
time the event occurs.
– Aligned with Offer Start Time. The period is
effective from the start time of the associated charge
offer.
Amount Specify the amount of debit or credit.
Balance Element Select the currency or noncurrency balance element.
Per Unit Select the type of unit, such as Minute or Byte, to which the
charge applies.
The selected unit should be related to the RUM associated
with the charge. For example, if the RUM is Duration and the
units specified in the RUM are seconds, select a unit that can
be converted to seconds, such as Minute.
The following values apply to all RUMs:
• Amount Used: Select this value to apply the charge to
the amount of any RUM unit used to measure usage,
such as minutes or bytes. (Alternatively, you can select
the actual unit.)
• Fixed Charge: Select this value to charge a flat fee for
the event. Fixed charges are unaffected by the quantity
of the event. You can use this for fixed one-time,
recurring, and usage charges. These charges are
typically used for purchase and cancellation fees.
When the RUM is of type Conditional, Fixed Charge is
selected by default.

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Column Description
Increment Enter the number of units to which the charge applies.
For example, for a mobile phone service, you might charge
0.40 US dollars for every minute of usage in 2-minute
increments. In this example:
• Amount is 0.40.
• Balance Element is US dollars.
• Per Unit is Minute.
• Increment is 2.
Select a rounding option. Rounding is based on the specified
increment. For example, if a 3-minute-and-50-second call is
rated in 2-minute increments, it is handled as follows:
• No Rounding: Not applicable. (Applies only to an
increment of 1.)
• Round Down: Charge for 2 minutes ($0.80).
• Round Up: Charge for 4 minutes ($1.60).
Amount Is Valid When a balance impact is a credit of a noncurrency balance
element or an increase of a counter, specify the period when
the balance is available for consumption by setting its validity
period.
Click the link in this column to select values in the Amount Is
Valid dialog box. See "Amount Is Valid Dialog Box" for details.
For debit balance impacts, this field is not applicable.
GLID Select the G/L ID assigned to the charge event.
Some target engines require G/L IDs. If you do not provide a
G/L ID for such engines, you will receive a validation error
when you submit the charge.
Proration Select the Do not prorate check box to prevent the proration
settings in a charge from applying to a particular balance
impact.
This column applies only to recurring charges.
Discounting Select the Do not discount check box in this column to make
a balance impact nondiscountable. By default, balance
impacts are discountable.
This option is available only when the charge pricing profile is
associated with the BRM real-time rating target engine profile.
When a charge type is discounted in a bundle, the discount
applies to all instances of the charge type that are
discountable.
For example, you might have a charge offer that charges for
two cycle events. You charge a monthly fee for one event, and
you grant included minutes for the other event. If you specify
a percentage discount for cycle charges in the bundle, the
discount applies to both cycle charges.
To discount only the monthly fee, you must make the balance
impact for the monthly fee discountable and the balance
impact that grants included minutes nondiscountable.

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Column Description
Apply Taxes Select when to tax the charge:
• After Computing Charge: Taxes are applied to the
charge as soon as the charge is computed.
• At Billing: Taxes are applied to the charge when the
customer's bill is generated.
• At Billing, Use Event Time: Taxes are applied to the
charge when the customer's bill is generated, but taxes
are calculated using the tax rate at the time the event
occurred.
• Never: The charge is not taxed.
Tax Code Select the name of the tax code to apply.

Related Tasks
Configuring Balance Impacts for Charges
Configuring Conditional Balance Impacts

Amount Is Valid Dialog Box

Use the Amount Is Valid dialog box to select the validity period for the credited amount in the
balance impact.
Use the list on the left to select the validity start time. The list includes the following options:
• Always: The amount is always valid.
• From Event Occurrence: The amount is valid from the occurrence of the event
associated with the balance impact.
• From First Usage: The amount is valid from the first time it is impacted by a subscriber's
usage.
• From Specific Date: The amount is valid from the date that you specify.
• Relative to Event Occurrence: The amount is valid relative to the occurrence of the event
associated with the balance impact. Enter the number of accounting cycles, billing cycles,
months, days, hours, minutes, recurring cycle, or seconds from the event occurrence.
For example, if you specify two accounting cycles, the amount will be valid after two
accounting cycles from when the event occurs.
• From Period Start: The amount is valid from the start of the balance impact period.
Use the list on the right to select the validity end time (when the amount can no longer be
used). The list includes the following options:
• No End Date: The amount validity does not end.
• End Relative to Validity Start: The amount validity ends relative to the validity start time.
Enter the number of accounting cycles, billing cycles, months, days, calendar days, hours,
minutes, or seconds from the validity start time when the validity ends.
For example, if you specify five days, the amount will not be valid after five days from the
validity start time. If you specify one calendar day, the amount will not be valid after
midnight (which is 12:00 AM) of the same day.

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Note:
You can use calendar days only for charges with the Convergent Usage pricing
profile.

• Until Specific Time After Period Start: The amount validity ends the specified number of
hours, days, weeks, or so on after the start of the balance impact period.
• Until Specific Date: The amount validity ends on the date that you specify.
The following fields are displayed only for recurring and one-time charges, and only if you
selected Until Specific Date for the validity end date.

Field Description
Distribute Credit Select how to distribute the noncurrency resources:
• All at once: The minutes, Gigabytes, or so on are granted to the
customer in one lump sum at the beginning of the validity period.
This is the default.
If you select this option, the subsequent fields are not displayed.
• Periodically over a fixed period: The minutes, Gigabytes, or so on
are split into multiple buckets, which are distributed incrementally
over multiple validity periods. For example, a grant of 5 Gigabytes
could be distributed in 1 Gigabyte buckets every hour.
Frequency and Period Select how often to distribute a new bucket of noncurrency resources,
such as every 2 hours or every 3 days.
Unused Credit Valid Until Select when the incremental bucket of noncurrency resources expire:
• The end of the periodic distribution period: Each bucket of
noncurrency resources expires at the end of its incremental validity
period.
• The end of the overall validity period: All of the noncurrency
resources expire at the end of the total validity period.

Related Tasks
Adding Multiple Validity Periods to Noncurrency Balance Impacts

Rollover Rules Section

Use the Rollover Rules section to configure rollover charges.

Field Description
Balance Impact Validity Specify the period in which the rollover is valid.
For the start date, either select Immediately or enter a date and time
in the Start field. For the end date, either select Never or enter a date
and time in the End field.

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Field Description
Table Use this table to configure the rollover balance impact. It contains the
following columns:
• Balance Element: Select the balance element to roll over.
• GLID: Select the G/L ID for the rollover balance impact.
Some target engines require G/L IDs. If you do not provide a G/L
ID for such engines, you will receive a validation error when you
submit the charge.
• Rollover Units of Measure: Select the units for the cycle to which
the rollover applies. For example, if you select Months, the
rollover applies only to balances granted by a monthly cycle.
• Maximum Number of Rollover Cycles: Enter the maximum
number of cycles that the balance can be rolled over.
• Maximum Rollover Amount per Cycle: Enter the maximum
amount of the unused balance that can be rolled over each cycle.
(The remaining unused balance is lost.)
• Maximum Cumulative Rollover Total: Enter the maximum value
for a rollover balance.

Related Tasks
Adding Charges to a Charge Offer

Price Override Section

Use the Price Override section to configure a replacement price for a charge.

Table Column Description

Impact to Original Price Select the manner in which to override the original price:
• Percentage Adjustment: Increases the price by a specified
percentage.
For example, if you enter 10% and the original price is $10, the
override price is $11.
• Fixed Adjustment: Increases or decreases the price by a
specified amount.
• Replace: Replaces the original price with a specified amount.
Amount Enter the percentage or the amount of the adjustment or replacement.
To increase or decrease the original price by a fixed amount, enter a
positive or negative number.
Balance Element Select the balance element affected by the price override.
Measured By Select the RUMs to use in the price override.
RUMs specify the units used to measure an event and how to calculate
the measurement. The pricing profile determine which RUMs are
available for selection.
This column is not applicable if you have created multiple charge trees
for multiple RUMs.
GLID Select the G/L ID for this balance impact.
Some target engines require G/L IDs. If you do not provide a G/L ID for
such engines, you will receive a validation error when you submit the
charge.

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RUM Details Dialog Box

Related Tasks
Setting Up Pricing for a Charge

Price Tag Dialog Box

Use the Price Tag dialog box to apply price tags to pricing components.

Field Description
Price tag for Select one of the following attributes to override the value at run time:
• Amount: Overrides the amount at run time.
• Increment: Overrides the number of units to which the charge or
discount applies.
Name Select a price tag from the list. Only the price tags that are valid for the
selected pricing component are shown.
Tip: Select Not Set to clear the price tag.
Description Enter a description for the price tag.
Scope Displays Event Profile by default.

Related Tasks
Adding Price Tags to Usage Charges

RUM Details Dialog Box

Use the RUM Details dialog box to set the rounding rules for the RUM.

Field Description
RUM Name Displays the RUM name.
Round Select how the event quantity is rounded, enter the rounding increment, and
select the units to measure the quantity.
• Rounding mode
Up: If there is an additional digit, the last significant digit is always
rounded up. For example, if rounding is set to two significant digits, 1.151
rounds to 1.16.
Down: If there is an additional digit, the last significant digit always
remains the same. For example, if rounding is set to two significant digits,
1.159 rounds to 1.15.
To the Nearest: If the additional digit is 0 through 4, the last significant
digit remains the same. If the additional digit is 5 through 9, the last
significant digit is rounded up. For example, 1.151 rounds to 1.15, and
1.159 rounds to 1.16.
• Rounding increment units
For example, if a phone call lasts 10 minutes and 47 seconds and you
specify to round up in 5-second increments, the duration of the call event
is recorded as 10 minutes and 50 seconds.
• Rounding measurement unit
Select the units to measure the quantity.

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Field Description
Minimum Quantity Enter the minimum quantity of the event that results in a fee, and select the
units to measure it.
If the quantity is less than the minimum, it is rounded up to the minimum
regardless of the specified rounding mode. If the minimum quantity is 0 and
the event quantity is less than 0, no rounding occurs.

Create Charge Dialog Box

Use the Create Charge dialog box to add a new charge to a charge offer.
For information about the subsections in this dialog box, see the following:
• Taxation Section
• Advanced Section
• Cycle Settings Section for Recurring Charges
• Proration Section for Rollovers

Field Description
Charge Category Select the event category to which the charge applies. See "About
Charge Categories" for descriptions of the categories.
The charge category determines which fields are displayed in this dialog
box.
Charge Type Select the type of event to which the charge applies.
The list of event types is determined by the service to which the charge
offer applies and the charge category.
Pricing Profile Select a pricing profile for the charge.
The pricing profile determines which features are supported for the
charge.
The selected charge category and charge type determine which profiles
are available for selection.
Measured By Select the RUMs to use in the charge.
RUMs specify the units used to measure an event and how to calculate
the measurement.
(Offline Usage pricing profiles only) In a charge, the pricing for each
RUM is contained in a price tier. If you add multiple RUMs to a charge,
each tier appears in a subtab in the Pricing Details section of the charge
tab.
(Online Usage and Convergent Usage pricing profiles only) If you add
multiple RUMs to a charge, each tier appears in a subtab in the charge
tab.
Select a RUM of type Conditional to configure conditional balance
impacts.
Note: Available RUMs for each service-event combination are
configured in the service-event map.

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Field Description
Using same pricing rule for (Online Usage and Convergent Usage pricing profiles only) Select this
all RUMs option to create a single charge tree for multiple RUMs. Each tier
appears in a subtab in the Pricing Details section of the charge tab. This
option enables you to quickly publish the charge to ECE.
If you do not select this option, multiple charge trees are created for
multiple RUMs, each representing the charge for a different RUM. Each
charge tree appears in a subtab in the charge tab.
Name (Optional) Enter a unique name.
If you do not specify a name, PDC automatically generates a name in
the following format:
CHG MMDDYY : HHMMSS : randomNumber
CHG identifies that the component is a charge.
Stop Charging Indicate whether to stop charging accounts when they have an Inactive
status, Cancelled status, or SuspendedActive life cycle state:
• Never: Charges continue to be applied to accounts that have an
Inactive status, Cancelled status, or Suspended Active state.
• When Cancelled: Charges are not applied to cancelled accounts.
• When Inactive: Charges are not applied to inactive accounts.
• When Life Cycle State Suspended_Active: Charges are not
applied to accounts that are set to the SuspendedActive custom
life cycle state.
By default, stop charging is selected for Inactive status, Cancelled
status, and SuspendedActive state.
Currency By default, the system currency appears in this field. To use a different
currency for the charge, select the currency.
The selected currency is the only currency balance element that you
can use when configuring balance impacts for the charge.
Use extended pricing Select this option to create a complex charge that includes extended
features for this charge pricing features, such as impact categories, time periods, and price
overrides. Initially, the charge contains no pricing and an empty Charges
tree.
One-time, recurring, usage, and remittance charges support extended
pricing features.
If you do not select this option, the charge initially contains one pricing
instance. The pricing table is displayed, and the Charges tree is hidden.
This enables you to quickly configure pricing for a simple charge.

Related Tasks
Adding Charges to a Charge Offer

Taxation Section
Use the Taxation section to specify tax information for the charge.

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Field Description
Apply Taxes Select when to tax the charge:
• After Computing Charge: Taxes are applied to the charge as
soon as the charge is computed.
• At Billing: Taxes are applied to the charge when the customer's
bill is generated.
• At Billing, Use Event Time: Taxes are applied to the charge
when the customer's bill is generated, but taxes are calculated
using the tax rate at the time the event occurred.
• Never: The charge is not taxed.
Option Specifies how to apply taxes:
• Use Tax Code: Applies the specified tax code.
• Use Tax Selector: Applies the specified tax selector.
Tax Code or Specifies the name of the tax code or tax selector to apply.
Tax Selector Note: If the charge pricing profile is associated with the BRM real-time
rating target engine profile, this tax code overrides the tax code
configured in the billing system for the charge.

Related Tasks
Adding Charges to a Charge Offer

Advanced Section
Use the Advanced section to specify settings for processing events. These settings apply only
to usage charges.

Field Description
Time zone used to rate this Select the time zone to use to rate the event:
event • From Account: Uses the time zone in which the account is
registered.
• From Event: Uses the time zone in which the event occurs.
For example, if you make a call from California and your account is
registered in New York:
• If you select From Account, New York time is used.
• If you select From Event, California time is used.
When an event crosses Select the way to charge for an event if it is priced differently by time
multiple time periods, charge period:
using • Start Time: Applies the charges defined in the time period in
which the event begins.
• End Time: Applies the charges defined in the time period in which
the event ends.
• Split: Applies charges according to the time period in which each
portion of the event falls.

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Field Description
Quantity used to select steps Select the way a price step is selected when part of the event was
is already charged in another time period:
• Dependent On: Dependent on the quantity already used. When
selecting a price step, PDC considers the amount of the event that
occurred in the previous time period.
• Independent Of: Independent of the quantity already used. When
selecting a price step, PDC does not consider the amount of the
event that occurred in the previous time period.
For example, a phone call starts at 6 p.m. and ends at 10 p.m. The two
hours between 6 p.m. and 8 p.m. are rated by the peak hours rate. The
two hours between 8 p.m. and 10 p.m. are rated by the off-peak hours
rate. The off-peak rate includes the following price steps:
• For the first two hours, charge $0.10 per minute.
• For all subsequent hours, charge $0.05 per minute.
If the selection quantity is Dependent On, the quantity already used,
the peak hours are considered the first two hours, and the off-peak
portion of the call is charged $0.05 per minute.
If the selection quantity is Independent Of, the quantity already used,
the peak hours are not considered the first two hours, and the off-peak
portion of the call is charged $0.10 per minute.
This field is available only when charges from multiple time periods are
used to rate an event.

Related Tasks
Adding Charges to a Charge Offer

Cycle Settings Section for Recurring Charges

Use the Cycle Settings section to specify settings for recurring charges.

Field Description
In-Advance Billing Select a billing option for a recurring charge:
• Don't bill in advance: Customers are charged only for the current
billing cycle and the next billing cycle.
For example, if a customer purchases an offer on May 1 and the
offer's $10 monthly fee is not billed in advance, the total charge in
the customer's first bill is $20. The total charge in the next (June)
bill is $10, but from an accounting perspective, the $10 fee applies
to July, not to June.
• Charge cycle fees: Customers are charged for the current billing
cycle and the next billing cycle plus a specified number of days or
months.
For example, if a customer purchases an offer on May 1 and the
offer's $10 monthly fee is billed three months in advance, the total
charge in the customer's first bill is $30. The total charge in the
next (June) bill is $10, but from an accounting perspective, the $10
fee applies to August, not to June.

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Field Description
Cycle Alignment Select how to apply recurring charges:
• Alignment with billing: Charge is applied on the customer's
current billing date.
For example, if the billing date is the 1st of the month and the
charge offer is purchased on January 10, the charge is prorated
and applied on January 10 for the interval January 10 to February
1. For subsequent cycles, the charge is applied on the billing date
(for the interval February 1 to March 1, March 1 to April 1, and so
on).
• Alignment with purchase: Charge is applied on the product
purchase date.
Using the previous example, the charge is applied on the 10th of
every month (for the interval January 10 to February 10, February
10 to March 10, and so on).
Proration When purchased Select one of the following to specify how to handle a recurring charge
mid-cycle when customers purchase an offer in the middle of their billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.
Proration When cancelled Select one of the following to specify how to handle a recurring charge
mid-cycle when customers cancel an offer in the middle of their billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.
Proration When the cycle Select one of the following to specify how to handle a recurring charge
changes when customers change their billing day of month (DOM) in the middle
of their billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.

Related Tasks
Adding Charges to a Charge Offer

Proration Section for Rollovers

Use the Proration section to specify settings for rollover charges.

Field Description
When purchased mid-cycle Select one of the following to specify how to handle a rollover charge
when customers purchase an offer in the middle of their billing cycle:
• Prorate: Calculate the amount to roll over based on the
percentage of the cycle for which the customer owned the charge
offer.
• Full Charge: Roll over the entire balance available for the cycle.
• No Charge: Do not roll over any of the available balance.

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Field Description
When cancelled mid-cycle Select one of the following to specify how to handle a rollover charge
when customers cancel an offer in the middle of their billing cycle:
• Prorate: Calculate the amount to roll over based on the
percentage of the cycle for which the customer owned the charge
offer.
• Full Charge: Roll over the entire balance available for the cycle.
• No Charge: Do not roll over any of the available balance.

Related Tasks
Adding Charges to a Charge Offer

Search for Charges Dialog Box

Use the Search for Charges dialog box to find an existing charge to add to a charge offer or a
charge selector.

Field Description
Pricing Component (Charge selector) Specifies that you are searching for a charge.
Applicable To Displays the Applicable To setting for the charge offer or charge
selector, either a service or Account.
Charge Type (Charge offer) Select the type of event to which the charge applies or
Any.
Select Unassigned to find charges without a service.
(Charge Selector) Displays the type of event to which the charge
selector applies.
Pricing Profile (Charge offer) Select the pricing profile associated with the charge or
Any.
(Charge selector) Displays the pricing profile associated with the
charge selector.
Measured By (Charge offer) Select the RUMs used by the charge or Any. The
charge type and pricing profile determine which RUMs are available for
selection. Any is not available for profiles that support multiple RUMs.
(Charge selector) Displays the RUMs associated with the charge
selector.
Name Select a name operator and then enter a value in the field next to the
operator to narrow the search.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Related Topics
Searching for Pricing Components

Results Table
The Results table lists the charges that meet the search criteria. Select the charge to add to
the charge offer, and click OK.

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Search for Charge Selectors Dialog Box

Column Description
Name Displays the name of the charges that meet the search criteria.
Description Displays a description of each charge.
Phase Displays the status of each charge:
• Draft: The charge belongs to one of your unsubmitted
changesets. Only you have access to it.
• Promoted: The charge belongs to a submitted changeset. All
PDC users have access to it.
If the search finds both a promoted version and a draft version of a
charge in the PDC database, it returns the draft version.
Applicable To Displays the Applicable To setting for the charge, either a service or
Account.
Charge Type Displays the type of event to which the charge applies.

Related Tasks
Adding an Existing Charge

Search for Charge Selectors Dialog Box

Use the Search for Charge Selectors dialog box to find a charge selector to add to a charge
offer.

Field Description
Applicable To Displays the Applicable To setting for the charge selector, either a
service or Account.
Event Select the type of event to which the charge applies or Any.
Pricing Profile Select the pricing profile associated with the charge or Any.
Name Select a name operator and then enter a value in the field next to the
operator to narrow the search.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the charge selectors that meet the search criteria. Select the charge
selector to add to the charge offer, and click OK.

Column Description
Name Displays the charge selectors that meet the search criteria.
Description Displays a description of each charge selector.
Phase Displays the status of the charge selectors:
• Draft: The charge selector belongs to one of your unsubmitted
changesets. Only you have access to it.
• Promoted: The charge selector belongs to a submitted
changeset. All PDC users have access to it.
If the search finds both a promoted version and a draft version of a
charge selector in the PDC database, it returns the draft version.

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Charge Details Dialog Box

Column Description
Applicable To Displays the Applicable To setting for the charge selector, either a
service or Account.
Event Displays the type of event to which the charge selector applies.

Related Tasks
Adding an Existing Charge Selector

Related Topics
Searching for Pricing Components

Charge Details Dialog Box

Use the Charge Details dialog box to view and edit settings in a charge.
The mode of this dialog box (read-only or edit) matches the mode of the charge from which it is
opened.
For information about the subsections in this dialog box, see the following:
• Taxation Section
• Advanced Section
• Cycle Settings Section

Field Description
Charge Category Displays the category of event to which the charge applies. See "About
Charge Categories" for descriptions of the categories.
Charge Type Displays the type of event to which the charge applies.
The available event types are determined by the service to which the
charge offer applies and the charge category.
Pricing Profile Displays the pricing profile for the charge.
The pricing profile determines which features are supported for the
charge.
Measured By Displays the RUMs used in the charge.
RUMs specify the units used to measure an event and how to calculate
the measurement.
In a charge, the pricing for each RUM is contained in a price tier. If a
charge uses multiple RUMs, each tier appears in a subtab in the
Pricing Details section of the charge tab.
Using same pricing rule for When selected, a Single Rum Graph will be created for all RUMs.
all RUMs
Name Displays the name of the charge. If a default name was generated for
the charge, it has the following format:
CHG MMDDYY : HHMMSS : randomNumber
CHG identifies that the component is a charge.

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Field Description
Stop Charging Indicates whether to stop charging accounts when they have an
Inactive status, Cancelled status, or SuspendedActive state:
• Never: Charges continue to be applied to accounts that have an
Inactive status, Cancelled status, or Suspended Active state.
• When Cancelled: Charges are not applied to cancelled accounts.
• When Inactive: Charges are not applied to inactive accounts.
• When Life Cycle State Suspended_Active: Charges are not
applied to accounts that are set to the SuspendedActive custom
life cycle state.
The value of this field can vary for each charge offer where the charge
is used. You can edit this field only from the charge offer that contains
the charge. See "Editing Charge Details" for more information.
Currency Displays the only currency balance element that you can use when
configuring balance impacts for the charge.

Related Tasks
Editing Charge Details

Taxation Section
Use the Taxation section to view and edit charge taxation settings.

Field Description
Apply Taxes Specifies when the charge is taxed:
• After Computing Charge: Taxes are applied to the charge as
soon as the charge is computed.
• At Billing: Taxes are applied to the charge when the customer's
bill is generated.
• At Billing, Use Event Time: Taxes are applied to the charge
when the customer's bill is generated, but taxes are calculated
using the tax rate at the time the event occurred.
• Never: The charge is not taxed.
Option Specifies how to apply taxes:
• No Tax: Does not apply taxes.
• Use Tax Code: Applies the specified tax code.
• Use Tax Selector: Applies the specified tax selector.
Tax Code or Specifies the name of the tax code or tax selector to apply.
Tax Selector

Related Tasks
Editing Charge Details

Advanced Section
Use the Advanced section to view settings for processing events. These settings apply only to
usage charges.

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Charge Details Dialog Box

Field Description
Time zone used to rate this Displays the time zone to use to rate the event:
event • From Account: Uses the time zone in which the account is
registered.
• From Event: Uses the time zone in which the event occurs.
For example, if you make a call from California and your account is
registered in New York:
• If you select From Account, New York time is used.
• If you select From Event, California time is used.
The value of this field can vary for each charge offer where the charge
is used. You can edit this field only from the charge offer that contains
the charge. See "Editing Charge Details" for more information.
When an event crosses Displays the way an event is charged if it is priced differently by time
multiple time periods, charge period:
using • Start Time: Applies the charges defined in the time period in
which the event begins.
• End Time: Applies the charges defined in the time period in which
the event ends.
• Split: Applies charges according to the time period in which each
portion of the event falls.
Quantity used to select steps Displays the way a price step is selected when part of the event was
is already charged in another time period:
• Dependent On: Dependent on the quantity already used. When
selecting a price step, PDC considers the amount of the event that
occurred in the previous time period.
• Independent Of: Independent of the quantity already used. When
selecting a price step, PDC does not consider the amount of the
event that occurred in the previous time period.
For example, a phone call starts at 6 p.m. and ends at 10 p.m. The two
hours between 6 p.m. and 8 p.m. are rated by the peak hours rate. The
two hours between 8 p.m. and 10 p.m. are rated by the off-peak hours
rate. The off-peak rate includes the following price steps:
• For the first two hours, charge $0.10 per minute.
• For all subsequent hours, charge $0.05 per minute.
If the selection quantity is Dependent On, the quantity already used,
the peak hours are considered the first two hours, and the off-peak
portion of the call is charged $0.05 per minute.
If the selection quantity is Independent Of, the quantity already used,
the peak hours are not considered the first two hours, and the off-peak
portion of the call is charged $0.10 per minute.
This field is applicable only when charges from multiple time periods
are used to rate an event.

Related Tasks
Editing Charge Details

Cycle Settings Section

Use the Cycle Settings section to view and edit settings for recurring and rollover charges.

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Charge Details Dialog Box

Field Description
In-Advance Billing Displays a billing option for a recurring charge:
• Don't bill in advance: Customers are charged only for the current
billing cycle and the next billing cycle. For example, if a customer
purchases an offer on May 1 and the offer's $10 monthly fee is not
billed in advance, the total charge in the customer's first bill is $20.
The total charge in the next (June) bill is $10, but from an
accounting perspective, the $10 fee applies to July, not to June.
• Charge cycle fees: Customers are charged for the current billing
cycle and the next billing cycle plus a specified number of days or
months. For example, if a customer purchases an offer on May 1
and the offer's $10 monthly fee is billed three months in advance,
the total charge in the customer's first bill is $30. The total charge
in the next (June) bill is $10, but from an accounting perspective,
the $10 fee applies to August, not to June.
Cycle Alignment Displays how to apply recurring charges:
• Alignment with billing: Charge is applied on the customer's
current billing date.
For example, if the billing date is the 1st of the month and the
charge offer is purchased on January 10, the charge is prorated
and applied on January 10 for the interval January 10 to February
1. For subsequent cycles, the charge is applied on the billing date
(for the interval February 1 to March 1, March 1 to April 1, and so
on).
• Alignment with purchase: Charge is applied on the product
purchase date.
Using the previous example, the charge is applied on the 10th of
every month (for the interval January 10 to February 10, February
10 to March 10, and so on).
Proration For recurring charges:
Displays how to handle a recurring charge when customers purchase
an offer, cancel an offer, or change their billing day of month (DOM) in
the middle of their billing cycle:
• Prorate: Calculate the charge based on the amount used.
• Full Charge: Charge for the entire cycle.
• No Charge: Do not charge for the cycle.
For recurring charges, the value of this field can vary for each charge
offer where the charge is used. You can edit this field only from the
charge offer that contains the charge. See "Editing Charge Details" for
more information.
For rollovers:
Displays how to handle rollovers when customers purchase or cancel
the offer in the middle of their billing cycle:
• Prorate: Calculate the amount to roll over based on the
percentage of the cycle that the customer owned the charge offer.
• Full Charge: Roll over the entire balance available for the cycle.
• No Charge: Do not roll over any of the available balance.

Related Tasks
Editing Charge Details

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Add Impact Categories Dialog Box

Add Impact Categories Dialog Box

Use the Add Impact Categories dialog box to add zone impact categories to a charge.

Field Description
Zone Model Select the zone model that contains the impact categories you want to
add.
USC Selector (Optional) Select a Usage Scenario (USC) selector to filter the impact
categories in the selected zone model based on attributes related to
differentiated network services, such as mailbox inquiries, call
forwarding, and friends-and-family discounts.
Note: This field is mandatory if the Online Usage pricing profile is
associated with the charge.
APN Selector (Optional) Select an Access Point Name (APN) selector to filter the
impact categories in the selected zone model based on attributes
related to GPRS calls.
Select the Impact Categories Select the impact categories to add to the charge.
to Add
Impact Category Name Restrict the number of impact categories in the list by entering name
Contains criteria in this field and then clicking Filter.
Add Impact Categories As a (Optional) Select this option to add all the selected impact categories
Group to the same node in the Charges tree.
If necessary, you can later move some or all of the grouped impact
categories to individual nodes.

Related Tasks
Adding Impact Categories to a Charge

Related Topics
Creating Zone Models
USC Selectors
APN Selectors

Add Time Periods Dialog Box

Use the Add Time Periods dialog box to add time periods to a charge.

Field Description
Time Model Select a time model.
Only time models associated with the same pricing profile as the
charge are available.
Select Time Periods to Select time periods to add to the charge.
Include in a Charge
Add Time Periods As a Click to add all the selected time periods to the same node in the
Group Charges tree.
If necessary, you can later move some or all of the grouped periods to
individual nodes.

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Add Generic Selector Dialog Box

Related Tasks
Adding Time Periods to a Charge

Add Generic Selector Dialog Box

Use the Add Generic Selector dialog box to add to a generic selector to a charge.

Field Description
Generic Selector Select the generic selector to add to the charge.
Generic Selector Results to Select the generic selector results to add to the charge.
Add
Add Generic Selector (Optional) Select this option to add all the selected generic selector
Results As a Group results to the same node in the Charges tree.
If necessary, you can later move some or all of the grouped generic
selector results to individual nodes.

