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Assign a Coupon

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​Overview

When a coupon is assigned to an account, it takes affect immediately. Coupons cannot be assigned to an account to take affect on a future date. Alternatively, per your business case, you can apply a service credit to an account where you can define when it starts, the number of applications, etc. 

Note: By default, coupons are applied to invoices on a Last-In-First-Out (LIFO) coupon assignment basis. To change this coupon order to First-In-First-Out (FIFO), you need to use the Coupon Application Order invoice setting.

You can apply a coupon to an account at any time during the account’s active lifecycle by following the steps in this article.

Prerequisites

  • You must have at least one existing coupon you can assign to an account.
  • Typically, a customer would provide a CSR with a coupon code to enter in Step 2 of the following procedure. However, you can find available coupon codes by navigating to Marketing > Coupons in the Aria UI; click on a coupon to see all the details of the coupon configuration:assign-coupon-00.png

Assigning a Coupon

Getting Here: Click Accounts > search for an account > Payments & Credits > Coupons.

  1. Click Assign Coupon.
    assign_coupon_button2.jpg
     
  2. Enter a valid coupon code name in the Coupon Code field and click Validate to ensure it is correct.
    dev10137_assigncoupon_entr_cpn_code2.jpg
  1. In the Coupon Details options, select the Reason Code, add CSR Comments or change the default Effective Date as desired. The coupon details such as Coupon Code, Status, and Start Date will appear as non-editable values as shown below. Any previous entries for coupon assignment are listed in the table at the bottom of the screen. To view coupon assignment details, click on the Coupon Code. 
    dev10137_assigncoupon_coupondetailfields_ui.jpg

    Note: For a reason code to be selectable in this screen, it must first be created via Finance > Reason Codes by personnel with privileges in Finance to create them. See Create a Reason Code. 

    Important Notes about Effective Dates: 

    • The Effective Date calendar field defaults to the current date (or client virtual date); however, you can set the effective date to be in the future.

    • Effective Date field does not support a past date setting, but it will work with the plan retroactive date. For example: You assign coupon with an effective date of 5/11. After coupon assignment, it is assigned to a plan with a retroactive date of 5/1. The coupon will be applied to the plan, and it will follow the retroactive date of the plan. 

  2. (Optional) If you wish to override a discount rule, click the Override Discount Rule Scope check box under Effective Date. The Rule Name and Scope dropdowns will appear.
    assign-coupon-04.png

    Note: By default, this feature is only available for a Power CSR and above; however, an administrator can configure privileges to grant user access via Configuration > Security > Account Access > Coupons | Coupon Discount Rule Override.

  3. (Optional for Override Discount Rule Flow) In the Rule Name dropdown to choose from available discount rules. This selection will replace the current setting.

    Note: For a discount rule to be available to select in the Rule Name dropdown, ensure that it has been added to the system. See Create a Discount Rule for details.

  4. (Optional for Override Discount Rule Flow) The Scope dropdown allows you to change the present scope of eligible charges to which the currently configured discount rule on an account or plan can be applied. Options include "All Charges"; "All Plan Charges, All Plans";  “All Plan Charges, Specified Plans”; “All Plans, Specified Service Charges”; “Specified Plans/Specified Charges”; "All Recurring Service Charges"; "All Usage Service Charges"; "All Activation Service Charges"; "All Item Charges"; and “Specified Item Charges”. Notice that you can add more Discount Rule overrides using the Add Discount Rule button.

    If you select a Scope dropdown option that requires you to specify a plan or charges, a Browse hyperlink will appear to the right of the dropdown. For example, click it to choose from available plans in the Select Plan Catalog or Select Plan Instances dialog depending on the Scope option chosen. 

    Example Selections with Browse Hyperlink

    override_discrule_scope_browse_hyperlink.jpg

    If you choose the option for All Plans, Specified Service Charges dialog, for example, click on the check box next to the services you wish to include and click Select.

    override_discrule_scope_plan-svc_selection_dialgs.jpg
    Selected services appear in the Rule Name/Scope box.
    assign-coupon-07.png

  5. (Optional for Override Discount Rule Flow) Clicking the Add Discount Rule button adds another Discount Rule you can configure by repeating Steps 4–6 for that additional Discount Rule.
  6. Click Assign. The All Plans Coupon listing screen appears showing at the top left that the "coupon was successfully assigned to the Account". In this with tabular coupon entries, you can click on a coupon name hyperlink to access the Coupon Details screen.
    assign-coupon-08.png

    The customer will receive the applicable credits on future invoices.

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