Create Account Rate Plan

An Account Rate Plan is a postpaid plan where charges are based on the account country-network combination specified in the Connectivity Rates table. The account rates are applicable for SIMs attached to the plan.

NOTE: For a detailed explanation of how connectivity rates work refer to Rates and Fees

A screen capture of the Account Rate Plan options is shown here.

Plan Parameters

A description of the Account Rate parameters is provided in this table.

	Parameter	Description
A	Plan Type	The type of regular plan selected.
B	Plan Name	A unique identifier for the billing plan.
C	Plan Cost	The cost of the plan, with options to specify the currency.
D	Currency	Defines the plan currency.
E	Eligible Accounts	The accounts that are eligible to use the plan.
F	Including Platform Fee	Includes monthly payments for Access Fees and/or Surcharge Fees.
G	Limit Settings	Limits the usage of Data to a specified amount of units or to predefined number of SMS messages.
H	Activation Strategy	Specifies when the plan starts. The Activation Type can be set to regular, Renewal Cycle Activity, or First Activity. Refer to Activation Strategy.
J	Renewal Strategy	Defines the renewal period, which can be set to Daily, Weekly, Monthly, Quarterly, Semi-Annual, Annual, or One Time. Refer to Renewal Strategy.
K	Expiration Strategy	Specifies the plan expiration type, which can be set to No Expiration, Fixed Date, From Offer Activation, or From Plan First Use. Refer to Expiration Strategy.
L	Availability Zones	Determines where the plan is available, with options for Everywhere or White-List Zones. Refer to Availability Zones.
M	Providers	Specifies whether all account providers are available or if specific providers are selected for the plan.

Step-by-Step Instructions

To create an Account Rate Plan, do these steps:

1. Select Catalog |Plans from the Navigation sidebar.
2. Select the Regular Plans or Pool Plan tab.
3. Click + Plan to display the Create Regular Plan dialog box.
4. Select Account Rate from the list of Plan Types*.
5. Type a name in the Plan Name* field.
6. Specify a value in the Plan Cost* field.
7. Specify the Currency* from the list of options.
8. Select one or more Eligible Accounts.
9. Check the Including Platform Fee if applicable.
10. Specify the Limit Settings for the account rate plan (optional).
    • Data: Specify the plan amount limit and unit (KB, MB, GB).
    • SMS: Specify the plan amount limit.

NOTE: When the limit settings are exceeded, SIM services for this plan are blocked.

8. Select an Activation Strategy.
9. Select a Renewal Strategy.
10. Select an Expiration Strategy.
11. Check the appropriate Availability Zones.
12. Check the appropriate Providers option:

    • All account providers: This plan can be assigned to all authorized providers listed in the Providers Module.

    • Select providers: This plan can be assigned to selected providers only.

13. Click Create to display the plan in the plans table.

NOTE: Any step marked with an asterisk (*) is mandatory and must be completed by selecting an appropriate option.

IMPORTANT: You can now access the SIMs Module to attach SIMs to this plan. You should note that a SIM must be attached to a plan in order to utilize connectivity services such as Data and SMS.