Type: Available for selection by agents (Ad Hoc) or provided automatically during billing (Auto Apply).

Classification: Select 'Jobs'.

Life Cycle State: Only 'Effective' definitions can be selected and applied.

Discount Amount Type: Select between 'Percentage' and 'Amount'.

Range:  For ad hoc discount, users can define an amount or percentage range.

Discount/Percentage: Either the discount amount or the percentage value of the discount.

Discount Level (1-3):  Used where the discount is expressed as a percentage when more than one discount is applicable. The level determines the order in which each discount is applied:

• The percentage of auto apply discounts of the same level is summed and the total is applied.
• Percentage discounts are applied in ascending order of level. 
• When multiple discounts are applied, discounts on each level are applied in series. E.g., if a 5% and a 10% discount is applied to a €100 invoice, then 5% is applied to €100 and 10% to €95.

Discounted Products: Select products or product types that can be offered with an additive discount.  

Products that are also offered as components of flexible bundles can be discounted when purchased as part of a specific bundle.

One-time services, expenses and physical goods (traceable and non-traceable) can be added to the list.

Fixed effective and expiration dates during which additive discounts can be offered.

A safeguard against the arbitrary discounting of subscriptions. 
Enable Requires Approval and define the users or units authorized to approve discounts on jobs.

Billing Term Schemes: For ad hoc discounts, only schemes with a 'Flexible Pricing' Discount Option can be specified.

Concurrent Usage: Defines the required threshold value for a discount to be applicable to a job, using inclusive 'More than' and 'Less than' parameters.

Concurrent Usage Rate Percentage: Defines the required percentage threshold for a discount to be applicable to a job, using inclusive 'More than' and 'Less than' parameters.

Billing Term Effectiveness: Defines periods (before, after or between specified dates) that serve as criteria for the application of a discount.

The available options can be combined and are the following:

• Billing Term Effective Date
• Billing Term Expiration Date
• Agreement Date

Job Type (list)

 Job Effectiveness: Defines periods (before, after or between specified dates) on which the job was initiated (Job Start Date) or expected to be completed (Job Expected Completion Date) that serve as criteria for the application of a discount.

The accounts receivableClassifications, Payment Preferences, andPresentment Preferences that serve as criteria for the application of a discount.
Outstanding Amount: Filters accounts based on outstanding amount using inclusive 'More than' and 'Less than' parameters on a specific due date, using 'Due in X days' or 'Due X days ago'.

Included Segment: A list which can be selected and used to filter the jobs that can get the discount.

Plans to which the additive discount is applied.

Specific Products or Product Types that should be present on a job for the discount to be applicable.

If more than one condition is specified, then all should be met.

One-time services, expenses and physical goods (traceable and non-traceable) can be added to the list. 

Type: Available for selection by agents (Ad Hoc) or provided automatically during billing (Auto Apply).

Classification: Select 'Subscriptions'.

Applied Service Type: Defines whether auto apply discounts will be applied on 'Usage', 'Non-Usage' or 'Any' service type, which determines which set of criteria must be specified.

Life Cycle State: Only 'Effective' additive discount definitions can be applied.

Discount Amount Type: Select between 'Amount', 'Percentage' and 'Free Period'.

Range: For ad hoc, users can define an amount, percentage or period range.  E.g., if a 2 to 6 month range is entered, then the agent can offer 2 to 6 months on the subscription for free.  A range must be entered instead of a single value when the field is enabled.

Discount: Expressed as an amount or percentage, depending on the Discount Amount Type.
If set to 'Amount', then a UOT is used to determine how often the discount will be applied on bills. E.g., if the discount is '€2', the UOT is 'Month' and the customer is billed yearly, then the discount will be €24.

If set to 'Free Period', then a UOT is used to determine the period for which the subscription will not be charged. E.g., if the discount is '2' 'Months' and the customer is billed yearly, then the customer will be billed for 10 months.

Discount Level (1-3):  Used where the discount is expressed as a percentage when more than one discount is applicable. The level determines the order in which each discount is applied:

• The percentage of auto apply discounts of the same level is summed and the total is applied.
• Percentage discounts are applied in ascending order of level. 
• When multiple discounts are applied, discounts on each level are applied in series. E.g., if a 5% and a 10% discount is applied to a €100 invoice, then 5% is applied to €100 and 10% to €95.

Number of applied discounts:  Determines whether the discount can be offered to the subscription only once or a specific number of times or unlimited times. Optionally define the period in which the specific number of times can be applied.

(E.g., where period = '1 year' and the specific number of times = '2', the discount will be applied twice a year).

