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General guidance about creating new services & charges in PCR

1. Create charge(s) first, then services.

2. The names, descriptions, and category tree organization of charges are visible and prominent on customer bills. Keep this in mind when naming and organizing charges.

3. Only serviceIDs and service catalog item names are used to organize charges in the Services section – service category/folder organization isn’t visible.

Charge (catalog item)

Add

1. Navigate to Main > Catalog > Charges

2. If the charge should have a Parent folder/hierarchy, navigate there.

3. Click Add

   1. Provide Name, Description, Type, Default Amount modeled on a similar charge catalog item

   2. Check Allow Override Amount if default amount should be customizable per instance

   3. Set Qty to Disabled if this charge is only billed in full, to Whole if it scales per unit (for instance, if the charge is per GB and will be multiplied by a number of GB)

   4. Set Revenue and Expense exactly as found on another similar charge catalog item, if not provided by the Parent.

      1. Revenue must be the OIT index that should receive revenue from this charge (ask Michele if you’re not sure)

      2. Revenue object codes must begin with “0”; Expense object codes must start with “2” (ask Michele if you’re not sure)

4. Click Save and review your addition.

5. If you are adding a Monthly Recurring charge, make sure to create a matching Annual Recurring version whose charge code has “Y” affixed to the front of its name.

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