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Back to Getting Started Guides for CRM.COM

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Step 3: Setting up Billing Term Scheme

To create either a Job or a Subscription, a A Billing Term Scheme which supports Flexible Pricing must be selected . To be able to use Additive Discounts for Subscriptions and Jobs then its Billing Term Scheme will need to support Flexible Pricing.in order to create a Job or Subscription which offers Additive Discounts.

Configure the following section accordingly:

  •  Billing Term Schemes - Billing Rules: The Discount Option will need to be set to FLEXIBLE PRICING to 'Flexible Pricing' for any Additive Discount (ad-Ad hoc or auto applyAuto-Apply) to be allowed.

Do it Yourself!!

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Let's see how you can quickly set up Additive Discounts. We have provided specific scenarios/requirements for each Additive Discount Definition example.

Tip

For the modules, sections and attributes not mentioned you don't need to make any configuration.

Business Requirement

Company ZX would like requires agents to have access to a selection of Discounts available to agents, to offer them to customers with serious complaints. These Discounts should be monitored, i.e. the Discount will need to be confirmed by the Customer Centre Supervisor before being applied to the bill Bill of the customer.

Such The Discounts should not exceed 20 Euros .00 per month, and they should only be offered to customers maximum up to 3 times per a year. AlsoAdditionally, the Discount should only apply to the customer's Main Service of the customer and not to any additional services they are provided.

The Discount should only be available till 01until 31/0112/2016 2015 as every year the business reconsiders and revises its business rules on a yearly basis.


  • Set up Ad Hoc Subscription Discount Definition
    A Discount should be set up in the system System with the following settings and conditions below. (  The Discount will should only be applied to affect Monthly subscribers) A second , and a separate one should be created for customers with a different billing frequency).

    Amount /Amount RangeValidityDurationNumber of Applied DiscountsApproval SettingsCriteria
    Amount RangeEffectiveExpirationEffective FromExpires Onperiod  Billing Term CriteriaProduct Term Criteria
    5 - 20 / month01/01/201501/01/2016Subscription Service Effective Date

    Fixed Date: 01/01/2016Specific Number:31 yearManual
    Unit: Customer Care Managers  
    Billing Frequency: MonthlyProduct Type: Subscription Packages

Business Requirement

Company ZX would like to have offer the first month of 12 months for free to new subscribers that choose have the Platinum Package on their Subscription and have requested agree to change their current Billing Frequency to an Annual Buy in Advance Requestfrom a monthly billing frequency to an annual one. The Discount should be applicable for subscribers in binding as well as out of binding.

  • Set up Auto Apply Subscription Discount Definition
    A Discount should be set up in the

    system

    System with the

    following

    settings and conditions below.

    (

      The Discount

    will

    should only

    be applied to

    affect Monthly subscribers

    . A second

    , and a separate one should be created for customers with a different billing frequency

    )

    .

    Amount /Free PeriodValidityDurationNumber of Applied DiscountsCriteria
    Free PeriodEffectiveExpirationEffective From Billing Term CriteriaProduct CriteriaBuy in Advance Criteria
    1 month01/01/201501/01/2016Subscription Service Effective Date

    OnceBilling Frequency: AnnualProduct : PlatinumFrom:12 To: 12 UOT: Months

Business Requirement

Customers are being charged with an Installation Service charge when a new installation is required. Installation usually takes up to 2 working weeks but there are cases that technicians may not be able to perform the installation within 2 weeks. In these cases customers have the option to call and make a formal complaint where they are eligible to fee on all new installations.  These can take up to two working weeks, but sometimes technicians are unable to perform them on time.  Customers can call, make a formal complaint and are eligible for a 50% Discount on the Installation service chargeService fee. These Discounts should be monitored, i.e. the Discount will need to be confirmed by the Customer Centre Supervisor before being applied to the bill Bill of the customer.

The Discount should only be available till 01until 31/0112/2016 2015, as every year the business reconsiders and revises its business rules on a yearly basis.

Agents should be able to add this Discount to the customers before billing them for the jobs.

  • Set up Ad Hoc Job Discount Definition
    A Discount should be set up in the system System with the following settings and conditions:

    Amount /Amount RangeValidity Approval SettingsCriteria
    AmountLevelEffectiveExpiration Product Term CriteriaSegments
    50%101/01/201501/01/2016Manual
    Unit: Customer Care Managers  
    Product: Installation Service FeeIncluded Segments: Jobs whose actual completion date > expected completion date

Business Requirement

Customers are being charged with an Installation Service charge when a new installation is required. Installation usually takes up to 2 working weeks but there are cases that technicians may not be able to perform the installation within 2 weeks. In these cases customers have the option to call and make a formal complaint where they are eligible for 20 Euros Discount on the Installation service chargefee on all new installations.  These can take up to two working weeks, but sometimes technicians are unable to perform them on time.  Customers can call, make a formal complaint and are eligible for a €20 Discount on the Installation Service fee.
The Discount should only be available till 01until 31/0112/2016 2015, as every year the business reconsiders and revises its business rules on a yearly basis.

The Discount should be automatically applied on the Job automatically, given that the conditions are met.


  • Set up Auto Apply Job Discount Definition
    A Discount should be set up in the system System with the following settings and conditions below. (  The Discount will should only be applied to affect Monthly subscribers. A second , and a separate one should be created for customers with a different billing frequency).

    Amount /AmountValidityCriteria
    AmountEffectiveExpirationSegmentsProduct Term Criteria
    20 euro01/01/201501/01/2016Included Segments: Jobs whose actual completion date > expected completion dateProduct: Installation Service Fee

 

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