Managing Ad Hoc Discount

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jan 10, 2017 by p_demou (Deactivated)
6 min read

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Navigating to Ad Hoc Discounts

BILLING > ADDITIVE DISCOUNTS > MANAGE AD HOC DISCOUNTS

Using Ad Hoc Discounts

Ad Hoc Discounts are Additive Discounts that are selected by agents to be added to a Job or a Subscription. They are not automatically applied by the System. 

  • Navigate to Ad Hoc Discounts and explore existing entries via the Summary page. 
  • Click on the link (name or number) of the entry of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to modify (EDIT) discounts that are in a 'Pending Approval' Life Cycle State.
  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Ad Hoc Discounts. 
  • Click on ACTIONS to discover other possibilities available for Ad Hoc Discounts.
  • New Ad Hoc Discounts for a Subscription or a Job must be created from their respective pages. View the sections below for more information.

View the Attributes Table below for a comprehensive description of the Ad Hoc Discounts fields. Check the Validations & Restrictions Table for a list of available Actions when working with Ad Hoc Discounts including each Action's related restrictions, validations and additional information.

Ad hoc Discounts

Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
Create Job Ad Hoc Discount
  • Not Applicable
  • The Job's Life Cycle State is:
    • 'Draft'
    • 'Pending'
    • 'In Progress'
  • The Job Type is defined as 'Billable.'
  • The Job has not yet been billed
  • Apply an Ad Hoc Discount to the Job before it is closed and its Life Cycle State is changed to 'Completed.'
Create Subscription Ad Hoc Discount
  • Not Applicable
  • Discounts for Subscriptions can be applied on Services but not on Physical Goods
  • Not Applicable
Edit
  • Not Applicable
  • Not Applicable
  • Editable Fields
    • Provided By
    • Provided On
    • Discount
      • Amount
      • Free Period
      • Percentage
Delete
  • Not Applicable
  • Ad Hoc Discounts can be cancelled but not deleted.
Refer to Cancelling Ad Hoc Discounts 
Cancel
  • The Discount has not been considered by the Billing Engine yet
  • Life Cycle State of the Discount is: 
    • 'Pending Approval'
    • 'Approved'
  • Not Applicable
Approve
  • Not Applicable
  • Only Users that are defined in the Approval Settings of the Discount Definition or Users that belong to a Unit defined in the Approval Settings are allowed to Approve an Ad Hoc Discount
  • Not Applicable

 

Attributes

An * indicates a field is mandatory.

Name

Description

Main Information
NumberA number that uniquely identifies each Ad Hoc Discount.
Job

The Job that the Ad Hoc Discount will be applied to. Each Ad Hoc Discount should refer to a Job.

Available if the Ad Hoc Discount is related to a Job.

Subscription

The Subscription that the Ad Hoc Discount will be applied to. Each Ad Hoc Discount should refer to either a Subscription or a Job.

Available if the Ad Hoc Discount is related to a Subscription.

Discount PercentageThe discount percentage that will be applied. This information is mandatory if the Additive Discount Definition is configured to provide a range of discount percentages. If a percentage is not specified, then the Discount will be calculated based on the value specified on the related Additive Discount Definition.
Discount AmountThe discount amount that will be applied. This information is mandatory if the Additive Discount Definition is configured to provide a range of discount amount values. If an amount is not specified, then the Discount will be calculated based on the value specified on the related Additive Discount Definition.
Discount Free period

The period that will be offered for free, measured in days, weeks, months or years. This information is mandatory if the Additive Discount Definition is configured to provide a range of discount periods. If a period is not specified, then the Discount will be calculated based on the value specified on the related Additive Discount Definition.

Available if the Ad Hoc Discount is related to a Subscription.

Effective Date

The date on which the Discount becomes effective.

The Effective Date must be supplied when the duration Effective Date on the Definition is set to be a 'Fixed' or 'Flexible' date. Otherwise, the field is optional.

Expiration Date

The date on which the Discount expires.

The Expiration Date must be supplied when the Expiration Date on the Definition is set to be a 'Fixed' or 'Flexible' date. Otherwise, the field is optional.
Provided Additive Discount DefinitionThe Additive Discount Definition that will be applied by the Ad Hoc Discount.
Life Cycle State

The Life Cycle State of the Ad Hoc Discount, which can be:

  • 'Pending Approval'
  • 'Approved'
  • 'Cancelled'

Only 'Pending Approval' Ad Hoc Discounts can be modified. Only 'Approved' Ad Hoc Discounts are applied during Billing Run.

Provided ByThe user that provided the Ad Hoc Discount.
Provided OnThe date on which the Ad Hoc Discount was provided.
Approved By

The user that approved the Ad Hoc Discount. If the Ad Hoc Discount is approved automatically, then this field is set equal to that of the Provided By user.

Set when the Life Cycle State is set to 'Approved.'

Approved On

The date on which the Ad Hoc Discount was approved.

