Price a tier set

What it does

Says what each tier costs the company before anybody is told they hold it: the margin, the discount, the funds and the support hours behind the promise. It then sets each tier's discount against the margin floor at the volume that tier assumes and names the shortfall where there is one.

Where it happens

The agent does this in two activities across one reference process. Each one names the activity as that process words it.

• Check the Margin Holds
  • ref/prt/set-a-partner-tier, activity 8 - Set a Partner Tier
• Price What Each Tier Costs
  • ref/prt/set-a-partner-tier, activity 7 - Set a Partner Tier

What to record

The priced tier table at a version, naming the rules version it was priced against, the volume each tier assumes, and the margin, discount, fund and support hours each one carries. The margin test per tier, naming the floor it was set against and the shortfall where there is one, with the name of whoever accepted a shortfall in writing. Per partner, the discount in force and the date it started. Per system changed, what it was set to and the date it took effect. For a relationship ending, the settlement line by line: what was earned, what was paid, what is recovered, and what is still open. For a performance round, what the company owed each partner set against what was actually delivered, with each difference settled or marked open.

That contract covers every activity this abstract agent takes on, and it is repeated in com.agentcatalog.agent/RECORDS.md. What the abstract agent does not do is in com.agentcatalog.agent/NOT.md.