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[OEM] Create test plan

Create OEM Test Plan – Postpaid and Prepaid

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

Figure 69 Plan

Note: By default, the Postpaid Plan screen is displayed.
Note: To create an OEM Test plan for prepaid connection, click the Prepaid tab, and follow the subsequent steps.

  1. Click

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

Figure 70 Add Plan

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

Figure 71 Rate plan – Base

Note: By default, the Plan type is selected as Base.

  1. Select the Plan type as

Test. Refer to the following screen.

Figure 72 OEM plan – Test

  1. Enter or select the following information in the corresponding fields. Fields marked with "

|" are mandatory.

Field

Description

Basic Information

Plan Type

Test Plan - Test plans are the OEM plans attached during provisioning. An endpoint can have only one Test plan.

Plan Name

Enter a name for the Plan

Status

Select the plan status in the drop-down list. For example, Active or In-Active.
Note: You cannot attach In-Active plans to customers.

Description

Enter the brief description of the plan.

Currency

Select the currency for the OEM Test plan

Destination Group

Select the Destination Group in the drop-down list.
Note: You cannot modify Destination Group details after a plan is created.

  1. Click

Next.

The ADVANCE details screen is displayed.

Figure 73 Advance details

  1. Select

Benefits to add Benefit to the OEM test plan and click Add New Benefit to add a benefit. Refer to the following screen

Figure 74 Add New Benefits

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

Figure 75 Add Benefits

11. Enter or select the following information in the corresponding fields. Fields marked "|'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.
"Addon Account (Units)" as Benefit category, benefits available are Data or NB-IOT 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" or “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.

12. Click ADD to add the Benefit. Refer to the following screen.

Figure 76 Add Benefit

Figure 77 Benefits

13. On the Benefit screen, click

to edit the Benefit details.
14. On the Benefit screen, click

to delete the Benefit details.
15. After adding benefits, select State Transition Rules and click on Add Rule for adding next state rules for OEM test plan.

Refer to the following screen.

Figure 78 Adding State Transition Rules

16. After clicking on Add Rule following screen displayed.

Figure 79 State Transition Rule types

State Transition Rule has three values in the dropdown.

  • Validity - OEM endpoints state transition and change of plan from Test to Inventory plan happens based on the validity specified.

  • Benefit Exhaustion – OEM endpoints state transition and change of plan happens based on the usage of specific benefit exhaustion.

  • Usage under Base Plan Coverage – OEM endpoint state transition happens when a charging request initiates from an operational (Base plan) coverage.

17. Enter or select the following information in the corresponding fields. Fields marked "|'are mandatory.
Based on the state transition rule selection following fields appears.

Validity
When you select State Transition rule as "Validity", the following fields are displayed

Field

Description

Fixed period after activation

There will be two sub – fields for fixed period after activation.

  • First field need to enter numeric values – which represents the number of validities – Enter the required numeric values.

  • Next field represents the frequency – Day, Month, Year – Select the required frequency

Figure 80 State Transition Rule – Validity

  • Benefit Exhaustion

When you select State Transition rule as "Benefit Exhaustion", the following details are displayed.

Field

Description

Plan Benefit Exhaustion

SMS, Data and NB-IOT will be listed in the dropdown.
Select the dropdown based on the type of benefit created.

Figure 81 State Transition Rule – Benefit Exhaustion

  • Configuring Data, SMS and NB-IOT benefits and Data as benefit exhaustion rule is allowed.

  • Configuring Data, SMS and NB-IOT benefits and SMS as benefit exhaustion rule is allowed.

-Configuring Data, SMS and NB-IOT benefits and NB-IOT as benefit exhaustion rule is allowed.

Usage under Base Plan Coverage
Select usage under base plan coverage as state transition rule and click on add.

Figure 82 State Transition Rule – Usage under Base Plan Coverage

18. After clicking Add following screen appears.

Figure 83 State Transition Rules

19. After adding State Transition Rules, the following details are displayed on the screen.

Field

Description

State Transition Rule

Indicates the state transition rules added.

  • Benefit Exhaustion

  • Validity

  • Usage under Base Plan Coverage

Condition

Indicates the condition of each state transition rule

  • Benefit Exhaustion – Either Data or SMS or NB-IOT or All

  • Validity – Number of days or months or year validity

  • Usage under Base Plan Coverage – N/A

Next State

This field will be automatically populated based on the rule creation.
Indicates the next state for each rule.

  • Benefit Exhaustion – Active-Inventory

  • Validity – Active-Inventory

  • Usage under Base Plan Coverage – Active

to edit the Benefit Exhaustion, Validity, Usage under Base Plan Coverage details.

to delete the Benefit Exhaustion, Validity, usage under Base Plan Coverage rules.

20. Click Submit.

A confirmation message is displayed, indicating that the OEM Test plan is created successfully.

Figure 84 Confirmation Message

21. In the OEM Test Plan without adding state transition rule if submit button is clicked, we get a warning message. Refer to the following screen.

Figure 85 Warning Message

  • If no state transition rules configured in the test plan, then endpoint state change must be performed manually.

22. Both Benefits and State Transition Rule – 'benefit exhaustion' should match with same type of benefits if not OEM Plan creation will not be success. If there is a mismatch in benefit type gets an error message. Refer to the following screen.

Figure 86 Error Message

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