14 Discount Selectors

A discount selector consists of rules that associate account, service, and event attributes and custom rules with discounts. You use a discount selector to determine which discount to apply to an event.

To work with discount selectors, see the following topics:

For overview information, see "About Selectors" in PDC Creating Product Offerings.

Creating a Discount Selector

To create a discount selector:

  1. In the Pricing section of the navigation pane, under Models and Selectors, click Create Discount Selector.

    The Create Discount Selector page appears.

  2. Specify general information for the discount selector. See "Specifying Discount Selector General Information".

  3. Select the attributes you want to use to define the rules in the discount selector. See "Selecting Rule Attributes".

  4. Create the discount selector rules. See "Creating Discount Selector Rules".

  5. When you have completed adding the rules, click Finish.

    The overview page for the discount selector appears.

Specifying Discount Selector General Information

To specify general information:

  1. In the General Information section, enter a name and description for the discount selector.

  2. (Optional) From the Service list, select the service for which you want to create the discount selector.

  3. (Optional) From the Event list, select the event for which you want to create the discount selector.

  4. From the Pricing Profile list, select the pricing profile to associate with the discount selector.

Selecting Rule Attributes

You select rule attributes that you want to use to define the discount selector rules.

To select rule attributes:

  1. In the Select Fields for Rules section, click the Add icon in the table.

    The Select Field dialog box appears.

  2. Select the fields that you want to use in the rule and click OK. Hold down the Ctrl key to make multiple selections.

    The selected fields are added to the Select Fields for Rules table with default values.

    The same fields are used for all the rules in the discount selector. You can override the default values and set specific values in the rule to limit the fields that you want used in a rule.

  3. In the Value Type column, select the type of value the field contains.

    If you select Value of Another Field, in the Default column, select the other field.

  4. In the Default column, enter the default value for the field.

    An asterisk (*) specifies the field can contain any value.

Creating Discount Selector Rules

To create discount selector rules:

  1. (Optional) In the Rules section, from the Effective Period list, click Manage to add or change an effective period.

    The effective period indicates when the rules in the discount selector are valid.

    The default effective period starts immediately and never ends.

  2. Click the Add icon in the table to add a new rule.

    A row is added to the table.

  3. In the Rule Name column, enter a name for the rule.

  4. In the subsequent columns, enter or modify the values for each of the rule attributes that you selected previously.

  5. In the Discount column, do one of the following:

    • To create a discount for the rule, select Create. See "Adding a New Discount" for information about creating a discount.

    • To search for an existing discount from the discount selector to associate with the rule, select Search.

    • To modify the discount, select Edit.

The table lists the rules in the order that the rules are evaluated. You can select a rule and move it up or down if you wish to reorder the rules. See "Working with Tables".

Create Discount Selector Page Reference

Use the Create Discount Selector page to create rules that associate event, service, and account attributes with discounts.

For a description of the fields, see:

General Information Section

Use the General Information section to provide general information for the discount selector.

Field Description

Name, Description

Enter a unique name and a description for the discount selector.

Service

(Optional) Select the service for which you want to create the discount selector.

Event

(Optional) Select the event for which you want to create the discount selector.

Pricing Profile

Select the pricing profile to associate with the discount selector.

Select Fields for Rules Section

Use the Select Fields for Rules section to select the fields that you want to use in the discount selector rules.

Column Description

Field

Displays the fields that you have selected to define discount selector rules.

The same fields are used for all the rules in the discount selector. You can override the default values and set specific values in the rule to limit the fields that you want used in a rule.

Value Type

Select the type of value that the field contains.

  • Single Value: The field contains a single value.

  • Value of Another Field: The field contains the value of another field. If you select this option, in the Default column, select the other field.

Operator

Displays the relationship between the rule's default field value and the value in the subscriber, service, event, custom rule, or profile field.

Equals, Matches, or Maps to appears next to the field names in the Rules section. The value of the field in the subscriber, service, event, or custom rule must match the value of the field in the rule.

Default

Enter a default value for the field.

If the operator is Equals or Maps to, an asterisk (*) specifies the field can contain any value. If the operator is Matches, a dot followed by an asterisk (.*) specifies the field can contain any value.

If the field is limited to predefined values, a list of values appears. Select a value from the list.

If Value of Another Field is selected for Value Type, the Select Field dialog box appears. In the Select Field dialog box, select the field you want.

Rules Section

Use the Rules section to define discount selector rules and associate each rule to a discount.

The table in this section lists the rules in the order that the rules are evaluated. The price selector returns the price of the first rule that matches the values in the event.

You can select a rule and move it up or down if you wish to reorder the rules.

Field or Column Description

Effective Period

(Optional) Set the start and end dates to specify the period when the rules in the discount selector are valid.

The default effective period starts immediately and never ends.

From the Effective Period list, click Manage to add or change an effective period. See "Manage Effective Periods Dialog Box".

Priority

Enter the rule's priority.

This table displays rules in numerical order, starting with priority 1. The rules are evaluated in order of priority.

Reorder a rule in either of the following ways:

  • Click the Move Rule Up or Move Rule Down icon.

  • Change the rule's priority number. PDC moves the rule to its new place.

The priority numbers of all rules affected by the move are changed.

Rule Name

Enter a name for the rule.

Field Name

(Optional) Select an operator and enter a value.

You can select one of the following operators:

  • Equals or Not Equals

  • Matches or Not Matches

  • In or Not In

Note: The NOT operators can be used only if you are using ECE for the usage charging.

To apply the rule to a subscriber, service, or event, the field value must match the corresponding subscriber, service, or event value.

Note: An asterisk (*) matches all values in the corresponding subscriber, service, or event field.

Discount

Create a discount or select an existing discount to associate with the rule. See "Adding a New Discount" for information about creating a discount.

Search for Discounts Dialog Box

Use the Search for Discounts dialog box to search for discounts to include in the discount selector.

Field Description

Pricing Component

Specifies the pricing component to search for.

This field displays Discount.

Profile

Displays the pricing profile associated with the discount selector.

Name

(Optional) Enter a full or partial name of the discount to search for. Select an operator from the operator list, and then enter a value in the field next to the operator list.

Leading and trailing whitespaces are removed from the search criteria. If embedded whitespaces need to be included in the search, use '% %' in place of the whitespace in your search criteria.

Results Table

The Results table lists the discounts that match the search criteria. Select the discount to include in the discount selector and click OK.

Field Description

Name

Lists the discounts that match the search criteria.

Description

Displays a description for each discount.

Phase

Displays the status of the discount:

  • Draft: The discount is only visible to the user.

  • Promoted: The discount has been validated and is visible for other users to use.