Related Tasks
Adding a Generic Selector to a Charge

Related Topics
Grouping Components in a Charge
Ungrouping Components in a Charge

Search for Price Selectors Dialog Box

Use the Search for Price Selectors dialog box to find a price selector to add to a charge.

Field Description
Pricing Component Specifies that you are searching for a price selector.
Applicable To Displays the Applicable To setting for the charge, either a service or
Account.
Event Displays the event to which the charge applies.
Pricing Profile Displays the pricing profile associated with the charge.
Name Select a name operator and then enter a value in the field next to the
operator to narrow the search.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Related Topics
Searching for Pricing Components

Results Table
The Results table lists the price selectors that meet the search criteria. Select the price
selector to add to the charge, and click OK.

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Change Price Dialog Box

Field Description
Name Displays the price selectors that meet the search criteria.
Description Displays a description of each price selector.
Phase Displays the status of each price selector:
• Draft: The price selector belongs to one of your unsubmitted
changesets. Only you have access to it.
• Promoted: The price selector belongs to a submitted changeset.
All PDC users have access to it.
If the search finds both a promoted version and a draft version of a
price selector in the PDC database, it returns the draft version.
Applicable To Displays the Applicable To setting for the price selector, either a
service or Account.
Event Displays the type of event to which the price selector applies.

Related Tasks
Searching for Pricing Components

Change Price Dialog Box

Use the Change Price dialog box to specify which components will be affected by a change
and to add effective periods to pricing.
The available options depend on whether the dialog box is displayed from within a charge
offer, a charge, a charge selector, or a price selector.

Field Description
The Price Change Will Affect Select one of the following options to indicate the scope of the price
change:
• This charge wherever it is used: Affects every component that
uses the charge.
• The current offer only: Affects only this charge offer. Other
components that use the charge are not affected.
Change Price Select one of the following options to specify when the price change
takes effect:
• Use existing period: The price change takes effect immediately.
• Effective on: The price change becomes effective on a date you
specify. If you enter a future date that is not the start date of an
existing pricing effective period, PDC adds an effective date that
starts on the date.

Related Tasks
Adding Effective Periods to Charge Pricing
Modifying Pricing without Inadvertently Affecting Other Components
Adding an Existing Charge

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Properties for All Quantity Ranges

Properties for All Quantity Ranges

Use the Properties for All Quantity Ranges dialog box to view and edit properties that apply to
all quantity ranges and effective periods in a pricing instance.

Note:
If a pricing instance contains multiple price tiers, this dialog box applies only to the
current price tier.

The contents of this dialog box and whether you can edit or only view them depend on the
pricing profile associated with the charge.

Field Description
Charges in this tier are Specifies the RUM of the current price tier. This field is always read-
measured by only.
Quantity range selected When this field is editable, you can change the basis of the quantity
based on ranges in the current price tier by selecting one of the following items:
• Usage Quantity: Quantity ranges are based on the amount of
usage.
• Balance of: Quantity ranges are based on the value of the
specified balance element. Select the balance element in the list
to the right of this field.

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Properties for All Quantity Ranges

Field Description
When subscriber has Select what to do if the cost of the balance element affected by the
insufficient credit charge is greater than the customer's credit limit.
A credit limit is the maximum amount of a balance element that can
accumulate in a balance group. For more information, see "Setting
Credit Limits" and "About Credit Limits" in PDC Creating Product
Offerings.
You can choose from the following options:
• Prorate service according to available balance: The
subscription succeeds and the resources are prorated according
to the available balance.
• Use available balance, track remainder as negative account
balance: The subscription succeeds and all available balance is
used. The remaining amount is recorded as an outstanding
amount to be paid at the next top-up for prepaid customers or
current bill for postpaid customers.
• Use available balance, grant loan for remainder: The
subscription succeeds. If the customer is eligible for a loan, all
available balance is used and a loan is granted for the remaining
amount. If the customer is not eligible for a loan, the subscription
fails.
See "About Loans" in BRM Configuring and Collecting Payments
for more information about loans.
• Use available balance, track remainder as outstanding: This
option is intended for prepaid customers. The remaining amount is
recorded as an outstanding amount to be paid at the next top-up
for prepaid customers or current bill for postpaid customers.
• Do not use available balance, track entire amount as
outstanding: The subscription succeeds without using the
available balance. The entire amount is recorded as an
outstanding amount to be paid at the next top-up for prepaid
customers or current bill for postpaid customers.
• Subscription fails: The subscription fails. After a configured
maximum number of retries, a notification event is sent to an
external system for further processing.
• Skip subscription charges until next cycle: The subscription
succeeds without using the available balance. Billing will be
skipped for this cycle; during rating all balance impacts are
dropped and the unrated quantity is set to 0. The cycle forward
date is moved to next cycle.
• Charge minimum configured amount: The subscription
succeeds if the customer's balance is at least a configured
minimum amount. If they have enough balance for the full amount,
the full amount is charged. If they have less than the full amount,
but more than the minimum amount, the minimum amount is
charged. If they have less than the minimum amount, the
subscription fails. After a configured maximum number of retries, a
notification event is sent to an external system for further
processing.
When you select this option, you can also configure the following:
– Minimum Amount: Specify the minimum amount to be
charged.
When you select Charge minimum configured amount
option, the values in Amount column in the Balance Element
table becomes a link. Click this link to set the minimum
amount.
– Prorate Quantity: Specify whether or not to prorate the
service according to the minimum amount configured. By

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New Date Range Dialog Box

Field Description
default, this is selected and the service will be prorated.
Deselect this option to grant the full service for the minimum
amount.
• Subscription fails and is canceled: The subscription fails. After
retrying the subscription the configured maximum number of
times, a notification event is sent to an external system for further
processing and the subscription is canceled. It will not
automatically renew next cycle.
Charges based on Displays one of the following, depending on the pricing profile
associated with the charge that contains the pricing:
• Profiles associated with the real-time rating engine: Shows the
remaining event quantity.
If the pricing contains multiple price tiers, each tier charges for the
quantity that remains after the preceding price tier is applied.
For example, a call lasts 10 minutes. The first tier deducts from the
Bonus Minutes balance. The second tier deducts from the Anytime
Minutes balance. If only 3 bonus minutes and 100 anytime
minutes remain, 3 minutes of the call are covered by the first tier.
The second tier is used to charge for the remaining 7 minutes, not
for the original 10.
• Profiles associated with the batch rating engine: Shows the
original event quantity.
Charges in every price tier are applied against the same original
event quantity.

Related Tasks
Adding Quantity Ranges to Charge Pricing
Editing Quantity Range Properties

New Date Range Dialog Box

Use the New Date Range dialog box to add date ranges to a charge.

Field Description
Type Select the type of range to add:
• For Fixed Period: Range starts and ends on particular dates.
• Relative to Purchase: Range begins a specified number of days, hours,
minutes, or seconds after the purchase time and continues for a
specified number of days, hours, minutes, or seconds.
The purchase date is the day the charge offer is added to the account.
Date Range Effective (For fixed periods only) Enter the start date for the new range.
PDC calculates the end date based on the existing date ranges.
Start (For relative periods only) Specify the relative start time.
To start the charge configured in this range when purchased, select
Immediately.
To start the charge at a later time, deselect Immediately, and enter the
number of days, hours, minutes, or seconds after the purchase time that the
range starts.

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Manage Date Ranges Dialog Box

Field Description
End (For relative periods only) Specify the relative end time.
To keep the charge configured in this range effective forever, select Never
Ends.
To specify an end time, deselect Never Ends, and enter the number of days,
hours, minutes, or seconds after the start time that the range ends.

Related Tasks
Adding Date Ranges to a Charge

Manage Date Ranges Dialog Box

Use the Manage Date Ranges dialog box to add, modify, and delete charge date ranges.
Click the Add icon to add a date range to the charge:

The New Date Range dialog box appears.

Related Tasks
Adding Date Ranges to a Charge
Modifying Date Ranges in a Charge

Edit Date Range Dialog Box

Use the Edit Date Range dialog box to modify the start and end times of charge date ranges.

Field Description
Start To start the charge configured in this range when purchased, select
Immediately.
To start the charge at a later time, deselect Immediately, and do one of the
following:
• (Fixed periods) Select a start date.
• (Relative periods) Enter the number of days, hours, minutes, or seconds
after the purchase time that the charge starts.
End To keep the charge configured in this range effective forever, select Never
Ends.
To specify an end time, deselect Never Ends, and do one of the following:
• (Fixed periods) Select an end date.
• (Relative periods) Enter the number of days, hours, minutes, or seconds
after the start time that the charge ends.

Related Tasks
Adding Date Ranges to a Charge

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Edit Date Range Dialog Box

Modifying Date Ranges in a Charge

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Discount Offers
A discount offer contains one or more discounts. A discount can do the following:
• Reduce the charges associated with billable events.
• Grant or consume noncurrency balance elements, such as included minutes or loyalty
points.
• Track usage or spending by using a counter, enabling another discount to apply a
percentage off based on the counter balance.
To apply discounts to charges, you group discount offers with charge offers, into bundles.
For overview information, see "Creating Discount Offers" in PDC Creating Product Offerings.

Related Topics
Charge Offers
Bundles

Creating a Discount Offer

To create a discount offer:
1. In the Pricing section of the navigation pane, under Offers, click Create Discount Offer.
The Create Discount Offer page appears.
2. Enter general information. See "Specifying General Information for a Discount Offer" for
more information.
3. Specify values for any product specification attributes configured in XML templates for
discount offers. See "Specifying Product Specification Attribute Values" for more
information.
4. Specify the discount offer settings. See "Specify Discount Offer Settings" for more
information.
5. Add discounts. See "Adding Discounts to a Discount Offer" for more information.
6. Add rules for the discounts in the discount offer. See "Configuring Discount Rule" for more
information.
7. Configure pricing for the discounts in the discount offer. See "Setting Up Pricing for a
Discount" for more information.

Related Topics
Create Discount Offer Page Reference

Specifying General Information for a Discount Offer

To specify general information:

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Creating a Discount Offer

1. In the General Information section, enter a unique name and a description for the discount
offer.
2. From the Type list, select one of the following discount offer types:
• Subscription: Contains discounts that apply only to the subscriber who owns the
discount offer.
• System: Contains discounts that apply to all subscribers who use a particular service.
3. From the Applicable To list, select the service for which you want to create the discount
offer.

Related Topics
General Information Section
Creating a Discount Offer

Specifying Product Specification Attribute Values

If you have configured product specification attributes in an XML template file, you can specify
values for them. The attributes and input types available depend on what is configured in the
XML template file.
The values are validated against the XML template file. Any invalid values are highlighted and
errors are displayed in a pop-up message.
See "About Product Specification Attributes for Pricing Components" in PDC Creating Product
Offerings for more information.

Specify Discount Offer Settings

The settings in this section have default values, but you can change them.
To specify discount offer settings:
1. In the Create Discount Offer page, expand the Offer Settings section.
2. In the Available for Purchase group, specify the period during which customers can
purchase the discount offer.
3. From the Apply this discount to list, select the option that determines how the discounts
are applied to the charge.
4. Select a provisioning tag for the discount offer.
Provisioning tags are used in Oracle Communications Billing and Revenue Management
(BRM) to implement extended rating attributes (ERAs). See the BRM documentation for
more information.
5. Enter the priority for the discount offer.
The discount priority determines the order in which discount offers are evaluated. Zero is
the lowest priority.
6. Specify whether the discount offer is shared with all members of a corporate sharing group
when it is purchased by the group's owner.
7. In the Ownership Rules group, enter the quantity of the discount offer that a customer can
purchase and own at one time.
8. Click the link in the Discount Exclusion field to specify the discount offers that cannot be
used along with the current discount offer.

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Adding Discounts to a Discount Offer

The Discount Exclusion dialog box appears.

9. Click the Add icon.
The Search for Discount Offers dialog box appears.
10. Search for the discount offers to add as exclusions.

11. In the Results table, select the discount offers and click OK.

The discount offers are added to the table.

12. Specify whether you want to round the validity for the discount offer.

13. Click OK.

Related Topics
Offer Settings Subsection
Search for Discount Offers Dialog Box
Creating a Discount Offer

Adding Discounts to a Discount Offer

A discount specifies how to calculate the discount for a charge. You can configure one or more
discounts for events associated with the service to which the discount offer applies.

Note:
The features of the discount offer that are displayed are determined by the pricing
profile that you select for the discount. Not all the features described in the
procedures may be supported by all pricing profiles.

You add discounts to a discount offer in the following ways:

• Configure a new discount. See "Adding a New Discount" for more information.
• Add an existing discount from another discount offer. See "Adding an Existing Discount" for
more information.
• Add a prioritized list of preconfigured discounts to the discount offer. See "Adding a
Discount Selector" for more information.

Related Topics
Discounts Section

Adding a New Discount

To add a new discount to the discount offer:
1. In the Discounts section, from the Add Discount list, select Add New Discount.
The Create Discount dialog box appears.
2. From the Discount Category list, select the type of event for which you want to create the
discount.

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Adding Discounts to a Discount Offer

3. From the Discount Type list, select the event for which you want to create the discount.
The remaining fields in the dialog box are updated based on the discount type that is
selected.
4. From the Pricing Profile list, select a pricing profile for the discount. The pricing profile
determines the features available for the discount.
5. (Optional) Enter a unique name for the discount.
6. (Optional) From the Stop Discounting list, specify whether to apply the discount after it
has been canceled or inactivated to events that occurred prior to the discount cancellation
or inactivation.
7. (Optional) From the Resources Consumption Order list, specify whether to consume
noncurrency resources for the discounts in order of earliest expiry, or in order of any
discount rules configured. This option is only available for ECE enabled system.
8. (Optional) (Billing-time discounts only) Specify whether this is a snowball discount.
9. (Optional) In the Taxation section, do one of the following:
• To not apply taxes to the discount: Select No Tax from the Option list.
• To apply a specific tax code to the discount: Select Use Tax Code from the Option list,
and then select the name of the tax code from the Tax Code list.
• To use a tax selector to apply a tax code to the discount based on account, service,
event, and profile attributes: Select Use Tax Selector from the Option list, and then
select the name of the tax selector from the Tax Selector list.
10. (Optional) In the Validity section, select the discount validity settings.

11. Click OK.

A tab for the discount is added to the Discounts section.

Related Topics
Create Discount Dialog Box
Adding Discounts to a Discount Offer

Adding an Existing Discount

To add an existing discount:
1. In the Discounts section, from the Add Discount list, select Add Existing Discount.
The Search for Discounts dialog box appears.
2. Search for the existing discounts to add to the discount offer.
3. In the Results table, select the discounts and click OK.
The Select Discount Type dialog box appears.
4. From the Discount Type list, select the event type for the discount.
A tab for the discount is added to the Discounts section.
To see a list of the other components that use this discount, click Used By. Any changes
you make to the discount will affect the original discount and all the components that use it.

Related Topics
Search for Discounts Dialog Box

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Configuring Discount Rule

Adding Discounts to a Discount Offer

Adding a Discount Selector

A discount selector consists of rules that associate event, service, and account attributes with
discounts. You use a discount selector to determine which discount to apply to an event based
on the attribute values.
To add a discount selector:
1. In the Discounts section of the Create Discount Offer tab, from the Add Discount list,
select Add Existing Discount Selector.
The Search for Discount Selectors dialog box appears.
2. Search for discount selectors.
3. In the search results, select the discount selector and click OK.
A tab for the discount selector is added to the Discounts section of the discount offer.
4. (Optional) To edit the discount selector and its associated discounts, click the discount
selector's name link in the top-left corner of the discount selector tab.

Related Topics
Search for Discount Selectors Dialog Box
Creating a Discount Selector
Adding Discounts to a Discount Offer

Configuring Discount Rule

A discount rule specifies how to calculate and apply a discount.
A discount can have one or more rules. If a discount has multiple rules, each rule appears in a
subtab in the Discounts section. The sequence of the rules is important—they are executed
from left to right.
After adding a discount to the discount offer, perform the following tasks to configure one or
more rules for the discount:
1. Specify how to apply the discount. See "Specifying How to Apply the Discount" for more
information.
2. (Optional) Configure the discount filters. See "Configuring Discount Filters" for more
information.
3. (Optional) Configure the discount triggers. See "Configuring Discount Triggers" for more
information.
4. Configure pricing for the discount. See "Setting Up Pricing for a Discount" for more
information.
5. (Optional) Add additional rules. See "Adding a New Discount Rule" for more information.

Specifying How to Apply the Discount

By default, a discount rule applies discounts to the charge in the same way as the discount
offer but you can change this setting as follows:

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Configuring Discount Rule

1. In the Rule Details section, from the Apply this discount to list, select how the discount is
applied to the charge.
• To apply the discount offer to the original charge amount, select Original Charge.
• To apply the discount offer to the remaining charge amount after previous discount
offers are applied, select Remaining Charge.
• To apply the discount offer to the part of the charge and quantity that have not been
used as the basis for a previous discount offer, select Remaining Charge and
Quantity.
This option is not valid for discount offers that credit a balance.

Related Topics
Rule Details Section

Configuring Discount Filters

A discount filter defines the parts of a charge that are subject to the discount. By default,
charges that impact a currency balance are subject to the discount.
You can have multiple filters for a discount.
To configure a discount filter:
1. In the Rule Details section, click the link in the Filter field.
The Filters section appears. The table in this section displays the filters currently used by
the discount.
2. Do any of the following:
• Add a new filter to the discount. See "Adding a New Filter" for more information.
• Add an existing filter to the discount. See "Adding an Existing Filter" for more
information.
• Change the criteria for a filter. Click the filter name link and edit the fields in the Filter
Details subsection.

Related Topics
Rule Details Section

Adding a New Filter

To add a new filter:
1. Click the Add icon.
2. In the Filter Details subsection, enter a name and description for the filter.
3. Set the values for the fields that you want to use to define the filter.
You can enter regular expressions in the following fields:
• GLID
• Time Period
• Impact Category
• Usage Class

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Configuring Discount Rule

• Usage Type
• Service Class
• Pricing Name
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an
asterisk (*) in regular expressions.
You can enter multiple values separated by pipes (|) in the GLID field.
You can enter NOT (!) operator in the following fields:
• GLID
• Time Period
• Impact Category
• Generic Selector Result

Note:
PDC does not validate the expressions entered in the fields.

4. Click Save.
The filter is added to the table.

Related Topics
Filters Section

Adding an Existing Filter

To add an existing filter to the discount:
1. Click the Search icon.
2. In the Search for Filters dialog box, search for the discount filters to include in the discount.
3. In the Results table, select the filter and click OK.

Related Topics
Search for Triggers Dialog Box

Configuring Discount Triggers

A discount trigger enables you to set conditions that must be met before the discount is
applied.
By default, a discount is always applied.
To configure a discount trigger:
1. In the Rule Details section, click the link in the Trigger field.
The Trigger section appears.
2. Do any of the following:
• Add a new discount trigger. See "Adding a New Discount Trigger" for more information.

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• Search for an existing discount trigger to add to the discount. See "Adding an Existing
Discount Trigger" for more information.

Related Topics
Trigger Section

Adding a New Discount Trigger

To add a new discount trigger:
1. In the Trigger section, click New.
2. Enter a unique name and description for the new trigger.
3. In the Trigger Details section, click the Add icon in the table.
A row is added to the table.
4. In the Expression column, click the expression link.
The Expression Builder dialog box appears.
5. From the Expression Element list, select an expression for the trigger condition.
PDC prompts you for additional element information depending on the expression element
that you select.
You can add more elements to the expression by entering standard arithmetic operators,
decimal constants, and other expressions in the Expression field.
6. Click OK.
7. From the Operator list, select an operator for the trigger condition.
8. In the Value column, enter a value for the trigger condition.
Add additional elements to the trigger as needed.

Related Topics
Trigger Section
Expression Builder Dialog Box

Adding an Existing Discount Trigger

To add an existing discount trigger:
1. In the Trigger section, click Search.
The Search for Triggers dialog box appears.
2. Search for triggers to add to the discount.
3. In the Results table, select the discount trigger, and click OK.
The discount trigger information appears in the Trigger section.

Related Topics
Search for Triggers Dialog Box

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Configuring Discount Rule

Adding a New Discount Rule

To add a new discount rule:
1. From the Discount Actions list, select Add Rule.
2. Select Add Rule.
The rule is added as a subtab of the discount tab with default filter and trigger.

Renaming a Discount Rule

To rename a discount rule:
1. From the Discounts Actions list, select Rule Actions.
2. Select Rename Rule.
The Change Rule Name dialog appears.
3. Enter the new name.
4. Click OK.

Reordering Discount Rules

To reorder a discount rule:
1. In the Pricing section of the navigation pane, click Search Pricing.
2. Click Advanced.
The Search page appears.
3. Select Discount Offer from the Pricing Component list and click Search.
4. Select the required discount offer.
The Discount Offer page appears.
All available rules for the selected discount are displayed in the Rules tab as subtabs.
5. Click Edit to modify or reorder the rules.
6. In the Rule Details section, select a rule.
7. Drag and drop it to the desired location in the Rules tab or do the following:
a. Click Discount Actions.
b. Click Rule Actions.
c. Click Move Rule.
The Move the Rule dialog appears.
d. From the Move the rule before list, select the desired location.
e. Click OK.
The rule is moved to the new location.
8. Click Save.
9. Click Save and Done.

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Related Topics
Create Discount Offer Page Reference
Configuring Discount Rule

Deleting a Discount Rule

To delete a discount rule:
1. From the Discounts Actions list, select Rule Actions.
2. Select Remove Rule.
The selected rule name is deleted.

Related Topics
Specifying How to Apply the Discount
Adding a New Discount Rule
Renaming a Discount Rule

Setting Up Pricing for a Discount

After you add a discount to the discount offer, you setup pricing for each rule in a discount.
Perform the following tasks to setup a new price for a discount:
1. Specify how quantity ranges are selected. See "Selecting Quantity Ranges" for more
information.
2. (Optional) Add quantity ranges to vary discounts based on usage. See "Adding Quantity
Ranges to a Discount Pricing" for more information.
3. Configure balance impacts. See "Adding Balance Impacts for Discount Pricing" for more
information.

Selecting Quantity Ranges

A discount rule specifies discount amounts based on a configured value, called the quantity
range expression. For example, the value can be the charge for the event, the quantity used by
an event, or a balance independent of the event. The absolute value of the quantity range
expression result is used to select one or more quantity ranges that contain the discount
amount. In addition to configuring this value, you need to specify how it is used to select one or
more ranges by picking the Selection Type.
To specify which quantity ranges to use:
1. In the Pricing Details section of the Rule Details section, click the default value for the
quantity range expression (Charge) in the following sentence:
To select quantity ranges, evaluate the Charge and Distribute Value Across Applicable
Quantity Ranges.
The Expression Builder dialog box appears.

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2. Use the expression builder to configure the expression to evaluate for quantity range
selection. For example, this value can be the charge of the event, the quantity used by the
event, or a balance independent of the event.
3. Click OK.
4. Select one of the following options from the selection type list.
• Pick the quantity range containing the value: Selects a quantity range that contains
the value of the quantity range expression.
• Distribute value across applicable quantity ranges: Selects all quantity ranges that
overlap the value of the quantity range expression.

Related Topics
Pricing Details Section
Expression Builder Dialog Box

Adding Quantity Ranges to a Discount Pricing

Use quantity ranges in a discount pricing to configure different balance impacts for different
value range, for example, the quantity used by the event or the charge of the event.
To add a quantity range to a discount pricing:
1. In the Pricing Details section of the Rule Details section, click the Add Quantity Range
icon:

The Add Quantity Range dialog box appears.

2. In the Starting At field, enter the starting value for the range.
PDC automatically generates an end value for the range based on the existing quantity
ranges.
For example, if you specify 500, PDC creates the following ranges:
• 0 – 500
• 500 – No maximum
If you then create another quantity range with a start value of 250, PDC creates the
following ranges:
• 0 – 250
• 250 – 500
• 500 – No maximum
3. Click OK.
A Pricing table for the range is added.
4. Configure the balance impacts for this range. See "Adding Balance Impacts for Discount
Pricing" for more information.

Related Topics
Selecting Quantity Ranges

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Modifying Quantity Ranges in Discount Pricing

To modify the quantity range in a discount pricing:
1. In the Pricing Details section of the Rule Details section, click the link in the Quantity
Range field above the Pricing table for which you want to change the range.
The Edit Quantity Range dialog box appears.
2. Modify the Start value, the End value, or both values.
To modify the start value (except for the first quantity range), change the end value of the
quantity range that precedes it.
You cannot enter an end value that includes the entire following quantity range. Instead, to
extend a range beyond the following range, first delete the following range. See "Deleting
Quantity Ranges" for more information.
By default, the last quantity range has no maximum end value. To specify an end value,
select Expression and use a discount expression to specify the end value.
PDC adjusts the start and end values of the preceding and following quantity ranges
accordingly.
3. Click OK.

Deleting Quantity Ranges

Deleting a quantity range also deletes the pricing configured for it.
To delete a quantity range:
1. Go to the Rule Details section.
2. Click the Delete Quantity Range icon above the appropriate Pricing Details table:

A confirmation message appears.

3. Click OK.
The quantity range and the pricing configuration are removed from the pricing.
If you deleted a middle range, PDC automatically adjusts the end value of the previous
quantity range.

Adding Balance Impacts for Discount Pricing

Balance impacts define how a discount affects a specified balance element in an account.
Each discount pricing can contain one or more balance impacts.
To add balance impacts to a discount pricing:
1. In the Pricing Details section of the Rule Details section, do one of the following:
To add a debit or credit balance impact, click the Add Balance Impact icon in the pricing
table:

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To add a counter balance impact, click the Add Counter icon in the pricing table:

A row for the new balance impact is added to the table.

2. In the Impact column, select the type of impact to debit, credit or instant debit a balance,
or to increment or decrement a counter.
3. In the Balance Element column, select the currency or noncurrency balance element to
debit or credit.
4. In the Amount column, enter a discount percent, scaled amount, or fixed value. This value
is applied towards the amount that is discounted.
5. Click in the Per Unit column, and select the option for how to apply the value in the
Amount field towards the amount that is discounted.
6. Click the link in the What to Discount column, and select an expression in the Expression
Builder dialog box.
This expression determines the amount that is discounted, such as total charge or quantity
used.
7. If balance impact is credit or a counter, click the Amount is Valid column, and select the
validity period of the balance impact.
For debit balance impacts, this column is not applicable.
8. In the Apply To column, select the balance to apply the discount to.
• User Balance: The balance of the account or service that generates the event.
• Sharer Balance: The balance of the account or service that owns the discount.
9. In the Taxation Option column, select whether to use a tax code, use a tax selector, or
apply no tax.
10. In the Tax Code or Selector column, select the name of the tax code or tax selector to
use.
11. In the GLID column, enter the General Ledger ID to associate with the balance impact.

Related Topics
Pricing Details Section
Expression Builder Dialog Box

Adding Price Tags to Discounts

You can use price tags to apply special prices to discounts at purchase time according to rules
defined in setup components. You add price tags to the balance impacts of discounts. You can
later edit or remove these tags as required.
To add a price tag to the balance impact of a discount:
1. In the Pricing Details section of the Rule Details section, select a balance impact.

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2. Click the Price Tag icon in the pricing table toolbar:

The Price Tag dialog box appears. See "Price Tag Dialog Box" for details.
3. From the Price tag for list, select Amount.
4. From the Name list, select a price tag name. Only the price tags that are valid for the
discount are shown.
5. (Optional) Enter a description of the price tag.
6. Click OK.

Related Topics
Price Tag Dialog Box
Setting Up Pricing for a Discount

Identifying the Components That Use a Shared Discount

To identify the components that use a shared discount:
• In the Rule Details section of the discount, click Used By.
The Used By button is available only when the discount is used by another component.
The Used By page appears. This page provides an expandable hierarchical view of all the
components that use the discount.

Related Topics
Adding an Existing Discount

Modifying Pricing without Inadvertently Affecting Other Components

When you modify a pricing in a discount used by multiple components, PDC enables you to
specify which of those components you want your change to affect.
To specify which components are affected when you modify a pricing in a discount:
1. In the Pricing table in the discount Rule Details section, click the Change Price icon:

The Change Price dialog box appears.

2. Select one of the following options to indicate the scope of the price change:
• This discount wherever it is used: Affects every component that uses this discount.
• The current offer only: Affects only this discount offer. Other components that use the
discount are not affected.
3. Click OK.

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Adding Date Ranges to a Discount

Related Topics
Pricing Table
Change Price Dialog Box

Adding Date Ranges to a Discount

The discount date range is the period during which a discount is effective. You can create
multiple revisions of a discount for different date ranges.
To add a date range to a discount:
1. Go to the discount tab for which to add a date range.
2. From the Discount Actions list, select New Date Range.
The New Date Range dialog box appears.
3. Enter the start date for the new range.
PDC automatically calculates the end date based on the existing date ranges.
4. Click OK.
The new date range is added to the discount. Its rules and the data they contain are copied
from the preceding date range.

Related Topics
New Date Range Dialog Box

Modifying or Deleting Date Ranges in a Discount

To modify or delete a date range in a discount:
1. From the Date Range list, select Manage.
The Manage Date Ranges dialog box appears.
2. Select the date range then do one of the following:
• To edit the date range, click the Edit icon.
In the Edit Date Range dialog box, edit the start and end dates or use the date selector
to select a date, and click OK.
• To delete a date range, click the Delete icon. Deleting a date range also deletes the
pricing configured for that date range.
A confirmation message appears. Click Yes.
3. Click OK.

Related Topics
Manage Date Ranges Dialog Box

Changing Discount Details

You can change the following in an existing discount:

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• The name of the discount

If you do not enter a name for a discount when you create it, a default name is given to the
discount.
• When to stop discounting
• The resource consumption order
• The taxation settings
• The discount validity settings
To edit a discount's details:
1. Open the discount offer that contains the discount.
2. If the discount offer is in read-only mode, click Edit in the discount offer toolbar.
3. In the Discounts section, click the appropriate discount tab.
4. From the Discount Actions list, select Discount Details.
The Discount Details dialog box appears.
5. Change the value of one or more fields.
6. Click OK.
7. Click Save and Done.

Related Topics
Discounts Section
Discount Details Dialog Box

Removing a Discount from a Discount Offer

To remove a discount from a discount offer:
1. Open the discount offer that contains the discount.
2. In the Discounts section, click the appropriate discount tab.
3. From the Discount Actions list, select Remove Discount.
4. In the Confirmation dialog box, click OK.
The discount is removed from the discount offer, but it is not deleted from PDC. See
"Deleting Pricing Components" for information about deleting discount offers from PDC.

