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What are Auto Apply Subscription Discount Definitions?

Auto Apply Subscription discount definitions are discounts which will be automatically applied on a subscription during billing given that the conditions provided in the Criteria of the definition are met

In this manual you will find out what needs to be configured to create an Auto Apply Subscription discount. For a detail description of each of the options visit /wiki/spaces/V4Manual/pages/9830476

Defining your own Auto Apply Subscription Discount Definitions tailored to your company's needs

1. Navigate to Module Configuration > Billing Application > Additive Discounts > Set up Business Definitions
   The summary page of Discount Definitions is displayed
2. From the Top Menu click on NEW
   The Discount Definitions detail Page is displayed in edit mode
   
   

   Main Information

3. Under Main Information provide the following information:
   1. Name: Provide a unique name for the discount
   2. Alternative Code:Provide a unique code for the discount. (You can leave this field empty and it will be automatically generated on saving the Definition
   3. Type: Select Ad Hoc
   4. Classification: Select Subscription
   5. Description: Provide a description for the discount
      

   Discount Definition

4. Provide the following information:
   

   Amount

   1. First select whether you would like to provide a range of values by placing a check in the Range 
      1. Once Range is selected, and according to the type of discount selected then 2 textboxes will be made available to provide allowed From and To values
         Select the type of discount you would like to apply between 
      2. Amount (Per UOT)
          
         If specifying amount then specific period needs to be specified so that it is independent of the Billing Frequency of the subscription 
      3. Percentage
          
      4. Free Period
         
         
      Level
      Select the level of the discount, between 1-3  (Only available if Percentage Discount Type is selected) 
       
       

   2. Validity
      Provide the dates which the discount will be available and valid

      These dates will be taken into consideration when filtering available ad hoc discounts for /wiki/spaces/V4Manual/pages/9830464

      1. Effective Date
         Click on the Calendar Icon and select the date
      2. Expiration Date
         Click on the Calendar Icon and select the date
         
      Duration
      Select the duration/period for which the discount will be applicable on the subscription
      1. Select Effective From from the Drop down list, among the available options
         • Last bill to date
         • Subscription Effective Date
         • Subscription Service Effective Date
         • Binding Start Date
         • Agreement Date
         • Billing Term Effective Date
         • Buy in Advance Request Start Date (Only available for Classification: Subscription and if Buy in Advance Criteria are defined)
           
         • Fixed Date
           
      2. Select  Expires On from the Drop down list, among the available options
         
         • Subscription Service Cancellation Date
         • Binding End Date
         • Billing Term Expiration Date
         • Buy in Advance Request End Date (Only available for Classification: Subscription and if Buy in Advance Criteria are defined)
         • Fixed Date
         • Fixed UOT measured in days, weeks, months or years

         

         If any of the following date options are selected then additional information is required

         Fixed Date
         Select a specific date for which the discount will start being effective or will stop being applied
         

         Fixed UOT

         Select the value and the period up until which the discount will be applied. It will start from any date set on the Effective From and will stop being applied x amount of time later as set in the Fixed UOT.
         

      Number of Applied Discounts

   3. This is only available if the discount is percentage or amount.
      Select from the available options to define how many times the discount will be applied.
      1. Once
         1. Select Period of Time within which the discount will need to be applied
      2. Unlimited
         In this case the discount will always be applied from the effective till the expiration date 
      3. Specific Number
         
         1. Define how many times the discount will be applied
         2. Define the period of time for which the counter should be reset. i.e. if you set 6 times within 1 year then after the 1 year passes, the discount will be allowed to be re-applied another 6 times e.t.c.

      Counting Number of Applied Discounts

      Every time that billing is executed and a discount is applied then it is considered as 1 time. Therefore if you bill a Monthly subscription for 2 months in one go, this will be considered as a 1 time and not 2, even though the discount may be applied once for each month, according to how the definition is set up

      

      Discounted Products

      Add the products/ product types on which the discount will be applied on
      

       

      Only Products of classification services (termed, usage, one time) may be selected. (Discounts for Physical Goods can only be applied via Jobs)

      If nothing is selected then the discount will be applicable to all products

      Products in Bundles

      If the product that you are adding is also a part of a bundle and you would like to define the specific one (product via the bundle) then you can do so by selecting the bundle as soon as the product is added.

      In this way, the discount will not be on the product in general, but only when the product is provided through the specified bundle
       

      
      
      
      

   Criteria

5. At least one criterion needs to be applied 
   

   The following applies for all criteria

   If you select multiple values for a specific criterion (i.e.Concurrent Usage, between 80-100 and between 50-60) as in the screenshot below, then this condition will be satisfied by subscriptions within the first range (50-60) OR the second (80-100)

   

   Values provided within a single row however will ALL need to be satisfied for the condition to be considered true.

   In the example below, a subscription will need to have more than 2 set in the usage amount along with a percentage charge between 80 and 100, OR a subscription will need to have more than 4 set in the usage amount along with a percentage charge between 50 and 60
   

   1. Billing Term Criteria
      Add any relevant Billing Term Criteria
      1. Billing Term Schemes
      2. Billing Frequencies
      3. Binding Periods
      4. Concurrent Usage
      5. Billing Term Effectiveness
         
         
   2. Subscription Criteria
      Add any relevant Subscription Criteria
      1. Subscription Types 
      2. Subscription Maturity
         1. Uninterrupted Subscription Period
         2. Maximum Interruption Threshold
            
   3. Accounts Receivable Criteria
      Add any relevant Accounts Receivable Criteria
      1. Classifications
      2. Payment preferences
      3. Presentment preferences
      4. Outstanding amount
         • More than
         • Less than
         1. Due date
            • Due in X days
            • Due X days ago
            
             
   4. Segment Criteria
      Add segments which you would like to make the discount available for in the Included Segments and segments you would like to exclude
      1. Included Segment
         • Filtered entity:
           • Accounts Receivable
           • Subscriptions
         • Segment
      2. Excluded Segment
         • Filtered entity
           • Accounts Receivable
           • Subscriptions
         • Segment
          
   5. Price Plan Criteria
      Add any relevant Price Plans
       

   6. Product Criteria
      
      

      Only Products of classification Termed Services and Traceable Physical Goods may be selected.

       

       Add the products/ product types that will be required for the discount to be applied and will be applied on to.
      
       

      Products in Bundles

      If the product that you are adding in the criteria, is also a part of a bundle and you would like to define the specific one (product via the bundle) then you can do so by selecting the bundle as soon as the product is added.

      In this way, the condition will not be on the product in general, but only when the product is provided through the specified bundle
       

      
      
      

   7. Buy in Advance Request Criteria
      Add Buy in advance criteria that you would like to be met in order for a discount to be applied in case that a Buy In Advance request is present in the system for a subscription

      1. From: Buy in Advance request duration should be greater or equal to this value
      2. To: Buy in Advance request duration should be less than or equal to this value
      3. UOT: Buy in Advance request UOT should be equal to this value
         
6. Click on Save
   Once saved the discount will be made available for selection  

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