Anchortoptop

Overview

Additive Discounts are used to discount jobs and subscriptions. They generate automatic discounts when certain predefined conditions related to the customers' accounts receivable, subscriptions and jobs are met (auto-apply discounts)  or selected by the agents creating the subscription or job (ad-hoc discounts). Additive discounts are applied in addition to the rates offered to customers through their selected price plan.

Major features

• Auto Apply discounts are applied automatically on a subscription or a job, provided that certain criteria are met.  The decision is made at the time of the billing and the agents have no authority in the application or choice of the discount.

• Ad Hoc discounts can be selected by agents and applied on a Subscription or a Job provided the Additive Discounts Definition criteria are being met. Ad Hoc discounts are more secure than auto apply discounts as it can be define whether a discount requires approval, which can be handled by management personnel before billing takes place.

• Additive discounts can be used to discount both the normal and prepaid subscriptions as well as jobs.
• Additive discounts provide a discount on top of any rates granted to customers through their selected price plan.  i.e. If a Subscription is being billed using a conditional price plan with a special rate and the conditions for an additive discount are also met, both forms of discount will be applied.
• Multiple additive discounts (amounts and percentages) can be applied to a Job or Subscription simultaneously, provided that the conditions of each discount are met. 

Overview

Additive discounts provide price reductions on subscriptions (normal and prepaid) and jobs.  The discounts are additional to the rates granted to customers through price plans and can be applied by agents or automatically.

Additive discount functionality

• Multiple discounts (expressed as amounts or percentages) can be applied simultaneously.

• Auto apply discounts do not require an agent.  They are applied during billing, subject to conditions. 

• Ad hoc discounts are selected by agents and are applied if conditions established in the additive discounts definition are met.

• Ad hoc discounts carry less risk than auto apply discounts, as they can be set up to require approval by management personnel before billing.

Setting Up Additive Discounts

Business definitions

Additive Discount Definitions is a module that enables the user to set up discounts that can be applied on Business definitions is used to create additive discounts applied to subscriptions and jobs. The discounts can are either be automatically applied during billing (Auto-Apply Discountsauto apply) or can be selected and added on subscriptions and jobs by users (Ad Hoc Discountsad hoc). 

Whether you are setting up a The same discount definition for subscriptions or jobs the same configuration entity is used , and when for subscriptions and jobs.  Once the classification is set to either job or subscription the remaining fields are loaded accordingly. For the purpose of the manual we provide 2 different tables with the field explanation(subscription or job) is selected in the Data Entry page, the system displays the appropriate sections and fields.  The manual describes each classification in a separate table.

• Job additive discounts definition
• Subscription additive discount definition

Image RemovedThe following diagram shows how each business need is mapped on an additive discount definition.

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jobs jobs

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Job discount definition fields

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The table describes the sections of Job related the Additive Discount Definitions Data Entry page , for jobs and explains how the fields in the page are used.
 Mandatory  Configurable

In case the discount can be selected by agents ( and not applied by the system, approval settings is a  JobIncluded in Only available for Ad Hoc Discounts, define t

