Tiered Billing Rules Explained

Summary

Billing Models allow an Administrator to define how to compute charges for a Facility when the Billing Report is run.  For more information on how to create a Billing Model, please see KB234.  See KB125 for details on how to assign a Default Billing Model for a Facility.  In addition to assigning a Default Billing Model, multiple billing models can be applied to a Facility by creating a Tiered Billing Rules.  This article explains how to set up and manage Tiered Billing Rules for a Facility.

When running the billing report, each job will be evaluated against the rules specified. The evaluation will start at level 1 and continue until a matching rule is found.  If no match is found then the default billing model will be used.

Note:  This feature is currently in limited Beta release. 

Steps 

• Login to the InfraWare Management Console (IMC) with your Administrator Username and Password.
• Go to the Administration tab ⇒ Facilities sub-tab.
• Scroll down to the Billing section. 
• Click on the Manage Rules link next to the setting for Default Billing Model for Billing Reports. 
  
• A popup window will open with options for setting up and managing Billing Rules.
  
• To add a new level click on the link to Add New Row.  A new row will be added to the listing. 
  
• Select the Level Type from the drop-down menu.  Options include:
  • Document Type
  • Author
  • Author Pool

• Select the Item from the drop-down menu. 
  • If Document Type was chosen as the Level Type choose the Document Category from the drop-down menu and then choose the Document Type from the drop-down menu.
    
• Select Model from the drop-down menu listing all Billing Models which have been defined.
• Click the Remove link next to a row to remove it from the listing.
  
• When running the billing report, each job will be evaluated against the rules specified. The evaluation will start at level 1 and continue until a matching Rule is found.  To move a row up or down the list click on the up/down arrow links to the left of the listing for each row. 
  

• Click on Save Changes.