PackagePlans/Contract/Contract Discounts
Contents
Overview
Emersion supports two types of discounts on contracts. Service providers can choose a discount to apply:
- the life of the contract - as a per period credit
- for a fixed time limit - as a per period credit that is time-limited.
In both cases, the discount is applied to the customer's account each package period if the contract is active against a customer's package subscription.
In the case of the ongoing per period discount, the ledger code is predetermined and cannot be changed. However in the case of a time-limited discount, users can select the ledger code that will be used by the system. Credit cardlines are created each period the discount is to apply.
The fixed length discount is applicable to new contracts that are created after updating the contract type. There isn't a mechanism to support applying fixed discounts against existing contracts. The Fixed discount is applied as of the start of the contract.
!IMPORTANT! Fixed time limited discounts are a separately licensed feature and not automatically included in your subscription. If you are interested in this feature, please contact Emersion Sales.
Contract Type Configuration
To configure a contract type to apply an per period credit:
Nav: Packages and Plans > Management > Contracts
Click on the ID of any contract type to open it.
Ongoing Per Period Discount
In the Ongoing Per Period Discount section, enter a dollar amount (ex-tax) that will be applied as a credit to the customer's account. Press the Save button.
Fixed Length Per Period Discount
To set a Fixed Length Per Period Discount, complete the following fields:
- Fixed Length Discount Periods
The number of periods that the discount will apply for.
- Fixed Length Discount Amount
The dollar amount to apply per period. You can enter an inc tax of ex-tax value in this field and flag it accordingly.
- Fixed Length Discount Text
Text that is to be displayed on the credit cardline and purchase record.
- Fixed Length Discount Ledger Code
Choose the ledger code that is to be used when applying this credit.
Once you are happy with the settings, press the Save button.
Removing Discounts
Discounts can be removed from the contract type by going back into the contract configuration screen and emptying the fields of any discount-based values.
Access Controls
There are permissions and powers that control who can access the contract discounts.
- Contract Types
The user must have the Contract Management and Packages and Plans permission and powers.
- Package Subscription > Fixed Length Discounts
Users must have the Fixed Length Contract Discount Management power in order to edit this page.
