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Setting up discounts and surcharges

Use discounts and surcharges to deliver a reduced or increased cost to one or more customers. The discount or surcharge can be a percentage or fixed cost amount of all the costs for all the resources or one or more selected resources.

Creating a discount or surcharge

Discounts and surcharges exist independently from customers. This allows you to build a library of discounts and surcharges you can assign to customers as needed.

To create a discount or surcharge

  1. Go to Financial > Discounts/Surcharges.
  2. Right-click in the list of discounts and surcharges and select Add New Discount/Surcharge.
    The New Discount/Surcharge dialog box appears.
  3. Enter a Name and Description.
    Cloud Cruiser recommends that you enter a description that gives as much detail as possible about the discount or surcharge.
  4. Click OK.
    Your new discount or surcharge appears in the content pane.
  5. In the Type field, select whether this is a Discount or a Surcharge.
  6. In the Adjust by field, select how you want to adjust the usual charge for a service, and then enter a number in the associated field.
    • Percentage: The service is adjusted as a percentage of its usual cost. For example, if you enter 20, the cost of the selected service will be adjusted by 20%.
    • Fixed Amount: The usual cost of a service is adjusted by the flat rate you entered.
  7. In the Apply to field, select whether you want to apply the discount or surcharge to All Services or Individual Services. If you select Individual Services a table appears, enabling you to select the services for which this discount or surcharge will apply.
    For example, you might offer a discount on all storage services.
  8. Click Save.

Assigning discounts and surcharges to customers

A discount or surcharge does nothing until it is assigned to one or more customers. If the customer has lower-level customers in the account structure, the discount or surcharge applies to all customers in those lower levels. For example, if you assign a discount to the ServiceManagement|Engineering customer, the discount also applies to the ServiceManagement|Engineering|NorthAmerica and ServiceManagement|Engineering|India customers.

To assign a discount or surcharge to a customer

  1. Go to Financial > Customers.
  2. From the list of customers, select a customer to receive a discount or surcharge.
  3. Click the Discounts/Surcharges tab if it is not already selected.
  4. Click Add Discount/Surcharge.
    The Choose discount/surcharge type dialog box appears.
  5. Select a discount or surcharge, and then click OK.
    The discount or surcharge is added to the list of discounts and surcharges applied to this customer.
  6. In the Start Date and End Date fields, set the period for which the discount or surcharge applies.

    A customer can have multiple discounts and surcharges assigned to them, but those must be set up consecutively by period using the starting and ending dates for each discount and surcharge assigned to the customer. Date ranges for multiple discounts and surcharges assigned to a customer may not overlap.

  7. Use the Active field to toggle whether the discount or surcharge is active for the customer.
  8. Click Save to save the customer record.

When a discount or surcharge is no longer needed for a customer, do one of the following:

  • Deselect the Active box for that discount or surcharge, and then click Save
  • Select the discount or surcharge, and then click Remove Discount/Surcharge, and then click Save

Deleting a discount or surcharge

When a discount or surcharge is no longer needed by any customer, you can remove it from Cloud Cruiser.

To delete a discount or surcharge

  1. Go to Financial > Discounts/Surcharges.
  2. In the list of discounts and surcharges, right-click the discount or surcharge you want to delete and select Delete discount/surcharge.
  3. In the confirmation dialog box, click OK.

    If the discount or surcharge is assigned to a customer, you will get an error message informing you that you cannot delete the discount or surcharge. The message will also identify which customer(s) are associated with the discount or surcharge.
    If you still want to delete the discount or surcharge, you must first remove the discount or surcharge from the customers listed in the error message.

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