Create Discount Offer Page Reference

Use the Create Discount Offer page to create discount offers and the discounts and pricing
they contain.
For a description of the fields, see:
• General Information Section
• Discounts Section

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General Information Section

Use the General Information section to provide general information and settings for the
discount offer.
For a description of the subsections in General Information, see:
• Product Specification Attributes Subsection
• Offer Settings Subsection

Field Description
Name, Description Enter a unique name and a description for the discount offer.
Type Select one of the following discount offer types:
• Subscription: Contains discounts for any type and combination of
recurring and usage events. These discounts apply only to the
subscriber who owns the discount offer.
• System: Contains discounts that apply to all subscribers who use
a particular service.
Applicable To Select the service for which you want to create the discount offer.
Select Account if you want the discount to apply to any service owned
by the account.
Phase This field is read-only and specifies the status of the new discount
offer.

Related Tasks
Specifying General Information for a Discount Offer

Offer Settings Subsection

Field Description
Available for Purchase Set the purchase Start and End dates to specify the period during
which the discount offer can be purchased.
By default, the purchase period begins as soon as you save the
discount offer, and it never expires.
To set a specific start date and time, deselect Immediately.
To set a specific end date and time, deselect Never.
The start date is included in the purchase period, but the end date is
not. For example, if the start date is May 1 and the end date is May 10,
the offer can be purchased from May 1 through May 9.
To be added to a bundle, a discount offer must have a purchase period
that is the same as or greater than the bundle's purchase period.
See "Setting Validity Periods" for more information.

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Field Description
Apply this discount to Select one of the following options that determines how the discounts
are applied to the charge when a charge is eligible for multiple discount
offers.
• Original Charge: The discount offer is applied to the original
charge amount, regardless of whether that amount was reduced
by previous discount offers.
• Remaining Charge: The discount offer is applied to the remaining
charge amount after previous discount offers are applied.
• Remaining Charge and Quantity: The discount offer is applied
only to the part of the charge and quantity that have not been used
as the basis for a previous discount offer.
This option is not valid for discount offers that credit a balance.
Provisioning Tag (Optional) Select a provisioning tag for the discount offer.
In Oracle Communications Billing and Revenue Management (BRM),
provisioning tags are used to implement extended rating attributes
(ERAs), such as a discount for calls to friends and family on a
subscriber's birthday, or to configure telco service extensions and
supplementary services, such as call forwarding and call blocking.
For more information, see the BRM documentation.
Priority Enter the priority for the discount offer.
When more than one discount offer applies to the same event, the
priority determines the order in which the discount offers are evaluated.
The higher the number, the higher the priority; zero is the lowest
priority.
Customers Can Purchase Enter the quantity of the discount offer that a customer can buy at one
time.
To set specific limits, deselect No Minimum and No Maximum.
The minimum and maximum values are included in the valid range.
Customers Can Own Enter the quantity of the discount offer that a customer can own at one
time.
To set specific limits, deselect No Minimum and No Maximum.
The minimum and maximum values are included in the valid range.
The minimum ownership quantity must be equal to or less than the
minimum purchase quantity.
For example, if a discount offer provides 100 MB of disk space, you
can limit customers to 500 MB by setting the maximum ownership
quantity to 5.
Share discount offer with To enable discount offer sharing with all members of a corporate
members of billing hierarchy sharing group, select this check box.
Discount Exclusion Click the link in this field to specify the discount offers that cannot be
used along with the current discount offer.
In the Discount Exclusion dialog box, search for the discount offers and
select the ones that you want to include in the discount exclusion.
Timestamp Validity (Optional) Specify one of the options for the discount offer's validity
Rounding Policy period:
• Starts at midnight: Starts at midnight (00:00:00) of the day the
discount offer is purchased.
• Use purchase time: Starts at the time of purchase.
• Use system default: Uses systemwide setting. This is the default
option.

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Related Tasks
Specifying General Information for a Discount Offer

Product Specification Attributes Subsection

Use the Product Specification Attributes subsection to provide values for any product
specification attributes configured in XML template files. The fields available in this subsection
depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings
for more information.

Search for Discount Offers Dialog Box

Use Search for Discount Offers dialog box to search for existing discount offers to add to the
discount exclusion.

Field Description
Pricing Component Specifies the component to search for.
This field displays Discount Offer.
Applicable To Select the service associated with the discount offers that you want to
search.
Select Account if you want to search for discount offers that apply to
Account.
Name (Optional) Enter a full or partial name of the discount offers to search
for.
Select an operator from the operator list, then enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discount offers that meet the search criteria. Select the discount
offers that you want to add as discount exclusions and click OK.

Field Description
Name Lists the discount offers that match the search criteria.
Description Displays a description for each discount offer.
Phase Displays the status of the discount offers.
• Draft: The discount offer is only visible to the user.
• Promoted: The discount offer has been validated and is visible for
other users to use.
Applicable To Displays the service associated with the discount offer.

Related Tasks
Specifying General Information for a Discount Offer

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Related Topics
Searching for Pricing Components

Discounts Section
Use the Discounts section to add discounts and discount rules to the discount offer.
When a discount is added to a discount offer, it appears in a tab in the Discounts section. The
tab contains two sections: Rule Details and Pricing Details.

Add Discount List

List Item Description

Add New Discount Select to create a new discount to add to the discount offer. See
"Adding a New Discount" for more information.
Add Existing Discount Select to add an existing discount to the discount offer. See "Adding an
Existing Discount" for more information.
Add Existing Discount Select to add an existing discount selector to the discount offer. See
Selector "Adding a Discount Selector" for more information.
Note: When you add a discount selector to a discount, the discount
selector is read-only. To edit the selector, click link in the Discount
Selector field at the top of the discount. The selector appears in an
editable tab.

Used By Button
Click this button to display a hierarchical view of all the components that use the discount.

Discount Actions List

List Item Description

Add Rule Select this item to add a rule to the discount. See "Configuring
Discount Rule" for more information.
Discount Details Click this item to display details about the discount. See "Changing
Discount Details" for more information.
Remove Discount Click this item to remove the discount from the discount offer. See
"Removing a Discount from a Discount Offer" for more information.

Related Tasks
Adding Discounts to a Discount Offer

Create Discount Dialog Box

Use the Create Discount dialog box to specify information for the discount that you want to
create.
See "Taxation Section" for a description of the taxation fields.
See "Validity Section" for a description of the discount validity fields.

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Note:
Not all the fields described in the following table might display depending on the
pricing profile that you select for the discount.

Field Description
Discount Category Select the type of event for which you want to create the discount:
• Recurring: Event that occurs on a fixed interval, such as a
monthly subscription fee, that is not generated or affected by
usage.
• Usage: Event for service usage, such as telephone calls or
Internet sessions.
• One Time: Event for one-time charge, such as setup fee.
Discount Type Select the event for which you want to create the discount.
Pricing Profile Select a pricing profile for the discount.
Name (Optional) Enter a unique name for the discount.
If you do not specify a name, PDC automatically generates a default
name.
Stop Discounting (Optional) Specify whether to apply the discount after it has been
canceled or inactivated to events that occurred prior to the discount
cancellation or inactivation.
• Never: Never include inactive or canceled discounts.
• When Inactive: Include inactive discounts but not canceled
discounts.
• When Cancelled: Include canceled discounts but not inactive
discounts.
• When Inactive or Cancelled: Include both inactive and canceled
discounts.
Resources Consumption (Optional) Specify whether to consume noncurrency resources for the
Order discounts in order of earliest expiry, or in order of any discount rules
configured. This option is only available for ECE enabled system.
• Earliest Expiry: Consume noncurrency resources according to
which resource expires first. For example, if the customer is
subscribed to one discount that grants minutes that expire monthly
and another that grants minutes that expire yearly, the minutes
expiring monthly should be consumed first. If two or more
resources have the same validity dates, the discount rule order will
be used.
• Rule Order: Consume balances according to the configured
discount rules, without taking validity into account.
This Is a Snowball Discount (Optional) Select if this discount is a snowball discount.
In Oracle Communications Billing and Revenue Management (BRM), a
snowball discount is a type of shared billing-time discount that
distributes a discount to all accounts in a discount sharing group. For
more information, see the BRM documentation.

Related Tasks
Adding a New Discount

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Taxation Section
Use the Taxation section to specify how to apply taxes on a discount.

Field Name Description

Option Select one of the following ways to apply a tax:
• No Tax: Do not apply taxes.
• Use Tax Code: Applies a specific tax code.
• Use Tax Selector: Applies a specific tax selector.
Tax Code or Select the name of the tax code or tax selector.
Tax Selector Note: If you have selected No Tax, this field is not displayed.

Validity Section
Use the Validity section to specify how to set the validity dates when the discount is owned for
only part of a billing cycle.

Section Description
When Discount Is Valid From Mid- Select how to set the validity start date when the discount is
cycle: purchased in the middle of a billing cycle:
• Apply From Validity Start: (Default) Apply the discount
from the validity start.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.
When Discount Is Valid To Mid-cycle: Select how to set the validity end date when the discount
ends in the middle of a billing cycle:
• Apply To Validity End: (Default) Apply the discount to
the validity end.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.
When Discount Is Valid For Part Of Select how to set the validity start and end dates when the
Cycle: discount is owned for only part of a billing cycle:
• Apply From Validity Start To Validity End: (Default)
Apply the discount from the validity start to the validity
end.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.

Related Tasks
Changing Discount Details

Search for Discounts Dialog Box

Use the Search for Discounts dialog box to search for existing discounts to include in the
discount offer.

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Field Description
Pricing Component Specifies the pricing component to search for.
This field displays Discount.
Profile (Optional) Select the pricing profile associated with the discount you
want to search.
To find discounts associated with any profile, select Any.
Name (Optional) Enter a full or partial name of the discount to search for.
Select an operator from the operator list, then enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discounts that meet the search criteria. Select the discounts to
include in the discount offer and click OK.

Field Description
Name Lists the discounts that match the search criteria.
Description Displays a description for each discount.
Phase Displays the status of the discount:
• Draft: The discount is only visible to the user.
• Promoted: The discount has been validated and is visible for
other users to use.

Related Tasks
Adding an Existing Discount

Related Topics
Searching for Pricing Components

Search for Discount Selectors Dialog Box

Use the Search for Discount Selectors dialog box to search for existing discount selectors to
include in the discount.

Field Description
Pricing Component Specifies the type of pricing component to search for. This field
displays Discount Selectors.
Applicable To Select the service associated with the discount selector you want to
search.
Select Account if you want to search for discount selectors that apply
to Account.
Event Name Select the event associated with the discount selector you want to
search.
Profile (Optional) Select the pricing profile associated with the discount.
To find discounts associated with any profile, select Any.

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Field Description
Name (Optional) Enter a full or partial name of the discount selectors to
search for.
Select an operator from the operator list, then enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discount selectors that meet the search criteria. Select a discount
selector and click OK.

Field Description
Name Lists the discount selectors that meet the search criteria.
Description Displays a description for each discount selector.
Phase Displays the status of the discount selector:
• Draft: The discount selector is only visible to the user.
• Promoted: The discount selector has been validated and is visible
for other users to use.
Applicable To The service to which the discount selector applies.
Displays Account if discount selector is applicable to Account.

Related Tasks
Adding a Discount Selector

Related Topics
Searching for Pricing Components

New Date Range Dialog Box

Use the New Date Range dialog box to add a new date range for the discount.
In the Date Range Effective field, enter the start date for the new date range or use the date
selector to select a date.
PDC automatically calculates the end date based on the existing date ranges in the discount.

Related Tasks
Adding Date Ranges to a Discount

Manage Date Ranges Dialog Box

Use the Manage Date Ranges dialog box to add, change, or delete date ranges in a discount.
The dialog box contains a table that lists all the date ranges in a discount.
• To add a date range, click the Add icon.
In the New Date Range dialog box, enter the new date.

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• To change a date range, select the appropriate range and then click the Edit icon.
In the Edit Date Range dialog box appears, edit the start and end dates.
• To delete a date range, select the appropriate range and then click the Delete icon.
Deleting a date range also deletes the pricing configured for that date range.
A confirmation message appears. Click OK.

Related Tasks
Modifying or Deleting Date Ranges in a Discount

Edit Date Range Dialog Box

Use the Edit Date Range dialog box to change the start and end dates for a date range in a
discount.

Field Description
Start Enter the new start date or use the date selector to select a date.
(For the first date range only) Deselect Immediately, then enter a
date or use the date selector to select a date.
End Enter the new end date or use the date selector to select a date.
(For the last date range only or when only one date range exists)
Deselect Never Ends, then enter a date or use the date selector to
select a date.

Related Tasks
Modifying or Deleting Date Ranges in a Discount

Rule Details Section

Use the Rule Details section to configure the discount rules.
For a description of the fields, see:
• Filters Section
• Trigger Section
• Pricing Details Section

Field Description
Apply this discount to (Optional) Select how to apply the discount.
By default, a discount rule applies the discounts in the same way as
the discount offer that contains the rule.
• Original Charge: The discount offer is applied to the original
charge amount, regardless of whether that amount was reduced
by previous discount offers.
• Remaining Charge: The discount offer is applied to the remaining
charge amount after previous discount offers are applied.
• Remaining Charge and Quantity: The discount offer is applied
only to the part of the charge and quantity that have not been used
as the basis for a previous discount offer.
This option is not valid for discount offers that credit a balance.

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Field Description
Filter Click the link in this field to configure one or more filters for the
discount.
A discount filter defines the parts of a charge that are subject to a
discount.
Trigger Click the link in this field to configure a trigger for the discount.
A discount trigger enables you to set conditions that must be met for
the discount to be applied.

Filters Section
A discount filter defines the parts of a charge that are subject to a discount. A discount can
have multiple filters. A charge must satisfy the criteria in at least one of those filters to be
eligible for the discount. By default, all charges that impact a currency balance are subject to
the discount.
Use the table in the Filter section to add discount filters to the discount. The table displays the
name and description of each filter used by the discount.
Click the Add icon in the table to add a new filter to the discount. In the Filter Details
subsection, set the values for the fields that you want to use to define the filter.
In the filter definition, regular expressions can be entered in the following fields:
• GLID
• Time Period
• Impact Category
• Usage Class
• Usage Type
• Service Class
• Pricing Name
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an asterisk
(*) in regular expressions.
You can enter multiple values separated by pipes (|) in the GLID field.
You can enter NOT operator in the following fields to specify the values to be excluded:
• GLID
• Time Period
• Impact Category
• Generic Selector Result

Note:
PDC does not validate the expressions entered in the fields.

Click the Search icon to search for existing filters and add to the discount.

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Related Tasks
Configuring Discount Filters

Search for Filters Dialog Box

Use the Search for Filters dialog box to search for existing discount filters to include in the
discount.

Field Description
Pricing Component Displays the pricing component to search for.
This field displays Filters.
Profile Displays the pricing profile associated with the discount filter you want
to search.
Name (Optional) Enter a full or partial name of the discount filter to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results tables lists the discount filters that meet the search criteria. Select a discount filter
and click OK.

Field Description
Name Lists the discount filters that match the search criteria.
Description Displays a description for each discount filter.
Phase Displays the status of the discount filter.
• Draft: The discount filter is only visible to the user.
• Promoted: The discount filter has been validated and is visible for
other users to use.

Related Tasks
Configuring Discount Filters

Related Topics
Searching for Pricing Components

Trigger Section
Use the Trigger section to define the trigger conditions that must be met before the discount is
applied.

Field Description
Name, Description Enter a name and a description for the discount trigger.

Use the table in the Trigger Details section when adding a discount trigger.

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Column Description
Expression Select a trigger expression by clicking the link in the cell and then
selecting an expression in the Expression Builder dialog box.
You can add more elements to an expression by entering standard
arithmetic operators, decimal constants, and other expressions in the
Expression field.
Operator Select an operator for the trigger condition.
Value Enter a value for the trigger condition.

Related Tasks
Configuring Discount Triggers

Search for Triggers Dialog Box

Use the Search for Triggers dialog box to search for existing discount triggers to add to the
discount.

Field Description
Pricing Component Displays the pricing component to search for. This field displays
Trigger.
Profile Displays the pricing profile associated with the discount trigger you
want to search.
Name (Optional) Enter a full or partial name of the discount trigger to search
for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discount triggers that meet the search criteria. Select a discount
trigger and click OK.

Field Description
Name Lists the discount triggers that match the search criteria.
Description Displays a description for each discount trigger.
Phase Displays the status of the discount trigger:
• Draft: The discount trigger is only visible to the user.
• Promoted: The discount trigger has been validated and is visible
for other users to use.

Related Tasks
Configuring Discount Triggers

Related Topics
Searching for Pricing Components

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Expression Builder Dialog Box

Use the Expression Builder dialog box to define an expression using expression elements.

Field Description
Expression Displays the expression. Select elements from the Expression
Element list to add to the expression. You can add multiple elements
to the expression by entering standard arithmetic operators, decimal
constants, and other expressions.
Expression Element Select an element to add to the expression.
The list of elements varies depending on the context.
• Balance[]: Specifies the balance for a particular balance element.
• Function[]: Specifies an iScript function that retrieves the data
required for the discount. You must also enter a value in the
Function Name field. This value is used to reference the function;
for example, the function to retrieve the total charges for the 10
most frequently called numbers during the billing cycle.
• Quantity: Specifies the total quantity in an event, such as the
number of minutes talked or megabytes downloaded.
• Charge: Specifies the total charge for an event.
• StepQuantity: Specifies the amount of event quantity that falls
within a quantity range.
• StepCharge: Specifies the amount of currency charge that falls
within a quantity range.
• Round: If the digit to the right of the specified precision is equal to
or greater than 5, the last significant digit is rounded up to the next
highest digit. Otherwise, all the digits to the right of the specified
precision are truncated. For example, if the expression is
Round(Charge; 2) and the charge is 1.131, the charge is rounded
to 1.13.
• Round Up: If the digits to the right of the specified precision are
non-zero, the last significant digit is always rounded up to the next
highest digit. For example, if the expression is Round Up(Charge;
2) and the charge is 1.151, the charge is rounded to 1.16.
• Round Down: Truncates the element value to the specified
precision. For example, if the expression is Round Down(Charge;
2) and the charge is 1.159, the charge is rounded to 1.15.
• Round Bankers: If incrementing the digit at the specified
precision results in an even number, the digit at the specified
precision is rounded up and the digits to its right are truncated.
Otherwise, the digits to the right of the specified precision are
truncated. For example, if the expression is Round
Bankers(Charge; 2) and the charge is 1.159, the charge is
rounded to 1.16. If the charge is 1.149, the charge is rounded to
1.14.

Pricing Details Section

Use the Pricing Details section to configure pricing for the discount rule.
For each discount rule, you configure pricing to specify which balances are impacted by the
rule and how they are impacted.

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Field Description
Pricing Actions Select one of the following actions to perform:
• Rename Pricing: To rename the pricing.
Quantity Range Expression Click to define the expression to evaluate the quantity range selection.
The Quantity Range Expression is the link specified in the following
sentence in the Pricing Details section:
To select quantity ranges, evaluate the value of Charge and
Distribute Value Across Applicable Quantity Ranges.
Selection Type Select one of the following options to specify how to select one or more
quantity ranges:
• Pick the quantity range containing the value: Selects the
quantity range that contains the value of the Quantity Range
Expression.
• Distribute value across applicable quantity ranges: Selects the
quantity ranges that overlap the value of the Quantity Range
Expression.
Add Quantity Range Click to add a quantity range to pricing.

Change Price Click to specify the components that get affected by the price change.

Add Balance Impact Click to add a balance impact to the pricing.

Add Counter Click to add a counter balance impact to the pricing.

Pricing Details table Enter data to specify which balances are impacted and how they are
impacted.
For a description of the fields, see "Pricing Table".

Related Topics
Expression Builder Dialog Box

Related Tasks
Adding Quantity Ranges to a Discount Pricing

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Adding Balance Impacts for Discount Pricing

Pricing Table
Each row in the Pricing Details table represents a balance impact for the event associated with
the discount.
Depending on the discount type and profile associated with a discount, only a subset of these
columns might appear.

Column Description
Impact Select whether to credit, debit or instant debit a balance, or to increase
or decrease a counter.
Balance Element Select the currency or noncurrency balance element to debit or credit.
Amount Enter the discount percent, scaled-amount, or fixed value.
Per Unit Click the link to display the Per Unit dialog box, then select one of the
following options to specify how to apply the value in the Amount field
to the amount that is discounted.
• Percent of: Applies the value in the Amount field as the discount
percentage. For example, if Amount is 20, the charge is
discounted by 20%.
• For every x unit: Applies the value in Amount field per unit
specified.
Select Round Down to round resulting discount down to the
nearest specified unit, otherwise the value is not rounded.
• Fixed: Applies the value in Amount field as a flat discount
amount.
What to Discount Click the link and select an expression in the Expression Builder dialog
box.
The value of the expression determines the amount that is discounted.
Note: When Apply this discount to is set to Remaining Charge and
Quantity, the discounted amount is preset and you cannot change it.
Amount Is Valid Click the link to display the Amount Is Valid dialog box. Select the
validity period of the discount balance impact.
For debit balance impacts, this field is not applicable.
Apply To Select the balance to apply the discount to.
• User Balance: The balance of the account or service that
generates the event.
• Sharer Balance: The balance of the account or service that owns
the discount.
Taxation Specify how to apply taxes to the discount using these fields.
• Option: Select whether to apply taxes:
– No Tax: Does not apply taxes.
– Use Tax Code: Applies the specified tax code.
– Use Tax Selector: Applies the specified tax selector.
• Tax Code or Selector: Select the name of the tax code or tax
selector.
GLID Enter the General Ledger ID to associate with the balance impact.

Related Tasks
Adding Balance Impacts for Discount Pricing

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Change Price Dialog Box

Use the Change Price dialog box to indicate the scope of a price change.
The available options depend on whether the dialog box is displayed from within a discount
offer, a discount, a discount selector, or a price selector.

Field Description
This Price Change Will Affect Select one of the following options to indicate the scope of the price
change:
• This discount wherever it is used: Affects every component that
uses this discount.
• The current offer only: Affects only this discount offer. Other
components that use the discount are not affected.

Related Tasks
Adding an Existing Discount

Amount Is Valid Dialog Box

Use the Amount Is Valid dialog box to select the validity period for the credited amount in the
balance impact.
Use the list on the left to select the validity start time. The list includes the following options:
• Always: The amount is always valid.
• From Event Occurrence: The amount is valid from the occurrence of the event
associated with the balance impact.
• From First Usage: The amount is valid from the first time it is impacted by a subscriber's
usage.
• From Specific Date: The amount is valid from the date that you specify.
• Relative to Event Occurrence: The amount is valid relative to the occurrence of the event
associated with the balance impact. Select one of the following options:
– From start of: To make the amount valid from the start of the billing or accounting
cycle in which the event occurs.
– In: To make the amount valid in any number of accounting cycles, billing cycles,
months, days, hours, minutes, or seconds from the event occurrence.
For example, if you specify two accounting cycles, the amount will be valid after two
accounting cycles from when the event occurs.
Use the list on the right to select the validity end time (when the amount can no longer be
used). The list includes the following options:
• No End Date: The amount validity does not end.
• End Relative to Validity Start: The amount validity ends relative to the validity start time.
Enter the number of accounting cycles, billing cycles, months, days, calendar days, hours,
minutes, or seconds from the validity start time when the validity ends.
For example, if you specify five days, the amount will not be valid after five days from the
validity start time.

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Note:
You can use calendar days only for discounts with the Convergent Usage pricing
profile.

• Until Specific Date: The amount validity ends on the date that you specify.

Related Tasks
Adding Balance Impacts for Discount Pricing

Price Tag Dialog Box

Use the Price Tag dialog box to apply price tags to pricing components.

Field Description
Price tag for Select one of the following attributes to override the value at run time:
• Amount: Overrides the amount at run time.
• Increment: Overrides the number of units to which the charge or
discount applies.
Name Select a price tag from the list. Only the price tags that are valid for the
selected pricing component are shown.
Tip: Select Not Set to clear the price tag.
Description Enter a description for the price tag.
Scope Displays Event Profile by default.

Related Tasks
Adding Price Tags to Usage Charges

Discount Details Dialog Box

Use the Discount Details dialog box to view and edit settings in a discount.
The mode of this dialog box (read-only or edit) matches the mode of the discount from which it
is opened.
See "Taxation Section" for a description of the taxation fields.
See "Validity Section" for a description of the discount validity fields.

Field Description
Discount Category Displays the category of event to which the discount applies:
• Recurring: Event that occurs on a fixed interval, such as a
monthly subscription fee, that is not generated or affected by
usage.
• Usage: Event for service usage, such as telephone calls or
Internet sessions.
• One Time: Event for one-time charge, such as setup fee.
Discount Type Displays the type of event to which the discount applies.
Pricing Profile Displays the pricing profile for the discount.

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Field Description
Name Displays the name of the discount.
If you did not specify a name, PDC displays a default name.
Stop Discounting Displays whether to apply the discount after it has been canceled or
inactivated to events that occurred prior to the discount cancellation or
inactivation.
• Never: Never include inactive or canceled discounts.
• When Inactive: Include inactive discounts but not canceled
discounts.
• When Cancelled: Include canceled discounts but not inactive
discounts.
• When Inactive or Cancelled: Include both inactive and canceled
discounts.
Resources Consumption Displays whether to consume noncurrency resources for the discounts
Order in order of earliest expiry, or in order of any discount rules configured.
This option is only available for ECE enabled system.
• Earliest Expiry: Consume noncurrency resources according to
which resource expires first. For example, if the customer is
subscribed to one discount that grants minutes that expire monthly
and another that grants minutes that expire yearly, the minutes
expiring monthly should be consumed first. If two or more
resources have the same validity dates, the discount rule order will
be used.
• Rule Order: Consume balances according to the configured
discount rules, without taking validity into account.
This Is a Snowball Discount Displays if this discount is a snowball discount.
In Oracle Communications Billing and Revenue Management (BRM), a
snowball discount is a type of shared billing-time discount that
distributes a discount to all accounts in a discount sharing group. For
more information, see the BRM documentation.

Related Tasks
Changing Discount Details

Taxation Section
Use the Taxation section to view and edit how to apply taxes on a discount.

Field Name Description

Option Displays how to apply taxes to the discount:
• No Tax: Do not apply taxes.
• Use Tax Code: Applies a specific tax code.
• Use Tax Selector: Applies a specific tax selector.
Tax Code or Displays the name of the tax code or tax selector.
Tax Selector Note: If you have selected No Tax, this field is not displayed.

Related Tasks
Changing Discount Details

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Validity Section
Use the Validity section to view or edit how validity dates are set when the discount is owned
for only part of a billing cycle.

Section Description
When Discount Is Valid From Mid- Displays how to set the validity start date when the discount is
cycle: purchased in the middle of a billing cycle:
• Apply From Validity Start: (Default) Apply the discount
from the validity start.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.
When Discount Is Valid To Mid-cycle: Displays how to set the validity end date when the discount
ends in the middle of a billing cycle:
• Apply To Validity End: (Default) Apply the discount to
the validity end.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.
When Discount Is Valid For Part Of Displays how to set the validity start and end dates when the
Cycle: discount is owned for only part of a billing cycle:
• Apply From Validity Start To Validity End: (Default)
Apply the discount from the validity start to the validity
end.
• Apply To Full Cycle: Apply the discount for the full
cycle.
• Don't Apply To This Cycle: Do not apply the discount
for the cycle.

Related Topics
Discount Details Dialog Box

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Chargeshare Offers
A chargeshare offer contains one or more chargeshares that specify how charges are shared
among the members of a group. Charge sharing enables an account to sponsor the charges of
other accounts in the group. The sponsoring account receives the balance impact of charges
incurred by the group member accounts.
To work with chargeshare offers, see the following topics:
• Creating a Charge Selector
• Create Charge Selector Page Reference
For overview information, see "About Chargeshare Offers" in PDC Creating Product Offerings.

Creating a Chargeshare Offer

To create a chargeshare offer:
1. In the Pricing section of the navigation pane, under Offers, click Create ChargeShare
Offer.
The Create ChargeShare Offer page appears.
2. Specify general information and offer settings. See "Specifying General Information and
Settings for a Chargeshare Offer".
3. Add chargeshares. See "Adding Chargeshares to a Chargeshare Offer".
4. Add rules for the ChargeShares in the ChargeShare offer. See "Configuring Chargeshare
Rules".
5. Configure pricing for the ChargeShares in the ChargeShare offer. See "Setting Up Pricing
for a Chargeshare".

Related Topics
Create Chargeshare Offer Page Reference

Specifying General Information and Settings for a Chargeshare Offer

To specify general information and settings:
1. Enter a unique name and a description for the chargeshare offer.
2. From the Applicable To list, select the service for which you want to create the
chargeshare offer.
3. Select Use for Aggregation.
The ChargeShare offer is set for aggregation.
4. Expand the Product Specification Attributes subsection.
5. If any product specification attributes were defined for chargeshare offers in an XML
template file, set their values.
6. Expand the Offer Settings subsection.

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7. In the Available group, specify the period when the chargeshare offer is valid.

Related Topics
General Information Section
Creating a Chargeshare Offer

Adding Chargeshares to a Chargeshare Offer

A chargeshare specifies how charges are shared among the members of a group. You can
configure one or more chargeshares for events associated with the service to which the
chargeshare offer applies.
You add chargeshares to a chargeshare offer in the following ways:
• Configure a new chargeshare. See "Adding a New Chargeshare".
• Use an existing chargeshare from another chargeshare offer. See "Adding an Existing
Chargeshare".

