| Charge Proration Settings |
Purchase Proration Type — How to apply recurring charges when a
product offer is purchased mid-cycle:
- Charge Full Amount —
The charge amount is applied in total for the full cycle period
in which the purchase/resume occurs.
- Charge Prorated Amount
— (Default) The charge amount is scaled according to the portion
of the cycle period that the product offer is owned/valid.
- Charge Nothing — The
charge amount is not applied for any of the cycle period in
which the purchase/resume occurs.
Cancel Proration Type — How to refund recurring charges when a
product offer is canceled mid-cycle: Note: If the Offer
Cancel Type in the General
tab is not set to Immediate, the
Cancel Proration Type is
automatically set to Refund Nothing, and
cannot be modified.
- Refund Full Amount —
The full charge amount is refunded.
- Refund Prorated Amount
— (Default) The charge amount that is refunded is scaled
according to the portion of the cycle during which the product
offer is canceled.
- Refund Nothing — No
charges are refunded.
- Refund Forfeiture Based
Amount — The charge amount that is refunded is scaled according
to the unused amount of one specific recurring grant during the
portion of the cycle the product offer was owned and valid. For
example, if a subscriber forfeits 90% of that grant, they should
be entitled to a 90% refund of the charge. With this refund
option, if the used grant amount is greater than or equal to the
amount granted with the charge, the charge amount refunded is 0.
If the used grant amount is less than the amount granted with
the charge, the cost associated with the unused grant amount is
refunded to the balance in increments defined by a specified
Refund Proration Granularity. This
configures the refund to occur according to used asset portions,
similar to rating beats.
For example, 1024 kilobytes means all granted kilobytes are
divided into 1024KB portions, with any remaining amount
forfeited. From the whole 1024KB portions, if any amount of a
portion is used, the entire portion is considered used and, the
charge amount associated with that entire portion is not
refunded. Only the charges associated with the remaining unused
portions are refunded. If there are multiple charges, to
separate balances, each balance is refunded a percentage equal
to the percentage of the grant forfeited. For example, assume an
offer's recurring charges had charged $2 from one balance and $3
from another, for one recurring grant of 5GB. If cancelation
forfeited 4GB of the 5GB grant, or 80%, then the
forfeiture-based refund would return 80% of each charge (80% of
$2 ($1.60) into the first balance and 80% of $3 ($2.40) into the
second balance).
If
you use this refund option, in Refund Proration
Grant, select the associated grant and in
Refund Proration Granularity,
enter the divisor and measurement unit. The granularity unit
must be compatible with the grant unit. For example, a 2GB
grant can have granularity measured in bytes or kilobytes,
but not in seconds or minutes. In addition, if
forfeiture-based proration is used on both cancel and
suspend operations, they must refer to the same grant and
have the same divisor and units. Note: If you want
to prorate more than one grant, you must put each grant
in a separate offer.
Suspend Proration Type —
How to refund recurring charges when a product offer is suspended
mid-cycle:
- Refund Full Amount — The full charge
amount is refunded.
- Refund Prorated Amount — (Default) The
charge amount that is refunded is scaled according to the
portion of the cycle during which the product offer is canceled.
- Refund Nothing — No charges are refunded.
- Refund Forfeiture Based Amount —
The charge amount that is refunded is scaled according to the
unused amount of one specific recurring grant during the portion
of the cycle the product offer was owned and valid. For example,
if a subscriber forfeits 90% of that grant, the subscriber
should be entitled to a 90% refund of the charge. With this
refund option, if the used grant amount is greater than or equal
to the amount granted with the charge, the charge amount
refunded is 0. If the used grant amount is less than the amount
granted with the charge, the cost associated with the unused
grant amount is refunded to the balance in increments defined by
a specified Refund Proration Granularity.
This configures the refund to occur according to used asset
portions, similar to rating beats. For example, 1024
kilobytes means all granted kilobytes are divided into 1024KB
portions, with any remaining amount forfeited. From the whole
1024KB portions, if any amount of a portion is used, the entire
portion is considered used and, the charge amount associated
with that entire portion is not refunded. Only the charges
associated with the remaining unused portions are refunded. If
there are multiple charges, to separate balances, each balance
is refunded a percentage equal to the percentage of the grant
forfeited. For example, assume an offer's recurring charges had
charged $2 from one balance and $3 from another, for one
recurring grant of 5GB. If cancelation forfeited 4GB of the 5GB
grant, or 80%, then the forfeiture-based refund would return 80%
of each charge (80% of $2 ($1.60) into the first balance and 80%
of $3 ($2.40) into the second balance).
