From this point, the wizard takes you through a series of windows for specifying eligible and contributing factors.
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When configuring a discount, you'll need to specify one or more contributing factors, and each contributing factor may or may not be eligible. The Contributing and Eligible Factors window lets you tell the wizard whether or not eligible factors need to be considered separate from the contributing factors or whether they are the same.
If they are the same, selecting Contributing and Eligible factors are the same will cause the wizard to display the windows just once (to specify contributing factors). The IDI platform will use this information to configure eligible factors as well.
If you need to configure contributing and eligible factors separately, selecting Contributing and Eligible factors are different will cause the wizard to run through the windows twice - once for contributing factors and once for eligible factors.
If you are configuring a loyalty discount, loyalty is the only contributing factor; therefore the wizard takes you through a series of windows for specifying eligible factors. In this case, the Contributing and Eligible Factors window is not displayed.
If you are configuring a tiered group discount, the number of services is the only contributing factor; therefore the wizard takes you through a series of windows for specifying eligible factors. In this case, the Contributing and Eligible Factors window is not displayed.
Notes:
When configuring a discount based on usage, you must select factors on the Usage Types, Service Types, and Distance Types windows or the discount is considered improperly configured. These selections all work together in the relationship; if selections are not made on any of the windows, the discount is considered null and void.
If the Discount Type is Charge, the Contributing and Eligible Factors selection affects the Amount Type options. Constant Amount is only available when the contributing and eligible factors are the same. See Amount Types.
See Discount Rules.