Discounting - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the untid..."

2017-09-04T06:36:18Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the untid..."

Scarpenter: /* What Discounts Are there? */

2017-05-29T06:32:37Z

‎What Discounts Are there?

Scarpenter: /* Prerequisites */

2017-05-29T06:15:47Z

‎Prerequisites

Scarpenter: /* Access Fees */

2017-05-17T08:58:21Z

‎Access Fees

Scarpenter: /* Discount Calculations */

2017-05-17T08:54:26Z

‎Discount Calculations

Scarpenter: /* Prerequisites */

2017-05-17T08:12:05Z

‎Prerequisites

Scarpenter at 08:11, 17 May 2017

2017-05-17T08:11:49Z

Scarpenter at 07:11, 17 May 2017

2017-05-17T07:11:47Z

Scarpenter at 06:58, 17 May 2017

2017-05-17T06:58:30Z

Scarpenter: Created page with "{{DISPLAYTITLE: Discounting}} = Overview = Emersion has many different ways to apply discounts to a customer, a service subscription, a package subscription and other billing..."

2017-05-17T05:45:01Z

Created page with "{{DISPLAYTITLE: Discounting}} = Overview = Emersion has many different ways to apply discounts to a customer, a service subscription, a package subscription and other billing..."

New page

{{DISPLAYTITLE: Discounting}}
= Overview =
Emersion has many different ways to apply discounts to a customer, a service subscription, a package subscription and other billing objects in the system. When considering what type of discounting you want to apply to your customers and under what circumstances, it is very valuable to have a good understanding of:

* the various types of discounts available in Emersion
* the order in which they are applies (i.e which discounting methods take precedence over other methods)
* how they affect subscription periods in both a pro rated and in arrears plans when customers cancel or migrate.

This article aims to explain those discounts, their rules, and which discounting methods take precedence over others.

@@ Line 17: / Line 17: @@
 = What Discounts Are there? =
-The following discounting methods are available in Emersion. We also include relevant [[Billing_Objects|billing objects]] that are relevant to where the discounts are applied.  It is important to understand that these are independantly applied, with the exception of the package chain discounts, as we have explained below.
+The following discounting methods are available in Emersion. We also include relevant [[Billing_Objects|billing objects]] that are relevant to where the discounts are applied.  It is important to understand that these are independently applied, with the exception of the package chain discounts, as we have explained below.
 Most of the discounts applied occur at the 'access fee' level of a billing object.  These include:
@@ Line 24: / Line 24: @@
 * Service Feature Access Fee
-The Contact discounts traverse all underlying subscription it is applied to.
+The contract discounts we describe below traverse all the underlying subscription objects it is applied to.
-How Emersion calculates the base for access fees in each of the above objects is described in the [[Billing_Objects/Billing_Rules| billing rules]] article.  There are different calculations for the foillowing scenarios:
+How Emersion calculates the base access fee in each of the above billing objects is described in the [[Billing_Objects/Billing_Rules|billing rules]] article. There are different calculations for the following scenarios:
 # The first subscription period.
 # A 'full' subscription period.
-# The last subscription period.
+# The final subscription period.
-Each of the above 3 items may be configured to align to the customer's account invoice period.  This too, has an effect on how charges are calculated.
+Subscription periods are frequently aligned with the [[Account_Invoice_Period|customer's account invoice period]]. This too, has an effect on how charges are calculated.
-== Access Fees ==
+== Access Fee Discounts ==
 === The Package Access Fee ===
@@ Line 51: / Line 51: @@
 Product Price x [[Billing_Objects/Billing_Rules#Period_Ratio|PeriodRatio]] x Service Feature Multiplier
-;Defined In (override order, later items take precedence)
+;Defined In (In order of override. Later items take precedence over earlier ones)
-* AccessFee x [[Billing_Objects/Billing_Rules#Period_Ratio|PeriodRatio]] x QuantityMultiplier
+# Access Fee x [[Billing_Objects/Billing_Rules#Period_Ratio|PeriodRatio]] x Quantity Multiplier
-* Service Plan Access Fee Rate Card (Service Subscription Count)
+# Service Plan Access Fee Rate Card (Service Subscription Count)
-* Service Subscription Rate Override ($ amount)
+# Service Subscription Rate Override ($ amount)
-* Service Subscription Rate Override (% markup on Service Plan Access Fee)
+# Service Subscription Rate Override (% markup on the Service Plan Access Fee)
 ;Used when
@@ Line 71: / Line 71: @@
 * Product Price > 0 or Cogs Support
-=== Package Chain Discounts ===
+== Package Chain Discounts ==
 Only one of the following 2 package chain discounts can be applied to a '''package subscription''' for a given customer.
 * Package Chain Discount ($)
@@ Line 78: / Line 77: @@
 * Package Chain Discount (%)
-Another variant of the package chain discount can be applied to both a service subscriptions ''or'' a service feature subscriptions for a given customer.
+Another variant of the package chain discount can be applied to both a service subscription ''or'' a service feature subscription for a given customer.
 * Package Chain Discount ($)
 OR <br />
 * Package Chain Discount (%)
-==== Package Chain Discount ($) (Package level) ====
+=== Package Chain Discount ($) (Package level) ===
 ;Calculation
-$Discount * PeriodRatio
+$Discount x PeriodRatio
 ;Defined in:

@@ Line 14: / Line 14: @@
 * [[Billing_Objects|The Emersion billing objects]]
-* [[Billing_Objects/Billing_Rules| billing rules]]
+* [[Billing_Objects/Billing_Rules| Billing rules]]
 = What Discounts Are there? =