If you use this refund option, in
Refund Proration Grant, select
the associated grant and in Refund Proration
Granularity, enter the divisor and
measurement unit. The granularity unit must be compatible
with the grant unit. For example, a 2GB grant can have
granularity measured in bytes or kbytes, but not in seconds
or minutes. In addition, if forfeiture-based proration is
used on both cancel and suspend operations, they must refer
to the same grant and have the same divisor and units. Note: If you want to prorate more
than one grant, you must put each grant in a separate
offer.
Resume Proration Type —
How to apply recurring charges when a product offer is resumed
mid-cycle:
- Charge Full Amount — The charge amount
is applied in total for the full cycle period in which the
purchase/resume occurs.
- Charge Prorated Amount — (Default)
The charge amount is scaled according to the portion of the
cycle period that the product offer is owned/valid.
- Charge Nothing — The charge amount is not
applied for any of the cycle period in which the purchase/resume
occurs.
Important: The proration type
defined in a status life cycle overrides the proration type defined
in the product offer when suspending or resuming an offer unless the
proration type value is Offer. |
| Charge in Arrears Proration Settings |
Purchase Proration Type — How to apply recurring charges when a
product offer is purchased in arrears:
- Charge Full Amount — The charge amount is applied in total for
the full cycle period in which the purchase occurs.
- Charge Prorated Amount — (Default) The charge amount is scaled
according to the portion of the cycle period that the product
offer is owned/valid.
- Charge Nothing — The charge amount is not applied for any of the
cycle period in which the purchase occurs.
Cancel Proration Type — How to charge for recurring charges when a
product offer is canceled in arrears: Note: If
the Offer Cancel Type in the
General tab is not set to
Immediate, the Cancel
Proration Type is automatically set to
Charge Full Amount, and cannot be
modified.
- Charge Full Amount — The charge amount is applied in total for
the full cycle period in which the cancellation occurs.
- Charge Prorated Amount — (Default) The charge amount is scaled
according to the portion of the cycle period that the product
offer is owned/valid.
- Charge Nothing — The charge amount is not applied for any of the
cycle period in which the cancellation occurs.
|
| Grant Proration Settings |
Purchase Proration Type — How to apply recurring grants when a
product offer is purchased mid-cycle:
- Grant Full Amount — The
grant amount is applied in total for the full cycle period in
which the purchase/resume occurs.
- Grant Prorated Amount —
(Default) The grant amount is scaled according to the portion of
the cycle period that the product offer is owned/valid.
- Grant Nothing — The
grant amount is not applied for any of the cycle period in which
the purchase/resume occurs.
Cancel Proration Type — How
to forfeit recurring grants when a product offer is canceled
mid-cycle: Note: If the Offer Cancel Type in
the General tab is not set to
Immediate, the Cancel
Proration Type is automatically set to
Forfeit Nothing, and cannot be
modified.
- Forfeit Prorated
Amount — (Default) The grant amount that is forfeited for
the final cycle is inversely scaled according to the portion
of the cycle the product offer was owned/valid.
- Forfeit Full Amount
— Any unused amount of the granted assets are forfeited.
- Forfeit Nothing —
Forfeit no granted assets.
- Forfeit Consumption
Based Amount — The forfeited grant amount is based on the
amount of assets a subscriber used from the amount granted
with the offer being canceled. If the used amount is greater
than or equal to the granted amount, the amount removed from
the grant balance is the granted amount. If the used amount
is less than the granted amount, the used amount is removed
from the grant balance. If the same subscriber or group owns
both the G/L balance and the offer that grants into it,
consumption-based forfeiture for that subscriber or group
tracks the amount granted by that offer, the amount granted
by all offers, top-ups, and so forth (by using the credit
floor), and the amount remaining. This information is used
to forfeit the unused amount. If a subscriber grants to a
shared group G/L balance, consumption-based forfeiture uses
this information and the current value of a subscriber's
virtual balance to determine how much was consumed by all
subscribers and by the subscriber who canceled the offer and
forfeits the subscriber's unused amount.