Adding a New Chargeshare

To add a new chargeshare to the chargeshare offer:
1. In the Chargeshares section, from the Add ChargeShare list, select Add New
ChargeShare.
The Create ChargeShare dialog box appears.
2. From the ChargeShare Category list, select the type of event for which you want to create
the chargeshare.
3. From the ChargeShare Type list, select the event for which you want to create the
chargeshare.
The remaining fields in the dialog box are updated based on the chargeshare type that is
selected.
4. (Optional) Enter a unique name for the chargeshare.
5. (Optional) From the Stop ChargeSharing list, specify whether to apply the chargeshare
after it has been canceled or inactivated to events that occurred prior to the chargeshare
cancellation or inactivation.
6. (Optional) In the Taxation section, do one of the following:
• To not apply taxes to the chargeshare: Select No Tax from the Option list.
• To apply a specific tax code to the chargeshare: Select Use Tax Code from the Option
list, and then select the name of the tax code from the Tax Code list.
• To use a tax selector to apply a tax code to the chargeshare based on account,
service, event, and profile attributes: Select Use Tax Selector from the Option list,
and then select the name of the tax selector from the Tax Selector list.
7. Click OK.
A tab for the chargeshare is added to the Chargeshares section.

Related Topics
Create ChargeShare Dialog Box

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Adding Chargeshares to a Chargeshare Offer

Adding an Existing Chargeshare

To add an existing chargeshare:
1. In the Chargeshares section, from the Add ChargeShare list, select Add Existing
ChargeShare.
The Search for ChargeShares dialog box appears.
2. Search for the existing ChargeShares to add to the ChargeShare offer.
3. In the Results table, select the ChargeShares, and click OK.
The Select ChargeShare Type dialog box appears.
4. From the ChargeShare Type list, select the event type for the ChargeShare.
A tab for the ChargeShare is added to the ChargeShares section.

Related Topics
Search for ChargeShares Dialog Box
Adding Chargeshares to a Chargeshare Offer

Reordering ChargeShare Rules

To reorder a ChargeShare rule:
1. In the Pricing section of the navigation pane, click Search Pricing.
2. Click Advanced.
The Search page appears.
3. Select ChargeShare from the Pricing Component list and click Search.
4. Select the required ChargeShare offer.
The ChargeShare Offer page appears.
All available rules for the selected ChargeShare are displayed in the Rules tab as subtabs.
5. Click Edit to modify or reorder the rules.
6. In the Rule Details section, select a rule.
7. Drag and drop it to the desired location in the Rules tab or do the following:
a. Click ChargeShare Actions.
b. Click Rule Actions.
c. Click Move Rule.
The Move the Rule dialog appears.
d. From the Move the rule before list, select the desired location.
e. Click OK.
The rule is moved to the new location.
8. Click Save.
9. Click Save and Done.

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Related Topics
Rule Details Section
Adding Chargeshares to a Chargeshare Offer

Configuring Chargeshare Rules

A chargeshare rule specifies how to calculate and apply a chargeshare.
A chargeshare can have one or more rules. If a chargeshare has multiple rules, each rule
appears in a subtab in the Chargeshares section. The sequence of the rules is important—they
are executed from left to right.
After adding a chargeshare to the chargeshare offer, perform the following tasks to configure
one or more rules for the chargeshare:
1. (Optional) Configure the chargeshare filters. See "Configuring Chargeshare Filters".
2. (Optional) Configure the chargeshare triggers. See "Configuring Chargeshare Triggers".
3. Configure pricing for the chargeshare. See"Setting Up Pricing for a Chargeshare".
4. (Optional) Add rules. See "Adding a New Chargeshare Rule".

Configuring Chargeshare Filters

A chargeshare filter defines the parts of a charge that are subject to the chargeshare. By
default, charges that impact a currency balance are subject to the chargeshare.
You can have multiple filters for a chargeshare.
To configure a chargeshare filter:
1. In the Rule Details section, click the link in the Filter field.
The Filter section appears. The table in this section displays the filters currently used by
the chargeshare.
2. Do any of the following:
• Add a new filter to the chargeshare. See "Adding a New Chargeshare Filter".
• Add an existing filter to the chargeshare. See "Adding an Existing Chargeshare Filter".
• To change the criteria for a filter, click the filter name link and edit the criteria in the
Filter Details subsection.

Related Topics
Filter Section

Adding a New Chargeshare Filter

To add a new filter:
1. Click the Add icon in the table.
2. In the Filter Details subsection, enter a name and description for the filter.
3. Set the values for any of the following fields that you want to use to define the filter:
• Date Range

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• Balance Element
• GLID
• Measured By
• Time Period
• Impact Category
• Usage Class
• Usage Type
• Service Class
• Service Code
• Charge Offer
You can enter regular expressions in the following fields:
• Time Period
• Usage Class
• Usage Type
• Service Class
• Service Type
• Impact Category
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an
asterisk (*) in regular expressions.

Note:
PDC does not validate the expressions entered in the fields.

4. Click Save.
The filter is added to the table.

Related Topics
Filter Section

Adding an Existing Chargeshare Filter

To add an existing filter to the chargeshare:
1. Click the Search icon in the table.
2. In the Search for Filters dialog box, search for the chargeshare filters to include in the
chargeshare.
3. In the Results table, select the filter and click OK.
The filter is added to the table.

Related Topics
Search for Filters Dialog Box

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Configuring Chargeshare Triggers

A chargeshare trigger defines the conditions for the chargeshare to be applied. By default, a
chargeshare is always applied.
To configure a chargeshare trigger:
1. In the Rule Details section, click the link in the Trigger field.
The Trigger section appears and displays the default trigger information.
2. Do any of the following:
• Add a new chargeshare trigger. See "Adding a New Chargeshare Trigger".
• Search for an existing chargeshare trigger to add to the ChargeShare. See "Adding an
Existing Chargeshare Trigger".
• Edit the trigger conditions. In the Trigger Details section, click Add or Delete icon in
the table to add or delete trigger conditions.

Related Topics
Trigger Section

Adding a New Chargeshare Trigger

To add a new chargeshare trigger:
1. In the Trigger section, click New.
2. Enter a unique name and description for the new trigger.
3. In the Trigger Details section, click the Add icon in the table.
A row is added to the table.
4. In the Expression column, click the expression link.
The Expression Builder dialog box appears.
5. From the Expression Element list, select an expression for the trigger condition.
PDC prompts you for additional element information depending on the expression element
that you select.
You can add more elements to the expression by entering standard arithmetic operators,
decimal constants, and other expressions in the Expression field.
6. Click OK.
7. From the Operator list, select an operator for the trigger condition.
8. In the Value column, enter a value for the trigger condition.
Add additional elements to the trigger as needed.

Related Topics
Trigger Section
Expression Builder Dialog Box

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Adding an Existing Chargeshare Trigger

To add an existing chargeshare trigger:
1. In the Trigger section, click Search.
The Search for Triggers dialog box appears.
2. Search for triggers to add to the chargeshare.
3. In the Results table, select the chargeshare trigger, and click OK.
The chargeshare trigger information appears in the Trigger section.

Related Topics
Search for Triggers Dialog Box

Adding a New Chargeshare Rule

To add a new ChargeShare rule:
1. From the ChargeShare Actions list, select Add Rule.
The rule is added as a subtab of the ChargeShare tab with default filter and trigger.

Related Topics
Configuring Chargeshare Rules

Setting Up Pricing for a Chargeshare

Chargeshare pricing specifies which balances are impacted by the chargeshare and how they
are impacted.
After you add a chargeshare to the chargeshare offer, you set up pricing for each rule in a
chargeshare.
Perform the following tasks to set up a new price for a chargeshare:
1. Specify how quantity ranges are selected. See "Selecting Quantity Ranges".
2. (Optional) Add quantity ranges to vary charge sharing based on different levels of charge
or quantity. See "Adding Quantity Ranges to Chargeshare Pricing".
3. Configure balance impacts. See "Adding Balance Impacts for Chargeshare Pricing".

Selecting Quantity Ranges

A chargeshare rule specifies charge share amounts based on a configured value, called the
quantity range expression. For example, the value can be the charge for the event, the quantity
used by an event, or a balance independent of the event. This value is used to select one or
more quantity ranges that contain the charge share amount. In addition to configuring this
value, you need to specify how it is used to select one or more ranges by picking the Selection
Type.
To specify which quantity ranges to use:
1. In the Pricing Details section of the Rule Details section, click the default value for the
quantity range expression (Charge) in the following sentence:

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To select quantity ranges, evaluate the Charge and Distribute Value Across Applicable
Quantity Ranges.
The Expression Builder dialog box appears.
2. Use the expression builder to configure the expression to evaluate for quantity range
selection. For example, this value can be the charge of the event, the quantity used by the
event, or a balance independent of the event.
3. Click OK.
4. Select one of the following options from the quantity range selection type list:
• Pick the quantity range containing the value: Selects a quantity range that contains
the value of the quantity range expression.
• Distribute value across applicable quantity ranges: Selects all quantity ranges that
overlap the value of the quantity range expression.

Related Topics
Pricing Details Section
Expression Builder Dialog Box

Adding Quantity Ranges to Chargeshare Pricing

Use quantity ranges in chargeshare pricing to configure different balance impacts for different
value range, for example, the quantity used by the event or the charge of the event.
To add a quantity range to chargeshare pricing:
1. In the Pricing Details section of the Rule Details section, click the Add Quantity Range
icon:

The Add Quantity Range dialog box appears.

2. In the Starting At field, enter the starting value for the range.
PDC automatically generates an end value for the range based on the existing quantity
ranges.
For example, if you specify 500, PDC creates the following ranges:
• 0 – 500
• 500 – No maximum
If you then create another quantity range with a start value of 250, PDC creates the
following ranges:
• 0 – 250
• 250 – 500
• 500 – No maximum
3. Click OK.
A Pricing table for the range is added.

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4. Configure the balance impacts for this range. See "Adding Balance Impacts for
Chargeshare Pricing".

Related Topics
Pricing Details Section

Modifying Quantity Ranges in Chargeshare Pricing

To modify the quantity range in chargeshare pricing:
1. In the Pricing Details section of the Rule Details section, click the link in the Quantity
Range field above the Pricing table for which you want to change the range.
The Edit Quantity Range dialog box appears.
2. Modify the Start value, the End value, or both values.
To modify the start value (except for the first quantity range), change the end value of the
quantity range that precedes it.
You cannot enter an end value that includes the entire following quantity range. Instead, to
extend a range beyond the following range, first delete the following range. See "Deleting
Quantity Ranges".
By default, the last quantity range has no maximum end value. To specify an end value,
select Expression and use a expression to specify the end value.
PDC adjusts the start and end values of the preceding and following quantity ranges
accordingly.
3. Click OK.

Related Topics
Pricing Details Section

Deleting Quantity Ranges

Deleting a quantity range also deletes the pricing configured for it.
To delete a quantity range:
1. Go to the Rule Details section.
2. Click the Delete Quantity Range icon above the appropriate Pricing Details table:

A confirmation message appears.

3. Click OK.
The quantity range and the pricing configuration is removed from the pricing.
If you deleted a middle range, PDC automatically adjusts the end value of the previous
quantity range.

Related Topics
Rule Details Section

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Adding Balance Impacts for Chargeshare Pricing

Balance impacts define how a chargeshare affects a specified balance element in an account.
Chargeshare pricing can contain one or more balance impacts.
To add balance impacts to chargeshare pricing:
1. In the Pricing Details section of the Rule Details section, do one of the following:
To add a debit or credit balance impact, click the Add Balance Impact icon:

To add a counter balance impact, click the Add Counter icon:

A row for the new balance impact is added to the table.

2. In the Impact column, select the type of impact to debit or credit a balance, or to increment
or decrement a counter.
3. In the Balance Element column, select the currency or noncurrency balance element to
debit or credit.
4. In the Amount column, enter the percentage, scaled-amount, or a fixed value.
This value is applied towards the amount that is shared.
5. Click in the Per Unit column, and select the option for how to apply the value in the
Amount field towards the amount that is shared.
For instance, you can select to apply the value as the percentage or as fixed shared
amount.
6. Click the link in the What to Share column, and select an expression in the Expression
Builder dialog box.
The value of the expression determines the amount that is shared, such as total charge or
quantity used.
7. Click in the Amount is Valid column, and select the validity period of the balance impact.
For debit balance impacts, this column is not applicable.
8. In the Apply To column, select the balance to apply the chargeshare to.
• User Balance: The balance of the account or service that generates the event.
• Sharer Balance: The balance of the account or service that owns the chargeshare.
9. In the Tax Code column, select the name of the tax code to apply.
10. In the GLID column, select the General Ledger ID to associate with the balance impact.

Related Topics
Pricing Details Section

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Identifying the Components That Use a Shared Chargeshare

To identify the components that use a shared chargeshare:
• In the Rule Details section of the chargeshare, click Used By.
The Used By button is available only when the chargeshare is used by another
component.
The Used By page appears. This page provides an expandable hierarchical view of all the
components that use the chargeshare.

Related Topics
Adding an Existing Chargeshare

Modifying Pricing without Inadvertently Affecting Other Components

When you modify pricing in a chargeshare used by multiple components, PDC enables you to
specify which of those components you want your changes to affect.
To specify which components are affected when you modify pricing in a chargeshare:
1. In the Pricing table in the ChargeShare Rule Details section, click the Change Price icon:

The Change Price dialog box appears.

2. Select an option to indicate the scope of the price change:
• This chargeshare wherever it is used
Affects every component that uses this chargeshare.
• The current offer only
Affects only this chargeshare offer. Other components that use the chargeshare are
not affected.
3. Click OK.

Related Topics
Pricing Table
Change Price Dialog Box

Adding Date Ranges to a Chargeshare

The chargeshare date range is the period when a chargeshare is effective.
You can create multiple revisions of a chargeshare for different date ranges.
To add a date range to a chargeshare:
1. Go to the chargeshare tab for which to add a date range.
2. From the ChargeShare Actions list, select New Date Range.

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The New Date Range dialog box appears.

3. Enter the start date for the new range.
PDC automatically calculates the end date based on the existing date ranges.
4. Click OK.
The new date range is added to the chargeshare. Its rules and the data they contain are
copied from the preceding date range.

Related Topics
New Date Range Dialog Box

Modifying or Deleting Date Ranges in a Chargeshare

To modify or delete a date range in a chargeshare:
1. From the Date Range list, select Manage.
The Manage Date Ranges dialog box appears.
2. Select the date range then do one of the following:
• To edit the date range, click the Edit icon.
In the Edit Date Range dialog box, edit the start and end dates or use the date selector
to select a date, and click OK.
• To delete a date range, click the Delete icon. Deleting a date range also deletes the
pricing configured for that date range.
A confirmation message appears. Click Yes.
3. Click OK.

Related Topics
Manage Date Ranges Dialog Box
Edit Date Range Dialog Box

Changing Chargeshare Details

You can change the following in an existing chargeshare:
• The name of the chargeshare
If you do not enter a name for a chargeshare when you create it, a default name is given.
• When to stop chargesharing
• The resource consumption order
• The taxation settings
To edit a chargeshare's details:
1. Open the chargeshare offer that contains the chargeshare.
2. If the chargeshare offer is in read-only mode, click Edit in the chargeshare offer toolbar.
3. In the ChargeShares section, click the appropriate chargeshare tab.
4. From the ChargeShare Actions list, select ChargeShare Details.

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The ChargeShare Details dialog box appears.

5. Change the value of one or more fields.
6. Click OK.
7. Click Save and Done.

Related Topics
ChargeShare Details Dialog Box

Removing a Chargeshare from a Chargeshare offer

To remove a chargeshare from a chargeshare offer:
1. Open the chargeshare offer that contains the chargeshare.
2. In the ChargeShares section, click the appropriate chargeshare tab.
3. From the ChargeShare Actions list, select Remove ChargeShare.
4. In the Confirmation dialog box, click OK.
The chargeshare is removed from the chargeshare offer, but it is not deleted from PDC.
See "Deleting Pricing Components" for information about deleting chargeshare offers from
PDC.

Create Chargeshare Offer Page Reference

Use the Create ChargeShare offer page to create chargeshare offers and the chargeshares
and pricing they contain.
For a description of the fields, see:
• General Information Section
• ChargeShares Section

General Information Section

Use the General Information section to provide general information and settings for the
chargeshare offer.
For a description of the subsections in General Information, see:
• Product Specification Attributes Subsection
• Offer Settings Subsection

Field Description
Name, Description Enter a unique name and a description for the chargeshare offer.
Applicable To Select the service for which you want to create the chargeshare offer.
Phase This field is read-only and specifies the status of the new chargeshare
offer.

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Product Specification Attributes Subsection

Use the Product Specification Attributes subsection to provide values for any product
specification attributes configured in XML template files. The fields available in this subsection
depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings
for more information.

Offer Settings Subsection

Field Description
Available Set the Start and End dates to specify the period when the
chargeshare offer is valid.
By default, the ChargeOffer is valid as soon as you save it, and it never
expires.
To set a specific start date and time, deselect Immediately.
To set a specific end date and time, deselect Never.
The start date is included in the validity period, but the end date is not.
For example, if the start date is May 1 and the end date is May 10, the
offer is valid from May 1 through May 9.
See "Setting Validity Periods".

Related Tasks
Specifying General Information and Settings for a Chargeshare Offer

ChargeShares Section
Use the ChargeShares section to add chargeshares and chargeshare rules to the chargeshare
offer.
When a chargeshare is added to a chargeshare offer, it appears in a tab in the ChargeShares
section. The tab contains two sections: Rule Details and Pricing Details.

Add ChargeShare List

List Item Description

Add New ChargeShare Select to create a chargeshare to add to the chargeshare offer. See
"Adding a New Chargeshare".
Add Existing ChargeShare Select to add an existing chargeshare to the chargeshare offer. See
"Adding an Existing Chargeshare".

Used By Button
Click this button to display a hierarchical view of all the components that use the chargeshare.

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ChargeShare Actions List

List Item Description

Add Rule Select this item to add a rule to the chargeshare. See "Configuring
Chargeshare Rules".
ChargeShare Details Click this item to display details about the chargeshare. See "Changing
Chargeshare Details".
Remove ChargeShare Click this item to remove the chargeshare from the chargeshare offer.
See "Removing a Chargeshare from a Chargeshare offer".

Create ChargeShare Dialog Box

Use the Create ChargeShare dialog box to specify information for the chargeshare that you
want to create.

Field Description
ChargeShare Category Select the type of event for which you want to create the chargeshare:
• Recurring: Event that occurs on a fixed interval, such as a
monthly subscription fee, that is not generated or affected by
usage.
• Usage: Event for service usage, such as telephone calls or
Internet sessions.
• One Time: Event for one-time charge, such as a setup fee.
ChargeShare Type Select the event for which you want to create the chargeshare.
Pricing Profile Select the pricing profile for chargeshare.
Name (Optional) Enter a unique name for the chargeshare.
If you do not specify a name, PDC automatically generates a default
name.
Stop ChargeSharing Specify whether to apply the chargeshare after it has been canceled or
inactivated to events that occurred prior to the chargeshare
cancellation or inactivation.
• Never: Never include inactive or canceled chargeshares.
• When Inactive: Include inactive chargeshares but not canceled
chargeshares.
• When Cancelled: Include canceled chargeshares but not inactive
chargeshares.
• When Inactive or Cancelled: Include both inactive and canceled
chargeshares.

Taxation Section
Use the Taxation section to specify how to apply taxes to the chargeshare.

Field Description
Option Specifies how to apply taxes:
• No Tax: Does not apply taxes.
• Use Tax Code: Applies the specified tax code.
• Use Tax Selector: Applies the specified tax selector.
Tax Code or Specifies the name of the tax code or tax selector to apply.
Tax Selector Note: If you have selected No Tax, this field is not displayed.

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Related Tasks
Adding a New Chargeshare

Search for ChargeShares Dialog Box

Use the Search for ChargeShares dialog box to search for existing chargeshares to include in
the chargeshare offer.

Field Description
Pricing Component Specifies the pricing component to search for.
This field displays ChargeShare.
Profile (Optional) Select the pricing profile associated with the chargeshare
you want to search.
To find chargeshares associated with any profile, select Any.
Name (Optional) Enter a full or partial name of the chargeshare to search for.
Select an operator from the operator list, and then enter a value in the
field next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the chargeshares that meet the search criteria. Select the chargeshares
to include in the chargeshare offer and click OK.

Field Description
Name Lists the chargeshares that match the search criteria.
Description Displays a description for each chargeshare.
Phase Displays the status of the chargeshare:
• Draft: The chargeshare is only visible to the user.
• Promoted: The chargeshare has been validated and is visible for
other users to use.

Related Tasks
Adding an Existing Chargeshare

Related Topics
Searching for Pricing Components

New Date Range Dialog Box

Use the New Date Range dialog box to add a new date range for the chargeshare.
In the Date Range Effective field, enter the start date for the new date range or use the date
selector to select a date.
PDC automatically calculates the end date based on the existing date ranges in the
chargeshare.

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Related Tasks
Adding Date Ranges to a Chargeshare

Manage Date Ranges Dialog Box

Use the Manage Date Ranges dialog box to add, change, or delete date ranges in a
chargeshare. The dialog box contains a table that lists all the date ranges in a chargeshare.
• To add a date range, click the Add icon.
In the New Date Range dialog box, enter the new date.
• To change a date range, select the appropriate range and then click the Edit icon.
In the Edit Date Range dialog box appears, edit the start and end dates.
• To delete a date range, select the appropriate range and then click the Delete icon.
Deleting a date range also deletes the pricing configured for that date range.
A confirmation message appears. Click OK.

Related Tasks
Modifying or Deleting Date Ranges in a Chargeshare

Edit Date Range Dialog Box

Use the Edit Date Range dialog box to change the start and end dates for a date range in a
chargeshare.

Field Description
Start Enter the new start date or use the date selector to select a date.
(For the first date range only) Deselect Immediately, and then
enter a date or use the date selector to select a date.
End Enter the new end date or use the date selector to select a date.
(For the last date range only or when only one date range exists)
Deselect Never Ends, and then enter a date or use the date
selector to select a date.

Related Tasks
Modifying or Deleting Date Ranges in a Chargeshare

Rule Details Section

Use the Rule Details section to configure the chargeshare rules.
For a description of the fields, see:
• Filter Section
• Trigger Section
• Pricing Details Section

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Field Description
Filter Click the link in this field to configure one or more filters for the
chargeshare.
A chargeshare filter defines the parts of a charge that are subject to
charge sharing.
Trigger Click the link in this field to configure a trigger for the chargeshare.
A chargeshare trigger enables you to set conditions that must be met
for the chargeshare to be applied.

Filter Section
A chargeshare filter defines the parts of a charge that are subject to charge sharing. A
chargeshare can have multiple filters. A charge must satisfy the criteria in at least one of those
filters to be eligible for the chargeshare. By default, all charges that impact a currency balance
are subject to the chargeshare.
Use the table in the Filter section to add chargeshare filters to the chargeshare. The table
displays the name and description of each filter used by the discount.
Click the Add icon to add a new filter to the chargeshare. In the Filter Details subsection, set
the values for the fields that you want to use to define the filter.
In the filter definition, regular expressions can be entered in the following fields:
• Time Period
• Usage Class
• Usage Type
• Service Class
• Service Type
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an asterisk
(*) in regular expressions.

Note:
PDC does not validate the expressions entered in the fields.

Click the Search icon to search for existing filters and add to the chargeshare.

Search for Filters Dialog Box

Use the Search for Filters dialog box to search for existing chargeshare filters to include in the
chargeshare.

Field Description
Pricing Component Displays the pricing component to search for. This field displays
Filters.
Profile Displays the pricing profile for chargeshare.

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Field Description
Name (Optional) Enter a full or partial name of the chargeshare filter to
search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results tables lists the chargeshare filters that meet the search criteria. Select a
chargeshare filter and click OK.

Field Description
Name Lists the chargeshare filters that match the search criteria.
Description Displays a description for each chargeshare filter.
Phase Displays the status of the chargeshare filter.
• Draft: The chargeshare filter is only visible to the user.
• Promoted: The chargeshare filter has been validated and is
visible for other users to use.

Related Tasks
Configuring Chargeshare Filters

Related Topics
Searching for Pricing Components

Trigger Section
Use the Trigger section to define the trigger conditions that must be met before the
chargeshare is applied.

Field or Column Description

Name, Description Enter a name and a description for the chargeshare trigger.
Expression Select a trigger expression by clicking the link in the cell and then
selecting an expression in the Expression Builder dialog box.
You can add more elements to an expression by entering standard
arithmetic operators, decimal constants, and other expressions in the
Expression field.
Operator Select an operator for the trigger condition.
Value Enter a value for the trigger condition.

Related Tasks
Configuring Chargeshare Triggers

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Search for Triggers Dialog Box

Use the Search for Triggers dialog box to search for existing chargeshare triggers to add to the
chargeshare.

Field Description
Pricing Component Displays the pricing component to search for. This field displays
Trigger.
Profile Displays the pricing profile for chargeshare.
Name (Optional) Enter a full or partial name of the chargeshare trigger to
search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the chargeshare triggers that meet the search criteria. Select a
chargeshare trigger and click OK.

Field Description
Name Lists the chargeshare triggers that match the search criteria.
Description Displays a description for each chargeshare trigger.
Phase Displays the status of the chargeshare trigger:
• Draft: The chargeshare trigger is only visible to the user.
• Promoted: The chargeshare trigger has been validated and is
visible for other users to use.

Related Tasks
Configuring Chargeshare Triggers

Related Topics
Searching for Pricing Components

Pricing Details Section

Use the Pricing Details section to configure pricing for the chargeshare rule.
For each chargeshare rule, you configure pricing to specify which balances are impacted by
the rule and how they are impacted.

Field Description
Pricing Actions Select one of the following actions to perform:
• Rename Pricing: To rename the pricing.

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Field Description
Quantity Range Expression Click to define the expression to evaluate the quantity range selection.
The Quantity Range Expression is the link specified in the following
sentence in the Pricing Details section:
To select quantity ranges, evaluate the value of Charge and
Distribute Value Across Applicable Quantity Ranges.
Selection Type Select one of the following options to specify how to select one or more
quantity ranges:
• Pick the quantity range containing the value: Selects the
quantity range that contains the value of the Quantity Range
Expression.
• Distribute value across applicable quantity ranges: Selects the
quantity ranges that overlap the value of the Quantity Range
Expression.
Add Quantity Range Click to add a quantity range to pricing.

Change Price Click to specify the components that get affected by the price change.

Add Balance Impact Click to add a balance impact to the pricing.

Add Counter Click to add a counter balance impact to the pricing.

Pricing Details table Enter data to specify which balances are impacted and how they are
impacted.
See "Pricing Table" for a description of the fields.

Related Tasks
Adding Quantity Ranges to Chargeshare Pricing
Adding Balance Impacts for Chargeshare Pricing

Pricing Table
Each row in the Pricing Details table represents a balance impact for the event associated with
the chargeshare.

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Column Description
Impact Select whether to credit or debit a balance or to increase or decrease a
counter.
Balance Element Select the currency or noncurrency balance element to debit or credit.
Amount Enter the percent, scaled-amount, or a fixed value. This amount is
applied to the shared amount.
Per Unit Click the link to display the Per Unit dialog box, and then select one of
the following options to specify how to apply the value in the Amount
field to the amount that is shared.
• Percent of: Applies the value in the Amount field as a percentage
of the charge. For example, if Amount is 20, the charge share is
20% of the charge.
• For every x unit: Applies the value in Amount field per unit
specified.
Select Round Down to round the What to Discount value down
to the nearest specified unit, otherwise the value is not rounded.
• Fixed: Applies the value in Amount field as a flat charge share
amount.
What to Share Click the link and select an expression in the Expression Builder dialog
box. This expression determines the amount that is shared.
Amount Is Valid Click the link to display the Amount Is Valid dialog box. Select the
validity period of the chargeshare balance impact.
For debit balance impacts, this field is not applicable.
Apply To Select the balance to apply the chargeshare to:
• User Balance: The balance of the account or service that
generates the event.
• Sharer Balance: The balance of the account or service that owns
the chargeshare.
Tax Code Select the name of the tax code to apply.
GLID Enter the General Ledger ID to associate with the balance impact.

Related Tasks
Adding Balance Impacts for Chargeshare Pricing

Change Price Dialog Box

Use the Change Price dialog box to indicate the scope of a price change.
The available options depend on the context from where the dialog box is displayed.

Field Description
This Price Change Will Affect Select one of the following options to indicate the scope of the price
change:
• This chargeshare wherever it is used Affects every component
that uses this chargeshare.
• The current offer only: Affects only this chargeshare offer. Other
components that use the chargeshare are not affected.

Related Tasks
Adding an Existing Chargeshare

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ChargeShare Details Dialog Box

Use the ChargeShare Details dialog box to view or edit settings for the chargeshare.

Field Description
ChargeShare Category Displays the category of event to which the chargeshare applies:
• Recurring: Event that occurs on a fixed interval, such as a
monthly subscription fee, that is not generated or affected by
usage.
• Usage: Event for service usage, such as telephone calls or
Internet sessions.
• One Time: Event for one-time charge, such as a setup fee.
ChargeShare Type Displays the type of event to which the chargeshare applies.
Pricing Profile Displays the pricing profile for chargeshare.
Name Displays the name for the chargeshare.
If you do not specify a name, PDC automatically generates a default
name.
Stop ChargeSharing Displays whether to apply the chargeshare after it has been canceled
or inactivated to events that occurred prior to the chargeshare
cancellation or inactivation.
• Never: Never include inactive or canceled chargeshares.
• When Inactive: Include inactive chargeshares but not canceled
chargeshares.
• When Cancelled: Include canceled chargeshares but not inactive
chargeshares.
• When Inactive or Cancelled: Include both inactive and canceled
chargeshares.
Resources Consumption Displays whether to consume noncurrency resources for the
Order chargeshare in order of earliest expiry, or in order of any rules
configured. This option is only available for ECE-enabled systems.
• Earliest Expiry: Consume noncurrency resources according to
which resource expires first. For example, if the customer is
subscribed to one chargeshare that grants minutes that expire
monthly and another that grants minutes that expire yearly, the
minutes expiring monthly should be consumed first. If two or more
resources have the same validity dates, the rule order will be
used.
• Rule Order: Consume balances according to the configured rules,
without taking validity into account.

Taxation Section
Use the Taxation section to specify how to apply taxes to chargeshares.

Field Description
Option Displays how to apply taxes:
• No Tax: Does not apply taxes.
• Use Tax Code: Applies the specified tax code.
• Use Tax Selector: Applies the specified tax selector.
Tax Code or Displays the name of the tax code or tax selector to apply.
Tax Selector Note: If you have selected No Tax, this field is not displayed.