@@ Line 83: / Line 83: @@
 * Package Chain Discount (%)
+==== Package Chain Discount ($) (Package level) ====
 ;Calculation
 $Discount * PeriodRatio
@@ Line 96: / Line 93: @@
 * applying the discount to the package
-==== Package Chain Discount (%) ====
+==== Package Chain Discount (%) (Package level) ====
 ;Calculation
 AccessFee x %Discount
@@ Line 106: / Line 103: @@
 * applying the package chain discount to the package
-=== Service and Feature-Level Package Chain Discounts ===
+==== Package Chain Discount ($) (Service and Feature-Level) ====
 ;Calculation
 $Discount * Period Ratio
@@ Line 129: / Line 124: @@
 * applying the package chain discount to the package
-====Contract Discount - Fixed Length ($) ====
+==== Contract Discount - Fixed Length ($) (Service and Feature-Level) ====
 ;Calculation
 $Discount x PeriodRatio
@@ Line 135: / Line 130: @@
 ; Defined In
 * Contract > Fixed Length Discount Amount
 ==== Contract Discount - Fixed Length (%) ====
@@ Line 143: / Line 137: @@
 ; Defined In
 * Contract > Fixed Length Discount Percentage
 ==== Contract Credit ($) ====

@@ Line 71: / Line 71: @@
 * Product Price > 0 or Cogs Support
-== Discount Calculations ==
+=== Package Chain Discounts ===
-==== Package Discount (%) ====
+==== Package Chain Discount ($) ====
 ;Calculation
-* AccessFee x %Discount (where the access fee is value from the earlier calculation)
+$Discount * PeriodRatio
 ;Defined in:
-* The Package Plan
+* The package chain package discount
 ;Used for:
-applying the discount to the package plan access fee
+* applying the discount to the service and feature subscriptions
-=== Package Chain Discounts ===
+==== Package Chain Discount (%) ====
-Only one of the following package chain discounts can be applied to a package subscription for a given customer.
+;Used for:
-* Package Chain Discount ($)
+* applying the package chain discount to the package
-Another variant of the package chain discount can be applied to both a service subscriptions and service feature subscriptions belonging to the same customer
+====Contract Discount - Fixed Length ($) ====
-* Package Chain Discount ($)
+;Calculation
-* Package Chain Discount (%)
+$Discount x PeriodRatio
-* Contract Discount - Fixed Length ($)
+;Defined In (override order, later items take precedence):
-* Contract Discount - Fixed Length (%)
+* Package Chain > Package Surcharge
-Contract Credits ($)
+;Used for:
-Package Chain Surcharge/Credit ($)
+Net total should never drop below $0

@@ Line 11: / Line 11: @@
 == Prerequisites ==
-We striongly recommend that you read the following articles first and gain an solid understanding of the related content
+We strongly recommend that you read the following articles first and gain an solid understanding of the related content
 * [[Billing_Objects|The Emersion billing objects]]

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Discounting}}
+=This Content Has Moved House=
-= Overview =
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* the various types of discounts available in Emersion
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-This article aims to explain those discounts, their rules, and which discounting methods take precedence over others.
+[https://resources.emersion.com/display/EKB/Discounting+Fundamentals Take me to the Emersion Knowledge Base article]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: Discounting}}
 = Overview =
-Emersion has many different ways to apply discounts to a customer, a service subscription, a package subscription and other billing objects in the system.  When considering what type of discounting you want to apply to your customers and under what circumstances, it is very valuable to have a good understanding of:
+Emersion has many different ways to apply discounts to a customer, a service subscription, a package subscription, a service feature subscription and other objects in the system.  When considering what type of discounting you want to apply to your customers and under what circumstances, it is very valuable to have a good understanding of:
 * the various types of discounts available in Emersion
-* the order in which they are applies (i.e which discounting methods take precedence over other methods)
+* the order in which they are applied (i.e which discounting methods take precedence over other methods)
-* how they affect subscription periods in both a pro rated and in arrears plans when customers cancel or migrate.
+* the interdependancies for each discount and the effect they may have on each other.
 This article aims to explain those discounts, their rules, and which discounting methods take precedence over others.
@@ Line 15: / Line 16: @@
 * Package Access Fee
 * Service Access Fee
-* Service Feature Access Fee
+* Service Feature Fee
 * Package Discount (%)
@@ Line 27: / Line 28: @@
 * Package Chain Discount (%)
 * Contract Discount - Fixed Length ($)
 * Contract Discount - Fixed Length (%)
@@ Line 36: / Line 36: @@
 == Access Fees ==

← Older revision		Revision as of 06:58, 17 May 2017
Line 8:		Line 8:

	This article aims to explain those discounts, their rules, and which discounting methods take precedence over others.		This article aims to explain those discounts, their rules, and which discounting methods take precedence over others.
		+
		+	= What Discounts Are there? =
		+	The following discounting methods are available in Emersion. We also include relevant [[Billing_Objects\|billing objects]] that are relevant to where the discounts are applied. It is important to understand that these are independantly applied, with the exception of the
		+
		+	These three items are a 'base' for what to apply discounting against:
		+	* Package Access Fee
		+	* Service Access Fee
		+	* Service Feature Access Fee
		+
		+	* Package Discount (%)
		+
		+	Only one of the following package chain discounts can be applied to a package subscription for a given customer.
		+	* Package Chain Discount ($)
		+	* Package Chain Discount (%)
		+
		+	Another variant of the package chain discount can be applied to both a service subscriptions and service feature subscriptions belonging to the same customer
		+	* Package Chain Discount ($)
		+	* Package Chain Discount (%)
		+
		+	Contract-based discounts
		+	* Contract Discount - Fixed Length ($)
		+	* Contract Discount - Fixed Length (%)
		+
		+	Contract Credits ($)
		+
		+	Package Chain Surcharge/Credit ($)
		+
		+	== Access Fees ==