Services Screen

Last verified with: 10.8.6.0

Overview #

Services are the individual billable elements that can be used when building product offerings. A service can represent a recurring subscription, a one-time fee, a usage-based charge, or another billable component that will later be included in a package.

This screen is used to define the billing, taxation, usage, and pricing behavior of those services. Depending on how a service is configured, it can support recurring pricing, usage billing, billing activation, share plan add-on behavior, usage buckets, and price-book-specific overrides.

Prerequisites #

• Service types should already be configured.
• Service statuses should already be configured.
• General ledger codes should already be configured if you want to assign a GL code to the service.
• Service tax categories should already be configured if tax handling will be maintained on the service.
• Usage buckets should already exist if you want to attach buckets to a usage-based, billing activation, or share plan add-on service.
• Price books should already exist if you want to maintain service-level price book settings.

Services Panel #

The Services panel on the left displays the available services. Selecting a service loads its details on the right so you can review or update it.

The list helps you identify each service by showing:

• Name, which is the service name
• Service Type, which identifies how the service is categorized
• an active or inactive indicator

Actions #

Icon	Description
	Deletes the selected service if not in use (configured on another entity)
	Adds a new service

Edit Service Panel #

The Edit Service panel displays the selected service and is where its main configuration is maintained.

Fields #

• Name: The service name that will be used throughout product setup and account configuration.
• Active: Controls whether the service is available for new configuration. Inactive services remain available for reference on existing configuration but are not intended for new use.
• Usage Based Service: Identifies the service as a usage-based service. When enabled, the service can use usage billing settings and usage buckets.
• Description: Stores additional information about the service.
• Usage Frequency: Defines how often usage for this service is grouped for billing purposes.
• Unit: Works with Usage Frequency to define the usage billing interval, such as monthly or quarterly.
• Service Type: Determines how the service is categorized and where it can be used in product configuration.
• Default Account Service Status: Defines the default service status that is applied when this service is added to an account.
• Billing Activation: Marks the service as a billing activation service. This is used when package billing should begin only after activation criteria are met.
• Share Plan Add-On: Marks the service as a share plan add-on service so its bucket configuration can extend shared usage.
• General Ledger: Associates the service with a GL code for accounting purposes.

Important Behavior #

• A billing activation service or share plan add-on service requires at least one qualifying bucket.
• Billing activation and share plan add-on behavior are configured in ways that restrict some other service options.
• Usage billing fields are required when the service is configured as usage based.
• Some service options become fixed after the service is created.

Taxes Tab #

Use the Taxes tab to control how tax is handled for the service.

Fields #

• Tax Exempt: Prevents tax from being applied to this service.
• Service Tax Category: Identifies the service-specific tax category used for tax calculation.
• Tax Inclusive: Indicates that the configured service amount already includes tax.

Notes #

• The Service Tax Category field is disabled when the service is marked as tax exempt.
• If a tax-inclusive configuration is used, the system separates the total amount into pre-tax and tax portions during billing.

Buckets Tab #

The Buckets tab is available when the service is configured as a usage-based service, billing activation service, or share plan add-on service.

Use this tab to associate usage buckets with the service.

Add Controls #

• Usage Bucket: Search for and select one or more buckets to stage for addition.
• Add: Adds the selected bucket or buckets to the service.

Bucket List #

Each row in the list represents a bucket configured on the service.

The row can display details such as:

• Name: The bucket assigned to the service.
• the bucket recurrence or expiry model
• the refill or expiry interval shown for that bucket
• the related overage rate plan, when one exists

Notification Configuration #

Each bucket row includes an edit action for usage notifications. This is used to configure threshold-based notifications for the selected bucket.

These notifications can be used to alert users or downstream integrations when configured consumption thresholds are reached.

Bucket Behavior #

• Billing activation services and share plan add-on services require a compatible bucket configuration.
• Some bucket combinations are restricted based on whether the service is activation-based, add-on based, or uses money buckets.
• A billing activation or share plan add-on service cannot be saved without at least one qualifying bucket.

Custom Fields Tab #

The Custom Fields tab displays any custom service fields configured for your environment. Use this tab to maintain additional service-specific information that is not captured by the standard fields.

Price Book Settings Tab #

Use the Price Book Settings tab to maintain service-level settings that vary by price book and currency.

Actions #

• Add Price Book Setting: Creates a new service price book setting entry.

Price Book Setting List #

Each row in the list represents a unique price book and currency combination for the service.

The list shows:

• Price Book: The price book the setting applies to.
• Currency: The currency for the setting.
• General Ledger: The GL code assigned for that price book setting, if one is defined.
• Service Tax Category: The tax category assigned for that price book setting, if one is defined.
• a tax-inclusive indicator

A service cannot have duplicate price book and currency combinations.

Guides #

Adding Services #

• In the Services panel, click the add icon.
• Enter the service details.
• If the service is usage based, complete the usage frequency fields.
• If needed, configure tax settings, usage buckets, custom fields, or price book settings.
• Click Save.

Editing Services #

• In the Services panel, select the service you want to update.
• Modify the service settings as needed.
• Update the Taxes, Buckets, Custom Fields, or Price Book Settings tabs if required.
• Click Save.

Deleting Services #

• In the Services panel, select the service you want to delete.
• Click the delete icon.
• On the confirmation dialog, click Yes.

Adding Or Removing Usage Buckets #

Adding Buckets #

• Select or create a service that supports bucket configuration.
• Open the Buckets tab.
• Search for the usage bucket you want to add.
• If needed, stage more than one bucket for addition.
• Click Add.
• If threshold notifications are needed, use the edit action on the bucket row to configure them.
• Click Save.

Removing Buckets #

• Select the service.
• Open the Buckets tab.
• Use the delete action on the bucket row you want to remove.
• Click Save to commit the change.

Adding Or Editing Price Book Settings #

• Select the service.
• Open the Price Book Settings tab.
• To create a new entry, click Add Price Book Setting.
• Specify the price book and currency combination.
• If required, specify the GL code, service tax category, or tax-inclusive behavior for that combination.
• Save the setting, then click Save on the service when you are finished.