Main Information
Type: Select whether the discount should be available Available for selection by agents ('Ad Hoc') or whether it should be provided automatically during billing given that conditions are met ('Auto Apply'). Classification: Select 'Jobs' to define that the discount is applicable for jobs . Life Cycle State: Only 'Effective' additive discount definitions can be provided selected and applied.
Discount Settings   Determines discount related settings such as discounted amount, the validity of the discount, and the products to be discounted Determine the amounts, validity and products.
Discount	Discount Amount Type: The type of the discount which can be Select between 'Percentage' or and 'Amount'. Range:  On selecting to apply an For ad hoc discount, users have the option to define a discount can define an amount or percentage within the range provided. Discount/Percentage: Either the discount amount or the percentage value of the discount, depending on the selection of the type. Discount Level : If the type is set to percentage then the discount level is used (1-3):  Used where the discount is expressed as a percentage when more than one discounts with a percentage discount (up to 3) are discount is applicable. The level determines the order in which each discount is applied first, following the rules below: The percentage of auto apply discount having discounts of the same level is added, summed and the total discount percentage is applied. Percentage of discounts of a different level is Percentage discounts are applied in order from lowest to highest.For each level, the discount percentage is applied once the previous discount percentage is appliedascending 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: Used to determine the products that the additive discount can be applied to. Multiple products or product types can be added to the products criteria list.Only oneSelect 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) are allowed to can be added to the list.  One-time services covers cases where the Job includes activities to be billed.
Validity	Determine the fixed Fixed effective and expiration dates during which the additive discounts can be offered.
Approval Settings	(for ad hoc)		A safeguard against arbitrarily the arbitrary discounting of subscriptions.  Enable the approval process by selecting Requires Approval and define the authorised personnel which can be either specific the users or departments (units) in Approval Authorizations that will have to give their approval before the job is discountedunits authorized to approve discounts on jobs.
Discount Criteria A list of criteria that should be met for the a discount to be applied (if for auto - apply) or made available for selection (if for ad-hoc). If criteria Criteria from multiple sections and tabs are defined then they must all be met. If multiple criteria from a single tab is are defined (e.g. 2 such as two account classifications) from a single tab then at least criterion one must be met.
Billing Term	Billing Term Schemes: If the type of the definition is set to 'For ad hoc 'discounts, then only billing term schemes with a 'Flexible Pricing' Discount Option can be specified. Concurrent Usage: Defines the threshold of concurrent usage required to be defined on a job for the the required threshold value for a discount to be applicable . Two options which can be combined are available: to a job, using inclusive 'More than' and 'Less than' parameters. Concurrent Usage Rate Percentage: Defines the threshold of concurrent usage percentage to be defined on a job for the the required percentage threshold for a discount to be applicable . Two options which can be combined are available: to a job, using inclusive 'More than' and 'Less than' parameters. Billing Term Effectiveness: Defines conditions related to the billing term effectiveness that should be satisfied for the discount to be applied. The following options which can be combined are availableperiods (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: Before, after, or between specified dates Billing Term Expiration Date: Before, after, or between specified dates Agreement Date: Before, after, or between specified dates
Job	Job Type : A list of job types.(list)  Job Effectiveness:Defines conditions related with the period that  Defines periods (before, after or between specified dates) on which the job was initiated and expected to be completed, that should be satisfied for the discount to be applied.(Job Start Date : Before, after, or between specified dates ) or expected to be completed (Job Expected Completion Date : Before, after, or between specified dates	Accounts Receivable	A list of ) that serve as criteria for the application of a discount.
Accounts Receivable	The accounts receivableClassifications, Payment Preferences , andPresentment Preferencesalong with additional criteria for each that must be satisfied for the discount to be applicable that serve as criteria for the application of a discount. Outstanding Amount: Filters the accounts receivable based on their outstanding amount and a specific due date. The following two options which can be combined are available: using inclusive 'More than' and 'Less than' The due date can be specified in one of the following ways: parameterson a specific due date, using 'Due in X days' or 'Due X days ago'. The account that will be evaluated, is the account associated with the job and which will be billed
Segment	Segment  (associated with accounts receivables and jobs)	Included Segment: A list of segments which are which can be selected and used to filter in the jobs that can get the discount. Excluded SegmentsSegment: A list of segments which are which can be selected and used to exclude jobs from getting the discount. You cannot add the same segment to both included and excluded segments, whilst only segments associated to accounts receivable and jobs are available.
Price Plan	A list of price plans that the job should be billed from, for the additive discount to be Plans to which the additive discount is applied.
Product	Defines the products Specific Products or Product Types that should exist be present on the a job for the discount to be applicable. If If more than one condition is specified, then all the conditions should be fulfilled for the discount to be appliedProduct: A specific product that should be present for the discount to be applied.Product Type: It determines the type of products that should be present for the discount to be applied.Only one-time, expense services should be met. One-time services, expenses and physical goods (Traceable traceable and Nonnon-Traceabletraceable) are allowed to can be added to the list.
Allowed Organisational Units		(for ad hoc discounts only)
The organisational units that the logged in user must belong to so that the discount is available for selection to add on a Jobcan be added to a job.

 

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subs subs

Definition fields for subscription discounts

The table describes the sections of Subscription related the Additive Discount Definitions Data Entry page , for subscriptions and explains how the fields in the page are used.

 Mandatory   Configurable

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Related configuration areas

The following modules are related to additive discounts and can be configured for the discounts module Mandatory modules must be configured for the additive discounts module to work.

Optional modules may be configured for the additive discounts module to operate at its full capacity or must be configured for additive discounts to work properly.

Using Additive Discounts

Discounts Automatically applied automatically discounts (Auto - apply) are only visible in the system after once the billing run is completed.  They are not visible via completed and not through the Manage Ad Hoc Discounts page.  Discounts that are selected by agents (Ad Hoc) can be viewed, edited, cancelled and canceled and approved from a dedicated screen and can also be viewed by viewed at the Subscriptions and Jobs Data Entry pages. Once an ad hoc or auto apply-discount is included in the billing run and applied to a job or a subscription, it is labelled labeled as 'Applied' and becomes available from the Jobs and Subscriptions Summary and Data Entry pages as well as the Jobs, Subscriptions, and Rated Billing Items Summary and Data Entry pages.

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 The The table below displays the availability of discounts in CRM.COM pages.

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discounts available across the system.

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Ad hoc discount fields

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This table contains an explanation of the sections of The table describes the sections of the Ad Hoc Discounts Data Entry page, a description of the usage of its fields and additional informationpage and explains how the fields in the page are used.

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Creating and processing additive discounts

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Subscriptions Subscriptions

Discounting a subscription using ad hoc discounts

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1. Navigate to Subscriptions and go to the Data Entry page of the subscription you want to discount.

