What does this section cover?
What are Applied Additive Discounts
As explained in Understanding Additive Discounts there 2 types of additive discounts (Ad Hoc and Auto Apply) that can be applied to 2 different modules (Subscriptions and Jobs).
Ad Hoc discounts have a dedicated screen (Manage Ad Hoc Discounts) from where they can be viewed, edited, cancelled and approved. In addition, Ad Hoc discounts can be viewed via Subscription and Jobs Data Entry pages apart from the dedicated screen.
Auto Apply discounts on the other hand, are not available in the system till after Billing and they are not available via the Manage Ad Hoc Discounts page.
Once an Ad Hoc or Auto Apply discount is included in Billing and applied on either a Job or a Subscription, then they are labelled as Applied, and they are available from Jobs and Subscriptions Summary pages and Rated Billing items Summary and Data Entry pages.
The table below shows from where each discount is available to be viewed.
| 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) | Not available |
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) | Not available | 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 |
Related Areas
-
Configuring Additive Discount Definitions for Jobs — Learn to configure Additive Discount Business Definitions (Discounts for Jobs)
-
Viewing Applied Additive Discounts from multiple Screens — Find out where you can view Additive Discounts from
-
Managing Ad Hoc Discount — Learn to work with Ad Hoc Discounts
-
Configuring Additive Discount Definitions for Subscriptions — Learn to configure Additive Discount Business Definitions (Discounts for Subscriptions)
-
Understanding Additive Discounts — Understand the usage of Additive Discounts within CRM.COM
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