Defining Coupon Rules

To set the rules for a coupon:

1. From the Coupon Maintenance screen, click Rules from the Coupon Definition task category.
The Coupon Rules screen displays, as shown below.

2. Select the Expiration Rule from the drop-down.

3. If you selected "GENERAL" as the Coupon Type on the General Information screen, enter the Expiration Count.

4. If you selected "CUSTOMER_SPECIFIC" as the Coupon Type on the General Information screen, select a specific Expiration Date from the drop-down.

5. Select the Coupon Scope Rule from the drop-down.

6. Select the Subsystem from the drop-down.

7. Select the Product Type from the drop-down.

8. Click the Parent Product link and search for the appropriate parent product associated with the coupon rules.

9. Click the Product Code link and search for the appropriate product associated with the coupon rules.

10. If necessary, check the Members Only checkbox.

11. Click Save.

Screen Element	Description	Business Rules
Expiration Rules
Expiration Rule	Drop-down. This indicates the pattern in which the coupon expires.	ORD_COUPON EXPIRATION_RULE_CODE Validations – Defaults to “Specific Date.” Populated by the Expiration_Rule system type for the CPN subsystem.
Expiration Count	Text box. This controls how long the coupon is valid for customer use. This is enabled only for customer-specific coupons. Generic coupons are controlled specifically by the effective end date. It is used to set the CUS_Coupon table’s expiration date when a product is purchased or otherwise specifically granted to the customer. Valid values: · Specific date (default). This means that the coupon will expire on a specific date. When selected, it will default the Expiration Date to the effective end date. However, this can be changed. · Days. This indicates that the expiration number will indicate the number of days after the purchase that the coupon can be used. · Months. This indicates the number of months after the purchase that the coupon can be used. · Years. This indicates the number of years after the purchase that the coupon can be used.	ORD_COUPON EXPIRATION_NUMBER Validations – Max value: 100.000. Min value: 0. Negative numbers are not allowed. This must be greater than or equal to 1 if you selected “Days,” “Months,” or “Years” for the Expiration Rule.
Expiration Date	Drop-down. The specific date on which the coupons should expire.
Coupon Rules
Coupon Scope Rule	Drop-down. This indicates the scope of the coupon. If you use Expiration Rule code as the unit of measure, you can determine the expiration date of a coupon. This is enabled if expiration rule code in [days, months, years].	ORD_COUPON SCOPE_RULE_CODE Validations – Defaults to “Open.” Populated by the Coupon_Scope_Rule fixed system type.
Subsystem	Drop-down. This indicates which subsystem the coupon is valid for.	ORD_COUPON SUBSYSTEM Validations – This field is required for every Coupon Scope Rule except “Open.”
Product Type	Drop-down. After selecting a subsystem, this indicates the product the coupon applies to.	ORD_COUPON PRODUCT_TYPE Validations – This field is only required if the Coupon Scope Rule is “Product Type.” It is optional when the Coupon Scope Rule is “Subsystem” and it is automatically populated based on the subsystem selected when the Coupon Scope Rule is “Parent Product” or “Product.”
Parent Product	Link. Opens the Product Chooser. Allows you to select the Parent Product to which the coupon applies. You must first select a subsystem for this link to be active.	ORD_COUPON PARENT_PRODUCT Validations – The parent product selected here must belong to the same organization and organization unit as the coupon. This field is only required if the Coupon Scope Rule is “Subsystem,” “Parent Product,” or “Product Type.” Useful if you want to provide a coupon for all aspects of a meeting, membership, or advertising media.
Product Code	Link. Opens the Product Chooser. Allows you to select a product that falls under the Parent Product.	ORD_COUPON PRODUCT_CODE Validations – This field is only enabled after a Parent Product is selected. The product selected here must be valid and must belong to the same organization and organization unit as the coupon.
Members Only	Checkbox. This indicates that the coupon is only valid for members.	ORD_COUPON MEMBERS_ONLY_FLAG Validations – Yes or No.