Create addon plan

Create Addon Plan – Postpaid and Prepaid

1. On the top menu, click Plan to view the Rate Plan details. Refer to the following screen.

Note: By default, the postpaid plan screen is displayed.

Note: To create an add-on plan for prepaid connection, click Prepaid tab.

2. Click

to add a new prepaid plan. Refer to the following screen.

2. After clicking the button, the following screen is displayed.

Note: By default, the Plan type is Base.

3. Select Addon as Plan type. Refer to the following screen.

4. Enter or select the following information in the corresponding fields.

Field	Description
Basic Information
Plan Type	Addon – Addon are additional plans, an endpoint can avail in addition to the base plan. Endpoint can avail multiple Addon plans.
Plan Name	Enter a name for the addon plan
Status	Select the status of the rate plan. For example, Active or In-Active. Note: You cannot attach In-Active plans to an endpoint.
Service Profile	Select the service profile for the Rate plan in the drop-down list. Note: You cannot modify Service Profile details after the plan is created.
Description	Enter the brief description of the plan.
Currency	Depending on the currency of the Enterprise, currency type is auto-populated.
PCRF Rule	Select the PCRF rule in the drop-down list. For example, Default_Rule – After the endpoint reaches the data threshold limit, the data speed is not reduced, and the user is charged for out of bundle usage Redirect – For example, the endpoint is redirected to an online web portal where the endpoint needs to buy an Addon plan to continue browsing. Throttle_128 Kbps – Reduces the data speed to 128 Kbps Throttle_256 Kbps – Reduces the data speed to 256 Kbps Throttle_384 Kbps – Reduces the data speed to 384 Kbps Throttle_512 Kbps – Reduces the data speed to 512 Kbps
Activated by	This field is displayed when you select "Addon" as plan type. Select the mode of activation for the Addon plan. For example Activation on Subscription – The Addon plan is activated at the time of subscription. Activation on Usage – The plan is activated at the time of first usage by the endpoint.
Addon Priority	This field is displayed when you select "Addon" as plan type. This indicates the priority of each Addon. You can assign priority value for each Addon, based on which the system prioritizes the Addon plan for the endpoint. Note: Addon with the least priority value, is prioritized first by the application.
Roaming Profile	Select the Roaming Profile for the plan in the drop-down list. Note: You cannot modify Roaming Profile after the plan is created.

5. Click Next. The Advance details screen is displayed. By default, the Notification detail is displayed.

6. Click Add New Notification to add a Notification. Refer to the following screen.

7. After clicking the button, the following screen is displayed.

8. Enter or select the following information in the corresponding fields. Fields marked with "|" are mandatory.

Field	Description
Notification Type	Select the Notification type in the drop-down list. Note: You cannot modify Notification type after Notification is created. Addon consumption notification-DATA – Based on the notification configuration, a notification is sent to the endpoint or additional recipients for the data consumption and remaining data available for the current Addon plan Addon consumption notification-NB-IOT – Based on the notification configuration, a notification is sent to the endpoint or additional recipients for the NB-IOT consumption and remaining NB-IOT available for the current Addon plan Addon consumption notification-SMS – Based on the notification configuration, a notification is sent to the endpoint or additional recipients for the number of SMS sent and the number of SMS available in the current Addon plan Addon expiry – Based on the notification configuration, a notification is sent to the endpoint or additional recipients when the Addon plan is expired Addon renewal – Based on the notification configuration, a notification is sent to the endpoint or additional recipients regarding the renewal of the Addon. Activation of Add-on – Based on the notification configuration, a notification is sent to the endpoint or additional recipients when the Addon plan is activated. De-activation of Add-on – Based on the notification configuration, a notification is sent to the endpoint or additional recipients when the Addon plan is deactivated. Subscription of Add-on – Based on the notification configuration, a notification is sent to the endpoint or additional recipients after the Add-on is activated.
Threshold type	This field is displayed when you select the Notification type as "Addon consumption notification-DATA" or”Addon consumption notification-NB-IOT” or "Addon consumption notification-SMS". Select the Threshold type in the drop-down list. For example  Threshold – Select Threshold to receive notifications when a particular limit is reached,Enter any free text value for threshold to receive notification when a particular threshold limit is reached. Consumption – Select Consumption to receive notification based on the usage consumption
Threshold	By default, this field is not displayed. This field is displayed when you select "Consumption" as Threshold type. If selected Consumption, then select the consumption percentage range at which you want to receive the notification
Notification Channel	Select the channel through which the notification needs to be sent. SMS – The notification is sent through SMS for the endpoint or additional recipient based on the notification configuration Email - The notification is sent through Email for the additional recipient based on the notification configuration  API – The API based notification is sent to the Callback URL configured by the enterprise based on the notification configuration. When we hover on Setup Callback API, explanatory message will be displayed Note: Email and API is applicable only for Additional recipients Note: You cannot modify Notification channel aftser Notification is created.
Notification Message	Enter the notification message to be triggered for this Notification type. Message supports identifiers like below {33} - EndPoint Id {34} - EndPoint Name {35} - Own Account Id {36} - Own Account Name When click on Notification Message box below explanatory popup will be displayed.

