Configuring Additive Discount Definitions for Subscriptions
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Table of Contents
Navigating to Additive Discount Definitions
BILLING > ADDITIVE DISCOUNTS > SET UP BUSINESS DEFINITIONS
What are Additive Discount Definitions?
Additive Discount Definitions is a module that enables the user to set up Discounts that can be applied on Subscriptions and Jobs. The Discounts can either be automatically applied during Billing (Auto-Apply Discounts) or can be selected and added on Subscriptions and Jobs by users (Ad Hoc Discounts).
Additive Discount Definitions can be edited, deleted and have their Life Cycle State changed from 'Effective' to 'Not Effective' and vice versa.
- Navigate to Additive Discount Definitions and explore existing entries via the Summary page.
Click on the link (name or number) of the entry of your interest to access the Data Entry page and see more detail, or submit the Definition.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
- Click on the Audit Log button to view a log of changes performed on the displayed Additive Discount.
Check the Validations & Restrictions Table below for a list of available Actions when working with Additive Discount, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Additive Discount fields.
Validations & Restrictions
Action | Validations | Restrictions |
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Attributes
An * indicates a field is mandatory.
Name | Description | ||||||||
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Main Information | |||||||||
Name | The name of the Additive Discount Definition. | ||||||||
Alternative Code* | The alternative code of the Additive Discount Definition. | ||||||||
Type* | The type of the Additive Discount Definition, which should be set to:
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Classification* | The classification of the Additive Discount Definition, which should be set to:
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Applies Service Type | Defines whether the Additive Discount will be applied on Usage or Non-usage Services which in its turn determines which set of criteria must be specified. Available options are:
Only available for Auto Apply Discounts | ||||||||
Life Cycle State | The Life Cycle State of the Additive Discount Definition, which can be 'Effective' or 'Not Effective'. Only Effective Additive Discount Definitions can be provided and applied. | ||||||||
Description | A description of the Additive Discount Definition. | ||||||||
Discount Settings Determines the Definition of the Discount which consists of the Discounted Amount, the Validity of the Discount Definition, the Period during which the Discount Amount will apply, the number of times the Discount can be applied, and the Products to be discounted. | |||||||||
Amount | |||||||||
Amount* | The Definition of the Discount Amount which can be one of the following:
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Discount Level | Determines the order in which the Additive Discounts are applied when there are more than one. It becomes available only if the Discount Amount is specified as a Percentage.
There are three discount levels (1,2,3). | ||||||||
Validity | |||||||||
Validity* | Validity determines the fixed Effective and Expiration Dates. Additive Discounts can be offered during that period only. | ||||||||
Duration* | Determines how long the Discount should apply for. By default, the duration is equal to the period indicated by the last Bill to date and the Subscription Service cancellation date. The following options are available:
The Discount will not be applied if the targeted Subscription has 'Null' as the the date defined in the 'Duration / Effective From'. For example, if the Effective From Date is set as the Binding Start Date, and one attempts to apply the Discount to a Subscription that does not have a Binding Start Date then the Discount will not be applied. If, however, the 'Duration / Expires On' date is Null the Discount is offered. | ||||||||
Discount Duration Restrictions | Determines the restrictions applied on the provision of Ad Hoc Discounts if the Flexible Effective Date or Flexible Expiration Date options are enabled. The following restrictions can be defined:
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Number of Applied Discounts | |||||||||
NumberofApplied Discounts* | Determines the number of times that the discount can be applied. The following options are supported:
Optionally, a period can be specified within which the number of times is considered and is measured in days, weeks, months or years. The number of Applied Discounts is not applicable if the Discount is set as a Free Period. | ||||||||
Discounted Products | |||||||||
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. Optionally, each defined Product or Type can be associated with a specific flexible product bundle, as long as the Product is a component of a flexible product bundle. This is used to define discounts that will be applied to products only if they are provided as part of a flexible product bundle. Only Termed, Usage and Expense Services are allowed to be added to that list. Only applicable for Auto Apply Discounts Discounts
Based on the selection of 'Applied on Services' setting, different Product Types will be made available for selection
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Approval Settings Determines if an Ad Hoc Discount requires approval or not Only available for Ad Hoc Discounts
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Requires Approval | If enabled, the Ad Hoc Discount created based on this Definition requires a manual approval. Otherwise, it is approved automatically. | ||||||||
Approval Authorisations | A list of users or units that can approve Ad Hoc Discounts considering that they have access to the group owning the Subscription or the Job on which the Ad Hoc Discount will be applied. Multiple users or units can be specified in this list. This information is mandatory if the Requires Approval option is checked. | ||||||||
Non Usage Discount Criteria | |||||||||
Billing Term Criteria Defines a set of Billing Term related criteria that should be met for the Discount to be applied | |||||||||
Billing Term Schemes | A list of billing term schemes. If the Additive Discount Definition Type is set to Ad Hoc, then only Billing Term Schemes with a Flexible Discount option can be specified. Multiple Billing Term Schemescanbeaddedinthislist. | ||||||||
Billing Frequencies | A list of billing frequencies. Multiple Billing Frequencies can be added to this list. | ||||||||
Binding Periods | A list of billing periods. Multiple Billing Periods can be added to this list. | ||||||||
Concurrent Usage | Defines the threshold of concurrent usage at which the Discount is applied. Two options which can be combined are available:
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Concurrent Usage Rate Percentage | Defines the threshold of concurrent usage percentage at which the Discount is applied. Two options which can be combined are available:
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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 available:
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Subscription Criteria Defines a set of Subscription related criteria that should be met for the Discount to be applied | |||||||||
