Discounts
Topics in this document:
To access this section in Monetization, from the Menu, select Catalog, and click Discounts. A paginated list of all discounts is shown in a tabular format.
Discounts as objects are treated the same way as products. They are part of a bundle which is part of a plan, and they also have a set of rules and rule filters describing what the discount targets exactly.
Note:
A discount has rule filters that target a specific tag or/and a combination of tags. Therefore, whenever rating applies an impact, this impact has the configured tags. These tags are then compared against any active discount rule filters; if they match, Monetization will know that the discount should be applied for these impacts.Four actions/subpages can be performed/viewed under this section, namely:
Create discount
Under discounts, to create a discount, click Create new. Choose either the simple or the advanced discount section.
Information:
As the name implies, the advanced discount section is used to create complex discounts that can target both the charge and resource tag.Simple discount section
For the simple discount section, provide a name and code.
Note:
The code is a unique identifier of an object. It can be used during integration with the Monetization API.In addition, choose the type and insert the value. The type can be configured either as a percentage or a flat amount. Also, choose the charge tag, monetary resource, and configure the validity period.
Note:
The charge tag is used to determine the product the discount will target. For more information about a charge tag, see Tags.Information:
Discount works similarly to a product. Therefore, after creating a discount, it should be added to a bundle that is then included in a plan to enable it.Advanced discount section
For the advanced discount section, it involves three sections, namely:
Info section
Under the info section, provide a name, code, description, and validity period.
Note:
The code is a unique identifier of an object. It can be used during integration with the Monetization API.The priority determines the discount to be used first if multiple discounts exist in the bundle.
Information:
A higher number indicates a higher priority.Note:
A bundle is a higher-level object for grouping, but discount priorities apply regardless of the bundle.The non-active rating can be configured on products and discounts. It means whether Monetization should still apply impacts related to these products and discounts after they are inactive or closed.
It has three configurable options:
- FORBIDDEN — means Monetization can only rate the discount if it is active.
- RATE_INACTIVE — means Monetization can only rate the discount when active or inactive but not closed.
- RATE_INACTIVE_AND_CLOSED — means Monetization will consistently rate the discount, whether active, inactive, or closed.
In addition, choose the type and insert the value. The type can either be a percentage or a flat amount.
Rule sets
Under the rule sets section, to create a rule set, click Add rule set. The rule set is used to group rule object that fit together.
Rules
To create a rule, under Rule sets, first, click Toggle, then click Add rule. Each rule has a priority, base, base value, rule filters, and ranges.
- Base
The base means what is being checked (resource, event field, value, custom value).
- Base value (Value)
Depending on the base, it can be a resource, event field, value, or custom value.
Information:
The value tells Monetization which base to check. For instance, if you want to look at the event field called amount, you will set the base to event field and the value to amount.- Rule filters
The rule filter depicts what the discount should target. This means it will only pick up events that match the rule filter. You can filter by charge tag, resource tag, service, and event name.
- Ranges
When the rule filter matches, Monetization will take the base and value and compare them against the ranges.
Information:
For example, if the base and value are event field and amount, respectively, and you have a voice event with an amount of 3.5, Monetization will compare 3.5 against the ranges.
If it finds an applicable range, it will apply the discount details which belong to that range.
The discount details then discount the amount (3.5) for a specific percentage value and apply that impact to the specified resource, bill item with a specific tax, and general ledger.
Summary
This section shows the summary of what was inputted in the previous two sections (info section and rule sets). The discount details can be reviewed before creating the discount.
Details discount page
Under discounts, to see the full details of a particular discount, click Details. It contains the following:
- Name
- Code
- Priority
- Description
- Non-active rating
- Value
- Validity period
Below the information will be the rule sets shown in a tabular format, including their rules, rule filters, and ranges.
Update discount
Under discounts, to update a discount, first, click Details; it shows the details of the discount. Then to update, click Update.
Information:
All information filled out under the create discount section can be updated except for the Code.Delete discount
Under discounts, to delete a discount, click Delete.
