Create Money Plan

A money plan is prepaid package that sets a money limit for usage over a renewal period. The money quota can be prorated over the renewal period.

A screen capture of the Money Plan Options is shown here.

Plan Parameters

A description of the Usage Plan 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 plan.
C Balance Value The amount of prepaid money in the plan.
D Currency The currency used for the plan cost.
E Eligible Accounts The accounts that are eligible to use the plan.
F Prorated Calculation of cost based on plan activation.
G Including Platform Fee Includes monthly payments for Access Fees and/or Surcharge Fees.
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 a Money Plan, do these steps:

  1. Select Catalog |Plans from the Navigation sidebar.
  2. Select the Regular Plans tab.
  3. Click + Plan to display the Create regular Plan dialog box.
  4. Select Money from the list of Plan Types*.
  5. Type a name in the Plan Name* field.
  6. Specify an amount in the Balance Value field.
  7. Specify the Currency* from the list of options.
  8. Select one or more Eligible Accounts.
  9. Check the Prorated option if appropriate.

NOTE: The Prorated option is used to calculate a proportionate adjustment if a SIM is activated partway through the renewal period. The purpose is to ensure that charges align with the actual usage time.

  1. Check the Including Platform Fee if applicable.
  2. Select an Activation Strategy.
  3. Select a Renewal Strategy.
  4. Select an Expiration Strategy.

  5. Check the appropriate Availability Zones.

  6. 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.

  7. 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.