Exivity enables you to create account specific rate adjustment policies. An adjustment policy allows you to apply a discount or a premium using one of these modifiers:
a certain amount of money (i.e. $ 100)
a certain quantity (i.e. 100 GB/hours)
a percentage (i.e. 10%)
This Adjustment can then be applied to a single service, multiple different services, or one or more service categories.
To create a new adjustment policy for an account, follow these steps:
From the menu on the left, select 'Services' > 'Adjustments'
Then select the Account from the list of accounts for which you want to create an adjustment policy
After selecting the account, click 'Add Policy', and provide a meaningful name for your policy in right screen where it says 'Adjustment name'
Provide the Start date, by selecting the initial month when this adjustment policy is applied
Provide the End date, by selecting the month when this adjustment policy will be discontinued. This is optional, since an adjustment policy can be applied permanently.
Select which Service or Service Category this policy is applied to. You are able to select multiple using the check boxes that are provided.
Select a Type for this adjustment. This can be either a Discount or a Premium
Select the Target, meaning: is this Adjustment targeting the total Charge or the total Quantity of the selected service(s)?
Select the Difference setting, to indicate an Absolute value (i.e. 100 units, or 100 dollars) or a Relative value (such as 10%)
Lastly provide the Adjustment value. In the example shown in the image above, there is a value of '10' provided in the Amount field, which will adjust the total charge with -10% given the provided parameters.
When you're done, click the Add Policy button. Your changes are now applied to all charge related reports.
To change the order in how adjustments are applied, first click the Order button in the Adjustments Policy screen:
It is now possible to change the order of individual Adjusment Policies by dragging them higher or lower down the list:
When you're done making changes, you may save your changes by clicking the Save button. In case your changes should be applied to historical charges, ensure to execute Prepare Report for the corresponding Report Definition.