Event Scenarios: (If the endpoint addon is configured with 2 notification Activation and Subscription)
- If the endpoint addon - Activated By is set to “On Usage”, only the subscription occurs. The "Addon Subscription" notification is triggered. Once data usage is initiated by the endpoint then the "Addon Activation" notification will also be triggered.
- If the endpoint addon - Activated By is set to “Immediate”, both subscription and activation occur simultaneously. Both "Addon Subscription" and "Addon Activation" notifications are triggered.
- For an OEM account, the new Addon subscription/Activation notification will be triggered only when Endpoint moving to the Active state.

9. Click Attach Message.
10. After clicking the button, the following screen is displayed.

11. Click

to modify the attached message.

Note: You can modify only the Notification message field.

Click

to delete the attached message

Note: Follow the above-given procedure to configure additional recipients.

Note: It is not mandatory to add additional recipients.

12. Click Submit to attach the Notification to the rate plan. The following screen is displayed.

13. On the Notification screen, click

to edit the Notification details.

14. On the Notification screen, click

to delete the Notification details.

15. After adding the Notifications, click Charges to add charges to the rate plan. Refer to the following screen.

16. Click Add Charges to add charges to the rate plan. Refer to the following screen.

17. After clicking the button, the following screen is displayed.

18. Enter or select the following information in the corresponding fields. Fields marked with "|" are mandatory.

Field	Description
Mode	Select the Charge mode form the drop-down list. Recurring – A Recurring charge is collected on a periodic basis One time – A One-time charge is collected only once Note: Both Recurring and One time charges are applied at the time of attaching the plan
Category	Select the Charge mode form the drop-down list. For example One-off fee and SIM activation If you select One time as Mode, the following charges are displayed One-off Fee –A one-time fee collected at the time of this addon plan activation. Addon plan attached with one-off fee charges will get deactivated after the expiry. If you select Recurring as Mode, the following charges are displayed Monthly Recurring Charges – Indicates the monthly recurring charge for the SIM
Charge name	Depending on the category selected, the charge name is displayed. When you select "Monthly Recurring Charge" as Category, the following charge name is displayed SFT – Monthly Recurring Charge – Indicates the charge name of monthly recurring charge for the SFT endpoints When you select "One-off Fee" as Category, the following charge name is displayed SFT–One-off Fee – Indicates the charge name of one time fee for the addon activation
Value	Represents the fixed amount that will be charged periodically
Factor	This field is displayed when you select "Recurring" as Mode. Indicates the Number of Period Unit
Validity	Select the frequency of the charge. For example Month, Year, Day

19. Click Add. The following screen is displayed.

20. On the Charge screen, click

to edit the Charge details.

Note: You cannot modify Mode, Category, and Charge name of the Category.

21. On the Charge screen, click

to delete the Charge.

22. After adding the Charges, click Benefits to add a Benefit to the rate plan. Refer to the following screen.

Note: Benefits are bonuses provided at the time of provisioning to the endpoint.

23. Click Add New Benefit to add Benefit to the Rate plan. Refer to the following screen.

24. After clicking the button, the following screen is displayed.

25. Enter or select the following information in the corresponding fields. Fields marked with "|" are mandatory.

Field	Description
Benefit category	Select the Benefit Category in the drop-down list. Addon Account (Units) – Select Addon Account (Units), to receive the benefits in the form of Addon Units.
Benefit	Based on the Benefit category selected, select the Benefit type. If you select "Addon Account (Units)" as Benefit category, Benefits available are Data or SMS
Value (MB)	Based on the Benefit selected, the corresponding value field is displayed. For example, this field is displayed when you select "Data"/”NB-IOT” as Benefit Enter the volume of data to be given as a benefit.
Value (Count)	Based on the Benefit selected, the corresponding value field is displayed. For example, this field is displayed when you select "SMS" as Benefit Enter the number of SMS to be given as a benefit.
Action	Select an Action to be done with the benefits on the account. Balance Overwrite – This overwrites the current benefit balance with actual benefit balance.
Ratezone	By default, this field is not displayed. This field is displayed when you select "Addon Account (Units)" as Benefit category. Select the Ratezone to where the Benefit is applicable.

26. Click ADD to add the Benefit.
27. After clicking the button, the following screen is displayed.

28. On the Benefit screen, click

to edit the Benefit details.

29. On the Benefit screen, click

to delete the Benefit details.

30. Click Submit. A confirmation message is displayed, indicating that the rate plan is created successfully.

Add an new “counter” to addon plans for throtteling data. The new Addon plan counter is specifically applicable to Endpoint Addon plans and includes only Throttle options.

Throttling options: 128Kbps, 256Kpbs, 384Kpbs, 512Kpbs, 1250Kpbs, 1Mbps, 2Mbps, 5Mbps, 10Mbps, 20Mbps
The Addon Counter is applicable only on Endpoint Addons.
The Addon Counter has only Throttle options and does not include BLOCK options.
The counters in the addon behave the same as the counter in the base plan for all services such as DATA, NBIOT, and LTEM.
Multiple addons can be attached to an endpoint with multiple counters (one counter per service allowed).
On every addon renewal, the respective counter will also be reset.
On every reset of the counter, the counter threshold will be reset with the master plan counter configuration.
The addon counter threshold can be modified from the endpoint CRM, which will be reset in the next counter reset.
Any modification on the Plan counter will reflect on the endpoint/customer in the next reset. This applies to both the base plan and addon counter.
The plan addon counter cannot be deleted if it is attached to any of the endpoints, similar to the base plan counter.