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Create Chargeshare Offer Page Reference

Related Tasks
Changing Chargeshare Details

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7
Subscription Terms
Subscription terms specify a contract's commitment period, such as 1 month, 1 year, or 2
years.
Terms also specify whether customers:
• Can cancel the contract before the commitment period ends
• Are charged an early termination fee for canceling early
• Have a grace period, during which the early termination fee is waived
• Have their contracts renewed automatically when the commitment period ends
• Have a minimum contract period, after which penalty will be charged upon cancellation
For example, a term might specify a 1-year commitment period, allow early cancellation with
a $250 early termination fee, and renew automatically with the same terms.
BRM includes standard terms that you can use for your contracts or use as examples when
creating your own terms.

Creating a Subscription Term

To create a subscription term:
1. In the Pricing section of the navigation pane, under Terms, click Create Terms.
The Create Terms page appears.
2. Enter a name.
3. For Commitment Period, click the length of the commitment: Monthly, 12 Months, 24
Months, 36 Months, or Custom.
4. For Early Termination of Contract, specify whether to allow early cancellation of the
contract and whether to apply an early termination fee:
• Allowed, No Penalty: Contracts can be canceled early, and customers will not be
charged an early termination fee.
• Allowed, with Penalty: Contracts can be canceled early, but customers will be
charged an early termination fee for doing so. To specify the amount to charge for
early termination, see "Configuring Early Termination Fees".
• Not Allowed: Contracts cannot be canceled early.
5. From Auto Renew, select whether to automatically renew the contract, and which terms to
renew with.
6. Click Finish.
The overview page for the subscription term appears.

Related Topics
Create Terms Page Reference

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Configuring Early Termination Fees

Configuring Early Termination Fees

You can charge your customers an early termination fee if they cancel their contract early. You
can use this fee to recoup the cost of equipment or discounts given to customers at the start of
a contract; for example, recoup the cost of a cell phone that was provided for free with a
wireless service subscription. You can also charge the early termination fee along with the
balance remaining in the customer's contract.
An early termination fee can be one of the following:
• A flat fee, such as 100 US dollars or 75 euros.
• A fee that is reduced in equal amounts over the contract's commitment period. For
example, if the early termination fee is $60 and the commitment period is 1 year, the fee
would be reduced by $5 each month. A customer canceling after 1 month would pay $55,
and a customer canceling after 8 months would pay $20.
• The balance remaining in the customer's contract. For example, in a 1-year commitment
period with a $50 monthly charge, you would charge $50 for each month remaining in the
contract. A customer canceling with 5 months remaining would pay $250, and a customer
canceling with 3 months remaining would pay $150.
• A flat fee or a fee that is reduced in equal amounts over the contract's term, along with the
balance remaining in the customer's contract. For example, in a 1-year commitment with
a $100 early termination fee and a $20 monthly charge, you would charge a flat fee of 100
US dollars, and $20 for each month remaining in the contract. A customer canceling with 3
months remaining would pay $160.
You can also add a grace period, allowing your customers to cancel a contract within the first
few days or weeks after purchase without incurring the early termination fee.
To apply an early termination fee:
1. Under Early Termination of Contract, select whether to apply a flat fee, a fee that
reduces over time, or the remaining contract balance. You can also apply both an early
termination fee and the remaining contract balance.
• To apply a flat fee, select Charge an Early Termination Penalty and then enter the
penalty amount such as 200 US Dollars or 75 Euros.
• To apply a fee that reduces over time, select Charge an Early Termination Penalty,
enter the penalty amount such as 100 Euros, and then select Reduce penalty in
equal amounts, based on time served in the contract.
• To apply the remaining contract balance, select Charge Remaining Balance of
contract.
• To set a minimum contract period before allowing your customers to cancel their
contract, select Minimum contract period required before cancellation is allowed.
2. To add a grace period during which no early termination fee is applied, select No Penalty
during a grace period and then enter values for the length of the grace period, such as 10
days or 1 month.
3. In Penalty Revenue G/L ID, select the revenue general ledger ID to associate with the
early termination fee.
If you do not select a general ledger ID, the early termination fee is distributed across
deliverables in the contract only if deliverable-based revenue recognition is enabled.

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Related Topics
Early Termination of Contract
Creating a Subscription Term

Create Terms Page Reference

Use the Create Terms page to create a subscription term and define the length of the
commitment period, whether to apply an early termination fee for canceling the contract early,
and whether to automatically renew the contract at the end of the commitment period.
For a description of the fields, see:
• Commitment Period
• Early Termination of Contract
• Auto Renew

Commitment Period
For Commitment Period, click one of these options to specify the length of the commitment
period:
• Monthly
• 12 Months
• 24 Months
• 36 Months
• Custom: Enter the number of days, months or years.

Related Topics
Creating a Subscription Term

Early Termination of Contract

For Early Termination of Contract, specify whether to allow early cancellation of the contract
and whether to apply an early termination fee. Select one of these options:
• Allowed, No Penalty: Contracts can be canceled early, and your customers will not be
charged an early termination fee.
• Allowed, with Penalty: Contracts can be canceled early, but your customers will be
charged an early termination fee for doing so. When you click this option, the Early
Termination of Contract area displays additional fields. See "Allowed, with Penalty
Option".
• Not Allowed: Contracts cannot be canceled early.

Allowed, with Penalty Option

Use the fields associated with the Allowed, with Penalty option to configure how much to
charge your customers if they cancel their contract early.

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Field Description
Charge an early termination penalty Select to apply a flat fee or a fee that is reduced in
equal amounts over the contract's term.
Charge remaining balance of contract Select to apply a fee equal to the balance
remaining in the customer's contract.
Penalty amount Enter the amount and currency of the early
termination fee, such as 100 US Dollars or 240
Euros.
This field appears only if you selected Charge an
early termination penalty.
Reduce penalty in equal amounts, based on Select to reduce the early termination fee by equal
time served in the contract amounts over the contract's term.
For example, for a 1-year commitment period with
an early termination fee of $120, the fee would be
reduced by $10 each month.
This field appears only if you selected Charge an
early termination penalty.
No Penalty during a grace period Select to allow your customers to cancel a contract
within the first few days or weeks after purchase
without incurring the early termination fee. If you
select this option, you must also specify the length
of the grace period.
Penalty Revenue G/L ID Select the revenue general ledger ID to associate
with the early termination fee. To distribute the fee
across the deliverables in the contract, select Use
revenue G/L IDs from contract deliverables.
Minimum contract period required before Select to set a minimum contract period before
cancellation is allowed allowing your customers to cancel their contract.

Related Topics
Configuring Early Termination Fees

Auto Renew
Use Auto Renew to specify whether the contract renews automatically at the end of the
commitment period. For example, you can create a subscription term that automatically renews
with the same 1-year commitment or with a different monthly commitment. Select one of the
following:
• No: The contract is not renewed at the end of the commitment period.
• Yes, renew using: At the end of the commitment period, the contract automatically renews
using the subscription term you select. You can select the same term or a different term.

Related Topics
Creating a Subscription Term

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Bundles
A bundle is a set of charge offers, discount offers, or both. Bundles allow you to group offers
that you want to sell together.
To work with bundles, see the following topics:
• Creating a Bundle
• Specifying Bundle General Information and Settings
• Adding Terms to a Bundle
• Adding an Offer to a Bundle
• Defining Dependencies for Bundles
• Defining Transition Rules for Bundles
• Create Bundle Page Reference
For overview information, see "About Creating Product Offerings" in PDC Creating Product
Offerings.

Creating a Bundle
To create a bundle:
1. In the Pricing section of the navigation pane, under Bundling, click Create Bundle.
The Create Bundle page appears.
2. Specify general information and settings for the bundle. See "Specifying Bundle General
Information and Settings".
3. Optionally, add subscription terms to the bundle. See "Adding Terms to a Bundle".
4. Add charge offers or discount offers to the bundle. See "Adding an Offer to a Bundle".
5. Define prerequisites and mutually exclusive relationships between bundles. See "Defining
Dependencies for Bundles ".
6. Define rules for transitioning from one bundle to another. See "Defining Transition Rules for
Bundles ".
7. Click Finish.
The Bundle overview page appears.

Related Topics
Create Bundle Page Reference

Specifying Bundle General Information and Settings

To specify bundle settings:
1. In the General Information section, enter a name and description.

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2. From the Applicable To list, select a service to associate with the bundle.
3. Expand the Product Specification Attributes subsection.
4. If any product specification attributes were defined for bundles in an XML template file, set
their values.
5. Expand the Bundle Settings subsection.
6. (Optional) To immediately generate a bill for any purchase fees when the customer
purchases the bundle, select Bill on Purchase.
7. (Optional) To synchronize the start date of all balance elements to the date of first usage
when one of them is activated for the first time, select Align Balance Validities on First
Usage.
8. (Optional) To activate all charge offers in a bundle upon first usage of any charge offer in
the bundle, select Activate all other offers in addition to first usage offer.

Note:
The Activate all others in addition to first usage offer overrides the start date
and first usage settings in a charge offer or discount offer.

9. (Optional) To allow customer service representatives (CSRs) to change the default price
and effective time period of a charge offer or a discount offer for a customer account,
select CSR Allowed to Customize Bundle.
10. (Optional) To set the start date when customers can start purchasing the bundle and the
end date when the bundle can no longer be purchased, in the Purchase Period group,
select the appropriate options. See "Setting Validity Periods" for information about setting
validity period.

Related Topics
General Information Section
Creating a Bundle

Adding Terms to a Bundle

If you add a subscription term to a bundle, it is used only if the bundle is optional in a package.
If the bundle is required in a package, the bundle's terms are overridden by the package's
terms.
To add a subscription term to a bundle:
1. Expand the Terms section.
2. From the Name list, select the subscription term to associate with the bundle. If you do not
want to add a term, select No Commitment.
The section displays details about the term, such as its commitment period and whether it
allows early cancellation.

Related Topics
Terms Section
Creating a Bundle

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Adding an Offer to a Bundle

Subscription Terms

Adding an Offer to a Bundle

To add an offer to a bundle:
1. In the Manage Bundle Content section, click the Add icon in the table.
The Search for Offers dialog box appears.
2. Search for the offers to add to the bundle. See "Searching for Pricing Components".
3. In the Results table, select the offers to add and click OK.
The offers are added to the table in the Manage Bundle Content section, and the Offer
Customization subsection appears.
4. (Optional) Customize the offer to change its effective period and other settings. See
"Customizing an Offer in a Bundle".

Related Topics
Search for Offers Dialog Box
Creating a Bundle

Customizing an Offer in a Bundle

After adding an offer to a bundle, you can customize that offer.
To customize an offer in a bundle:
1. In the Manage Bundle Content section, select the charge or discount offer in the table.
The Offer Customization subsection displays the details of the selected offer.
2. In the Quantity field, enter the quantity of the charge offer or discount offer included in the
bundle.
3. Select when the offer starts.
The offer can start immediately, relative to purchase, or on first usage.
Do not select First Usage for charge offers that do not have any usage charges. If you do
so, the charge offer will never be activated.
If you select Relative to Purchase, enter a time interval.
4. Select when the offer ends and is no longer available for purchase.
If you select Relative to Start, enter a time interval.
5. Select Offer is inactive when purchased to make the offer inactive when it is purchased.
Then, enter an inactive reason code. You can activate the offer for a customer after the
bundle is purchased.
6. Select how the offer's cycle is aligned when the offer is suspended and then reactivated.
Select Renewal Mode to reset the cycle alignment based on the reactivation date rather
than the original purchase date (also depends on the settings for cycle alignment in the
Create Charge Offer page and the Create Charge dialog box.)
7. From the Proration list, select how the offer calculates prorated cycle fees:
• Not Selected: Prorated cycle charges or discounts are calculated according to the
system-wide setting.

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• Based on a 30-day month: Prorated cycle charges or discounts are calculated based
on a 30-day month, regardless of the number of days in the billing cycle.
• Based on the number of days in the month: Prorated cycle charges or discounts are
calculated based on the actual number of days in a particular cycle, such as 28 days in
February, 31 days in March, and 30 days in April.
8. Select This is an add-on charge offer to make this an add-on charge offer. This allows
customers to purchase the charge offer with the bundle or at a later time.
When selected, also specify how to align the add-on charge offer's validity dates:
• Specific charge offer: Aligns the validity dates with the base charge offer that you
specify.
In the Align with Offer field, select the name of the base charge offer.
• Earliest expiring charge offer, excluding add-on offers: Aligns the validity dates
with the active charge offer that expires first, excluding any add-on charge offers.
• Latest expiring charge offer, excluding add-on offers: Aligns the validity dates with
the active charge offer that expires last, excluding any add-on charge offers.
• Earliest expiring charge offer: Aligns the validity dates with the active charge offer
that expires first.
• Latest expiring charge offer: Aligns the validity dates with the active charge offer that
expires last.
9. For one-time charges, specify how to handle multiple purchases of the same offer.
You can specify whether the additional offer is purchased as a new subscription, a
replacement of the existing subscription, or an extension of the existing subscription.
If you select any of the options to extend the old subscription, configure the Grace Period.
The additional offer must be purchased within the grace period to qualify for the extension.
10. For recurring and usage charges, set the start and end times that determine when the
charge is effective:
a. Select when the cycle and usage charges start.
The cycle and usage charges can start immediately, relative to purchase, or on first
usage.
If you select Relative to Purchase, enter the number of seconds, minutes, hours,
days, months, or cycles after purchase that the cycle and usage charges start.
If Offer Start is set to First Usage, Cycle Starts and Usage Starts are also set to
First Usage.
b. Select when the cycle and usage charges end.
If Offer End is set to Relative to Start, Cycle Ends and Usage Ends are also set to
Relative to Start. Enter the number of seconds, minutes, hours, days, months, or
cycles after start that the cycle and usage charges end.
11. For recurring, one-time, and usage charges, specify a discount percentage.

Related Topics
Offer Customization Subsection
Adding an Offer to a Bundle
Defining Dependencies for Bundles

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Defining Dependencies for Bundles

Defining Dependencies for Bundles

You can define the following dependent relationships between bundles:
• Prerequisite: Specifies that a service or an account must own a particular bundle to be
able to purchase the current bundle. See "Defining a Prerequisite Relationship Between
Bundles".
• Mutually exclusive: Prevents a service or an account from purchasing a particular bundle
if it owns a conflicting bundle. For example, if you set up a mutually exclusive dependency
between a Corporate Voice bundle and a Residential Voice bundle, customers who
purchase either bundle cannot purchase the other bundle. See "Defining a Mutually
Exclusive Relationship Between Bundles ".
The same bundle cannot be both a prerequisite and a mutually exclusive bundle.

Related Topics
Prerequisite Section
Mutually Exclusive Section
Creating a Bundle

Defining a Prerequisite Relationship Between Bundles

To define a prerequisite relationship between bundles:
1. In the Prerequisite section, click the Add icon in the table.
The Search Bundles for Prerequisite dialog box appears.
2. Search for bundles to add as a prerequisite bundle. See "Searching for Pricing
Components".
3. In the Results table, select a bundle and click OK.
The bundle is added to the table in the Prerequisite section.

Related Topics
Search Bundles for Prerequisite Dialog Box
Defining Dependencies for Bundles

Defining a Mutually Exclusive Relationship Between Bundles

To define a mutually exclusive relationship between bundles:
1. In the Mutually Exclusive section, click the Add icon in the table.
The Search Bundles for Exclusivity dialog box appears.
2. Search for bundles to add as a mutually exclusive bundle. See "Searching for Pricing
Components".
3. In the Results table, select a bundle and click OK.
The bundle is added to the table in the Mutually Exclusive section.

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Defining Transition Rules for Bundles

Related Topics
Search Bundles for Exclusivity Dialog Box
Defining Dependencies for Bundles

Defining Transition Rules for Bundles

Transition rules are used to upgrade or downgrade a bundle to another bundle. Customers
owning bundles associated with a service may transition to other bundles associated with the
same service.
When you set up a transition rule, you include the following information:
• The allowable bundles for upgrade or downgrade of the current bundle.
• The validity period when the transition rule becomes effective.
• Which fees to apply to the billing cycle in which the transition occurs: the original bundle's
fees, the new bundle's fees, or prorated fees from both bundles.
• Whether to waive any purchase and cancellation fees when the upgrade or downgrade
occurs.
To define transition rules for a bundle:
1. In the Transition Rules for Eligible Bundles section, click the Add icon in the table.
The Search Bundles for Transition dialog box appears.
2. Search for the bundles to which the transition rule applies. See "Searching for Pricing
Components".
3. In the Results table, select a bundle and click OK.
The bundle is added to the table in the Transition Rules for Eligible Bundles section.
For each bundle, the table displays the default values for transition type, for validity period,
for when new cycle bundle fees start, for purchase fees, and for cancellation fees.
4. Select the transition type.
5. If you want to change the default validity period, click the validity period link. You can
update start and end dates in the Edit Validity dialog box.
See "Setting Validity Periods".
6. Specify when to start the new bundle's cycle fees:
• This cycle, in full: Apply the new bundle's fee this cycle, and fully refund the original
bundle's cycle fee.
• This cycle, prorated: Prorate the original and new bundles' cycle fees.
• Next cycle: Apply the original bundle's fee to this cycle, and start the new bundle's fee
in the next billing cycle.
7. In the Waive Fees column, select or deselect Purchase and Cancel to indicate whether
purchase and cancellation fees should be waived.

Related Topics
Transition Rules for Eligible Bundles Section
Search Bundles for Transition Dialog Box

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Create Bundle Page Reference

Creating a Bundle

Create Bundle Page Reference

Use the Create Bundle page to group one or more charge offers and discount offers in a
bundle.
For a description of the fields, see:
• General Information Section
• Terms Section
• Manage Bundle Content Section
• Prerequisite Section
• Mutually Exclusive Section
• Transition Rules for Eligible Bundles Section

General Information Section

Use the General Information section to provide general information and settings for the bundle.
For a description of the subsections in General Information, see:
• Product Specification Attributes Subsection
• Bundle Settings Subsection

Field Description
Name, Description Enter a unique name and a description for the bundle.
Applicable To Select a service to associate with the bundle.

Related Tasks
Specifying Bundle General Information and Settings

Product Specification Attributes Subsection

Use the Product Specification Attributes subsection to provide values for any product
specification attributes configured in XML template files. The fields available in this subsection
depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings
for more information.

Bundle Settings Subsection

Field Description
Bill on Purchase (Optional) Select to immediately generate a bill for any purchase fees
when the customer purchases the bundle.
Selecting Bill on Purchase does not generate a bill for any other
charges, such as recurring, usage, or cancellation fees.

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Field Description
Align Balance Validities on (Optional) Select to synchronize the start date of all balance elements
First Usage to the date of first usage when one of them is activated for the first
time.
This setting applies only to those balance elements that are configured
to start on first usage, and only to those first-usage balance elements
that are granted by the offers in the bundle.
Activate all other offers in (Optional) Select to activate all offers in the bundle upon first usage of
addition to first usage offer any offer in the bundle.
For example, assume a bundle contains charge offers A, B, and C. If
the first service a customer uses is in charge offer B on June 1, all
three charge offers are activated on June 1.
Note: If you select this option, it overrides the start date and first usage
settings of all offers in the bundle.
CSR Allowed to Customize (Optional) Select whether the CSR can change the default price and
Bundle effective time period of a charge or discount offer for a customer
account.
• Prohibited: Prevent CSRs from changing the price and the
effective period of a bundle.
• Required: Force CSRs to change the price and the effective
period of a bundle.
• Optional: Give CSRs the option to change the price and the
effective period of a bundle.
Purchase Period Set the purchase start and end dates to specify when the bundle can
be purchased.
• For Start, you can select Immediately, or enter a specific start
date and time.
• For End, you can select Never, or enter a specific end date and
time.
The purchase period excludes the end date. For example, a
bundle with a start date of May 1 and an end date of May 10 is
available from May 1 through May 9.

Related Tasks
Specifying Bundle General Information and Settings

Terms Section
Optionally, use the Terms section to add a subscription term to a bundle.

Note:
These terms are used if you make the bundle optional in a package. For required
bundles, the terms you select here will be overridden by the terms you associate with
the package.

Field Description
Name Select a subscription term.
If you do not want to add a term, select No Commitment.

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Related Tasks
Adding Terms to a Bundle

Manage Bundle Content Section

Use the table in the Manage Bundle Content section to add charge offers and discount offers
to the bundle.
Click the Add icon in the table to search for offers and add them to the bundle.
See "Offer Customization Subsection" for a description of the offer settings.

Column Description
Charge/Discount Offer Lists the charge offers and discount offers included in the bundle.
Inactive When Purchased Displays whether the offer is inactive when purchased.
Quantity Displays the quantity of the offer.
Offer Ends Displays when the offer ends.

Related Tasks
Adding an Offer to a Bundle

Offer Customization Subsection

Use the Offer Customization subsection to customize the offer settings.
For a description of the areas in Offer Customization, see:
• Purchase Area
• Recurring Area
• Usage Area

Field Description
Name Displays the name of the charge offer or discount offer.
This field is not editable.
Quantity Enter the quantity of the charge offer or discount offer
included in the bundle.
For example, if a bundle for a cable service includes a charge
offer that provides one set-top box and you want to include
three set-top boxes with the cable service, enter 3 for the
charge offer in that bundle.
Offer Start Select one of the following options to specify when to activate
the offer and apply purchase charges:
• Immediately: At purchase time.
• Relative to Purchase: A time relative to the purchase
time (for example, one month from purchase).
• First Usage: The first time a subscriber uses a service or
discount.
Do not select First Usage for charge offers that does not
have any usage charge. If you do so, the charge offer will
never be activated.

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Field Description
Offer End Select one of the following options to specify when the offer
ends:
• Never: The offer never expires.
• Relative to Start: The offer expires on the date relative
to when the offer is started.
Offer is Inactive when Purchased Select to set the offer to inactive status when purchased.
Inactive Reason Code Enter a non-zero value that corresponds to the reason code
defined in the database.
Renewal Mode Specify how to align the charge offer's end dates when a
bundle is suspended and then reactivated:
• Select the check box: The end date is realigned to the
bundle's reactivation date.
• Deselect the check box: The end date stays aligned with
the original billing cycle date.
The end date also depends on the settings for cycle
alignment in the Create Charge Offer page and the Create
Charge dialog box.
Proration Select one of the following options to specify how to prorate
cycle charges and discounts for the offer:
• Not Selected: Prorated cycle charges and discounts are
calculated according to the system-wide setting.
• Based on a 30-day month: Prorated cycle charges and
discounts are calculated based on a 30-day month,
regardless of the number of days in the billing cycle.
• Based on the number of days in the month: Prorated
cycle charges and discounts are calculated based on the
actual number of days in a particular cycle, such as 28
days in February, 31 days in March, and 30 days in April.
This is an add-on charge offer Specify whether the charge offer can be purchased as an
add-on product:
• Select the check box: This charge offer is an add-on.
Customers must already own a valid base offer before
they can purchase it.
• Deselect the check box: This is a base charge offer,
which means it will have its own validity start date.

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Field Description
Align Validity Specify how to align an add-on charge offer's validity dates.
The add-on charge offer's validity start date is the end date of
a charge offer that you specify. For example, assume charge
offer A has a validity period from June 1 through June 15. If
you specify to align add-on charge offer B's validity period
with charge offer A, charge offer B's validity start date would
be June 15.
Select one of the following:
• Specific charge offer: Aligns the validity dates with the
base charge offer that you specify. Select the base
charge offer in the Align with Offer field.
• Earliest expiring charge offer, excluding add-on
offers: Aligns the validity dates with the active charge
offer that expires first, excluding any add-on charge
offers.
• Latest expiring charge offer, excluding add-on offers:
Aligns the validity dates with the active charge offer that
expires last, excluding any add-on charge offers.
• Earliest expiring charge offer: Aligns the validity dates
with the active charge offer that expires first.
• Latest expiring charge offer: Aligns the validity dates
with the active charge offer that expires last.
Note: This field appears when you select This is an add-on
charge offer.

Purchase Area
Use the Purchase area to customize the discount percentage and behavior of one-time
charges.

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Field Description
Behavior Select one of the following options to specify how to handle
multiple purchases of the same charge offer or discount offer:
• Create a new subscription and keep the old one: The
additional charge offer or discount offer is purchased as
a new, unrelated subscription. The balance impacts and
validity periods of the old and new subscription are
completely independent. This is the default option.
• Extend the old subscription, setting validity to
whichever is later, the new or existing validity period:
The additional charge offer is purchased as an extension
to the existing subscription if it is purchased within the
specified grace period. The new balance impacts are
added to the existing balance group. The validity period
for the balance is then set to either the old validity end
date or the new validity end date, whichever is later.
• Extend the old subscription with a separate balance
and setting validity to whichever is later, the new or
existing validity: The additional charge offer is
purchased as an extension to the existing subscription if
it is purchased within the specified grace period. The
new balance impacts are added as sub-balances within
the existing balance group. The validity period for the
new balance starts on the purchase date and ends at
either the old validity end date or the new validity end
date, whichever is later.
• Extend the old subscription, adding the new validity
to the old validity: The additional charge offer is
purchased as an extension to the existing subscription if
it is purchased within the specified grace period. The
new balance impacts are added to the existing balance
group. The validity period for the balance is then set by
adding the new validity period to whatever remains of the
old validity period.
• Extend the old subscription with a separate balance
and adding the new validity to the old validity: The
additional charge offer is purchased as an extension to
the existing subscription if it is purchased within the
specified grace period. The new balance impacts are
added as sub-balances within the existing balance group.
The validity period for the new balance starts at the old
balance end date. The new validity period's end date is
set by adding the new validity period to whatever remains
of the old validity period.
• Create a new subscription and cancel the old one:
The additional charge offer or discount offer replaces the
existing subscription. The existing subscription is
canceled, any configured proration is applied, and the
new subscription is created, with all balance impacts and
validity periods set as though for a new purchase.
Grace Period Enter the number of seconds, minutes, hours, or days in the
grace period. The default is 0 Days.
This field appears only if you selected an option for extending
the old subscription.
Discount For charge offers, specify a discount percentage to apply for
the purchase charge.

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Recurring Area
Use the Recurring area to customize the discount percentage and effective period for recurring
charges.

Field Description
Starts Select one of the following options to specify when to start
charging cycle fees or discounting cycle fees:
• Immediately: At purchase time.
• Relative to Purchase: A time relative to the purchase
time.
• First Usage: The first time a subscriber uses a service or
discount.
Ends Select one of the following options to specify when charges or
discounts for cycle fees are no longer charged to the account:
• Never: Continue charging or discounting cycle fees for as
long as the charge offer or discount offer is effective.
• Relative to Start: Stop charging or discounting cycle
charges relative to when it is started.
Discount For charge offers, specify a discount percentage for the cycle
charge.

Usage Area
Use the Usage area to customize the discount percentage and effective period for usage
charges.

Field Description
Starts Select one of the following options to specify when to start
charging usage fees or discounting usage fees:
• Immediately: At purchase time.
• Relative to Purchase: A time relative to the purchase
time.
• First Usage: The first time a subscriber uses a service or
discount.
Ends Select one of the following options to specify when charges or
discounts for usage fees are no longer charged to the
account:
• Never: Continue charging or discounting usage fees for
as long as the charge offer or discount offer is effective.
• Relative to Start: Deactivate the charge offer or discount
offer relative to when it is started.
Discount For charge offers, specify a discount percentage to apply for
the usage charge.

Related Tasks
Customizing an Offer in a Bundle

Search for Offers Dialog Box

Use the Search for Offers dialog box to search for charge or discount offers to add to the
bundle.

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Field Description
Pricing Component Select Charge Offer or Discount Offer to search for charge or
discount offers to add to the bundle.
Applicable To Displays the service that is associated with the bundle.
You selected this service in the General Information section.
Name (Optional) Enter a full or partial name of the offer to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the offers that meet the search criteria. Select the offers you want to add
to the bundle and click OK.

Field Description
Name Lists the charge offers or discount offers that match the search criteria.
Offers which are already added to the bundle are excluded from the
search results.
Description Displays the description of each charge offer and discount offer.
Phase Displays the status of the charge and discount offers.
• Draft: The offer has not been published to Oracle
Communications Billing and Revenue Management (BRM). It is
still part of a changeset in PDC.
• Promoted: The offer has been published to BRM. It is no longer
part of a changeset in PDC.
Applicable To Displays the service associated with the charge offer or discount offer.

Related Tasks
Adding an Offer to a Bundle

Related Topics
Searching for Pricing Components

Prerequisite Section
Use the table in the Prerequisite section to specify the bundles that must be owned by the
account to purchase the current bundle.
Click the Add icon in the table to search for bundles and add them to the prerequisite bundles.

Column Description
Name Lists the prerequisite bundles.
Applicable To Displays whether the prerequisite bundle is associated with a specific
service or customer account.
Description Displays each prerequisite bundle's description.

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Column Description
View Charge Offer Select from the Actions menu to display the provisioning tags
Provisioning Tags associated with the charge offer.

Related Tasks
Defining a Prerequisite Relationship Between Bundles

Search Bundles for Prerequisite Dialog Box

Use the Search Bundles for Prerequisite dialog box to search for bundles to add as
prerequisites.

Field Description
Pricing Component Displays Bundle as the pricing component.
Name (Optional) Enter a full or partial name of the bundle to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the bundles that meet the search criteria. Select the bundle to add as a
prerequisite bundle and click OK.

Field Description
Name Lists the bundles that match the search criteria.
Description Displays each bundle's description.
Phase Displays the status of the bundles.
• Draft: The bundle has not been published to BRM. It is still part of
a changeset in PDC.
• Promoted: The bundle has been published to BRM. It is no longer
part of a changeset in PDC.

Related Tasks
Defining a Prerequisite Relationship Between Bundles

Related Topics
Searching for Pricing Components

Mutually Exclusive Section

Use the table in the Mutually Exclusive section to specify the bundles that cannot be
purchased or owned along with the current bundle.
Click the Add icon in the table to search for bundles and add them to the mutually exclusive
bundles.

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Column Description
Name Lists the mutually exclusive bundles.
Applicable To Displays whether the mutually exclusive bundle is associated with a
customer account or with a specific service.
Description Displays each mutually exclusive bundle's description.
View Charge Offer Select from the Actions menu to display the provisioning tags
Provisioning Tags associated with the charge offer.

Related Tasks
Defining a Mutually Exclusive Relationship Between Bundles

Search Bundles for Exclusivity Dialog Box

Use the Search Bundles for Exclusivity dialog box to search for bundles to add as mutually
exclusive.

