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Set Up Change Fees in the Product Catalog
Service providers often charge fees for making changes to existing plans to cover their costs. As a service provider, you can charge change fees.
Consider the following situation:
Charging a One-Time Fee When You Downgrade a Plan
Your customer, Jane Doe, decides to downgrade from the unlimited data plan to a limited plan because she's going on a silent retreat and will not be using her phone service or data plan. In order for her to downgrade, you charge her a one-time change fee of $20 because she's making this change within a month of upgrading.
Consider these decisions when you apply change fees:
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First, determine the change fee amount you want to apply when your user decides to change plans. Determine if this is a one-time fee.
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Next, decide the specific situation to which you will apply the change fee. For example, you may decide to apply change fees only when users downgrade their plans.
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Then, configure and build rules to trigger the change fees.
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Finally, create the offer migration plan that will apply the change fee based on the configuration rules you have built.
Follow these steps to set up the change fee process.
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Set up a product with a relationship type and the related product.
The change fee product can be modeled as part of the bundled offering or a stand-alone fee product. For example, you can set the relationship type to be auto-add whenever a customer wants to downgrade their plan from unlimited data to limited data.
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Define two filters to be triggered when the condition is true for the
quote or order:
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Qualification filters.
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Evaluation filters.
See Entity Filter Types.
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Define rules to be triggered when the condition is true for the quote or
order.
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Configuration rules: Make sure to link the product relationship and qualification filters to the rule. See Context Rules and Advanced Rules Frameworks.
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