Creating a New Discount

SKU

A unique identifier used to define the product (Maximum characters = 20.)

Description

Discount name.

Alias

Use to link this product to the products of another system. This field can contain up to 50 characters.

Alt Invoice Desc

Additional description that can appear on the invoice.

Related Items Folder

The name of a folder containing related items (optional).

Note

Available on Edit Discount.

Click to view the discount configuration parameters or right-click on an existing discount and select View Configuration.

Registry Description

Select Volume Discount or Grant Discount. For Associative Grant Discounts or for use with an AdvancePay product, select Grant Discount.

The configuration wizard windows vary, depending upon the type of discount you select.

Associative Type

Available associative types vary depending on whether Volume Discount or Grant Discount is selected in the Registry Description drop down list. There are six associative types for Volume Discounts. See Associative Discounts.

When the selected Registry Description is Grant Discount:

• For Grant Discounts, select None.

• For Associative Grant Discounts, select Favorite Exact Dialed Digits.

Display Zero Discounts on Invoice

Checked: A line item is created on the detail page, when there is no discount.
Unchecked: If a discount has a zero amount, it does not appear on the invoice.

Include Children

If checked, corporate discounting is applied. The charges of corporate children, invoice responsible or not, are included in the calculation of discounts on an invoice responsible corporate parent.

Note

This option is not available if Tiered Group Discount is checked.

Processing Order

Specify when the discount should be processed, in relation to all other discounts.

Discounts with the highest rank (with 1 being the highest) are processed before discounts with lower ranks. For Grant discounts, other criteria for determining processing order may also be considered. See Discount Sorting Rule.

Tiered Group Discount

If checked, this discount is applied across accounts in a group. The group is defined by the accounts (or services) that this discount is assigned to. The discount is calculated using the number of active services within that group and the discount tier that number corresponds to.

Note

This option is not available if Include Children is checked.

See About Tiered Group Discounts

Discount Category

The category groups discounts to be used in calculating minutes used against a discount and the remaining free minutes. This defaults to the Unassigned category, but can be changed after the discount has been saved and configured.

(See also: About Discount Categories)

Available Date

The date that the discount plan can be assigned to customers and/or services.

Default Billing Status

Select the default Billing Status of the discount when it is assigned to an account - Billing or Not Billing.

Category

The Product Category used to group similar items, such as accessories or handsets, for accounting purposes.

Discontinue Date

The date that the discount plan is no longer available.

Related Items Folder

The name of a folder containing related items (optional).

Is Restricted

If checked this catalog item is restricted so that only authorized users can add the item to a POS order via the Find Catalog Items tool. See Restricting the Sale of Catalog Items.

Exclusive Group

An Exclusive Group ensures that redundant features do not get assigned to a service.

Hide on Sales and Returns

If checked this item is not displayed as a line item on a POS Sale, a Return transaction, or the associated quote and/or receipt.

Note

This field does not affect what is displayed on the Service Agreement. The information in the Service Agreement is determined by your company's business requirements and custom development.

Add On Effective Option

Here you can select an effective date option for the add on product (if the Choose Effective permissions are set in Admin Console).

Effective Date Options

• Default. This is the value set by default for all new and existing catalog items. By selecting Default, the product will adhere to current effective date rules.

• Back Date. The end date of existing items is set to the previous bill period's end date. The start date of the new items is set to the current bill period's start date. This option backdates the new plan or feature.

• Today. The end date of the existing items is set to yesterday's date, and the start date of the new items is set to today's date.

• Forward Date. The end date of the existing items is set to the current bill cycles' end date and the start date of the new items is set to the next bill period's start date. This causes the new feature or plan to start at the beginning of the next bill period.

  Note: Any option selected other than Default will result in the Product Catalog item's start date being set to the option selected, regardless of the permissions set for the user who assigned that item, unless a "Force" option is selected.

Swap Effective Option

Does not apply to discounts.

When Contract is Sold

Force Add on Effective Date to Contract Start Date

If this is checked, then during an Add On, the product catalog item's start date is set to the contract start date regardless of the Add On Effective option selected or any value selected on the Effective Date window (if shown). This check box is not available for the "contract" exclusive group.

Force Swap Effective Date to Contract Start Date

Does not apply to discounts.