Field Description
Pricing Component Displays Bundle as the pricing component.
Name (Optional) Enter a full or partial name of the bundle to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the bundles that meet the search criteria. Select the bundles to add as
mutually exclusive bundles and click OK.

Field Description
Name Lists the bundles that match the search criteria.
Description Displays each bundle's description.
Phase Displays the status of the bundles.
• Draft: The bundle has not been published to BRM. It is still part of
a changeset in PDC.
• Promoted: The bundle has been published to BRM. It is no longer
part of a changeset in PDC.

Related Tasks
Defining a Mutually Exclusive Relationship Between Bundles

Related Topics
Searching for Pricing Components

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Transition Rules for Eligible Bundles Section

Use the table in the Transitions Rules for Eligible Bundles section to specify the bundles that
can be used to upgrade or downgrade the current bundle.
Click the Add icon in the table to search for bundles and add them to the eligible bundles for
transition.

Column Description
Name Lists the bundles you selected to be used to upgrade or downgrade the
current bundle.
Each name is a link to that bundle's summary.
Transition Type Select one of the following transition types:
• Upgrade: Upgrade to a bundle that is typically more expensive
and has more features.
• Downgrade: Downgrade to a bundle that is typically less
expensive and has fewer features.
Validity Period Set the validity period to specify the effective start and end dates for
the transition rule.
New Bundle Cycle Fees Start Specify when the new bundle's cycle fees should start by selecting one
of the following:
• This cycle, in full: Apply the new bundle's fee this cycle, and fully
refund the original bundle's cycle fee.
• This cycle, prorated: Prorate the current and new bundles' cycle
fees.
• Next cycle: Apply the original bundle's fee to this cycle, and start
the new bundle's fee in the next billing cycle.
Waive Fees Select to waive any purchase and cancellation fees when the transition
change occurs.
Purchase and Cancel are selected by default to waive any purchase
and cancellation fees.
View Charge Offer Select from the Actions menu to display the provisioning tags
Provisioning Tags associated with the charge offer.

Related Tasks
Defining Transition Rules for Bundles

Search Bundles for Transition Dialog Box

Use the Search Bundles for Transition dialog box to search for bundles to which the transition
rule applies.

Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Bundle. Do not modify this value.
Applicable To Displays the service that is associated with the bundle.
You selected this service in the General Information section.

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Field Description
Name (Optional) Enter a full or partial name of the bundle to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the bundles that meet the search criteria. Select the bundles to define
transition rules and click OK.

Column Description
Name Lists the bundles that match the search criteria.
Description Displays each bundle's description.
Phase Displays the status of the bundles.
• Draft: The bundle has not been published to BRM. It is still part of
a changeset in PDC.
• Promoted: The bundle has been published to BRM. It is no longer
part of a changeset in PDC.
Applicable To Displays the service to which the bundle applies.

Related Tasks
Defining Transition Rules for Bundles

Related Topics
Searching for Pricing Components

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Packages
A package consists of one or more bundles that you make available to customers for
purchase.
You can also define the following in packages:
• Credit limits.
• How you want to track balances for the services you offer.
• Rules for upgrading and downgrading from one package to another.
• Rules for transitioning between services for different generations of wireless technology.
• You can restrict the discounts that can be used with the package.
To make a package available for purchase, you add it to a package list.
For overview information, see "Creating Packages and Package Lists" in PDC Creating
Product Offerings.

Creating a Package
To create a package:
1. In the Pricing section of the navigation pane, under Bundling, click Create Package.
The Create Package page appears.
2. In the General Information section, enter a unique name for the package and a description.
3. (Optional) Select Bill on Purchase to immediately generate a bill for the purchase fees
upon purchase.
4. (Optional) Select Activate all other offers in addition to first usage offer to activate all
charge offers in the package upon first usage of any charge offer in the package.
5. Expand the Product Specification Attributes subsection.
6. If any product specification attributes were defined for packages in an XML template file,
set their values.
7. (Optional) In the Terms section, select the name of the subscription term that you want to
add. If you do not want to add a term, select No Commitment.
8. Add services and bundles. See "Adding Services and Bundles" for more information.
9. Add balance tracking information. See "Adding Balance Tracking Information" for more
information.
10. Define rules for upgrading and downgrading the package. See "Defining Transition Rules"
for more information.
11. Define rules for transitioning to other packages for different generations of wireless
technology. See "Defining Generation Change Rules" for more information.
12. Specify the discount offers that cannot be used with the package. See "Defining Discount
Restrictions" for more information.

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13. Click Finish.

The overview page for the package appears.

Related Topics
Create Package Page Reference

Adding Services and Bundles

You add bundles to a package by associating them either with a service or with the account.
Before adding a bundle to a package, you need to add a service or service group and then
associate each service with a bundle. A service group allows you to group related services.
To add services and bundles:
1. In the Manage Package Content section, click Add Service in the table.
The Add Service dialog box appears.
2. Select the service that you want to associate the bundles within the package and click OK.
The table is updated with the new service.
3. (Optional) Create a service group. See "Creating a Service Group" for more information.
4. Select a service, service group, or Account, then click Add Bundle.

Note:
You cannot add more than one bundle to Account.

The Search for Bundles dialog box appears.

5. Search for the bundles to add to the package. See "Searching for Pricing Components" for
more information.
6. In the Results table, select the bundles that you want to add to the package and click OK.
Hold down the CTRL key to select more than one bundle.
The bundles appear under the service in the table.
7. Select one of the following:
a. Optional. Select this if the bundle can be optionally purchased with the service.
b. Required—can be canceled on its own. Select this if the bundle is required but can
be canceled without canceling the associated service.
c. Required—must cancel service with bundle. Select this if the bundle is required but
can be canceled only after canceling the associated service.
8. Add more services and bundles as needed.

Related Topics
Manage Package Content Section
Search for Bundles Dialog Box
Creating a Package

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Creating a Service Group

You create a service group by adding member services to a subscription service.
To create a service group:
1. In the Manage Package Content section, click Add Service in the table.
The Add Service dialog box appears.

Note:
A member service can be added to a top-level service only.

2. Select a service that represents the subscription service and click OK.
3. Click Add Member Service.
The Add Member Service dialog box appears.
4. Select the service that represents the member service and click OK. Hold down the CTRL
key to select more than one service.
The member service appears under the subscription service in the table.

Related Topics
Adding Services and Bundles

Adding Balance Tracking Information

By default, balances for all services are tracked in the account balance group. To track
balances for specific services in the package, you associate the services with their own
balance groups.
For each balance group, you can specify credit limits, credit thresholds, loan thresholds, and
consumption rules for balance elements used by the services in that group.
To assign services to balance groups and set credit limits, credit thresholds, and consumption
rules, refer to the following topics:
• Assigning Services to Balance Groups
• Setting Credit Limits
• Setting Credit Thresholds
• Setting Loan Thresholds
• Setting Consumption Rules

Related Topics
Balance Groups Section
Creating a Package

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Assigning Services to Balance Groups

To track any services in a separate balance group, first create a new balance group, then
associate one or more services to the balance group.
1. In the Balance Groups section, click the Add icon in the table for balance groups.
The new balance group is added to the table with a default name.
You can add as many balance groups as needed for the services in your package.
2. In the table in Assign Services to Balance Groups section, select the service, then select a
balance group in the Balance Group column.
If the service you have selected is a subscription service, all member services are
assigned to the selected balance group. If the member services were assigned to different
balance groups than the service group, the member services retain their original balance
groups.

Related Topics
Adding Balance Tracking Information

Deleting a Balance Group

A balance group continues to exist even when there are no services associated with it. You
must explicitly delete unwanted balance groups.
To delete a balance group:
1. In the table in Assign Services to Balance Group section, select the balance group from
the Balance Group list.
Services assigned to the balance group appear in the table.
2. In the Balance Group column, select a different balance group for each service.
3. In the table in Balance Groups section, select the balance group to delete and click the
Delete icon.

Setting Credit Limits

You can set credit limits for each balance element that the package uses. This limits the
amount of a particular balance element that customers can use.
To set a credit limit for a balance element:
1. In the Balance Groups section, select the balance group in which to set the credit limit.
2. In the Credit Limits and Consumption Rules section, click the Add icon in the table.
3. From the Balance Element list, select a balance element.
4. In the Credit Limit column, deselect None and enter a non-zero amount to specify the
maximum amount of the balance element that a customer can use.

Related Topics
Adding Balance Tracking Information

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Setting Credit Thresholds

You can set credit thresholds to notify customers when their balance reaches a specified
amount.
To set percentage thresholds, you need to set credit floor and credit limit. This applies to both
currency and noncurrency balance elements.
To set fixed threshold, you don't need to set any credit limit. If you do set a credit limit and
credit floor, then the fixed threshold must be between the credit floor and credit limit.
To set a credit threshold for a balance element:
1. In the Balance Groups section, select the balance group in which to set the credit
threshold.
2. In the Credit Limits and Consumption Rules section, in the Credit Floor column, deselect
None and enter an amount that establishes the starting point for the credit threshold.
3. Do one of the following:
• To specify the credit threshold as a percentage of the credit limit, click the link in the
Percentage Threshold column.
The Percentage Threshold dialog box appears displaying the selected percentages.
Click the Clear button to deselect the selected percentages and then select the
percentages at which you want notifications to occur.
• To enter a fixed threshold amount, click the link in the Fixed Threshold column.
The Fixed Threshold dialog box appears.
In the Amount field, enter the fixed threshold value at which you want notification to
occur; click Add.
Add additional amounts as needed.

Related Topics
Adding Balance Tracking Information

Setting Loan Thresholds

You can set loan thresholds to offer loan to customers when their balance reaches a specified
amount.
To set percentage thresholds, you need to set credit floor and credit limit. This applies to both
currency and noncurrency balance elements.
To set fixed threshold, you don't need to set any credit limit. If you do set a credit limit and
credit floor, then the fixed threshold must be between the credit floor and credit limit.
To set a loan threshold for a balance element:
1. In the Balance Groups section, select the balance group in which to set the loan threshold.
2. In the Credit Limits and Consumption Rules section, in the Credit Floor column, deselect
None and enter an amount that establishes the starting point for the loan threshold.
3. Do one of the following:

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• To specify the loan threshold as a percentage of the credit limit, click the link in the
Loan Percentage Threshold column.
The Percentage Threshold dialog box appears displaying the selected percentages.
Click the Clear button to deselect the selected percentages and then select the
percentages at which you want notifications to occur.
• To enter a fixed threshold amount, click the link in the Loan Fixed Threshold column.
The Fixed Threshold dialog box appears. In the Amount field, enter the fixed threshold
value at which you want notification to occur; click Add.
Add additional amounts as needed.

Related Topics
Adding Balance Tracking Information

Deleting a Credit Limit

To delete a credit limit for a balance element:
1. In the Balance Groups section, select the balance group from which to delete the credit
limit.
2. In the Credit Limits and Consumption Rules section, in the Credit Limit column, select
None for the balance element for which you want to remove the credit limit.

Setting Consumption Rules

Consumption rules specify the order in which sub-balances of a balance element are
consumed.
To set consumption rules for balance elements:
1. In the Balance Groups section, select the balance group for which to set the consumption
rules.
2. In the Credit Limits and Consumption Rules section, from the Balance Element list, select
the balance element for which you want to set the consumption rule.
3. In the Consumption Rule column, select the consumption rule to apply.

Related Topics
Adding Balance Tracking Information

Deleting a Consumption Rule

To delete a consumption rule for a balance element:
1. In the Balance Groups section, select the balance group from which to delete the
consumption rule.
2. In the Credit Limits and Consumptions Rule section, in the Consumption Rules column,
select NONE for the balance element for which you want to delete the consumption rule.

Defining Transition Rules

Transition rules are used to upgrade or downgrade a package to another package.

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When you set up a transition rule, you include the following information:
• The allowable packages for upgrade or downgrade of the current package.
• The validity period when the transition rule becomes effective.
• Which fees to apply to the billing cycle in which the transition occurs: the original package's
fees, the new package's fees, or prorated fees from both packages.
• Whether to waive any purchase and cancellation fees when the upgrade or downgrade
occurs.
To define transition rules for a package:
1. In the Transition Rules for Eligible Packages section, click the Add icon in the table.
The Search Packages for Transition dialog box appears.
2. Search for packages to define the transition rules. See "Searching for Pricing
Components" for more information.
When you define a transition, you must transition to a package that has at least one of the
services that the current package contains. When searching for a package to add to a
transition rule, you must specify the service that is required in both packages.
3. In the Results table, select the packages allowed for transition and click OK.
The package is added to the table in the Transition Rules for Eligible Packages section.
The packages are added to the table with default values for transition type, validity period,
and purchase and cancellation fees.
4. In the Type column, select Upgrade or Downgrade.
5. (Optional) To change the default validity period, click the link in Validity column. You can
update start and end dates in the Edit Validity dialog box.
See "Setting Validity Periods".
6. Deselect Immediately and Never to enter a new start and end date. You can also use the
date selector to select new dates.
7. Specify when to start the new package's cycle fees:
• This cycle, in full: Apply the new package's fee this cycle, and fully refund the original
package's cycle fee.
• This cycle, prorated: Prorate the current and new packages' cycle fees.
• Next cycle: Apply the original package's fee to this cycle, and start the new package's
fee in the next billing cycle.
8. (Optional) In the Waive Fees column, deselect Purchase and Cancel to charge purchase
and cancellation fees.

Related Topics
Transition Rules for Eligible Packages Section
Search Packages for Transition Dialog Box
Creating a Package

Defining Generation Change Rules

Generation change rules allow transitions between packages for different generations of
wireless technology.

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When you set up a generation change rule, you include the following information:
• The packages that can be used for the generation change.
• The validity period when the generation change rule becomes effective.
• Whether to waive the purchase and cancellation fees when the generation change occurs.
To define generation change rules:
1. In the Generation Change Rules for Eligible Packages section, click the Add icon in the
table.
The Search Packages for Generation Change dialog box appears.
2. Search for packages to define the generation change rules. See "Searching for Pricing
Components" for more information.

Note:
The same package cannot be used in both a transition rule and a generation
change rule.

3. In the Results table, select the packages allowed for generation change and click OK.
The packages are added to the table with default values for validity period and purchase
and cancellation fees.
4. (Optional) To change the default validity period, click the validity period.
The Edit Validity dialog box appears.
5. Deselect Immediately and Never to enter a new start and end date. You can also use the
date selector to select new dates.
6. (Optional) In the Waive Fees column, deselect Purchase and Cancel to charge purchase
and cancellation fees.

Related Topics
Generation Change Rules for Eligible Packages Section
Search Packages for Generation Change Dialog Box
Creating a Package

Defining Discount Restrictions

Discount restrictions specify the discount offers that cannot be used with the package.
To specify discount restrictions for a package:
1. In the Manage Discount Restrictions section, click the Add icon the table.
The Search Discount Offers for Restriction dialog box appears.
2. Search for the discount offers to add as discount restrictions. See "Searching for Pricing
Components" for more information.
3. In the Results table, select the discount offers that cannot be used with the package and
click OK.
The discount offers are added to the table.

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Related Topics
Manage Discount Restrictions Section
Search Discount Offers for Restriction Dialog Box
Creating a Package

Create Package Page Reference

Use the Create Package page to group one or more services and associated bundles into a
package.
For a description of the fields, see:
• General Information Section
• Terms Section
• Manage Package Content Section
• Balance Groups Section
• Transition Rules for Eligible Packages Section
• Generation Change Rules for Eligible Packages Section
• Manage Discount Restrictions Section

General Information Section

Use the General Information section to provide general information for the package.
For a description of the Extended Attributes subsection, see "Product Specification Attributes
Subsection".

Field Description
Name, Description Enter a unique name and a description for the package.
Bill on Purchase (Optional) Select to immediately generate a bill for any purchase fees
when the customer purchases the package.
Selecting Bill on Purchase does not generate a bill for any other charges,
such as recurring, usage, or cancellation fees.
Activate all other offers in (Optional) Select to activate all charge offers in the package upon first
addition to first offer usage of any charge offer in the package.
usage For example, assume a package contains bundle 1 with charge offers A
and B, and bundle 2 with charge offer C. If, on 15 May, a customer's first
service usage is in charge offer B, all charge offers (A, B, and C) are
activated on 15 May.

Related Tasks
Creating a Package

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Product Specification Attributes Subsection

Use the Product Specification Attributes subsection to provide values for any product
specification attributes configured in XML template files. The fields available in this subsection
depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings
for more information.

Terms Section
Optionally, use the Terms section to add a subscription term to a package.

Field Description
Name Select a subscription term.
If you do not want to add a term, select No Commitment.

Related Tasks
Creating a Package

Manage Package Content Section

Use the Manage Package Content section to add services and bundles to the package.

Column Description
Add Service Click to add services.
Add Bundle Click to add bundles for a service.
Add Member Service Click to add member services to a service group.
Services in Package Lists the services and associated bundles in the package. Included
services can be either standalone services or service groups.
Purchase options The following options are supported:
• Optional. Select this if the bundle is not required to be purchased
with the package. Optional bundles can be purchased at a later time.
• Required—can be canceled on its own. Select this if the bundle is
required but can be canceled later. You can cancel this bundle without
canceling the associated service.
• Required—must cancel service with bundle. Select this if the
bundle can be canceled only when canceling the service.

Related Tasks
Adding Services and Bundles

Search for Bundles Dialog Box

Use the Search for Bundles dialog box to search for bundles you want to add to the package.

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Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Bundle.
Applicable To Select the service associated with the bundles you want to search for.
This field displays the service currently selected in the Content table.
Name (Optional) Enter a full or partial name of the bundle to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the bundles that meet the search criteria. Select the bundles you want
to add to the package and click OK.

Field Description
Name Lists the bundles that match the search criteria.
Description Displays a description for each bundle.
Phase Displays the status of the bundle.
• Draft: The bundle is only visible to the user.
• Promoted: The bundle has been validated and is visible for other
users to use.
Applicable To Displays the service associated with the bundles where charges are
applied.

Related Tasks
Adding Services and Bundles

Related Topics
Searching for Pricing Components

Balance Groups Section

Use the Balance Groups section to assign services to balance groups and set credit limits and
consumption rules.
To add a new balance group, click the Add icon in the table.
You can add as many balance groups as required for your services.

Assign Services to Balance Groups Section

Use the Assign Services to Balance Groups section to assign services to balance groups.
From the Balance Group list, you can select a specific balance group, which displays only the
services assigned to that balance group, or you can select All, which displays all balance
groups and all the services assigned to them.

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Column Description
Service Lists the services assigned to the balance group selected in the Balance
Group list.
Balance Group Specifies the balance group for the corresponding service in the Service
column.
To assign the service to a different balance group, click in the Balance Group
cell, then select a new balance group from the list.

Credit Limits and Consumption Rules Section

Use the Credit Limits and Consumption Rules section to set credit limits and consumption rules
for balance elements in a balance group.

Column Description
Balance Element Select the balance element for which you want to set credit limit and
consumption rule.
Credit Limit Specifies the maximum amount of the balance element that the customer
can use.
Deselect None to set a limit. In the text field, enter the maximum amount
of the balance element a customer can use (must be greater than 0).
Credit Floor Specifies the starting value for credit thresholds.
Deselect None to set the starting value for the credit threshold. In the text
field, enter the starting point for the credit threshold (must be greater than
0).
Percentage Threshold Specifies the percentage of the balance element used when the customer
should be notified of the usage balance.
To enter a percentage threshold, click the link in the Percentage
Threshold column. This opens the Percentage Threshold dialog box.
Deselect Percentage Threshold then select the percentages at which
you want notifications to occur.
For example, if you want notifications to occur when 50% of the balance
element is used and again when 75% is used, select 50% and 75%.
To set a percentage threshold for currency balance element, a credit limit
must be specified; for noncurrency balance elements, both a credit limit
and a credit floor must be specified.
Fixed Threshold Specifies the balance element amount remaining when the customer
should be notified of the remaining balance.
To enter a fixed threshold, click the link in the Fixed Threshold column.
This opens the Fixed Threshold dialog box. Deselect Fixed Threshold; in
the Amount field, enter the fixed threshold values at which you want
notifications to occur; click Add.
For example, if you have a package that offers 3 hours of usage over a 24-
hour period and you want notification to occur when 30 minutes of usage
remains and again when 5 minutes of usage remains, enter 30 and 5.

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Column Description
Loan Percentage Specifies the percentage of the balance element used when the customer
Threshold should be notified of the loan offer.
To enter a percentage threshold, click the link in the Loan Percentage
Threshold column. This opens the Percentage Threshold dialog box.
Deselect Percentage Threshold then select the percentages at which
you want loan offer notifications to occur.
For example, if you want notifications to occur when 50% of the balance
element is used and again when 75% is used, select 50 and 75.
To set a percentage threshold for currency balance element, a credit limit
must be specified; for noncurrency balance elements, both a credit limit
and a credit floor must be specified.
Loan Fixed Threshold Specifies the balance element amount remaining when the customer
should be notified of the loan offer.
To enter a fixed threshold, click the link in the Loan Fixed Threshold
column. This opens the Fixed Threshold dialog box. In the Amount field,
enter the fixed threshold values at which you want loan offer notifications
to occur; click Add.
For example, if you have a package that offers 3 hours of usage over a 24-
hour period and you want notification to occur when 30 minutes of usage
remains and again when 5 minutes of usage remains, enter 30 and 5.
Consumption Rule Select one of the following consumption rules for the balance element.
• EST: Earliest start time.
• LST: Latest start time.
• EET: Earliest expiration time.
• LET: Latest expiration time.
• ESTLET: Earliest start time and latest expiration time.
• ESTEET: Earliest start time and earliest expiration time.
• LSTEET: Latest start time and earliest expiration time.
• LSTLET: Latest start time and latest expiration time.
• EETEST: Earliest expiration time and earliest start time.
• EETLST: Earliest expiration time and latest start time.
• LETEST: Latest expiration time and earliest start time.
• LETLST: Latest expiration time and latest start time.

Related Tasks
Assigning Services to Balance Groups
Adding Balance Tracking Information
Setting Consumption Rules

Transition Rules for Eligible Packages Section

Use the Transition Rules for Eligible Packages section to define the rules for upgrading or
downgrading the current package.

Column Description
Package Lists the allowable packages for upgrade or downgrade of the current
package.
You can click on the package link to view the package summary.

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Column Description
For Service Displays the service in the current package allowed for the upgrade or
downgrade.
The service must exist in the current package as well as in the package it is
transitioned to.
Type Specifies whether the transition rule is for a package upgrade or package
downgrade.
Validity Specifies the period when the transition of the current package to the
allowable package is valid.
The default validity period is Immediately to Never Ends.
Click the link in this column to change the validity period. In the Edit Validity
dialog box, set the new start and end dates.
New package Cycle Specify when the new package's cycle fees should start by selecting one of
Fees Start the following:
• This cycle, in full: Apply the new package's fee this cycle, and fully
refund the original package's cycle fee.
• This cycle, prorated: Prorate the current and new packages' cycle fees.
• Next cycle: Apply the original package's fee to this cycle, and start the
new package's fee in the next billing cycle.
Waive Fees Indicates to waive any purchase and cancellation fees when the transition
occurs.
Deselect Purchase and Cancel to charge purchase and cancellation fees
when the transition occurs.

Related Tasks
Defining Transition Rules

Search Packages for Transition Dialog Box

Use the Search Packages for Transition dialog box to search for allowable packages for
upgrading or downgrading the current package.

Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Package.
Applicable To Select the service in the current package for which you want to define
the transition rule.
When you define a transition, you must transition to a package that has
at least one of the services that the current package contains. When
searching for a package to add to a transition rule, you must specify
the service that is required in both packages.
Name (Optional) Enter a full or partial name of the package to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

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Results Table
The Results table lists the packages that meet the search criteria. Select the packages to
define the transition rules and click OK.

Field Description
Name Lists the packages that match the search criteria.
Description Displays a description for each package.
Phase Displays the status of the packages.
• Draft: The package is only visible to the user.
• Promoted: The package has been validated and is visible for
other users to use.

Related Tasks
Defining Transition Rules

Related Topics
Searching for Pricing Components

Generation Change Rules for Eligible Packages Section

Use the Generation Change Rules for Eligible Packages section to specify packages for
different generations of wireless technology that the current package can be transitioned to.

Column Description
Package Lists the allowable packages the current package can transition to.
You can click on the package link to view the package summary.
Validity Specifies the period when the transition of the current package to the
allowable package is valid.
The default validity period is Immediately to Never Ends.
Click the link in this column to change the validity period. In the Edit Validity
dialog box, set the new start and end dates.
Waive Fees Indicates to waive any purchase and cancellation fees when the generation
change occurs.
Deselect Purchase and Cancel to charge purchase and cancellation fees
when the generation change occurs.

Related Tasks
Defining Generation Change Rules

Search Packages for Generation Change Dialog Box

Use the Search Packages for Generation Change dialog box to search for allowable packages
for transitioning the current package.

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Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Package.
Applicable To Specifies the service associated with the packages you want to search
for.
For instance, to transition from a 2G to a 3G package, select a 3G
service.
Name (Optional) Enter a full or partial name of the package to search for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the packages that meet the search criteria. Select the packages to
define generation change rules and click OK.

Field Description
Name Lists the packages that match the search criteria.
Description Displays a description for each package.
Phase Displays the status of the packages.
• Draft: The package is only visible to the user.
• Promoted: The package has been validated and is visible for
other users to use.

Related Tasks
Defining Generation Change Rules

Related Topics
Searching for Pricing Components

Manage Discount Restrictions Section

Use the Manage Discount Restrictions section to specify discount offers that cannot be used
with the package.

Column Description
Name Lists the discount offers that cannot be used with the package.
Description Displays a description for each discount offer.

Related Tasks
Defining Discount Restrictions

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Search Discount Offers for Restriction Dialog Box

Use the Search Discount Offers for Restriction dialog box to search for discount offers that
cannot be used with the package.

Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Discount Offer.
Applicable To Select the service where charges for the discount offers are applied.
Name (Optional) Enter a full or partial name of the discount offers to search
for.
Select an operator from the operator list and enter a value in the field
next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discount offers that meet the search criteria. Select the discount
offers to add as discount restrictions and click OK.

Field Description
Name Lists the discount offers that match the search criteria.
Description Displays a description for each discount offer.
Phase Displays the status of the discount offers.
• Draft: The discount offer is only visible to the user.
• Promoted: The discount offer has been validated and is visible for
other users to use.
Applicable To Displays the service where charges for the discount offers are applied.

Related Tasks
Defining Discount Restrictions

Related Topics
Searching for Pricing Components

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Package Lists
A package list enables you to group related packages that you make available to your
customers for purchase. For example, you can create a package list that contains packages
that can be used to register new customer accounts or one that contains packages that provide
add-on services and bundles for your existing customers.
To work with package lists, see the following topics:
• Creating a Package List
• Create Package List Page Reference
For overview information, see "Creating Package Lists" in PDC Creating Product Offerings.

Creating a Package List

To create a package list:
1. In the Pricing section of the navigation pane, under Bundling, click Create Package List.
The Create Package List page appears.
2. In the General Information section, enter a name and a description for the package list.
3. In the Segment field, enter the segment name for the package list.
4. From the Type list, select or enter the type of packages you want to add to your package
list.

Note:
The combination of the package list segment and type are case-sensitive and
uniquely identify a package list when the package list is used in Oracle
Communications Billing and Revenue Management (BRM).

5. From the Status list, select a status of Active if you want the package list to be available
for purchase as soon as it is added to the database; otherwise, select Inactive.
6. In the Content Information section, click the Add icon in the table.
The Search for Packages dialog box appears.
7. Search for the packages to add to the package list. See "Searching for Pricing
Components".
8. In the Results table, select the packages to add to the package list and click OK.
The packages are added to the table.
9. Click Finish.
The overview page for the package list appears.

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Related Topics
Create Package List Page Reference
Search for Packages Dialog Box

Create Package List Page Reference

Use the Create Package List page to group one or more packages into a package list.
For a description of the fields, see:
• General Information Section
• Package List Content Section

General Information Section

Use the General Information section to provide general information for the package list.

Field Description
Name, Description Enter a unique name and a description for the package list.
Segment Enter the segment name for the package list.
Note: If the package list is used in BRM, the segment name must be
CSR.
If you enter a new segment, it is added to the Segment list when the
package list is added to the database.
Type Select or enter the type of packages you want to add to the package list.
The default values are:
• New: For packages used to register new accounts.
• Add-on: For packages used to provide add-on services and bundles
to existing customers.
If you enter a new type, it is added to the Type list when the package list is
added to the database.
The package list segment and type are case-sensitive and together
uniquely identify a package list when the package list is used in BRM. For
example, a CSR package identified as CSR-New and CSR-new are
considered as two different package lists.
Status Select one of the following:
• Active: The package list is available for purchase as soon as it is
added to the database.
• Inactive: The package list is not available for purchase. You can
activate it at a later time.

Related Tasks
Creating a Package List

Package List Content Section

Use the table in the Package List Content section to add packages to the package list. Click
the Add icon to search for packages and add them to the package list.
The table displays the name and description for each package added to the package list.

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Related Tasks
Creating a Package List

Search for Packages Dialog Box

Use the Search for Packages dialog box to search for packages to add to the package list.

Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Packages.
Applicable To Select the service type for the packages you want to add.
Name (Optional) Enter a full or partial name of the packages to search for.
Select an operator from the operator list, and then enter a value in the
field next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the packages that meet the search criteria. Select the packages to add
to the package list and click OK.

Column Description
Name Lists the packages that match the search criteria.
Description Displays a description for each package.
Phase Displays the status of the packages.
• Draft: The package is only visible to the user.
• Promoted: The package has been validated and is visible for
other users to use.

Related Tasks
Creating a Package List

Related Topics
Searching for Pricing Components

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Time Models
A time model is a set of time periods that are used to set up different prices in a charge. Each
time period consists of one or more time segments. A time segment can be represented using
days of the week, days of the month, time of day, months of the year, or special days defined in
a calendar.
For example, you can define two time periods, Peak and Offpeak, with the following time
segments:
• Peak
– Monday through Friday; 8:00 through 21:00
• Offpeak
– Monday through Friday; 21:00 through 8:00
– Saturday and Sunday; All Day
To work with time models, see the following topics:
• Creating a Time Model
• Create Time Model Page Reference

Creating a Time Model

Note:
The features of the time model that are displayed are determined by the pricing
profile that you select for the time model. Not all features described in the procedure
below are supported by all pricing profiles.