Subscription Type | A list of subscription types. Multiple Subscription Types can be added to this list. | ||||||||
Subscription Maturity | If enabled, the Discount will be applied to Subscriptions that were uninterrupted for a specific period. The period is measured in months or years. A maximum interruption threshold, measured in days, can also be specified. | ||||||||
Subscription Effectiveness | Defines conditions related to the Subscription effectiveness, that should be satisfied for the Discount to be applied. The following options which can be combined are available:
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Buy in Advance Request Criteria Defines a set of Buy In Advance related criteria that should be met for the Discount to be applied | |||||||||
Buy in Advance Request Duration | Defines a set of duration ranges that are eligible for the Additive Discount. Multiple ranges can be specified. Each duration range consists of the following:
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Accounts Receivable Criteria Defines a set of Accounts Receivable related criteria that should be met for the Discount to be applied | |||||||||
Classifications | A list of Accounts Receivable Classifications. Multiple Accounts Receivable Classification can be added to this list. | ||||||||
Payment Preferences | A list of Accounts Receivable Payment Preferences, with can optionally be used for recurring payments. Multiple Accounts Receivable Payment Preferences can be added to this list. | ||||||||
Presentment Preferences | A list of Accounts Receivable Presentment Preferences. Multiple Accounts Receivable Presentment Preferences can be added to this list. | ||||||||
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:
The due date can be specified in one of the following ways:
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Segment Criteria Defines a list of Segments which are used to filter the Subscriptions or Jobs that are eligible for Discounts - The same segment cannot be added to both Included and Excluded segments | |||||||||
Included in Segment | A list of Segments which are used to filter in the Subscriptions that can get the Discount. Only Segments related to Accounts Receivable and Subscriptions are available | ||||||||
Excluded Segment | A list of Segments which are used to exclude Subscriptions from getting the Discount. Only Segments related to Accounts Receivable and Subscriptions are available | ||||||||
Price Plan Criteria | |||||||||
Price Plans | The price plans that the Additive Discount can be applied to. Multiple price plans can be added to the Price Plans criteria list. | ||||||||
Products Criteria Only Termed, Usage and Expense Services are allowed to be added to that list | |||||||||
Product | A specific Product that should be present for the Discount to be applied. If the Classification is set to Subscriptions, then only Termed, Usage, Expenses Services and Traceable Physical Goods can be added in this section. | ||||||||
Product Type | It determines the Type of Products that should be present for the Discount to be applied. If the Classification is set to Subscriptions, then only Product Types classified as Termed, Usage or Expenses Services can be added in this section. | ||||||||
Bundle | The bundle that contains the specified Product, if the Product is a component of any Flexible Product Bundle. | ||||||||
Buy In Advance Request Criteria Defines a set of Buy In Advance related criteria that should be met for the Discount to be applied. | |||||||||
Buy In Advance Request Duration | Defines a set of duration ranges that are eligible for the Additive Discount. Multiple ranges can be specified. Each duration range consists of the following:
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Usage Discount Criteria Criteria related to Usage Service products Only available for Auto Apply Discounts | |||||||||
Service Criteria Criteria related to the Service that was used. At least one criterion from each section should be fulfilled for the Additive Discount to be applicable. | |||||||||
Usage Service Catalogues | Defines a list of usage service catalogues that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Usage Service Types | Defines a list of usage services that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Termed Services | Defines a list of termed services that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Usage Criteria Criteria related tp the way the Services were used. At least one criterion from each section should be fulfilled for the Additive Discount to be applicable. | |||||||||
Usage Methods | Defines a list of usage methods that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Devices | Defines a list of devices that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Source Categories | Defines a list of source categories that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Destination Categories | Defines a list of destination categories that should be related to the rated usage services for the Additive Discount to be applicable. | ||||||||
Quantitative Criteria Criteria related to the date, total quantity and total usage of the Services. At least one criterion from each section should be fulfilled for the Additive Discount to be applicable. | |||||||||
Date of Execution (range) | Defines a date and time range. The usage of the services that are rated should be applied during the specified period for the Additive Discounts to be applicable. If nothing is defined in the 'To' field the discount never expires. | ||||||||
Day of Execution | Defines a set of days (Monday to Sunday) and time range for each day. The usage of the services that are rated should be applied during those days and period for the Additive Discounts to be applicable. | ||||||||
Total Quantity (range per UOT) | Defines the total quantity range for each Unit of Time (UOT). UOT values can be Unlimited or Days, Months and Years. The total number of the usage services that are rated and that were applied within the specified unit of time (counting from the date / time of billing) should fall within the specified range for the Additive Discount to be applicable. The UOT 'Unlimited' option means that the quantity will not be evaluated for a specific period. | ||||||||
Total Usage (range per UOT) | Defines the total usage range per UOT. UOT can be Unlimited, days, months and years.The total usage of the usage services that are rated and that were applied to the specified unit of time (counting from the date / time of billing) should fall within the specified range in order for the Additive Discount to be applicable The UOT 'Unlimited' option means that the quantity will not be evaluated for a specific period. | ||||||||
Allowed Organisational Units Only available for Ad Hoc Discounts
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Allowed Organisational Units | The organisational units that logged in user must belong to so that the discount is available for selection to add to a Subscription. | ||||||||
Log Information | |||||||||
Log Details | The standard set of Log Details information available in all entities. |
View Understanding Additive Discounts for business examples related to the setup and usage of Ad Hoc Subscription Discount Definitions.
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Understanding Additive Discounts — Understand the usage of Additive Discounts within CRM.COM