Nextian services support add-ons — optional, additional product parts accompanying the base product, e.g.:
- Business Internet with QoS
- Hosted Database with 5 user seats
The following apples to service add-ons:
- Add-ons are optional — a service may have no add-ons or any number of them.
- Add-ons start and end dates are independent of service dates — they can be added or removed during service lifecycle.
- Add-ons can be single or multiple quantity.
- Monthly Recurring Revenue (MRR) on a service is a sum of base product MRR and active add-on MRR.
- Add-ons can be added in quotes.
- Add-ons originate from product parts.
- Add-ons can have recurring and non-recurring charges.
Add-on information is 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
Service MRR is a sum of Base MRR (associated with the main/base service product) and Add-On MRR (total MRR on 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 calculations are made as follows:
| New | In Service | Canceled |
|---|---|---|
For new services, all 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 active services, only 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 end statuses add-ons that were active on the last day when service was active are included (i.e., a snapshot from the day that service has been canceled), 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 |