To create a time model:

1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Time Model.
The Create Time Model page appears.
2. In the General Information section, enter a name and a description for the time model.
3. From the Pricing Profile list, select the pricing profile for the time model.
The pricing profile that you select determines the capabilities that are supported for the
time model.
4. (Optional) Select Uses Special Day Calendar, and then select the special day calendar.
If this option is selected, the time model must include at least one time period with special
day calendar. Otherwise, the time model validation will fail.
5. (Optional) In the Time Periods section, from the Effective Period list, click Manage to add
or change the effective period.

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The effective period indicates when the time periods in the time model are valid. The
default effective period starts immediately and never ends.
6. In the Time Periods table, click Create Time Period.
The Manage Time Periods dialog box appears.
7. Enter a unique name for the time period, and then select one or more of the time attributes
to create a time segment.
You cannot have both normal days and special days included in the time period. They are
mutually exclusive.
8. Click OK.
9. (Optional) To add another segment to the time period, in the Time Periods table, click Add
Time Segment.
10. When you have completed adding time periods and time segments, click Finish.
The overview page for the time model appears.

Related Topics
Create Time Model Page Reference
Manage Time Periods Dialog Box

Create Time Model Page Reference

Use the Create Time Model page to create a time model with one or more time periods.
For a description of the fields, see:
• General Information Section
• Time Periods Section

General Information Section

Use the General Information section to provide general information for the time model.
Some of the fields described in the following table might not display depending on the pricing
profile that is selected.

Field Description
Name, Description Enter a unique name and a description for the time model.
Pricing Profile Select the pricing profile for the time model.
Uses Special Day (Optional) Select to use a special day calendar in this time model. Then,
Calendar select the calendar that you want to use.
A special day calendar contains special days (for example, holidays) that
can be included in the time segment.
If this option is selected, the time model must include at least one time
period with special day calendar. Otherwise, the time model validation will
fail.

Related Tasks
Creating a Time Model

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Time Periods Section

Use the table in the Time Periods section to add time periods in the time model.
The table displays the time periods and the time segments within those time periods.
Some of the fields described in the following table might not display depending on the pricing
profile that is selected.

Field Description
Effective Period (Optional) Set the start and end dates to specify the period during which the
time periods in the time model are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an effective
period. See "Manage Effective Periods Dialog Box".

Column Description
Create Time Period Click to add a time period and the time segment for the time model. See
"Manage Time Periods Dialog Box".
Add Time Segment Click to add a time segment to an existing time period. See "Manage Time
Periods Dialog Box".
Duplicate Time Period Click this icon to duplicate a time period.
A copy of the time period is added to the table.

Edit Time Period Click this icon to edit a time segment for a time period.

Time Period Lists the names of the time periods in the time model.
Time Segment Displays the time segments for the time periods.
A time segment defines the specific times in the time period. A time segment
can include:
• Days of the week
• Time of day
• Months of the year
• Days of the month
• Special days in a calendar
For example:
• Any Day of the Week; 18:00:00-06:00:00;

Related Tasks
Creating a Time Model

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Manage Effective Periods Dialog Box

Use the Manage Effective Periods dialog box to add or change effective periods.
• To add a new effective period, click the Add icon. In the Add New Effective Period dialog
box, enter a start date or click the date selector to select a date.
• To change the effective period that starts immediately, deselect Immediately and enter a
new start date or click the date selector to select a date.

Related Tasks
Creating a Time Model

Manage Time Periods Dialog Box

Use the Manage Time Periods dialog box to define a time period and select attributes for a
time segment.
Some of the fields described in the following table might not display depending on the pricing
profile that is selected.

Field Description
Name Enter a name for the time period.
Every time period within a time model should have a unique name.
Days of the Week Select the days of the week for the time segment.
• To include all the days of the week, select Any Day of the Week.
• To include specific days, deselect Any Day of the Week, and then select
one or more days.
For example, to set the days to weekdays only, select Monday, Tuesday,
Wednesday, Thursday, and Friday.
Time of Day Set the time interval for the time segment.
• To set the time interval to 24 hours of the day, select All Day.
• To set a specific time, deselect All Day, and then set From and To to the
start and end time.
For example, to set the time to off-peak hours, set From to 18:00:00 and
To to 06:00:00.
Months of the Year Select the months of the year for the time segment.
• To include specific months, deselect Any Month of the Year, and then
select one or more months.
Days of the Month Select the days of the month for the time segment.
• To include specific days, deselect Any Day of the Month, and then select
one or more days.
Special Day Calendar Select to use special days defined in the special day calendar.
You cannot have both normal days and special days included in the time
period. They are mutually exclusive.

Related Tasks
Creating a Time Model

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Charge Selectors
Use a charge selector to charge different fees for the same event, based on the value of one or
more attributes, such as subscriber (account), service, and event, and custom rules (if
applicable). For example, you might charge different fees for phone calls depending on a call's
origin and destination.
To set up a charge selector, you create rules that map attribute values and custom rules (if
applicable) to a charge. When an event occurs, the appropriate charge is selected based on
the rules.
To work with charge selectors, see the following topics:
• Creating a Charge Selector
• Create Charge Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Charge Selector

To create a charge selector:
1. In the Pricing section of the navigation pane, under Models & Selectors, click Create
Charge Selector.
2. Specify general information for the charge selector. See "Specifying Charge Selector
General Information".
3. Select event attributes to use in the charge selector rules. See "Selecting Attributes for
Charge Selector Rules".
4. Create rules for the charge selector. See "Creating Charge Selector Rules".

Related Topics
Create Charge Selector Page Reference

Specifying Charge Selector General Information

To specify general information for a charge selector:
1. In the General Information section, enter a name and description for the charge selector.
The name must be unique across USC, APN, and charge selectors. For example, if you
name an APN selector My APN you cannot name a charge selector My APN.
2. From the Applicable To list, select the service to which the charge selector applies.
Alternatively, select Account.
3. From the Event list, select the event type to which the charge selector applies.
Select a fold event type, if you are creating the charge selector for fold charge.
4. From the Pricing Profile list, select a pricing profile for the charge selector.

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5. From the Measured By list, select the ratable usage metrics (RUMs) to which the charge
selector applies.
Select Fold, if you are creating the charge selector for fold charge.

Related Topics
General Information Section
Creating a Charge Selector
Selecting Attributes for Charge Selector Rules

Selecting Attributes for Charge Selector Rules

To create rules for a charge selector, you must first specify the subscriber, service, or event
attributes to use in the rules.
To specify attributes for charge selector rules:
1. Go to the Rule Attributes section of the Create Charge Selector page.
2. In the Selector Options section, select one of the following options:

Note:
For delayed usage events in an ECE-enabled system, only the Use Value Map
option is available.

• Zoning Not Used:

Select this option if you do not want to use zoning in your charge selector rules.
• Use Value Map
Select this option if you want to use values in a value map in the fields of the charge
selector rules. After selecting this option, select a value map from the list.
• Use Zone Model
Select this option if you want to use zone impact categories from a zone model in the
charge selector rules. After selecting this option, select a zone model from the list.
3. In the Select Fields for Rules section, click the Add icon in the table.
The Select Field dialog box appears.
4. Select at least one field to use in the rules.
If you are creating the charge selector for fold charge, you must use the fields associated
with Fold to define the charge selector rules. In the Select Field dialog box, expand Event
fields and then select Resource_ID and Quantity fields under Fold.
To select multiple fields at the same time, press and hold the CTRL key during selection.

Note:
The selected fields are included in every rule defined for the charge selector, but
in each rule, you can override a field's default value.

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5. Click OK.
The selected fields are added to the table.
6. Click the Value Type cell, and select a value type from the list.
7. In the Default column, do one of the following:
• If you selected Single Value, enter the value directly in the table cell.
• If you selected List of Values:
a. Click the cell.
The Enter Value dialog box appears.
b. Click the Add icon, and then enter the value into the field.
c. Add the other values in the list.
d. Click OK.
The values, separated by commas, are added to the cell.
• If you selected Value from Value Map:
a. Click the cell.
The Enter Value dialog box appears.
b. In the Value Map Name field, expand the value map hierarchy until you find the
value that you want to use.
c. Select the value, and click OK.
The value is added to the cell.
• If you selected Zone Model Result:
a. Click the cell.
The Enter Value dialog box appears.
b. In the Filter field, do one of the following:
To restrict the impact categories displayed in the Zone Model Result list, enter the
appropriate value.
To return all the impact categories in the zone model, enter an asterisk (*).
c. Click the Show Zone Model Results arrow button to populate the Zone Model
Result list.
A list of zone model results appears in the Zone Model Result list.
d. Select an impact category, and click OK.
The impact category is added to the cell.

Related Topics
Rule Attributes Section
Select Fields for Rules Section
Creating a Charge Selector

Creating Charge Selector Rules

Charge selectors use rules to determine which charge to use to rate an event.

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To create a charge selector rule:

1. In the table in the Rules section of the Create Charge Selector page, do one of the
following:
• To add a new rule to the table, click the Add icon.
A new rule is added to the table. If an existing rule was selected when you clicked
Add, the new rule appears below the selected rule. If no rule was selected, the new
rule appears in the last row. The rule's fields contain the default values specified in the
Rule Attributes section.
• To add a new rule above or below a specified existing rule:
a. Select the existing rule.
b. Click Actions in the table toolbar.
c. Choose Insert rule above or Insert rule below.
A new rule is added to the table in the selected position. The rule's fields contain the
default values specified in the Rule Attributes section.
• To add a copy of an existing rule:
a. Select the rule that you want to duplicate.
b. Click the Duplicate icon:

A copy of the selected rule is added below the selected rule. The rule's fields contain
the same values as the fields in the original rule.

Note:
When a rule is added above one or more existing rules, the priority numbers
of the following rules are automatically adjusted to accommodate the new
rule. (Rules appear in numerical order.)

2. In the Rule Name column, enter a unique name for the rule.
3. In the field columns, enter the values to override the default values as follows:
• If you selected Single Value, enter the value directly in the table cell.
• If you selected List of Values:
a. Click the cell.
The Enter Value dialog box appears.
b. Click the Add icon, and then enter the value into the field.
c. Add the other values in the list.
d. Click OK.
The values, separated by commas, are added to the cell.
• If you selected Value from Value Map:
a. Click the cell.
The Enter Value dialog box appears.

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b. In the Value Map Name field, expand the value map hierarchy until you find the
value that you want to use.
c. Select the value, and click OK.
The value is added to the cell.
• If you selected Zone Model Result:
a. Click the cell.
The Enter Value dialog box appears.
b. In the Filter field, do one of the following:
To restrict the impact categories displayed in the Zone Model Result list, enter the
appropriate value.
To return all the impact categories in the zone model, enter an asterisk (*).
c. Click the Show Zone Model Results arrow button to populate the Zone Model
Result list.
A list of zone model results appears in the Zone Model Result list.
d. Select an impact category, and click OK.
The impact category is added to the cell.
4. In the Impact Category column under Results, click the cell, and enter the impact
category to use for determining the charge.
5. In the Charge column under Results, click the cell, and select a charge or click one of the
following commands:
• Search: Opens the Search for Charges dialog box. Search for a charge to add to the
charge selector. See "Searching for Pricing Components".
• Create: Opens the Create Charge section. See "Charge Offers" for information about
creating charges.
• Edit: Opens the charge currently specified for the rule in the Edit Charge section. See
"Charge Offers" for information about modifying charges. If a charge has not been
specified for the rule, this command does not appear in the list.
The table lists the rules in the order that the rules are evaluated. You can select a rule and
move it up or down if you wish to reorder the rules. See "Working with Tables".

Related Topics
Rules Section
Creating a Charge Selector

Create Charge Selector Page Reference

Use the Create Charge Selector page to create rules that associate subscriber, service, and
event attributes with charges.
For a description of the fields, see the following:
• General Information Section
• Rule Attributes Section
• Rules Section

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General Information Section

Use the General Information section to provide a name and description for the charge selector
and to associate it with a service, event type, profile, and RUM.

Field Description
Name, Description Enter a unique name and a description.
The name must be unique across USC, APN, and charge selectors. For
example, if you name an APN selector Default Analyzer, you cannot name a
charge selector Default Analyzer.
Applicable To Select the service to which the charge selector applies.
Select the service to which the charge selector applies or select Account.
Event Select the event type to which the charge selector applies.
Select a fold event type, if you are creating the charge selector for fold charge.
Pricing Profile Select the pricing profile for the charge selector.
Only charges associated with the selected profile can be used as the result of
each charge selector rule.
Measured By Select the RUMs to which the charge selector applies.
Select Fold, if you are creating the charge selector for fold charge.
RUMs specify the units used to measure an event and how to calculate the
measurement.
Any charge created in the charge selector will use a RUM. If you search for a
charge from the charge selector, the search will be limited to charges that use
this RUM.

Related Tasks
Creating a Charge Selector

Rule Attributes Section

Use the Rule Attributes section to select the subscriber, service, and event fields to use in the
charge selector rules.

Related Tasks
Selecting Attributes for Charge Selector Rules

Selector Options Section

Use the Selector Options section to associate the charge selector with a value map or a zone
model.

Note:
For delayed usage events in an ECE-enabled system, only the Use Value Map
option is available.

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Option Description
Zoning Not Used Select this option if you do not want to use zoning in your charge selector
rules.
Use Value Map Select this option if you want to use values in a value map in the fields of the
charge selector rules. After selecting this option, select a value map from the
list.
Use Zone Model Select this option if you want to use zone impact categories from a zone model
in the charge selector rules. After selecting this option, select a zone model
from the list.

Related Tasks
Selecting Attributes for Charge Selector Rules

Select Fields for Rules Section

Use the table in the Select Fields for Rules section to add fields to the charge selector. Each
rule in the charge selector will include all the fields that you add to this table.
Click the Add icon in the table to add one or more fields.

Column Description
Field Displays the fields that you select in the Select Field dialog box.
You use these fields to define the charge selector rules.
If you are creating the charge selector for fold charge, you must select fields
associated with Fold to define the charge selector rules. In the Select Field
dialog box, expand Event fields and then select Resource_ID and Quantity
fields under Fold.
Each rule contains all the fields in this column.
Value Type Click the cell to select the type of value the field can contain:
• Single Value: One fixed value.
• List of Values: Multiple values.
• Value from Value Map: A value from the value map selected in the Rule
Attributes section.
• Zone Model Result: An impact category from the zone model selected in
the Rule Attributes section.
Operator Displays the relationship between the rule's default field value and the value in
the subscriber, service, event, or custom rule field.
The operator is determined by the specified value type. You cannot change it.
Possible operators are the following:
• Equals: Used for a single value, a value from value map, a zone, and an
impact category (zone result). The value of the field in the subscriber,
service, event, or custom rule must match the value of the field in the rule.
• Matches: Used for a single value, a value from value map, a zone, and an
impact category (zone result). The value of the field in the subscriber,
service, or event must match the value of the field in the rule.
• Maps to: Used for a value from value map. The value of the field in the
subscriber, service, or event must map to the value of the field in the rule.
• Contained in List: Used for a list of values. The value in the
corresponding subscriber, service, or event field must match one or more
of the values in the rule.

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Column Description
Default Enter the default value for the field.
If the operator is Equals, Maps to, or Contained in List:, an asterisk (*)
matches all values in the corresponding subscriber, service, event, or custom
rule field.
If the operator is Matches, a dot followed by an asterisk (.*) matches all values
in the corresponding subscriber, service, or event field.
The default value can be overridden in individual rules.

Related Tasks
Selecting Attributes for Charge Selector Rules

Rules Section
Use the Rules section to define charge selector rules.
The charge selector returns the impact category and charge associated with the first rule
whose field values match the values of the corresponding subscriber, service, and event fields.
Click the Add icon in the table to add rules.
The table in this section lists the rules in the order that the rules are evaluated. You can select
a rule and move it up or down if you wish to reorder the rules.

Column Description
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
When a rule includes multiple attributes (fields), BRM processes the attributes
from left to right.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name (Optional) Enter a unique name for the rule.
Field Name (Optional) Select an operator and enter a value.
You can select one of the following operators:
• Equals or Not Equals
• Matches or Not Matches
• In or Not In
Note: The NOT operators can be used only if you are using ECE for the usage
charging.
To apply the rule to a subscriber, service, or event, the field value must match
the corresponding subscriber, service, or event value.
Note: An asterisk (*) matches all values in the corresponding subscriber,
service, or event field.
Impact Category Enter the impact category to use for determining the charge.

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Column Description
Charge Select an item to find, configure, or modify the charge used when the rule is
true:
• Search to add an existing charge
• Create to configure a new charge
• Edit to modify the current charge
The charge must contain a price selector that associates the results impact
category with a pricing instance. See "Price Selectors ".

Related Tasks
Creating Charge Selector Rules

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Price Selectors
A price selector associates event, service, and account attributes with prices. You use a price
selector in a charge to apply prices based on price selector rules.
To work with price selectors, see the following topics:
• Creating a Price Selector
• Create Price Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Price Selector

To create a price selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Price Selector.
The Create Price Selector page appears.
2. Specify general information for the price selector. See "Specifying Price Selector General
Information".
3. Select the attributes that you want to use in the rules for the price selector. See "Selecting
Rule Attributes".
4. Create the rules for the price selector. See "Creating Price Selector Rules".
5. When you have completed adding the rules, click Finish.
The overview page for the price selector appears.

Related Topics
Create Price Selector Page Reference

Specifying Price Selector General Information

To specify general information for the price selector:
1. In the General Information section, enter a name and description for the price selector.
2. (Optional) From the Service list, select the service for which you want to create the price
selector.
3. (Optional) From the Event list, select the event for which you want to create the price
selector.
4. From the Pricing Profile list, select the pricing profile to associate with the price selector.

Related Topics
General Information Section
Creating a Price Selector

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Selecting Rule Attributes

You select rule attributes that you want to use to define price selector rules.
To select the rule attributes:
1. In the Select Fields for Rules section, click the Add icon in the table.
The Select Field dialog box appears.
2. Select the fields that you want to use to define price selector rules and click OK. Hold
down the Ctrl key to make multiple selections.
The selected fields are added to the table with default values.
The same fields are used for all the rules in the price selector. You can override the default
values and set specific values in the rule to limit the fields that you want used in a rule.
3. In the Value Type column, select the type of value the field contains.
• If you select Value of Another Field, in the Default column, select the other field.
4. In the Default column, enter the default value for the field.
An asterisk (*) specifies the field can contain any value.

Related Topics
Select Fields for Rules Section
Creating a Price Selector

Creating Price Selector Rules

To create price selector rules:
1. (Optional) In the Rules section, from the Effective Period list, click Manage to add or
change an effective period.
The effective period indicates when the rules in the price selector are valid.
The default effective period starts immediately and never ends.
2. Click the Add icon in the table to add a new rule.
A row is added to the table.
3. In the Rule Name column, enter a name for the rule.
4. In the subsequent columns, enter or modify the values for each of the rule attributes that
you selected previously.
5. In the Price column, do one of the following:
• To create a pricing configuration for the rule, select Create.
In the Price section, enter a name for the price. In the Pricing Details section, configure
the balance impact.
• To search for an existing pricing configuration from the price selector, select Search.
• To modify the pricing configuration, select Edit.
The table lists the rules in the order that the rules are evaluated. You can select a rule and
move it up or down if you wish to reorder the rules. See "Working with Tables".

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Related Topics
Rules Section
Creating a Price Selector
Selecting Rule Attributes

Create Price Selector Page Reference

Use the Create Price Selector page to create rules that associate event, service, and account
attributes with prices.
For a description of the fields, see:
• General Information Section
• Select Fields for Rules Section
• Rules Section

General Information Section

Use the General Information section to provide general information for the price selector.

Field Description
Name, Description Enter a unique name and a description for the price selector.
Service (Optional) Select the service for which you want to create the price selector.
Event (Optional) Select the event for which you want to create the price selector
rules.
Pricing Profile Select the pricing profile to associate with the price selector.

Related Tasks
Creating a Price Selector

Select Fields for Rules Section

Use the Select Fields for Rules section to select the fields that you want to use in the price
selector rules.

Column Description
Field Displays the fields that you have selected to define price selector rules.
The same fields are used for all the rules in the price selector. You can
override the default values and set specific values in the rule to limit the fields
that you want used in a rule.
Value Type Select the type of value that the field contains.
• Single Value: The field contains a single value.
• Value of Another Field: The field contains the value of another field. If
you select this option, in the Default column, select the other field.

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Column Description
Operator Displays the relationship between the rule's default field value and the value in
the subscriber, service, or event field.
The equal sign appears next to the field names when you define the rules. The
value of the field in the subscriber, service, or event must match the value of
the field in the rule.
Default Enter a default value for the field.
An asterisk (*) specifies the field can contain any value.
If the field is limited to predefined values, a list of values appears. Select a
value from the list.
If Value of Another Field is selected for Value Type, the Select Field dialog
box appears. In the Select Field dialog box, select the field you want.

Related Tasks
Selecting Rule Attributes

Rules Section
Use the Rules section to define price selector rules and associate each rule to a pricing.
The table in this section lists the rules in the order that the rules are evaluated. The price
selector returns the price of the first rule that matches the values in the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Field Description
Effective Period (Optional) Set the start and end dates to specify the period when the rules in
the price selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an effective
period. See "Manage Effective Periods Dialog Box".

Column Description
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a name for the rule.

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Column Description
Field Name (Optional) Select an operator and enter a value.
You can select one of the following operators:
• Equals or Not Equals
• In or Not In
• Matches or Not Matches
Note: The NOT operators can be used only if you are using ECE for the usage
charging.
To apply the rule to a subscriber, service, or event, the field value must match
the corresponding subscriber, service, or event value.
Note: An asterisk (*) matches all values in the corresponding subscriber,
service, or event field.
Price Create a pricing instance or select an existing pricing instance to associate
with the rule.

Related Tasks
Creating Price Selector Rules

Pricing Details Section

Use the Pricing Details section to configure pricing for the price selector rule.

Field Description
Price tier tabs If a pricing uses more than one RUM, a tab appears for each RUM.
These tabs are called price tiers.
Used By Click this button to display a hierarchical view of all components that
use the pricing.
Quantity Range Click the link to specify the range for level of usage or frequency of
occurrence used for the pricing.
Add Quantity Range Click this icon to add a quantity range to pricing.

Change Price Click this icon to specify the components affected by a pricing change.

Minimum Charges Click this icon to set a minimum charge for the balance elements in
pricing.

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Field Description
Add Balance Impact Click this icon to add a balance impact to pricing.

Add Counter Click this icon to add a counter to pricing.

Impact Select whether to credit or debit a balance or to increase or decrease a

counter.
Amount Specify the amount of balance impact.
Balance Element Select the balance element to debit or credit.
Per Unit Select the type of unit to which the charge applies. The selected unit
should be related to the RUM associated with the charge. For example,
if the RUM is Duration and the units specified in the RUM are seconds,
select a unit that can be converted to seconds, such as Minute.
Increment Select the increment that is used to determine the charge.
For example, if the charge is 40 cents per minute, increment is 2
minutes, and rounding is set to Round Up, the quantity will be rounded
up to 2 minutes and the charge will be 80 cents.
Amount Is Valid Click the link to display the Amount Is Valid dialog box. Select the
validity period for the balance impact.
GLID Select the general ledger ID (G/L ID) assigned to the event.
Proration (Only for recurring charges) Select Do not prorate to prevent the
proration settings in a charge from applying to the balance impact.

Related Tasks
Creating Price Selector Rules

Search for Pricing Dialog Box

Use the Search for Pricing dialog box to find pricing to add to a price selector.

Field Description
Pricing Component Specifies the type of pricing component to search for.
This field displays Pricing.
Profile Displays the pricing profile associated with the price selector.
Name (Optional) Enter a full or partial name of the pricing to search for.
Select an operator from the operator list, and then enter a value in the
field next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

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Results Table
The Results table lists the pricing instances that match the search criteria. Select the pricing
instance and click OK.

Column Description
Name Displays the pricing instances that match the search criteria.
Description Displays a description of each pricing instance.
Phase Displays the status of the pricing instances:
• Draft: The pricing is only visible to the user.
• Promoted: The pricing has been validated and is visible for other
users to use.

Related Tasks
Creating Price Selector Rules

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Discount Selectors
A discount selector consists of rules that associate account, service, and event attributes and
custom rules with discounts. You use a discount selector to determine which discount to apply
to an event.
To work with discount selectors, see the following topics:
• Creating a Discount Selector
• Create Discount Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Discount Selector

To create a discount selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Discount Selector.
The Create Discount Selector page appears.
2. Specify general information for the discount selector. See "Specifying Discount Selector
General Information".
3. Select the attributes you want to use to define the rules in the discount selector. See
"Selecting Rule Attributes".
4. Create the discount selector rules. See "Creating Discount Selector Rules".
5. When you have completed adding the rules, click Finish.
The overview page for the discount selector appears.

Related Topics
Create Discount Selector Page Reference
Adding Discounts to a Discount Offer

Specifying Discount Selector General Information

To specify general information:
1. In the General Information section, enter a name and description for the discount selector.
2. (Optional) From the Service list, select the service for which you want to create the
discount selector.
3. (Optional) From the Event list, select the event for which you want to create the discount
selector.
4. From the Pricing Profile list, select the pricing profile to associate with the discount
selector.

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Related Topics
General Information Section
Creating a Discount Selector

Selecting Rule Attributes

You select rule attributes that you want to use to define the discount selector rules.
To select rule attributes:
1. In the Select Fields for Rules section, click the Add icon in the table.
The Select Field dialog box appears.
2. Select the fields that you want to use in the rule and click OK. Hold down the Ctrl key to
make multiple selections.
The selected fields are added to the Select Fields for Rules table with default values.
The same fields are used for all the rules in the discount selector. You can override the
default values and set specific values in the rule to limit the fields that you want used in a
rule.
3. In the Value Type column, select the type of value the field contains.
If you select Value of Another Field, in the Default column, select the other field.
4. In the Default column, enter the default value for the field.
An asterisk (*) specifies the field can contain any value.

Related Topics
Select Fields for Rules Section
Creating a Discount Selector

Creating Discount Selector Rules

To create discount selector rules:
1. (Optional) In the Rules section, from the Effective Period list, click Manage to add or
change an effective period.
The effective period indicates when the rules in the discount selector are valid.
The default effective period starts immediately and never ends.
2. Click the Add icon in the table to add a new rule.
A row is added to the table.
3. In the Rule Name column, enter a name for the rule.
4. In the subsequent columns, enter or modify the values for each of the rule attributes that
you selected previously.
5. In the Discount column, do one of the following:
• To create a discount for the rule, select Create. See "Adding a New Discount" for
information about creating a discount.

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• To search for an existing discount from the discount selector to associate with the rule,
select Search.
• To modify the discount, select Edit.
The table lists the rules in the order that the rules are evaluated. You can select a rule and
move it up or down if you wish to reorder the rules. See "Working with Tables".

Related Topics
Rules Section
Creating a Discount Selector

Create Discount Selector Page Reference

Use the Create Discount Selector page to create rules that associate event, service, and
account attributes with discounts.
For a description of the fields, see:
• General Information Section
• Select Fields for Rules Section
• Rules Section

General Information Section

Use the General Information section to provide general information for the discount selector.

Field Description
Name, Description Enter a unique name and a description for the discount selector.
Service (Optional) Select the service for which you want to create the discount
selector.
Event (Optional) Select the event for which you want to create the discount selector.
Pricing Profile Select the pricing profile to associate with the discount selector.

Related Tasks
Specifying Discount Selector General Information

Select Fields for Rules Section

Use the Select Fields for Rules section to select the fields that you want to use in the discount
selector rules.

Column Description
Field Displays the fields that you have selected to define discount selector rules.
The same fields are used for all the rules in the discount selector. You can
override the default values and set specific values in the rule to limit the fields
that you want used in a rule.

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Column Description
Value Type Select the type of value that the field contains.
• Single Value: The field contains a single value.
• Value of Another Field: The field contains the value of another field. If
you select this option, in the Default column, select the other field.
Operator Displays the relationship between the rule's default field value and the value in
the subscriber, service, event, custom rule, or profile field.
Equals, Matches, or Maps to appears next to the field names in the Rules
section. The value of the field in the subscriber, service, event, or custom rule
must match the value of the field in the rule.
Default Enter a default value for the field.
If the operator is Equals or Maps to, an asterisk (*) specifies the field can
contain any value. If the operator is Matches, a dot followed by an asterisk (.*)
specifies the field can contain any value.
If the field is limited to predefined values, a list of values appears. Select a
value from the list.
If Value of Another Field is selected for Value Type, the Select Field dialog
box appears. In the Select Field dialog box, select the field you want.

Related Tasks
Selecting Rule Attributes

Rules Section
Use the Rules section to define discount selector rules and associate each rule to a discount.
The table in this section lists the rules in the order that the rules are evaluated. The price
selector returns the price of the first rule that matches the values in the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Field or Column Description

Effective Period (Optional) Set the start and end dates to specify the period when the rules in
the discount selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an effective
period. See "Manage Effective Periods Dialog Box".
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a name for the rule.

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Field or Column Description

Field Name (Optional) Select an operator and enter a value.
You can select one of the following operators:
• Equals or Not Equals
• Matches or Not Matches
• In or Not In
Note: The NOT operators can be used only if you are using ECE for the usage
charging.
To apply the rule to a subscriber, service, or event, the field value must match
the corresponding subscriber, service, or event value.
Note: An asterisk (*) matches all values in the corresponding subscriber,
service, or event field.
Discount Create a discount or select an existing discount to associate with the rule. See
"Adding a New Discount" for information about creating a discount.

Related Tasks
Creating Discount Selector Rules

Search for Discounts Dialog Box

Use the Search for Discounts dialog box to search for discounts to include in the discount
selector.

Field Description
Pricing Component Specifies the pricing component to search for.
This field displays Discount.
Profile Displays the pricing profile associated with the discount selector.
Name (Optional) Enter a full or partial name of the discount to search for.
Select an operator from the operator list, and then enter a value in the
field next to the operator list.
Leading and trailing whitespaces are removed from the search criteria.
If embedded whitespaces need to be included in the search, use '% %'
in place of the whitespace in your search criteria.

