Configure Balance Template Start/End Dates

Balance start dates determine when a balance becomes available and balance end dates determine when a balance becomes unavailable.

About this task

Configure balance start and end dates in Edit Balance when creating or changing a balance template. For information about creating and changing balance templates, see the discussions about creating balance templates and changing balance templates.
Note: If you enter conflicting input values when you define your template, the associated template tabs are highlighted and an error shows for each set of conflicting input values. The error shows until the conflicts are resolved.

Procedure

  1. In Start/End, configure the start and end properties.
  2. In Start, select the time when the balance becomes available for usage:
    • None — Available immediately.
    • Absolute — Available on the specified date.
      1. In Start Date/Time, click in the date field and click Open the Calendar to select the day, month, and year.
      2. Optionally click in the time field and enter the hour, minute, and second. If you do not specify a time, the balance starts at 00:00:00 am on the specified date.
    • Relative — Available on the purchase date or the provisioning date. In Start On, select one of the following:
      • Purchase Date
      • Provisioning Date
  3. In End, define the time when the balance is no longer available for usage:
    Note: When defining a periodic or on-demand periodic balance, you cannot set the end time to the past.
    • None — The balance is available indefinitely.
    • Absolute — The balance becomes unavailable for usage on the specified date.
      1. In Start Date/Time, click in the date field and click Open the Calendar to select the day, month, and year.
      2. Optionally click in the time field and enter the hour, minute, and second. If you do not specify a time, the balance starts at 00:00:00 AM on the specified date.
    • Relative — Becomes unavailable for usage after the specified time period, relative to the start time or purchase time.
      1. In Ends in, click in the first field and enter an integer value greater than zero.
      2. In the second field, select the time unit (seconds, minutes, hours, days, years).
      3. In the third field, select one of the following:
        • From Start — Relative to the start time.
        • From Purchase — Relative to the product offer purchase date.
    • Purchased Item Aligned — End time is set to the end time of the catalog item that creates the balance or meter.
  4. In End Date Adjustment Type, choose one of the following options to set whether the balance validity end date can be extended during a manual balance top-up or adjustment operation. This enables the balance amount to be available for a longer period of time.
    • Allow — A new validity end date can be specified during a top-up operation.

      If you select this option, you can optionally specify a Default Extension time so the extended period does not have to be specified during the top-up operation. In such cases, enter an integer for the number of units by which to extend the end date and select the unit type: Minutes, Hours, Days, Weeks, Months or Years. For example, to extend the end date two weeks, enter 2 and select weeks. If you do not specify a Default Extension, one must be specified during the top-up operation.

    • Always Use Default — The validity end date can be extended to the amount of time specified as the Default Extension.

      If you select this option, in Default Extension, enter an integer for the number of units by which to extend the end date and select the unit type: Minutes, Hours, Days, Weeks, Months or Years. For example, to use a default extension date of one month, enter 1 and select Months.

    • Deny — The validity end date cannot be extended.
  5. (Optional) Select a Purge Profile to specify the expired offer removal period.
  6. Click Save.
    Note: If you change any values in the fields above, you must click Save.