Discount Sorting Rule

The Discount Sorting Rule lets you establish the order in which Grant discounts are considered when an account (or service) has more than one Grant discount assigned. You can sort discounts by Expiration Date, Filter (usage type, distance type and time-of-day), Units Remaining, One-Time or Recurring, Discount Plan, and Discount Processing Order.

To open the Discount Sorting Rule window:

1. Click Discount Sorting Rule on the menu above the Product Catalog window.

   Note

   The Product Catalog window must be open in order for this button to be displayed.

   

2. To sort an item, move it from the Available box to the Selected box. Click the >> or << arrow to move all sorting rules from one side to the other. Click the > or < arrow to move one sorting rule at a time.

3. To change the order of the sorting rules displayed in the Selected box, select a sorting rule and click the ^ arrow to move the item up in the list or click the v arrow to move the item down in the list.

4. Once an item has been moved to the Selected column, double-click to configure the item or right-click and select Edit. Each rule has a different edit dialog.

   Note

   The only item that cannot be modified is Discount Processing Order. This is set via the New Discount Window when the discount is added to the Product Catalog, or via the Discount Processing Order window.

Filter Type

This lets you specify sorting criteria for Usage Types, Distance Types and Time of Day:

1. From the Selected box, either right-click the Filter Type sorting rule or double-click it to view the Filter Type window.

   

2. If you know the ID of the Usage Type you want to add, enter the ID in the smaller text box displayed in the bottom left-hand corner of the window. If you know the description, enter that in the larger text box to the right of the ID box. Click Add. This displays a window listing Usage Type IDs and descriptions.

   Note

   Selecting the Inclusive option enables specific products to be counted towards the discount. Selecting Exclusive enables all products to be counted towards the discount, except for those you select.

   

3. If you enter the full name of the usage type and only one match is found, it is automatically added to the list. If more than one match is found, a window is displayed that lists each matching entry. Double-click to select the desired entry or select multiple entries by holding down the Ctrl and Shift keys. Click Apply to add the selections.

   Note

   A wildcard search can be done in the description field.

4. To delete a Usage Type from the list, right-click on the Usage Type and select Delete.

5. Select First or Last from the Discount plan matching criteria should be processed drop-down list, to specify how the discounts matching the selected criteria should be processed.

   

   

6. Click Save.

Expiration Date

For expiration date you can choose to sort in ascending or descending order, or Ascending Current Period First. This option When moves units associated to the current period up in priority so that they are used before units from previous periods.

1. From the Selected box, either right-click on the Expiration Date sorting rule or double-click on it to view the Sort Direction window.

   

2. Select the Sort Direction from the drop-down list.

3. Click Save.

Units Remaining

For units remaining you can choose to sort in ascending or descending order:

1. From the Selected box, either right-click on the Units Remaining sorting rule or double-click on it to view the Sort Direction window.

2. Select Ascending or Descending from the drop-down list.

   

3. Click Save.

Discount Plan

For discount plans you may specify the first or last plan to be processed:

1. From the selected box, either right-click the Discount Plan sorting rule or double-click it. This displays the Discount Plan window.

   

2. Select a discount and select First or Last from the The discount selected should be computed drop-down list.

3. Click Save.

One-time/Recurring

This lets you choose whether to process one-time discounts or recurring discounts first:

1. From the Selected box, either right-click on the One-time/Recurring sorting rule or double-click on it.

2. Select One-time or Recurring from the drop-down list.

3. Click Save.