Adjusting service cost and quantity
As a BMC Helix Digital Workplace Catalog administrator or internal service supplier, you can edit a service or bundle to set a base cost for a service and apply cost adjustments to account for administrative offsets that increase the cost, or vendor rebates that reduce the cost.
You can also set quantity range limits to allow users to request multiples of a service, multiples of a bundle, and multiples of individual services within bundles. By default, newly created services are free of charge.
You can adjust base cost, quantity, and offset cost for a service in the Cost & Quantity pane.
Pricing model
Services can be free of charge or chargeable.
By default, newly created services are free of charge, and the Pricing Model is Free. These services are displayed to end users with no cost value.
Currency type
By default, all chargeable services in BMC Helix Digital Workplace Catalog have a currency-based price. The currency is set during the installation of the catalog.
If the Managed Service Provider (MSP) feature is enabled, catalog administrators can change the default currency-based system to the credit-based payment for all services. For more information about how to enable credit management, see Enabling-credit-management. If the credit management is enabled, service price is measured in credits.
How price is displayed to end users
Free of charge services do not have a price. These services either have the default Free label, or a custom label.
For bundles that include only free services, the Free label is displayed by default. This label cannot be changed.
Chargeable services either have a currency-based price or a credit-based price, and they are labeled with a price value. For bundles that include at least one chargeable service, the label displays the automatically calculated and summed up price.
Before you begin
Create a service, as described in Adding-and-updating-services.
To customize the default label for free of charge services
As part of the base cost adjustment for free services, you can change the default Free label. You can add any meaningful label that categorizes a free of charge service.
- In BMC Helix Digital Workplace Catalog, select Services > Services.
- Double-click a service to open Service Options pane and click the Edit link next to Cost and Quantity.
- Select Free as a pricing model.
- From the Label list select one of the following choices:
- Don't show label - no label is applied to a service.
- Free - default label that cannot be modified or deleted.
- One of the existing labels that were created for any service.
- New label, which you can add by clicking Manage labels, and adding a new label name.
To delete labels in the Manage Labels dialog box, click X next to the labels that you want to delete. If you try to delete a label that is being applied in an existing service, the system informs you. If you confirm the removal, the default Free label is added to the service.
To set the base cost for a chargeable service
- Double-click a service to open Service Options.
- Expand the applicable service revision and then click Cost & Quantity.
- Select Paid as a pricing model.
Select a Frequency of One Time, Monthly, or Yearly.
- Enter the cost amount.
To adjust a service base cost
You can adjust price and cost for a service as follows:
- In BMC Helix Digital Workplace Catalog, select Services > Services.
- Double-click a service to open Service Options pane and click the Edit link next to Cost and Quantity.
- Select the required Category from the list.
- Set the one-time or recurring price of a service in the Frequency list.
- Enter the default currency and click Save.
Managing cost adjustments
- Add cost adjustments to offset costs, such as administrative charges and vendor rebates.
- Save cost adjustment profiles, so that you can apply the same adjustments to other services.
You can group together multiple adjustment lines as an adjustment group. For an adjustment group, enter a custom description and cost. The adjustment group line calculates the total of the cost distribution recorded in the group.
To adjust a service request quantity
There are two quantities to consider when adjusting the service request quantity: the Service quantity and the Bundle quantity.
- In BMC Helix Digital Workplace Catalog, select Services > Services.
- Double-click a service to open Service Options pane and click the Edit link next to Cost and Quantity.
- Click the Bundle quantity or Service quantity toggle key to display the QTY in the service request.
- Specify the Min and Max Quantity range and click Save.
The following image shows how you enable the quantity toggle key:
Single service request
By default, the user can request one service unit. The QTY field is always set to 1 in the service request and can be modified based on the requirement. When you disable the Quantity option, the QTY field is not displayed on the service request. However, even if the QTY is 1, it remains visible in the service request when the Quantity option is enabled.
Example of how the end user receives the Password reset service that does not require the Qty option
After the catalog administrator disables the Quantity option, end users cannot view the QTY option in the service request.
To configure a bundle quantity
To configure the quantity of bundle and associated services, follow these steps:
- In BMC Helix Digital Workplace Catalog, select Services > Services.
- Double-click a service to open Service Options pane and click the Edit link next to Cost and Quantity.
- Click the Bundle quantity toggle key to display the QTY for the requestor.
- Specify the Min and Max Quantity range and click Save.
However, the user can only select the number of bundle units to request, not each service in the bundle. The quantity of bundle services is set by the catalog administrator and cannot be changed. When you disable the Bundle quantity toggle key, the QTY field will not be displayed on the BMC Helix Digital Workplace bundle service request.
Exporting or importing changes
If you’re importing or exporting services from previous version to the 25.1 version, the Quantity field of the services that were previously turned off is now turned on with the default QTY min and max value of 1.
If you’re importing or exporting bundles from a previous version to the 25.1 version, bundles that previously did not allow quantity adjustments for services will now permit them, with each service displaying a QTY of 1. For bundles that had previously turned off the Quantity option, the system will turn the service quantity and bundle quantity toggle on.
The system honors the imported service order limit in the bundle quantity minimum and maximum range. It sets the quantity of the child services to 1. You will only be able to modify the quantity of the parent bundle if the minimum and maximum numbers differ.
If a bundle (version earlier to 25.1) had the Enable Service-level adjustment setting turned off, with a Max set to 100 and a Min 1, the following image shows how the Quantity setting in the bundle service appears after import:
Services that had the Enable Service-level adjustment (version earlier to 25.1) toggled on should maintain the same Min and Max quantities when you import them with the toggle on. The visibility and values of the imported services remain consistent with their state previous to the import.
Results
After the catalog administrator enabled the Quantity option, end users can view the QTY option in the service request. When requesting a service, end users receive the number of units they specify in the QTY field.
The following image shows how the end user receives the requested monitor, when requesting the following service:
When you disable the Quantity option, the default service quantity is set to 1 request unit, even though the QTY field is not displayed.
Where to go from here
The next steps involve approving and publishing services. For more information, see Approving-and-publishing-services.