Configure One Time Product Offer General Properties

The General tab appears by default when you create a new revision of a one time product offer. Use this tab to configure the general properties.

Procedure

  1. In Product Offers, click the One Time 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) In Payment Method, leave this field empty to select Pay On Account, or select one of the payment options for this offer.
    • Pay On Account — Use the main currency balance.
    • Pay Now — Always use Pay Now (A payment method must be defined prior to using Pay Now.)
    • Pay Now or Pay On Account — Use Pay Now if the subscriber or group wallet includes a payment method. Otherwise, use Pay On Account.
  8. (Optional) Click in Max Refund Period In Days to configure a refund time period.
  9. (Optional) Click in Revision Start Date to change the date that the revision takes effect. The default value makes the revision take effect immediately.
  10. (Optional) In Offer Life Cycle Profile, select the offer life cycle profile.
  11. (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.
  12. (Optional) To restrict the charges in this offer to a specified balance or balances, click Charge Only Required Balances.
    Note: When Charge Only Required Balances is selected, only the balances listed in the Required Balances table on the Balances tab are used.
  13. (Optional) To force immediate revenue recognition for all charges in the offer, click Use Immediate Revenue Recognition.
  14. (Optional) To send a notification when the product offer is purchased, select Notifies on Purchase.
  15. To specify the number of days when a refund is allowed, enter the number of days in Max Refund Period In Days. After the configured number of days, no refunds are allowed for this offer. Set this field if the offer has a refund or forfeiture pricing component associated with it.
  16. Click Save.
    The new version appears in Product Offer Versions.