Viewing Applied Additive Discounts from multiple Screens
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Table of Contents
What are Applied Additive Discounts?
Applied Additive Discounts are Discounts that have already been offered to customers.
As previously explained in Understanding Additive Discounts there two types of Additive Discounts:
- Ad Hoc
- Auto Apply
They can be applied to two modules:
- Subscriptions
- Jobs
Ad Hoc Discounts can be viewed, edited, cancelled and approved from a dedicated screen (Manage Ad Hoc Discounts). Ad Hoc Discounts can also be viewed via the Subscriptions and Jobs Data Entry pages.
Auto Apply Discounts are visible in the System after the Billing Run is completed. They are not visible via the Manage Ad Hoc Discounts page.
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 as 'Applied' and becomes available from the Jobs and Subscriptions Summary pages and the Rated Billing Items Summary and Data Entry pages.
The table below displays the paths and availability of pages with information regarding Discounts:
| Discount Type | Description | Subscription Summary Page | Subscription Data Entry Page | Jobs Summary Page | Jobs Data Entry Page | Rated Billing Items Summary Page | Rated Billing Items Data Entry Page | Manage Ad Hoc Discounts |
|---|---|---|---|---|---|---|---|---|
| Ad Hoc Discounts | Requests created for Ad Hoc Discounts | Not available |
View Subscription History | Not available |
| Not available | Not available |  |
| Applied Ad Hoc Discounts | Ad Hoc Discounts that have been applied |
Billing Information > Bill Items > Lines > Rated Billing Items > Applied Ad Hoc Discounts (View) |
View Subscription History AVAILABLE FROM CRM.COM R12.0.0 |
Billing Information > Bill Items > Lines > Rated Billing Items > Applied Ad Hoc Discounts (View) | Not available |
Applied Ad Hoc Discounts (View) |
Applied Ad Hoc Discounts Tab | Not available |
| Applied Auto Apply Discounts | Auto Apply Discounts that have been applied |
Billing Information > Bill Items > Lines > Rated Billing Items > Applied Auto Apply Discounts (View) |
View Subscription History AVAILABLE FROM CRM.COM R12.0.0 | Billing Information > Bill Items > Lines > Rated Billing Items > Applied Auto Apply Discounts (View) | Not available |
Applied Auto Apply Discounts (View) |
Applied Auto Apply Discounts Tab | Not available |