Apply Cycle Data

Use the Cycle Data tab to create a purchased item cycle for triggering recurring processing. The offset for a service contract begins at the start of the cycle for which a payment is charged. The purchased item cycle is independent of the balance cycle or billing cycle recurring processing that the rest of the MATRIXX Charging Server uses. The purchased item cycle for a bundle overrides that of any offers in the bundle, and the purchased item cycle in an offer overrides the Charging Server cycles.

About this task

The Cycle Priority setting only arbitrates between purchased items with cycle periods that begin at the same time.

Procedure

  1. In Edit Offer Revision offer_name, click the Cycle Data tab.
  2. In Period Type, select an increment for the purchased item cycle period. The choices are:
    • empty (no value)
    • Minutes
    • Hours
    • Days
    • Weeks
    • Months
    • Years
    Note: An offer or bundle with a cycle data Period Type of Hours or Minutes is incompatible with a grace period profile that specifies a recoverable renew time. This combination fails pricing validation.
  3. In Period Interval, enter a numeric value to specify the number of increments in the cycle period.
  4. In Cycle Offset Type, select a cycle offset type to use. The choices are:
    • Billing Cycle — The cycle is aligned to the billing cycle.
    • Purchase Time — The cycle is initialized by the purchase time.
    • Fixed Offset — Supported for the year, month, and week Period Types. Starts on the specified day relative to the Period Type.

      The Cycle Offset field sets the number of days to offset. For example, a Period Type of Months, using Fixed Offset, and a Cycle Offset of 2, starts the cycle on the second day of the month before the purchase date. The cycle continues monthly on the second day of each month.

    • Purchase Date — The cycle start date is the purchase date. When you specify Purchase Date, you must set the Cycle Start Type and the Cycle Start Time (if the Cycle Start Type is absolute).

    You must set the Cycle Offset Type to avoid a validation error.

  5. (Use with the Fixed Offset cycle offset type) In Cycle Offset, enter the number of days to offset the cycle start date.
  6. In Cycle Start Type, select type of offset. The choices are:
    • Absolute — A specific time of day to start. The default is the first second of the day. You can optionally enter a specific time of day for the cycle to start.
    • Purchase Time — Establishes the time of day component for the purchased item cycle. If you use the Fixed Offset option to Cycle Offset Type, this option establishes the cycle time of day at the time the product is purchased.
  7. (Optional) In Grace Period Profile select a grace period profile (and its optional recoverable period profile) to specify options for allowing a subscriber to re-establish cycle processing after it has failed.
  8. In Priority, enter a numeric priority value that is used to rank this cycle among the purchased item cycles of other products purchased at the same time.
    If you are using debt balances and want to sort them by recurring processing priority, you must enter a priority value. If no priority is provided, the priority defaults to zero and debt balances are not sorted. A numerically lower priority value has a higher priority.
  9. (Optional) Configure the following cycle data parameters:
    • Continue After Failure — Continue recurring processing after processing has failed because of a failure to charge.
    • Override Allowed — Allow any client to override the product cycle data at purchase time.
    • Enable Last Period Proration — Allow recurring processing to prorate charges if they expire within the processing period.
    • Recurring Failure on Purchase Allowed — Allow recurring processing to succeed during purchase if it would otherwise fail due to insufficient credit.
    • Recurring Failure Override on Purchase Allowed — Allow the Recurring Failure on Purchase Allowed specified here to be overridden during purchase.
    • Recurring Failure on Resume Allowed — Allow resume to succeed even when there are not enough funds to pay for the recurring charge.
    • Auto Activation Time Recurring Failure Allowed — Allow a scheduled activation to succeed even if there are insufficient funds to pay the recurring charge. This feature is disabled by default. For more information, see the discussion about pre-active purchased item activation failure in MATRIXX Subscriber Management.
      Note: This option only applies to a time-based activation (that is, a purchased item with an auto activation time set). It does not apply to usage-based activation (that is, a product offer's Activate with Usage property is enabled) or when using a SubMan API request to activate a purchased item.
    • Recurring Failure Notification Profile — Select a notification profile to use for controlling when notifications are generated during or after recurring processing failure.
    • Recurring Advance Notification Profile — Select a profile to use for controlling when advance notifications are generated for upcoming recurring processing (notifications that are generated before the start of a recurring cycle period).
    • Recurring Recharge Notification Profile — Select a profile to use for controlling when advance notifications are generated for upcoming automatic recurring recharges.
    • Late Charge Notification Profile — Select a notification profile to use for controlling when advance notifications are generated for paying late charges.
    • Cycle Holding Balance — Select the cycle holding balance to use for paying recurring charges.
  10. Click Save.
    The cycle data is saved to the revision.

    For more information about cycle data, see the discussion about cycle processing in MATRIXX Pricing and Rating.