Contract Ad hoc Discounts

Contract Ad hoc Discounts screen helps to provide ad hoc discounts to individual products at contract level.

To provide ad hoc discount to a contract:

1. On the Order Management module, click Ad hoc Discount.

2. Enter Customer Number to which ad hoc discount should be given. Else, click the Search Lookup against the Customer # field. Enter the minimum required details in the searching fields and click the Search button. The details appear in Lookup Search pop up window. Select the required Customer Number link from the Search Results list in Lookup Search pop up window. The details like available contract numbers, corresponding plans appear on the screen.

3. Select the relevant contract number form Contract Number drop-down.

4. Select the plan from Plan Name drop down. The product details like, Product Name, Charge Description, Effective Start Date and End Date of the plan appear on the screen.

5. Select Discount Code and Discount Type against a product from the respective drop-downs.

6. Enter discount amount in Discount Value box.

7. You can also modify the start date and end date.

8. Click the Save button apply the discount on the product.