Create Rule

Before you begin this procedure, make sure you refer to the information provided in the Rule Settings section.

To create or update a rule, do these steps:

1. Select Rules & Notifications | Rules on the sidebar menu to display the Rules screen.
2. Click +Rule to display the Create/Update Rule dialog box.
3. Select a rule from the list in the Rule Type field.
4. Select the appropriate Binding Type from the list.
5. Select the appropriate Calculation Type from the list.
6. Enter a Rule Name in the Rule Details group.
7. Enter a Rule Description in the Rule Details Group.
8. Select an Account and Plan name from the list displayed in the Apply On field.
9. Go to the Notify When Group and do these actions:
   1. Select a Service Type.
   2. Enter an appropriate value in the Remaining Balance field.
10. Select a Reset Period option:
    1. Interval: First day of each month
    2. Aligned to plan: Rule is reset when the plan instance is renewed.
11. Go to the Notifications Group and do these actions:
    1. Select a Notification Type.
    2. Select a Notification Channel.
12. Click Create to activate the rule.

NOTE: Refer to Rule Settings for a detailed description of the Rule Type, Binding Type, Calculation Method and Trigger Conditions.