Prioritize Usage Rules on Order

You can change the priority of usage rules when creating an order. The priority determines the order in which usage rules are applied. A usage rule at the top of the list has the highest priority and will be executed first.

You can change the order of usage rules when you add a product to the order that includes usage rules. You can also prioritization usage rules on the Draft order that already includes the product.

Also refer to Usage Rules Configuration for more information about adding, deleting, or editing usage rules on order items.

Complete the following steps to change the order of the usage rules either while creating an order or on a service:

1. Select Customer Billing from the Gotransverse application menu .

   You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.

2. Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

   To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Customers Window

   Click the icon in the left pane to hide it. Click the icon to open it.

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Customer Summary window, select an account under the Accounts detail tab to open the Account Details window.

   

   Customer Summary Window

4. On the Account Details window, click the Orders tab to view a list of created orders.

   

   Orders Tab

5. Select an order in Draft status to open the Order Details window.

   

   Order Details Window - Draft Order

   NOTE: If you use the Avalara Communications Tax processor, your Order Items section will include the tax mode for both recurring and one-time prices in the Recurring Tax Mode and One-Time Tax Mode columns, respectively.

   

   Order Items Section - Avalara Communications Tax Processor

6. On the Order Details window, complete one of the following steps:

   1. If a product with usage rules needs to be added to the Draft order, click Add Item to open an Add Order Item window. If the item is already part of the order, skip to step 6b.

      

      Add Order Item Window

      NOTE: If you use the Avalara Communications Tax processor, your Add Order Item window will display the tax mode (Tax Exclusive or Tax Inclusive) for both one-time and recurring prices in the One-Time Price and Recurring Price columns, respectively. The list price and Tax Inclusive or Tax Exclusive will also be shown in the subsequent order windows.

      

      Select Item Tab - Avalara Communications Tax Processor

      1. Select the product and click Next to move to the Configure Item tab. Click the Usage Rules tab on the left.

         

         Add Order Item - Configure Item - Usage Rules

      2. Click the or icons to change the order in which usage rules are applied:

         1. Moves the usage rule up in the priority list.

         2. Moves the usage rule down in the priority list.

      3. Click Add.

   2. OR, if the product is already part of the order, hover over the configure icon, and select Usage Rules to open the Configure Usage Rules window.

      

      Configure Order Items Options

      1. On the Configure Usage Rules window, click the or icons to change the order in which usage rules are applied. Usage rules change position in the list after you click the arrow icon.

         

         Usage Rules Window - Position Arrows

      2. Click OK to save your changes.

 

 

 

Topic updated: 05/2024.