Results Table
The Results table lists the discounts that match the search criteria. Select the discount to
include in the discount selector and click OK.

Field Description
Name Lists the discounts that match the search criteria.
Description Displays a description for each discount.
Phase Displays the status of the discount:
• Draft: The discount is only visible to the user.
• Promoted: The discount has been validated and is visible for
other users to use.

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Related Tasks
Creating Discount Selector Rules

Related Topics
Searching for Pricing Components

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Generic Selectors
A generic selector is a set of rules that map service and event attributes and expressions to a
result. You use a generic selector in a charge to apply prices based on the rule results.
To work with generic selectors, see the following topics:
• Creating a Generic Selector
• Create Generic Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Generic Selector

To create a generic selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Generic Selector.
The Create Generic Selector page appears.
2. Specify general information for the generic selector. See "Specifying Generic Selector
General Information".
3. Select the attributes that you want to use in the rules for the generic selector. See
"Selecting Rule Attributes".
4. Create the rules for the generic selector. See "Creating Generic Selector Rules".
5. When you have completed adding the rules, click Finish.
The overview page for the generic selector appears.

Related Topics
Create Generic Selector Page Reference

Specifying Generic Selector General Information

To specify general information for the generic selector:
1. In the General Information section, enter a name and description for the generic selector.
2. (Optional) If you plan to use service attributes in the generic selector rules, select the
desired service from the Service list.
3. (Optional) If you plan to use event attributes in the generic selector rules, select the
desired event from the Event list.
4. From the Pricing Profile list, select the Convergent Usage pricing profile.

Related Topics
General Information Section
Creating a Generic Selector

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Selecting Rule Attributes

Select the rule attributes that you want to use to define generic selector rules.
To select the rule attributes:
1. In the Select Fields for Rules section, click the Add icon in the table.
The Select Field dialog box appears.
2. Select the fields that you want to use to define generic selector rules and click OK. Hold
down the Ctrl key to make multiple selections.
The selected fields are added to the table with default values.
The same fields are used for all the rules in the generic selector. You can override the
default values and set specific values in the rule to limit the fields that you want used in a
rule.
3. In the Value Type column, select the type of value the field contains.
• If you select Value of Another Field, in the Default column, select the other field.
4. In the Default column, enter the default value for the field.
An asterisk (*) specifies the field can contain any value.

Related Topics
Select Fields for Rules Section
Creating a Generic Selector

Creating Generic Selector Rules

To create generic selector rules:
1. (Optional) In the Rules section, from the Effective Period list, click Manage to add or
change an effective period.
The effective period indicates when the rules in the generic selector are valid.
The default effective period starts immediately and never ends.
2. Click the Add icon in the table to add a new rule.
A row is added to the table.
3. (Optional) In the Rule Name column, enter a name for the rule.
4. In the subsequent columns, enter or modify the values for each of the rule attributes that
you selected previously.
5. In the Results column, enter a string value to map to this rule. For example:
• If the general selector rule determines that this is a Closed User Group (CUG) call, you
could name the result ClosedUserGroup.
• If the general selector rule determines that this is a call to friends and family, you could
name the result Friends&Family.
• If the general selector rule determines that this is a call with low QoS, you could name
the result LowQoS.
The result is used in a charge to guide to a price.

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The rules are evaluated in the order they are listed in the table. You can select a rule and move
it up or down if you wish to reorder the rules. See "Working with Tables".

Related Topics
Rules Section
Creating a Generic Selector

Create Generic Selector Page Reference

Use the Create Generic Selector page to create rules that associate event, service, and
account attributes and custom rules with a result string.
For a description of the fields, see:
• General Information Section
• Select Fields for Rules Section
• Rules Section

General Information Section

Use the General Information section to provide general information for the generic selector.

Field Description
Name, Description Enter a unique name and a description for the generic selector.
Service (Optional) If you plan to use service attributes to create generic selector rules,
select the desired service.
Event (Optional) If you plan to use event attributes to create generic selector rules,
select the desired event.
Pricing Profile Select the Convergent Usage pricing profile.

Related Tasks
Creating a Generic Selector

Select Fields for Rules Section

Use the Select Fields for Rules section to select the fields that you want to use in the generic
selector rules.

Column Description
Field Displays the fields that you have selected to define price selector rules.
The same fields are used for all the rules in the price selector. You can
override the default values and set specific values in the rule to limit the fields
that you want used in a rule.
Value Type Select the type of value that the field contains.
• Single Value: The field contains a single value.
• Value of Another Field: The field contains the value of another field. If
you select this option, in the Default column, select the other field.

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Column Description
Operator Displays the relationship between the rule's default field value and the value in
the account, service, event, or custom rule field.
Equals or Matches appears next to the field names when you define the
rules. The value of the field in the subscriber, service, event, or custom rule
must match the value of the field in the rule.
Default Enter a default value for the field.
If the operator is Equals, an asterisk (*) specifies the field can contain any
value. If the operator is Matches, a dot followed by an asterisk (.*) specifies
the field can contain any value.
If the field is limited to predefined values, a list of values appears. Select a
value from the list.
If Value of Another Field is selected for Value Type, the Select Field dialog
box appears. In the Select Field dialog box, select the field you want.

Related Tasks
Selecting Rule Attributes

Rules Section
Use the Rules section to define generic selector rules and associate each rule to a result that
used in a charge to guide to a price.
The rules are evaluated in the order they are listed in the table in this section. The generic
selector returns the result of the first rule that matches the values in the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Field or Column Description

Effective Period (Optional) Set the start and end dates to specify the period when the rules in
the generic selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an effective
period. See "Manage Effective Periods Dialog Box".
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name (Optional) Enter a name for the rule.

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Field or Column Description

Field Name (Optional) Select an operator and enter a value.
You can select one of the following operators:
• Equals or Not Equals
• In or Not In
• Matches or Not Matches
Note: The NOT operators can be used only if you are using ECE for the usage
charging.
To apply the rule to a subscriber, service, or event, the field value must match
the corresponding subscriber, service, or event value.
Note: An asterisk (*) matches all values in the corresponding subscriber,
service, or event field.
Results Enter a string value to map to this rule. For example:
• If the general selector rule determines that this is a Closed User Group
(CUG) call, you could name the result ClosedUserGroup.
• If the general selector rule determines that this is a call to friends and
family, you could name the result Friends&Family.
• If the general selector rule determines that this is a call with low QoS, you
could name the result LowQoS.
The result is used in a charge to guide to a price.

Related Tasks
Creating Generic Selector Rules

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USC Selectors
A Usage Scenario (USC) selector contains rules that map existing impact categories to new
impact categories based on usage attributes and custom rules (if applicable).
For example, if a call is a long-distance call, where the zone model is Geographical Zoning and
the impact category is Long Distance, you can use a USC Selector to map that impact
category to new impact categories based on usage attributes and custom rules. For example, if
the call has usage type or custom rule Friends & Family, you can map the existing impact
category to an impact category called Friends & Family.
You define USC selector rules by specifying values for the existing impact category, the event
usage attributes and custom rules (if applicable) used to evaluate the USC rule, and the new
impact category. When an event's usage attribute values and custom rules (if applicable)
match a rule, the new impact category is returned by the USC selector.
To work with USC selectors, see the following topics:
• Creating a USC Selector
• Create USC Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a USC Selector

To create a USC selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
USC Selector.
The Create USC Selector page appears.
2. In the General Information section, enter a name and description for the USC selector.
The name must be unique across USC, APN, and charge selectors. For example, if you
name a charge selector Default Analyzer, you cannot name a USC selector Default
Analyzer.
3. From the Pricing Profile list, select the pricing profile to associate with the USC selector.
4. (Optional) From the Applicable To list, select the service to associate with the USC
selector.
5. (Optional) From the Event list, select the event to associate with the USC selector.

Note:
Ensure that the event contains the attributes used in the USC selector for
evaluating the rule.

6. (Optional) Add or change an effective period. In the Rules and Conditions section, from the
Effective Period list, select Manage and specify an effective period.

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The effective period indicates the time period when the rules in the USC selector are valid.
The default effective period starts immediately and never ends.
7. Click the Add button in the table to add a new rule.
8. In the Zone Model column, select the zone model to use for this USC selector rule.
9. In the Zone Impact Category column, select the existing zone impact categories that you
want to map to the new impact category in this USC selector rule.
The default value .* specifies that the rule applies for all zone impact categories.
10. Select values for Usage Class, Service Class, and Service Code attributes to use for
evaluating the rule.
The default value .* specifies that the rule applies for all usage class, service class, and
service codes.
11. Select the value for the Usage Type or Custom Rule attribute to use for evaluating the
rule.
The default value .* specifies that the rule applies for all usage types or custom rules.
12. (Optional) In the Quantity Value column, enter the maximum quantity of usage for the
event.
13. (Optional) In the Min Amt and Max Amt columns, enter the minimum and maximum
charge amounts for the event.
14. In the Impact Category column, select the new impact category to use for determining the
price for the event.
15. (Optional) If you selected Usage Type, in the New Usage Type column, select the new
usage type to assign to the event.
16. When you have completed adding the rules, click Finish.

The overview page for the USC selector appears.

The table lists the rules in the order that the rules are evaluated.

Note:
To reorder the rules, click Edit, select a rule, and then click the Move Rule Up or
Move Rule Down icon.

Related Topics
Create USC Selector Page Reference

Create USC Selector Page Reference

Use the Create USC Selector page to define rules to map existing impact categories to new
impact categories based on usage attributes.
For a description of the fields, see:
• General Information Section
• Rules and Conditions Section

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General Information Section

Use the General Information section to provide general information for the USC selector.

Field Description
Name, Description Enter a unique name and a description for the USC selector.
The name must be unique across USC, APN, and charge selectors. For
example, if you name a charge selector Default Analyzer, you cannot name
a USC selector Default Analyzer.
Pricing Profile Select a pricing profile to associate with the USC selector.
Applicable To (Optional) Select a service to associate with the USC selector.
Event (Optional) Select an event to associate with the USC selector.

Related Tasks
Creating a USC Selector

Rules and Conditions Section

Use the Rules and Conditions section to create rules to map existing impact categories to new
impact categories.
The table in this section lists the rules in the order that the rules are evaluated. The USC
selector returns the impact category and usage type of the first rule that matches the values in
the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Field or Column Description

Effective Period (Optional) Set the start and end dates to specify a specific time period during
which the rules in the USC selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an effective
period. See "Manage Effective Periods Dialog Box".
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a name for the USC selector rule.
Zone Model Select the zone model to use for this USC selector rule.

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Field or Column Description

Zone Impact Category Select an operator and the existing zone impact categories that you want to
map to the new impact category in this USC selector rule.
The default value .* specifies that the rule applies for all zone impact
categories.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Usage Class Select an operator and the existing usage class values to use for evaluating
the rule.
The default value .* specifies that the rule applies for all usage classes.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Usage Type (Online Usage and Offline Usage pricing profiles only) Select an operator and
the existing usage type values to use for evaluating the rule.
The default value .* specifies that the rule applies for all usage types.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Custom Rule (Convergent Usage pricing profile only) Select an operator and the existing
custom rule to use for evaluating the rule.
The default value .* specifies that the rule applies for all custom rules.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Service Class Select an operator and the existing service class values to use for evaluating
the rule.
The default value .* specifies that the rule applies for all service classes.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Service Code Select an operator and the existing service code values to use for evaluating
the rule.
The default value .* specifies that the rule applies for all service classes.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.

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Field or Column Description

Quantity Value (Optional) Enter the maximum quantity of usage for the event, such as
duration.
The quantity of usage for the event must be less than or equal to the Quantity
Value.
Min Amt (Optional) Enter the minimum charge amount for the event.
The charge amount for the event must be equal to or greater than the Min
Amount.
Max Amt (Optional) Enter the maximum charge amount for the event.
The charge amount for the event must be less than or equal to the Max
Amount.
Impact Category Select the new impact category to use for determining the price for the event.
New Usage Type (Optional) Select a new usage type to assign to the event.

Related Tasks
Creating a USC Selector

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APN Selectors
An Access Point Name (APN) selector consists of rules that map APNs to new impact
categories based on event attribute values. You use APN selectors to redefine the impact
category for events that are associated with specific APNs.
You define APN selector rules by specifying values for the APNs, the event attributes used to
evaluate the APN rule, and the new impact category. When an event's attribute values match a
rule, the new impact category is returned by the APN selector.
To work with APN selectors, see the following topics:
• Creating an APN Selector
• Create APN Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating an APN Selector

To create an APN selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
APN Selector.
The Create APN Selector page appears.
2. In the General Information section, enter a name and description for the APN selector.
The name must be unique across APN, USC, and charge selectors. For example, if you
name a charge selector Default Analyzer, you cannot name an APN selector Default
Analyzer.
3. From the Pricing Profile list, select a pricing profile to associate with the APN selector.
4. From the Zone Model list, select one or more zone models to use for the APN selector.
5. In the Rules section, click the Add icon in the table to add a new rule.
A row is added to the table.
6. In the Rule Name column, enter a name for the APN selector rule.
7. In the APN Name column, enter the APNs for which you want to define the new impact
category.
The default value .* specifies that the rule applies for all APNs.
8. In the Service Code column, select the service codes to use for evaluating the rule.
The default value .* specifies that the rule applies for all service codes.
9. In the Zone Impact Category column, select the existing zone impact categories
associated with the APNs.
The default value .* specifies that the rule applies for all zone impact categories.
10. In the Impact Category column, select the new impact category to associate with the
APNs.

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11. When you have completed adding the rules, click Finish.
The overview page for the APN selector appears.
The table lists the rules in the order that the rules are evaluated.

Note:
To reorder the rules, click Edit, select a rule, and then click the Move Rule Up or
Move Rule Down icon.

Related Topics
Create APN Selector Page Reference

Create APN Selector Page Reference

Use the Create APN Selector page to define rules to associate specific APNs with new impact
categories.
For a description of the fields, see:
• General Information Section
• Rules Section

General Information Section

Use the General Information section to provide basic information for the APN selector.

Field Description
Name, Description Enter a unique name and a description for the APN selector.
The name must be unique across APN, USC, and charge selectors. For
example, if you name a charge selector Default Analyzer, you cannot name
an APN selector Default Analyzer.
Pricing Profile Select a pricing profile to associate with the APN selector.
Zone Model Select one or more zone models to use for the APN selector.

Related Tasks
Creating an APN Selector

Rules Section
Use the Rules section create rules to associate specific APNs with new impact categories.
The table in this section lists the rules in the order that the rules are evaluated. The APN
selector returns the impact category of the first rule that matches the values in the event. You
can select a rule and move it up or down if you wish to reorder the rules.

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Column Description
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The rules
are evaluated in order of priority.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a name for the APN selector rule.
APN Name Select an operator and the existing APN name to use for evaluating the rule.
The default value .* specifies that the rule applies for all APNs.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Service Code Select an operator and the existing service codes to use for evaluating the
rule.
The default value .* specifies that the rule applies for all service codes.
The valid operators are:
• Matches
• Not Matches
Note: You can use Not Matches only if you are using ECE for the usage
charging.
Zone Impact Category Select an operator and the existing zone impact categories associated with
the APNs.
The default value .* specifies that the rule applies for all zone impact
categories.
Select the appropriate Not operator value from the available list of values in
the Zone Impact Category.
Impact Category Select the new impact category to associate with the APNs.

Related Tasks
Creating an APN Selector

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Tax Selectors
A tax selector consists of rules that associate account, service, profile, and event attributes
with tax codes.
For information on using tax selectors, see:
• Creating a Tax Selector
• Create Tax Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Tax Selector

To create a tax selector:
1. In the Pricing section of the navigation pane, under Models & Selectors, click Create Tax
Selector.
2. Specify general information for the tax selector. See "Specifying Tax Selector General
Information".
3. Select the attributes to use in the tax selector rules. See "Selecting Attributes for Tax
Selector Rules".
4. Create rules for the tax selector. See "Creating Tax Selector Rules".

Related Topics
Create Tax Selector Page Reference

Specifying Tax Selector General Information

To specify general information for a tax selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Tax Selector.
The Create Tax Selector page appears.
2. In the General Information section, enter a unique name and a description for the tax
selector.
3. From the Service list, select a service to associate with the tax selector.
4. From the Event list, select an event to associate with the tax selector.
5. From the Rating Profiles list, select one or more rating profiles to associate with the tax
selector.
6. From the Pricing Profile list, select a pricing profile to associate with the tax selector.
7. Click Next.
The Rule Attributes tab appears.

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Related Topics
General Information Section

Selecting Attributes for Tax Selector Rules

To create rules for a tax selector, you must first specify the customer, service, event, and profile
attributes to use in the rules.
To specify attributes for tax selector rules:
1. Go to the Rule Attributes tab of the Create Tax Selector page.
2. In the Select Fields for Rules section, click the Add icon in the table toolbar.
The Add Field dialog box appears.
3. Select at least one field to use in the rules.
To select multiple fields at the same time, press and hold the CTRL key during selection.

Note:
The selected fields are included in every rule defined for the tax selector, but in
each rule, you can override a field's default value.

4. Click OK.
The selected fields are added to the table, with one field per row.
5. Click the Value Type cell, and select a value type from the list.
The Operator cell is automatically set to Equals (for a value type of Single Value) or
Contained in (for a value type of List of Values).
6. In the Default cell, do one of the following:
• If you selected Single Value, click the cell and enter a value.
• If you selected List of Values, click the cell and do the following:
a. In the Enter Value dialog box, click the List of Values cell and enter a value.
b. For each additional value, click the Add icon and enter a value in the new cell.
c. Click OK.
The values, separated by semicolons, are added to the cell.
7. Click Next.
The Rules tab appears.

Related Topics
Rule Attributes Section

Creating Tax Selector Rules

Tax selectors use rules to determine which tax code to apply to an event.

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The selector evaluates rules in the order they appear in the table. You can change the order by
moving a row up or down, or by entering a different priority number.
To create a tax selector rule:
1. Go to the Rules tab of the Create Tax Selector page.
2. (Optional) From the Effective Period list, click Manage to add or change the effective
period.
The effective period indicates when the rules are valid. The default effective period starts
immediately and never ends.
3. If the selector contains multiple effective periods, select one.
4. In the table, click the Add icon in the table toolbar.
A row is added to the table.

Tip:
You can also add a row by clicking the Actions menu and then selecting Insert
Rule Above or Insert Rule Below.

5. Click the Priority cell, and enter the priority number.

6. Click the Rule Name cell, and enter a unique name for the rule.
7. Click the cell for each attribute, and enter a value.
8. In the Tax Code cell, select a tax code.
9. Click Finish.
You can edit or validate the tax selector.

Related Topics
Rules Section
Manage Effective Periods Dialog Box

Create Tax Selector Page Reference

Use the Create Tax Selector page to create rules that associate subscriber, service, profile,
and event attributes with tax codes.
For a description of the fields, see the following:
• General Information Section
• Rule Attributes Section
• Rules Section

General Information Section

Use the General Information section to provide a name and description for the tax selector and
to associate it with a service, event type, rating profile, and pricing profile.

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Field Description
Name, Description Enter a unique name and a description.
The name must be unique across tax selectors.
Service Select the service type to which the tax selector applies.
Event Select the event type to which the tax selector applies.
Rating Profiles Select the rating profile for the tax selector.
Pricing Profile Select the pricing profile for the tax selector.

Related Tasks
Creating a Tax Selector
Specifying Tax Selector General Information

Rule Attributes Section

Use the Rule Attributes section to select the subscriber, service, profile, and event attribute
fields to use in the tax selector rules.

Select Fields for Rules Table

The table lists the attribute fields to include in the rules. In the table, you can add or delete
fields, add or remove columns, or reorder the columns. See "Working with Tables" for more
information.
Click the Add icon to add fields using the Select Field dialog box. See "Select Field Dialog
Box".

Column Name Description

Field Displays the name of the customer, service, event, or profile attribute
field you specified in the "Select Field Dialog Box".
Value Type Select one of the following:
• Single Value: Specifies that the field contains only one valid value.
• List of Values: Specifies that the field can contain one of multiple
values.
Operator Displays the operator type, which is dependent on the Value Type entry.
• Equals: Displayed for the Single Value type.
• Contained in List: Displayed for the List of Values type.
Default Specify a default value for the field.
If the operator is Equals, enter a value.
If the operator is Contained in List, clicking on the cell opens the Select
Field dialog box. In the Select Field dialog box, enter a value in each
row.
Note: The default value of asterisk (*) specifies the field can contain any
value.

Select Field Dialog Box

Use the Select Field dialog box to specify the attribute fields to evaluate. The dialog box
includes one or more of the following categories: Customer, Service, Event, and Profile.

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Expand a category to view the attribute fields you can add to a rule. Select a field name to add
it to your rule. To select multiple fields at the same time, press and hold the CTRL key during
selection.

Related Tasks
Selecting Attributes for Charge Selector Rules

Rules Section
Use the Rules section to define tax selector rules.
Click the Add icon in the table to add rules.
The table in this section lists the rules in the order that they are evaluated. The tax selector
returns the tax code of the first rule that matches the values in the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Column Description
Effective Period (Optional) Set the start and end dates to specify the period when the
rules in the selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an
effective period. See "Manage Effective Periods Dialog Box".
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The
rules are evaluated in order of priority.
When a rule includes multiple attributes (fields), BRM processes the
attributes from left to right.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new
place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a unique name for the rule.
Field Name Enter a value.
To apply the rule to an event, the subscriber, service, profile, or event
value must match the corresponding value.
Note: An asterisk (*) matches all values in the corresponding field.
Tax Code Select the name of the tax code to associate with the rule.

Related Tasks
Creating Tax Selector Rules

Manage Effective Periods Dialog Box

Use the Manage Effective Periods dialog box to add or change effective periods.
• To add a new effective period, click the Add icon. In the Add New Effective Period dialog
box, enter a start date or click the date selector to select a date.

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• To change the effective period that starts immediately, deselect Immediately and enter a
new start date or click the date selector to select a date.

Related Tasks
Creating Tax Selector Rules

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Tax Exemption Selectors
A tax exemption selector consists of rules that associate account, service, profile, and event
attributes with tax exemption codes. You use a tax exemption selector in a charge offer to
apply tax exemptions based on the rule results.

Note:
You must create all tax exemption codes before creating your tax exemption
selectors. See "Creating Tax Exemption Codes".

For information on using tax exemption selectors, see:

• Creating a Tax Exemption Selector
• Create Tax Exemption Selector Page Reference
For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Tax Exemption Selector

To create a tax exemption selector:
1. If you haven't done so already, create your tax exemption codes. See "Creating Tax
Exemption Codes".
2. In the Pricing section of the navigation pane, under Models & Selectors, click Create Tax
Exemption Selector.
3. Specify general information for the tax exemption selector. See "Specifying Tax Exemption
Selector General Information".
4. Select the attributes to use in the tax exemption selector rules. See "Selecting Attributes
for Tax Exemption Selector Rules".
5. Create rules for the tax exemption selector. See "Creating Tax Exemption Selector Rules".

Note:
You can select multiple events in the tax exemption selector, but they are saved to
the server only after you add the attributes related to those events. Even though
multiple events are saved, the view mode of the tax exemption selector may display
only one event.

Related Topics
Create Tax Exemption Selector Page Reference

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Specifying Tax Exemption Selector General Information

To specify general information for a tax exemption selector:
1. In the Pricing section of the navigation pane, under Models and Selectors, click Create
Tax Exemption Selector.
The Create Tax Exemption Selector page appears.
2. In the General Information section, enter a unique name and a description for the tax
exemption selector.
3. From the Service list, select a service to associate with the tax exemption selector.
4. From the Events list, select one or more events to associate with the tax exemption
selector.
5. From the Rating Profiles list, select one or more rating profiles to associate with the tax
exemption selector.
6. From the Pricing Profile list, select a pricing profile to associate with the tax exemption
selector.
7. Click Next.
The Rule Attributes tab appears.

Related Topics
General Information Section

Selecting Attributes for Tax Exemption Selector Rules

To create rules for a tax exemption selector, you must first specify the customer, service, event,
and profile attributes to use in the rules. The attributes available depend on the service, event,
rating profile, and pricing profile you selected.
To specify attributes for tax exemption selector rules:
1. Go to the Rule Attributes tab of the Create Tax Exemption Selector page.
2. In the Select Fields for Rules section, click the Add icon in the table toolbar.
The Select Field dialog box appears.
3. Select at least one field to use in the rules.
To select multiple fields at the same time, press and hold the CTRL key during selection.

Note:
The selected fields are included in every rule defined for the tax exemption
selector, but in each rule, you can override a field's default value.

4. Click OK.
The selected fields are added to the table, with one attribute field per row.
5. Click the Value Type cell, and select a value type from the list.
6. Click the Operator cell, and select an operator from the list.

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7. In the Default column, do one of the following:

• If you selected Single Value, enter a value directly in the table cell.
• If you selected List of Values:
a. Click the cell.
The Enter Value dialog box appears.
b. Click the List of Values cell, and enter a value in the table cell.
c. To add other values to the list, click the Add icon and enter values.
d. Click OK.
The values, separated by semicolons, are added to the cell.
8. Click Next.
The Rules tab appears.

Related Topics
Rule Attributes Section

Creating Tax Exemption Selector Rules

Tax exemption selectors use rules to determine which tax exemption code to apply to an event.
The selector evaluates rules in the order they appear in the table. You can change the order by
moving a row up or down, or by entering a different priority number.
To create a tax exemption selector rule:
1. Go to the Rules tab of the Create Tax Exemption Selector page.
2. (Optional) From the Effective Period list, click Manage to add or change the effective
period.
The effective period indicates when the rules are valid. The default effective period starts
immediately and never ends.
3. If the selector contains multiple effective periods, select one.
4. In the table, click the Add Rule icon in the table toolbar.
A row is added to the table.

Tip:
You can also add a row by clicking the Actions menu and then selecting Insert
Rule Above or Insert Rule Below.

5. Click the Priority cell, and enter the priority number.

6. Click the Rule Name cell, and enter a unique name for the rule.
7. Click the cell for each attribute, and enter a value.
8. In the Tax Exemption Code cell, select a tax exemption code.
9. Click Finish.

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Related Topics
Rules Section

Create Tax Exemption Selector Page Reference

Use the Create Tax Exemption Selector page to create rules that associate subscriber,
service, profile, and event attributes with tax exemption codes.
For a description of the fields, see the following:
• General Information Section
• Rule Attributes Section
• Rules Section
• Manage Validity Period Dialog Box

General Information Section

Use the General Information section to provide a name and description for the tax exemption
selector and to associate it with a service, event type, rating profile, and pricing profile.

Field Description
Name, Description Enter a unique name and a description.
The name must be unique across tax exemption selectors.
Service Select the service type to which the tax exemption selector applies.
Events Select one or more event types to which the tax exemption selector applies.
Rating Profiles Select one or more rating profiles for the tax exemption selector.
Pricing Profile Select the pricing profile for the tax exemption selector.

Related Tasks
Creating a Tax Exemption Selector
Specifying Tax Exemption Selector General Information

Rule Attributes Section

Use the Rule Attributes section to specify the account, service, event, and profile attributes to
include in your tax exemption selector rules.
For a description of the subsections in the Rule Attributes section, see:
• Select Fields for Rules Table
• Select Field Dialog Box

Select Fields for Rules Table

The table lists the attribute fields to include in the rules. In the table, you can add or delete
fields, add or remove columns, or reorder the columns. See "Working with Tables" for more
information.

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Click the Add icon to add fields using the Select Field dialog box. See "Select Field Dialog
Box".

Column Name Description

Field Displays the name of the customer, service, event, or profile attribute
field you specified in the "Select Field Dialog Box".
Value Type Select one of the following:
• Single Value: Specifies that the field contains only one valid value.
• List of Values: Specifies that the field can contain one of multiple
values.
Operator Displays the operator type, which is dependent on the Value Type entry.
• Equals: Displayed for the Single Value type.
• Contained in List: Displayed for the List of Values type.
Default Specify a default value for the field.
If the operator is Equals, enter a value.
If the operator is Contained in List, clicking on the cell opens the Select
Field dialog box. In the Select Field dialog box, enter a value in each
row.
Note: The default value of asterisk (*) specifies the field can contain any
value.

Select Field Dialog Box

Use the Select Field dialog box to specify the attribute fields to evaluate. The dialog box
includes one or more of the following categories: Customer, Service, Event, and Profile.
Expand a category to view the attribute fields you can add to a rule. Select a field name to add
it to your rule. To select multiple fields at the same time, press and hold the CTRL key during
selection.

Related Tasks
Creating a Tax Exemption Selector
Selecting Attributes for Tax Exemption Selector Rules

Rules Section
Use the Rules section to associate each rule to a tax exemption code.
Click the Add icon in the table to add rules.
The table in this section lists the rules in the order that the selector evaluates them. The
selector returns the tax exemption code of the first rule that matches the values in the event.
You can select a rule and move it up or down if you wish to reorder the rules.

Column Description
Effective Period (Optional) Set the start and end dates to specify the period when the
rules in the selector are valid.
The default effective period starts immediately and never ends.
From the Effective Period list, click Manage to add or change an
effective period. See "Manage Effective Periods Dialog Box".

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Column Description
Priority Enter the rule's priority.
This table displays rules in numerical order, starting with priority 1. The
rules are evaluated in order of priority.
When a rule includes multiple attributes (fields), BRM processes the
attributes from left to right.
Reorder a rule in either of the following ways:
• Click the Move Rule Up or Move Rule Down icon.
• Change the rule's priority number. PDC moves the rule to its new
place.
The priority numbers of all rules affected by the move are changed.
Rule Name Enter a unique name for the rule.
Field Name Enter a value.
To apply the rule to an event, the subscriber, service, profile, or event
value must match the corresponding value.
Note: An asterisk (*) matches all values in the corresponding field.
Tax exemption code Select the name of the tax exemption code to associate with the rule.

Related Tasks
Creating a Tax Exemption Selector
Creating Tax Exemption Selector Rules

Manage Effective Periods Dialog Box

Use the Manage Effective Periods dialog box to add or change effective periods.
• To add a new effective period, click the Add icon. In the Add New Effective Period dialog
box, enter a start date or click the date selector to select a date.
• To change the effective period that starts immediately, deselect Immediately and enter a
new start date or click the date selector to select a date.

Related Tasks
Creating a Tax Exemption Selector

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