Discounted Products: Select products or product types that can be offered with an additive discount.  

Products that are also offered as components of flexible bundles can be discounted when purchased as part of a specific bundle.

Termed, usage and expense services can be added to the list.

Fixed effective and expiration dates during which additive discounts can be offered.

Determines how long the discount should be applied for, once it is added to a subscription. The following options are available:  

• Effective From:
• Last Bill to Date
• Subscription Effective Date
• Subscription Service Effective Date
• Subscription Service Rated Up to Date
• Binding Start Date
• Agreement Date
• Billing Term Effective Date
• Fixed Date
• Flexible Date (applicable for ad hoc type)
• Buy in Advance Request Start Date (applicable only if 'Buy in Advance Request' criteria are defined).
• Expires On (not available for Free Period Discounts, which end on the Free Period End Date):
• Subscription Service Cancellation Date
• Binding End Date
• Billing Term Expiration Date
• Fixed Date
• Flexible Date (applicable for ad hoc type)
• Fixed UOT measured in days, weeks, months or years
• Buy in Advance Request End Date (applicable only if 'Buy In Advance Request' criteria are defined).

If the 'Flexible Effective' or 'Flexible Expiration' date options are selected, the following restrictions can be defined:

• Flexible Effective Date Restrictions
• Flexible Expiration Date Restrictions
• Minimum Discount Duration
• Maximum Discount Duration

Billing Term Schemes: For ad hoc discounts, only schemes with a 'Flexible Pricing' Discount Option can be specified.

Billing Frequencies

 Binding Periods

Concurrent Usage: Defines the required threshold value for a discount to be applicable on a job, using inclusive 'More than' and 'Less than' parameters.

Concurrent Usage Rate Percentage: Defines the required percentage threshold for a discount to be applicable on a job, using inclusive 'More than' and 'Less than' parameters.

Billing Term Effectiveness: Defines periods (before, after or between specified dates) that serve as criteria for the application of a discount.

The available options can be combined and are the following:

• Billing Term Effective Date
• Billing Term Expiration Date
• Agreement Date
• Binding Start Date
• Binding End Date

Subscription Type (list)

Subscription Maturity: The discount will be applied to subscriptions that were not interrupted (rested or deactivated) for a specific period, or were interrupted for a limited time defined by the Maximum Interruption Threshold.

Subscription Effectiveness: Defines periods (before, after or between specified dates) on which the subscription and/or its services became effective, that serve as criteria for the application of a discount.

• Subscription Effective Date
• Subscription Service Effective Date

The accounts receivable Classifications, Payment Preferences, andPresentment Preferences that serve as criteria for the application of a discount.
Outstanding Amount: Filters accounts based on outstanding amount using inclusive 'More than' and 'Less than' parameters on a specific due date, using 'Due in X days' or 'Due X days ago'.

Segments associated with accounts receivable and subscriptions are available.

Included Segment: A list of segments that can be selected and used to filter the jobs that can get the discount.

Excluded Segment: A list of segments that can be selected and used to exclude jobs from getting the discount. 

Specific Products or Product Types that should be present on a subscription for the discount to be applicable.

If more than one condition is specified, then all should be met.

Belongs in Bundle: Products that (in addiction to stand-alone) are also offered as components of flexible bundles can be used as conditions for discounts when purchased as part of a specific bundle. E.g., a discount will be applicable if the customers subscribes to Movies 1 (product) as part of the Gold package (flexible bundle).

Termed, usage and expense services can be added to the list.

Defines a set of duration ranges that are eligible for the additive discount. For each range, provide a From and To duration and the UOT in which the duration is measured (days, weeks, months or years).

Date of Execution: Defines an inclusive range using 'From' and 'To' dates, during which rated services should be used to be eligible for the discount. The discount does not expire if nothing is defined in the 'To' field.

Day of Execution: Defines days of the week and a time range for each day, during which rated services should be used to be eligible for the discount.

Total Quantity (range per UOT): Defines the total quantity range for each Unit of Time (UOT).  UOT values can be 'Days', 'Months', 'Years' or 'Unlimited' (not evaluated for a specific period). The total number of rated usage services that were applied within the specified UOT (starting from the date of billing) should fall within the specified range to be eligible for the discount.

Total Usage (range per UOT): Defines the total usage range for each Unit of Time (UOT).  UOT values can be 'Days', 'Months', 'Years' or 'Unlimited' (not evaluated for a specific period). The total number of rated usage services that were applied within the specified UOT (starting from the date of billing) should fall within the specified range to be eligible for the discount.