Configuring Additive Discount Definitions for Subscriptions

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For information related to Additive Discount Definitions for Jobs, refer to /wiki/spaces/WIP/pages/10008561.

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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.

ADDITIVE DISCOUNT DEFINITION - SUBSCRIPTIONS

Validations & Restrictions

ActionValidationsRestrictions
General
  • Multiple Additive Discount Definitions can exist in the system, but each one should have a unique Name and Alternative Code.
  • Only one 'Active' Additive Discount Definition can exist at any given time.
  • If there is no 'Active' Additive' Discount Definition, then an Additive Discount cannot be created.
Create
  • Mandatory Fields must be defined.
  • Name and Alternative Code must be unique.
  • Not Applicable
Edit
  • Mandatory Fields must be defined.
  • Name and Alternative Code must be unique.
  • Not Applicable
Delete
  • Cannot be deleted if it is 'Effective'.
  • Cannot be deleted if there are Rated Billing Items related to that Definitionwhichare yet to be billed.

Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
NameThe 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:

  • Ad Hoc: If selected, then the Additive Discount will be available for selection by agents, provided the conditions are met.
Classification*

The classification of the Additive Discount Definition, which should be set to:

  • Subscriptions: If selected, then the Additive Discount will be applicable only on Subscriptions.

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:

  • Usage Services only
  • Non-usage Services only
  • Any Service type (Default)

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.

DescriptionA 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:

  • Percentage: The percentage Discount that will be offered
  • Amount The Discount amount that will be offered
    • UOT: measured in days, weeks, months or years 
  • Free Period: The free period that will be offered, measured in days, weeks, months or years
  • Range: The range of From and To values, which allow the user to define the final Discount when submitting the Ad Hoc Discount.
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.

  • The percentage of Auto Apply Discount having the same level is added, and the total discount percentage is applied.
  • Percentage of discounts of a different level is applied in order from lowest to highest.
  • For each level, the discount percentage is applied once the previous discount percentage is applied.

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:  

  • Effective From: Determines the date on which the Discount becomes 'Effective'.
    • Last bill to date
    • Subscription Effective Date
    • Subscription Service Effective Date
    • Binding Start Date
    • Agreement Date
    • Billing Term Effective Date
    • Fixed Date
    • Flexible Date (Applicable only for Ad Hoc Type)
    • Buy in Advance Request Start Date (applicable only if Buy In Advance Request criteria are defined)
  • Expires On: Defines the date on which the Discount expires. Not available for Free Period Discounts, whose end date is always set as the Free Period end date.
    • Subscription Service Cancellation Date
    • Binding End Date
    • Billing Term Expiration Date
    • Fixed Date
    • Flexible Date (Applicable only 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)

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:

  • Flexible Effective Date Restrictions: Before, after, or between specified dates
  • Flexible Expiration Date Restrictions: Before, after, or between specified dates
  • Minimum Discount Duration: Measured in days, weeks, months or years
  • Maximum Discount Duration: Measured in days, weeks, months or years
Number of Applied Discounts
NumberofApplied Discounts*

Determines the number of times that the discount can be applied. The following options are supported:

  • Once
  • Unlimited
  • Specific Number

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

Applied on Services SettingAvailable Services for selection

Usage Services only

 

  • Usage

Non-usage Services only

 

  • Termed
  • Expenses
Any Service type
  • Usage
  • Termed
  • Expenses

Approval Settings

Determines if an Ad Hoc Discount requires approval or not

Only available for Ad Hoc Discounts 

 

Requires ApprovalIf 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 FrequenciesA list of billing frequencies. Multiple Billing Frequencies can be added to this list.
Binding PeriodsA 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:

  • More than
  • Less than
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:

  • More than
  • Less than
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:

  • 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
  • Binding Start Date: Before, after, or between specified dates
  • Binding End Date: Before, after, or between specified dates

Subscription Criteria

Defines a set of Subscription related criteria that should be met for the Discount to be applied

Subscription TypeA list of subscription types. Multiple Subscription Types can be added to this list.
Subscription MaturityIf 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:

  • Subscription Effective Date: Before, after, or between specified dates
  • Subscription Service Effective Date: Before, after, or between specified dates

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:

  • From (Duration): The duration range start
  • To (Duration): The duration range end
  • UOT: The unit of time describing the specified duration range, measured in days, weeks, months or years

Accounts Receivable Criteria

Defines a set of Accounts Receivable related criteria that should be met for the Discount to be applied

ClassificationsA 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 PreferencesA 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:

  • More than
  • Less than

The due date can be specified in one of the following ways:

  • Due in X days
  • Due X days ago

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 PlansThe price plans that the Additive Discount can be applied to. Multiple price plans can be added to the Price Plans criteria list.

Products Criteria
Defines the Products that should be present on a Subscription or a Job for the Discount to be applicable. If more than one condition is specified, then all the conditions should be fulfilled for the Discount to be applied.

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:

  • From (Duration): The duration range start
  • To (Duration): The duration range end
  • UOT: The unit of time describing the specified duration range, measured in days, weeks, months or years

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 CataloguesDefines a list of usage service catalogues that should be related to the rated usage services for the Additive Discount to be applicable.
Usage Service TypesDefines a list of usage services that should be related to the rated usage services for the Additive Discount to be applicable.
Termed ServicesDefines 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 MethodsDefines a list of usage methods that should be related to the rated usage services for the Additive Discount to be applicable.
DevicesDefines a list of devices that should be related to the rated usage services for the Additive Discount to be applicable.
Source CategoriesDefines a list of source categories that should be related to the rated usage services for the Additive Discount to be applicable.
Destination CategoriesDefines 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 ExecutionDefines 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 

 

Allowed Organisational UnitsThe 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 DetailsThe 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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