Nextian services support add-ons — optional, additional product parts accompanying a base product, e.g.:
- Business Internet (base product) with QoS — a one-time charge, single quantity, add-on
- Hosted Database (base product) with 5 User Seats — a recurring, multi-quantity add-on
The following applies to service add-ons:
- Add-ons are optional — a service may have none, one, or multiple add-ons.
- Add-ons are linked to product parts in the product catalog.
- Add-ons can have recurring and non-recurring charges.
- Only term-based parts can carry recurring charges.
- Add-ons can be single- or multi-quantity.
- Add-ons start and end dates are independent of service start and end dates — they can be added or removed at any point during the service lifecycle.
- Recurring add-ons do not have their own term; they are always co-termed with the parent service.
- A service’s Total Monthly Recurring Revenue (MRR) on a service is a sum of base product MRR and active add-on MRR.
- Add-ons can be quoted with New and Change Service Add-Ons quote line items.
Add-ons are stored in the custom Service_Add_On__c object:
| Field | Description |
|---|---|
| Name | When services are created from quotes this is product part name, for user-created add-ons this is arbitrary part name. |
| Service | Parent service that this add-on is a part of. |
| Add-On Part/Product | Optional, product part from the product catalog that that was used to create the add-on (when services are created from quotes, add-ons are created from product parts). |
| Add-On / Part Price Book Entry | Optional price book entry used to create the add-on. |
| Quantity | Add-on quantity (e.g., 5 seats license) used to calculate total Monthly Recurring and Non-Recurring revenue. |
| Monthly Recurring Revenue | Auto-calculated, total monthly recurring revenue for the add-on (Unit Monthly Recurring Revenue multiplied by Quantity). |
| Non-Recurring Revenue | Auto-calculated, total non-recurring revenue for the add-on (Unit Non-Recurring Revenue multiplied by Quantity). |
| Is Active | Auto-calculated, checked for add-on with recurring charges (non-recurring add-ons area always inactive) that are in effect, i.e., have been started but not ended yet.There is also Is Active version (Is_Active_Icon__c) with color indicator (active → green, inactive → red, one-time charge only / no recurring → gray). |
| Is Recurring | Auto-calculated flag, checked if the add-on has a recurring charge in it. Used mostly in list views and reports. |
Service Monthly Recurring Revenue (MRR) Calculations
Total Service MRR is calculated automatically as the sum of:
- Base MRR – associated with the main (base) service product
- Add-On MRR – the total MRR from all active add-ons
Add-On MRR is not a simple roll-up. Instead, it is calculated based on the service status to ensure correct MRR values in reports for services that are New or Canceled. The MRR calculations are performed based on the service status as follows:
| New, Order Canceled | In Service, Suspended | Canceled, Expired |
|---|---|---|
For new services, all term-based add-ons are included, regardless of their dates, e.g.:
ADDON-1 MRR=$10.00, Is Active = False ADDON-2 MRR=$5.00, Is Active = False Add-On Monthly Recurring Revenue = $15.00 |
For in service and suspended services, only the term-based add-ons that are currently active are included, e.g.:
ADDON-1 MRR=$10.00, Is Active = True ADDON-2 MR=$5.00, Is Active = False Add-On Monthly Recurring Revenue = $10.00 |
For inactive services, add-ons that were active on the last day when service was active are included (i.e., a snapshot is taken as of the service end date), e.g.:
ADDON-1 MRR=$10.00, End Date = Service End Date ADDON-2 MRR=$5.00, End Date = Service End Date ADDON-3 MR=$15.00, End Date <> Service End Date Add-On Monthly Recurring Revenue = $15.00 |
This method of calculating MRR provides an accurate view of service and add-on revenue in reports.
