Discounts in AgentView

In AgentView The graphical user interface of the CMP that is typically used by Customer Service Agents to access CMP customer and billing data. In versions prior to CMP 8.0, this was called the CMP GUI. you can:

Column	Description
Sequence	Indicates the sequence in which discounts are used. The sequence number determines the order in which discounts are applied during invoice production. The lowest numbered sequence is effective first.
Scheme	The unique CMP code for the discount scheme.
Description	The descriptive name for the discount scheme.
Package	The packages associated with the discount. A package is a collection of services and discounts that are collated together and offered in combination to facilitate the application of services to a subscription.
Effective	The date from which the discount scheme is effective.
Expiry	The date on which the discount scheme expires. This can happen when one discount supersedes another.
Stop?	When the check box is selected, the next sequential discount after this one will not be used. If this check box is unselected, the next discount in the sequence following this one can be used.
Type	Details the discount type: (Normal).

View Effective Discounts for an Account

You can also view the effective discounts for an account in the Account Summary screen. The Profile > Summary lower panel contains an Effective Discounts pane with the following columns:

Column	Description
Discount	The descriptive name for the discount
Type	The type of discount, e.g. Normal
Package Description	The descriptive name of the package with which the discount is associated
Effective	The date from which the discount scheme is effective

Account Summary Effective Discounts pane

Discounts are added in the Add Discount pop-up, which can be accessed in both the Discounts lower panel or the Effective Discounts pane. In either location, select Add in the shortcut menu to launch the pop-up, which has the following fields:

Field	Description
Discount	Select a discount scheme from the drop-down list.
Effective	Input the date from which the discount applies directly or click to display date-pickerfrom which the date can be selected. When done so it automatically populates the field display. It is not possible to apply the discount retrospectively and the date entered must be either today, or a future date.
Stop?	When discounts are applied at multiple hierarchy levels, select the checkbox to stop the next sequential discount being used. If unselected, the next discount in the sequence can be added on top of this discount when the invoice is calculated.

Add Discount pop-up

Change a Discount

Discounts are changed in the Change pop-up, which can be accessed in both the Discounts lower panel or the Effective Discounts pane. In either location, right-click the relevant discount and select Add in the shortcut menu to launch the pop-up, which has the following fields:

Field	Description
Allocation	A unique reference number for the discount scheme created.
Sequence	Indicates the sequence in which the records are used. The lowest numbered sequence is effective first. The sequence number determines the order in which discounts are applied during invoice production.
Package	The package with which the discount scheme is associated.
Scheme	The descriptive name for the discount scheme.
Type	The discount type, e.g. Normal.
Effective	The effective date of the discount scheme.
Expiry	Details the date on which the discount scheme expires. This can happen when one discount supersedes another.
Calculation Frequency	The number of months over which a discount scheme is calculated.
Calculation Type	This details whether calculations are performed over individual call classes or over call class groups.
Invoice Volume Service:	Service attached to the invoice volume discount that has been added. Invoice Volume discounts are currently not supported.
Invoice Volume Event Type:	Specific type associated with the workflow event raised to indicate that an invoice volume discount has been added. Invoice Volume discounts are currently not supported.
Invoice Volume Event Code:	Unique code for the workflow event raised to indicate that an invoice volume discount has been added. Invoice Volume discounts are currently not supported.

Expiry dates can be added or altered using this panel. All other content is read-only.

Change discount expiry dates in the Change pop-up

Delete a Discount

View and Manage Discount Services

The Discount Services pop-up displays details of the discountable services in the discount scheme.

The Discount Services pop-up is accessed in the Subscription, Account, or Agreement Summary screen via the Billing > Discounts lower panel.

The pop-up displays information for each discountable service in the following:

Column	Description
Service	The CMP code for the service.
Description	The descriptive name for the service.
Effective	The date from which the service becomes effective.
Band Type	When set to BandsCMP performs the discount calculations for each individual band; when set to Total, it performs the discount calculations across the total number of bands in the scheme.
Based on Value	The discount can be based on either the service provider's Retail Value or Billed Value. It can also be based on the Supplier Value.
Based on Volume	When this check box is selected, the discount is based on Volume rather than Value.

Use the right-click menu options to Add, Change or Delete a discount service.