You choose the roles of dependent charges when building a charge plan.
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Note: Roles are set up on the Definition tab of dependent charges included in charge plans. |
A dependent charge is assigned its role when it is used in a charge plan and not when it is created. This means the same dependent charge may play different roles in different charge plans:
Commission
Third-party billed commission
Sponsorship
Discount
Other
The role of a charge is only valid for charge plans for which it is created, which means you can use a single charge to calculate commission in one charge plan and sponsorship in another.
Commission, such as a sales commission, is an amount paid to a third party. A commission is charged to an account payable and is paid to a single agent.
A third-party billed commission is an amount paid to a third party. This type of commission can be paid to a single third party (refer to the note above).
Sponsorship is an amount paid by a third party to promote the sale of a service (through a chargeable item package). Because the costs of service consumption are shared between consumers and sponsors, the service provider is partly paid by its customers (consumers) and partly paid by its sponsors. Sponsorship may be paid by a single sponsor designated as "client" or "service provider" in the subscriber account (refer to the note above).
A discount is an amount to lower the amount paid by a customer.
A dependent charge can also be assigned a customized role, known as “Other.” In this case, you need to configure certain parameters when setting up the charge. You must decide whether:
The client or partner will be credited or debited.
A new transaction will be created: For example, a commission generates a new transaction because there is an actor but a discount does not create a new transaction.
The relationship type is client or partner, which means transactions will be charged to accounts receivable or accounts payable.
The master transaction will be adjusted: For example, a sponsorship adjusts a master transaction because the dependent charges do not affect the revenue for the service provider. The revenue corresponds to the amount originally calculated by the master charge, and the final amount to be paid by the customer will be adjusted accordingly.
The following table summarizes the parameters and fields for the different predefined roles that are assigned to a given dependent charge. Note that the only parameters and fields that the user is free to configure are those for the "Other" role:
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Operation |
Create new transaction |
Relationship type |
Adjust master transaction |
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Commission |
Credit |
Yes |
Partner |
No |
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Third-party billed commission |
Debit |
Yes |
Client |
No |
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Sponsorship |
Debit |
Yes |
Client |
Yes |
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Discount |
Credit |
No |
n/a |
n/a |
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Other |
Free |
Free |
Free |
Free |