2. From the Action Panel panel click on Subscription Related Actions > PROVIDE AD HOC DISCOUNT >  Provide Ad Hoc Discount to open the Ad Hoc Discount modal.
   

3. Discount Definition

   1. From the drop-down list select the a discount to apply.
      Click on View Ad Hoc Discount Definitions to access the Discount Definition discount definition Data Entry Page and review discount details.  
      

   2. If a range has been defined in the Discount Definitiondiscount definition, then one of the following discounts must be defined: 
      (Minimum Allowed and Maximum Allowed and Maximum Allowed values are provided via by the Tool Tip).
      

      1. Discount Amount to be applied
         OR
      2. Discount Percentage to be applied
         OR
      3. Free Period 

4. Applicable Dates 

   1. Applicable From

   2. Applicable To
      The dates will be Read-only unless a 'read-only' unless a 'Flexible Date' option has been defined in the Definition.
      (If dates for the application of the Discount discount must be selected, the allowed dates will be made available as a in the tooltip).
      

5. Apply On

   1. Select whether the discount should be applied to all applicable products 'All Products' (as defined in the Discounted Products of the Definitiondiscounted products of the definition) or to 'Specific Products' to be selected by the agent.

   2. Discounted Products (Available available only if the 'Specific Products' option is selected)

      1. Select the Products products that should be discounted by adding a check in the checkbox
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         (The discount will only be applied to the products that are defined  defined in the Discounted Products of the Additive Discount Definition list of discounted products of the additive discount definition even if more are selected).

6. Click on SUBMIT

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Job Job

Discounting a job using ad hoc discounts

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1. Navigate to Jobs and go to the Data Entry page of the job you want to to discount.

2. From the Action Panel Action panel click on Action > Prove Ad Hoc Discount to open the Ad Hoc Discount modal.

3. Discount DefinItion

   1. From the drop-down list select the Discount a discount to apply.
      Click on View Ad Hoc Discount Definitions to access the Discount Definition discount definition Data Entry Page and review discount details.

   2. If a range has been defined in the Discount Definitiondiscount definition, then one of the following discounts must be defined: 
      (Minimum Allowed and Allowed Maximum and Maximum Allowed values are provided by the Tool Tip).

      1. Discount Amount to be applied
         OR
      2. Discount Percentage to be applied

4. Apply On

   1. Select whether the discount should be applied to all applicable products 'All Products' (as defined in the Discounted Products of the Definitiondiscounted products of the definition) or to 'Specific Products' to be selected by the agent.

   2. Discounted Products (Available available only if the 'Specific Products' option is selected)

      1. Select the Products products that should be discounted by adding a check in the checkbox
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         (The discount will only be applied to the products that are defined defined in the Discounted Products of the Additive Discount Definition even list of discounted products of the additive discount definition even if more are selected).
5. Click on SUBMIT.

 Additional Information

Modifying an ad hoc discount

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Use EDIT from the Actions Menu menu to enter edit mode and update discounts that have not yet been approved. The fields that can be updated are the following:

• Provided By
• Provided On
• Discount AmountAmount
• Discount Percentage
• Discount Free PeriodPercentage

 Additional Information

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approve approve

Approving an ad hoc discount

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Once an ad hoc discount is selected it will be Ad hoc discounts are approved automatically or require approval, depending on the configuration of the discount definition. Approvals safeguard against arbitrary usage  Discounts are not processed by billing unless they are approved, protecting the company from the arbitrary use of discounts by agents, as no discount is taken into consideration by billing unless it is approved.
If approval is required, then specific users or users that belong to specific departments (Units) are allowed to proceed with the approvals. .

Designated users or units are allowed to approve discounts. 

The life cycle state of an ad hoc discount denotes reflects whether an approval is required as it is set to '(Pending Approval'). To approve an ad hoc discount:

1. Navigate to ad to the ad hoc discounts data entry Data Entry page.
2. From Click on APPROVE from the Actions Menu click on Actions > Approve

 Additional Information

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Prerequisites

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1. menu.

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cancel cancel

Cancelling an ad hoc discount

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Cancelled ad hoc discounts are not taken into consideration by billing even if they have already been approved. The cancellation of the Ad Hoc Discount must be done before billing the entity, for the discount not to be applied. Approved discounts can be canceled before billing.

To cancel an ad hoc discount click on Actions > CancelCANCEL from the Actions Menumenu.

Additional Information

Additive Discounts Analytics

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Additive discounts information can be extracted in a structured format for analysis by using reports. The discounts included in the report are the ones that discounted subscriptions or jobs. The Additive discounts  The additive discounts on subscriptions and jobs included in the report are selected and grouped based on user-defined criteria. The user  Users can select the fields displayed in the report.

Refer to Reports for information on their useReports for information.

Applied

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additive discounts report

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Additive

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Discount Business Examples