Set when the Life Cycle State is set to 'Approved.'

Approval Method

The method that was followed to approve the Ad Hoc Discount. The supported Approval Methods are the following:

  • Automatic  
  • Manual

Set when the Life Cycle State is set to 'Approved.'

Cancelled By

The user that cancelled the Ad Hoc Discount.

Set when the Life Cycle State is set to 'Cancelled.'

Cancelled On

The date on which the Ad Hoc Discount was cancelled.

Set when the Life Cycle State is set to 'Cancelled.'

Applicable Products
Applicable Products

A list of products that the Discount will be applied on. If nothing is specified, then the Discount will be or has already been applied on all billed products.  

Log Information
Log DetailsThe standard set of Log Details information available in all entities.

Additional Actions for Ad Hoc Discounts  

Creating Ad Hoc Discounts for Subscription

  1. Navigate to Subscriptions.
  2. Search for the Subscription to which a Discount should be applied and click on the Number of the Subscription to go to its Data Entry Page.

  3. From the Action Panel click on Subscription Related Actions > PROVIDE AD HOC DISCOUNT to open the Ad Hoc Discount modal.

  4. Discount Definition

    1. From the drop down list select the Discount to apply.

      AVAILABLE FROM CRM.COM R11.0.0

      You can access the Discount Definition Data Entry Page and review discount details, through the 'View Ad Hoc Discount Definitions' which becomes available as soon as you select a Definition from the drop down list.

    2. If a range has been defined in the Discount Definition, then one of the following discounts must be defined: 
      Minimum Allowed and Maximum Allowed values are provided via the Tool Tip.

      1. Discount Amount to be applied
        OR
      2. Discount Percentage to be applied
        OR
      3. Free Period 

  5. Applicable Dates 

    1. Applicable From

    2. Applicable To
      The dates will be Read-only unless a Flexible Date option has been defined in the Definition.
      If dates for the application of the Discount must be selected, the allowed dates will be made available as a tooltip.

  6. Apply On

    1. Select whether the discount should be applied to all applicable products (as defined in the Discounted Products of the Definition) or to Specific Products to be selected by the agent

    2. Discounted Products (Available only if the 'Specific Products' option is selected)

      1. Select the Products that should be discounted by adding a check in the checkbox

        The discount will only be applied to the products that are defined in the Discounted Products of the Additive Discount Definition even if more are selected

  7. Click on SUBMIT

Creating Ad Hoc Discounts for Jobs

  1. Navigate to Jobs
  2. Search using the criteria available in the Summary page and click on the number of the Job to which a Discount should be applied.

  3. From the Action Panel click on Action > PROVIDE AD HOC DISCOUNT to open the Ad Hoc Discount modal.

  4. Discount DefinItion

    1. From the drop down select the Discount to apply.

      AVAILABLE FROM CRM.COM R11.0.0

      You can access the Discount Definition Data Entry Page and review discount details, through the 'View Ad Hoc Discount Definitions' which becomes available as soon as you select a Definition from the drop down list.

    2. If a range has been defined in the Discount Definition, then one of the following discounts must be defined: 
      Minimum Allowed and Allowed Maximum values are provided.

      1. Discount Amount to be applied
        OR
      2. Discount Percentage to be applied

  5. Apply On

    1. Select whether the discount should be applied to all applicable products (as defined in the Discounted Products of the Definition) or to Specific Products to be selected by the agent

    2. Discounted Products (Available only if the 'Specific Products' option is selected)

      1. Select the Products that should be discounted by adding a check in the checkbox

        The discount will only be applied to the products that are defined in the Discounted Products of the Additive Discount Definition even if more are selected

  6. Click on SUBMIT

Approving Ad Hoc Discounts

Ad Hoc Discounts are either approved automatically or require approval, depending on the configuration of the Ad Hoc Discount Definition. 
If the Discount is configured to require approval, then specific Users or Units allowed to proceed with the approvals are defined. View Configuring Additive Discount Definitions for Subscriptions and  Configuring Additive Discount Definitions for Jobs for more information.

For the Discount to be applied, the Ad Hoc Discount must be approved before billing the entity. Discounts that require approval can be distinguished by their Life Cycle State: 'Pending Approval'.

  1. Navigate to AD HOC DISCOUNTS.
  2. Search for Ad Hoc Discounts that require approval by selecting the Life Cycle State 'Pending Approval'.
  3. Click on the Number of the Discount to be approved to go to the Data Entry page.
  4. From the Actions Menu click on Actions > APPROVE

Cancelling Ad Hoc Discounts

Ad Hoc Discounts can be cancelled in order not to be applied. The cancellation of the Ad Hoc Discount must be done before billing the entity, for the discount not to be applied. 

  1. Navigate to AD HOC DISCOUNTS.
  2. Search for Ad Hoc Discounts to be cancelled.
  3. Click on the Number of the Discount to be cancelled to go to the Data Entry page.
  4. From the Action Menu click on Actions > CANCEL

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