Service Provider: Service
PlansService Provider: Service
Plans
Enter General Service Provider information including contact information, carrier interface configurations, and accounting specifications.
To access the Service Provider General Screen
from the menu bar of the main TeleTracker
Online screen, click Master Files,
then Service Provider. Select
the appropriate Service Provider and click Open.
Click the
General button on the left side
column menu. Click
the 
link. To
open an existing Service Plan, double-click or select it from the list
and click Edit. Click
Add to create a new Service Plan.
A
located next to the link indicates that one or more required
fields needs to be filled in or configured. Required
fields will be shown in Red.
Click the
Link
Code: Enter
the desired code for this Service Plan. The
code cannot contain any spaces or special characters.
Description: Enter
the description of this plan. This
description will been shown on the customer invoice.
Valid From / Valid To:
Enter the
dates for which this plan is valid.
Air Time Rates / Times: Enter
the appropriate rates and times. Please
note: These
fields are for reference only.
From Provider Calculation Method: Select
the Retroactive option if your Service Provider pays receivable
commissions retroactively. Select
the Tiered option if your Service Provider pays receivable
commissions on a tiered basis.
From Provider Counts From: Select
This Plan
for TeleTracker Online to calculate
activation counts for THIS PLAN ONLY. Select
All Plans for TeleTracker Online to calculate combined
activation counts for all plans selected with this option.
To Salespeople Calculation Method: Select
the Retroactive option if your Salespeople are paid commissions
retroactively. Select
the Tiered option if your Salespeople are paid commissions
on a tiered basis.
To Salespeople Counts
From: Select
This Plan
for TeleTracker Online to calculate activation counts for THIS PLAN ONLY.
Select
All Plans
to incorporate this plan's activation count with all plans under this
Service Provider. Select
All Providers to incorporate this plan's
activation count with all other Service Provider activation counts.
Click the
Link
Make the appropriate selection from the Valid At drop down list. A selection of Company Wide specifies that this Service Plan is valid for all locations. Any other selection (Location, District, Market, Region) will populate the corresponding entities in the Available column. Highlight the entities for which this Service Plan is valid. Use the arrows (>) to move the selected Location Entities to the Selected column. You may remove locations from this Service Plan by highlighting the entity in the Selected column. Use the arrows (<) to move them back into the Available column.
Click the
Link
Specify the Valid Activation Types for this Service Plan. Click the link located on the left side of the window that says Valid Plans. A list of all of your Activation Types will been shown in the Available Column. Highlight the Activation Types for which this Base Incentive is valid. Use the arrows (>) to move the Activation Type to the Selected column. You may remove plans from this Service Plan by highlighting the Activation Type in the Selected column. Use the arrows (<) to move them back into the Available column.
Click the
Link
Enter applicable notes for this Service Plan. These notes can be printed on the Invoice when this Service Plan is activated.
Click the
Link
For information on Service Plan Terms, please visit the Service Plan Terms help page.
-- General -- Incentives --
-- Service Provider Setup Guide -- Contact Us --