Important:
Consumption-based proration requires advanced pricing
configurations, including setting up two balances for the group
or subscriber: the Shared Asset balance
and the Total Contribution balance.
Contact your MATRIXX representative when setting up this
proration type. Note the following restrictions:
- Both balances must
be periodic, align with the same billing cycle, and use the
same balance units.
- The balances cannot
be the same.
- For groups
scenarios:
- The product
offer purchased must have a recurring grant to the
Total Contribution balance.
- The grant
must have a scale basis of Balance
Amount, from the previous balance
entry period of the Total
Contribution balance to the current
balance entry period of the Shared
Asset balance.
- The product
offer purchased by the subscriber must have a
recurring grant to the group's Total
Contribution balance and must have the
cancelation proration type set to Forfeit
Consumption Based Amount.
- The product
offer purchased by the subscriber must have a charge
component that removes assets from the
Shared Asset balance.
Suspend Proration Type — How to forfeit recurring grants when a
product offer is suspended mid-cycle:
- Forfeit Prorated Amount — The
grant amount that is forfeited for the final cycle is
inversely scaled according to the portion of the cycle the
product offer was owned/valid.
- Forfeit Full Amount — Any unused
amount of the granted assets are forfeited.
- Forfeit Nothing — Forfeit no granted
assets.
- Forfeit Consumption Based
Amount — The forfeited grant amount is based on the amount
of assets a subscriber used from the amount granted with the
offer being canceled. If the used amount is greater than or
equal to the granted amount, the amount removed from the
grant balance is the granted amount. If the used amount is
less than the granted amount, the used amount is removed
from the grant balance. If the same subscriber or group owns
both the G/L balance and the offer that grants into it,
consumption-based forfeiture for that subscriber or group
tracks the amount granted by that offer, the amount granted
by all offers, top-ups, and so forth (by using the credit
floor), and the amount remaining. This information is used
to forfeit the unused amount. If a subscriber grants to a
shared group G/L balance, consumption-based forfeiture uses
this information and the current value of a subscriber's
virtual balance to determine how much was consumed by all
subscribers and by the subscriber who canceled the offer and
forfeits the subscriber's unused amount.
If you configure
this grant cancel proration type and the owner of the
asset balance is a group, it requires advanced
configurations of product offers, grants, and balances.
You must create two G/L balances: one that has the
amounts granted to each subscriber (in the
Total Contribution field) and
one that is the shared G/L balance to which the assets
are granted and forfeited (in the Shared
Asset field). Then you must identify
these two balances when setting the refund proration
properties.
Resume Proration Type — How to apply recurring grants when a
product offer is resumed mid-cycle:
- Grant Full Amount — The grant amount
is applied in total for the full cycle period in which the
purchase/resume occurs.
- Grant Prorated Amount — The grant
amount is scaled according to the portion of the cycle
period that the product offer is owned/valid.
- Grant Nothing — The grant amount is not
applied for any of the cycle period in which the
purchase/resume occurs.
Important: The proration type defined in a status life
cycle overrides the proration type defined in the product offer when
suspending or resuming an offer unless the proration type value is
Offer. |
| Period Proration Settings |
Short Period Proration — How the charge amount is refunded, and the
granted amount is forfeited when the subscriber or group billing cycle
has changed, resulting in a shorter billing cycle period. No
Proration or Prorate. Long Period Proration — How
the charge amount is refunded, and the granted amount is forfeited
when the subscriber or group billing cycle has changed, resulting in
a longer billing cycle period: No Proration
or Prorate. Charge Period Termination
Proration Type — To define how to prorate a refund when a period is
terminated due to a billing cycle change, set one of the following
values:
- Refund Prorated
Amount — The charge amount that is refunded is scaled
according to the new billing cycle.
- Refund Full Amount
— The full charge amount is refunded.
- Refund Nothing — No
charges are refunded.
Grant Period Termination Proration Type — To define how to
prorate a forfeiture when a period is terminated due to a billing
cycle change, set one of the following values:
- Forfeit Prorated
Amount — The grant amount that is forfeited for the
terminated cycle is inversely scaled according to the new
billing cycle.
- Forfeit Full Amount
— If Any unused amount of the granted assets are forfeited.
- Forfeit Nothing —
Forfeit no granted assets.
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