Configure Global Product Offer General Properties

The General properties tab appears by default when you open a global product offer revision. Use this tab to configure the offer general properties.

Procedure

  1. In Product Offers, click the Global Offers tab.
  2. Locate and select the product offer in the list.
  3. In Edit Product Offer, scroll down to Product Offer Versions and click New Version to create a new version, or click a specific version from the list to modify it.
  4. In Edit Product Offer Version, scroll down to Product Offer Revisions and click an offer or New Revision.
    Edit Offer Revision appears with the General tab selected.
  5. (If you are creating a new Offer) In Product, click Select, click a product from the Select Product list, and click Select. This product defines a valid service type for the offer.
  6. (US Taxation Only) In Provider Type, to use the default value selected in Tax Setting, leave this setting unchanged. To select a provider type specific to this product offer, select the provider type from the drop-down menu.
    US taxation must be enabled in Tax Setting to select Provider Type. If you select to use the default provider type on the offer, and the provider type is changed in Tax Setting, the new value is used on your product offer. If you select a provider type specific to this offer, that provider type is always used on the offer. For more information about enabling US taxation and setting the default provider type, see the discussion about configuring US tax settings. For more information about using the default provider type versus selecting a product offer-specific provider type, see the discussion about product offers. For more information about US taxation and provider type, see the discussion about US taxation in MATRIXX Pricing and Rating.
  7. (Optional) Click in Revision Start Date to change the date that the revision takes effect. The default value makes the revision take effect immediately.
  8. (Optional) In Discount Component Scope, select how you want to apply discounts:
    • Same Product Offer — Applies discounts to charges from the same product offer in the same purchased item.
    • Same Purchased Item — Applies discounts only to charges from the same purchased item.
    • Any Offer in Purchase Package — Applies discounts to any catalog items in the same purchase package.
    • Any Purchased Items of Owner — Applies discounts to charges from all purchased items owned by the event initiator.
    • Any Purchased Items of Owner or Descendants — Applies discounts to charges from any purchased item at or below in the purchased item hierarchy (for example, descendants).
    • Any Purchased Items of Owner, Descendants or Ancestors — (Applies to usage charges only) Apply discounts to usage charges from any purchased item in the hierarchy. This includes ancestors above, and descendants below, in the purchased item hierarchy.
  9. (Optional) To apply the offer revision pricing in addition to the standard pricing owned by a subscriber or group, select Supplemental.
  10. (Optional) To apply applicable supplemental policy components when this product offer is selected during rating, select Policy Supplemental.
  11. (Optional) In Policy Quota Action Type, select one of the following:
    • To apply the policy component only if the product offer is authorized quota, select Only Apply Policy When Quota Authorized. When set, data and policy changes for the subscription are applied after the next Gy CCR-U is received:
      • For Sy policy components, the Charging Server sends a Spending-Notification-Request (SNR) if the product offer has authorized quota and a later quota request detects a change in authorizing the product offer.
      • For Gx policy components, the Charging Server sends a Re-Authorization-Request (RAR) if the product offer has authorized quota and a later quota request detects a change in authorizing the product offer.
    • To apply the policy component only if the product offer is denied quota, select Only Apply Policy When Quota Denied. When set, data and policy changes for the subscription are applied after the next Gy CCR-U is received:
      • For Sy policy components, the Charging Server sends a Spending-Notification-Request (SNR) if the product offer is denied quota.
      • For Gx policy components, the Charging Server sends a Re-Authorization-Request (RAR) if the product offer is denied.
  12. (Optional) To specify that the product offer is considered a supplemental product offer for SH repository data calculation, select Repository Supplemental.
    Note: An offer can be policy supplemental, but not supplemental for charging. The setting of supplemental compared to non-supplemental is independent for charging, policy, and repository. For more information about supplemental, policy supplemental, and repository supplemental, see the discussion about general product offer properties.
  13. (Optional) To force immediate revenue recognition for all charges in the offer, click Use Immediate Revenue Recognition.
  14. Click Save.
    The new version appears in Product Offer Versions.