Refer to the following tables providing all available fields along with required fields when importing Plans & Charges. Note: Importing Plans & Charges includes tabs for Plans, Charges, Tiers, and Transaction Posting Entries.
Key
X indicates a required field.
* indicates the field may be required based on settings and/or additional selections.
Plans Tab
| Fields | Create | Update | Valid Values | Notes |
| ID | X | X | ||
| Plan Name | X | |||
| Status | -Active -Draft (Default) |
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| Description |
Charges Tab
| Fields | Create | Update | Valid Values | Notes |
| Plan ID | X | X | ||
| Plan Name | ||||
| Product ID | X | |||
| Product Name | ||||
| Charge ID | * | X | Required if creating Tiers and/or Transaction Posting Entries. | |
| Charge Name | X | |||
| Charge Description | ||||
| Charge Type | X | -One Time (Default) -Recurring -Usage Based |
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| Charge Timing | -In Advance -In Arrears |
If charge type is recurring, defaults to General Settings. If usage based, then defaults to in arrears. | ||
| Charge Billing Date | ||||
| Unit of Measure | ||||
| List Price | X | If not provided, defaults to 0. | ||
| List Price Base | ||||
| Pricing Model | -Per Unit (Default) -Volume -Tiered |
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| Billing Period Start Alignment | Criteria used to determine the boundary of a charge period. Valid Values: - Service Start Date - Customer's billing cycle day - Any day of the month 1-31 |
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| Billing Day | Criteria used to determine which day of the month or week the charge should be invoiced. Valid Values: - Customer's billing cycle day - Align with Billing Period - Any day of the month 1-31 |
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| Prorate Partial Periods | -Yes -No |
If not provided, defaults to No. | ||
| Backcharge Current Period | -Yes -No |
If not provided, defaults to Yes. | ||
| Included Units | ||||
| Prepayment Periods | ||||
| Prepaid Units | ||||
| Enable Prepaid Units | -Yes -No |
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| Enable Auto Refill Prepaid Units | -Yes -No |
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| Refill Quantity | ||||
| Refill Prepaid Units Based On | -Billing Period -Contract Term -Perpetual |
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| Prepaid Units Expiration | -Billing Period -Contract Renewal |
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| Refund Units on Cancellation | -Yes -No |
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| Remove Units on Cancellation | -Yes -No |
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| Billing Period | ||||
| Enable FMV Allocation | -Yes -No |
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| Fair Market Value (FMV) | ||||
|
Default Revenue Rule from Product
|
-Yes -No |
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| Revenue Rule ID | ||||
| Recognition Start Date | -Billing Start Date -Completion Date -Charge Start Date -Invoice Date |
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| PrePayment Amount |
Tiers Tab
| Fields | Create | Update | Valid Values | Notes |
| Plan ID | ||||
| Charge ID | X | X | ||
| Tier | ||||
| Starting Unit | X | |||
| Ending Unit | X | |||
| Price | X | |||
| Type | X | -Per Unit -Flat Fee |
Transaction Posting Entries Tab
Use this tab to override the default GL Accounts for specific types of transactions on each Charge. Please refer to this article for more information on the default GL accounts and updating accounting information for specific transaction types such as Orders/Contracts, Invoice Posting, and Revenue Schedules.
*Note: When updating Tiers or Transaction Posting Entries, you must include all of the records and fields in the import file. The import process overwrites the records on update by deleting all of the records for that subscription and creating new records from the import file.
| Fields | Create | Update | Valid Values | Notes |
| Plan ID | X | |||
| Charge ID | X | X | ||
| Transaction Type | -Orders/Contract -Invoice Posting -Revenue Schedule |
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| Debit Account | ||||
| Credit Account |
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