Add new spend limit

Adding a spend limit sets a restriction on the amount a subscription can spend on a particular type of usage, specifies usage levels when Smile sends notifications to the customer and the action that Smile will apply when that limit is exceeded.

This task explains how to add a new spend limit.

  1. Click the Spend Limits sub-tab under Tariffs.
    The Spend Limits tab is displayed.
  2. Click New spend limit.
    A blank Spend limit page is displayed.
  3. Type a descriptive name for the new limit in the Name field.
  4. Type a value in the Limit $ field.
  5. Select a start and end date for Only apply to rating periods ending between.
    If the date fields are left blank the limit will be applied for the life of the service.
  6. Select a tariff type from the Add a tariff type drop-down.
    This list is populated from the types specified in the service Tariff types.
    The selected tariff type is added to the Applies to Tariff Type list.
  7. (Optional) Repeat the previous step to add additional tariff types.
  8. Select a feature from the Apply feature as treatment drop-down.
    Available features are specified by RADIUS features.
  9. Select Raise notifications.
    Notifications fields are displayed.
  10. Select an email template from the Email drop-down.
    If the Email drop-down only displays no email you must create a spend limit alert email template. For more information, see Create an email template.
    Source options for the alert recipients email address are displayed.
  11. Select the source of the alert recipients email address. One or all options may be selected:
    • Email - Account - Email address—Recipient email address taken from account details.
    • Email - Subscription - Email address—Recipient email address taken from subscription details.
    For more information on managing accounts and subscriptions, see the User Guide.
  12. Type a value in the % field. Click Add.
    The value is added to the Alerting Thresholds list.
  13. (Optional) Repeat the previous step to add additional Alerting Threshold Percent values.
  14. Click Save.
    The Spend Limits tab is displayed.