To refine the Price Rule further, the following optional sections may be assigned:

1. All Products (Product Selection
   
2.  All End Customers (Customer Selection)
   

Choose Program Plan

After selecting the Choose Program Plan option on the New Price Rule statement screen, a modal dialog will display, allowing for selecting a Program. 

Select the Program under the Program drop-down list; the Program Plans drop-down will populate the applicable Program Plans to choose from. 

Choosing a Program and Program Plan is required before you can Set Program Plan.

For Microsoft CSP Resellers, who sell Microsoft CSP products to end customers through the PRISM Portal, please select Program: Microsoft CSP; Program Plan: Microsoft CSP Indirect

Product Selection

If the Price Rule should apply to a specific Product selecting the All Products option on the New Price Rule statement screen will display a dialog.

Entering the name in the search field will show a list of filtered Products.

Once the desired Product is selected from the list; selecting Set Product will confirm and dismiss the dialog.

If a Product was chosen in error, repeating the above process will update the selection.

Should a Product not be needed for the Price Rule selecting Clear will reset the option to All Products.

Discount Selection

After selecting the Discount option on the New Price Rule statement screen will display a dialog allowing for the selection of a rule and associated value to apply. 

In the example below Discount Percentage off Retail Price was selected, a percentage text field was shown, and the value of 10.00% was entered.

Selecting Set Discount Level will confirm and dismiss the dialog.

Customer Selection

If the Price Rule should apply to a specific Customer selecting the All End Customers option on the New Price Rule statement screen will display a dialog.

Entering the name in the search field will show a list of filtered Customers.

Once the desired Customer is selected from the list selecting Set Customer will confirm and dismiss the dialog.

If a Customer was chosen in error, repeating the above process will update the selection.

Should a Customer not be needed for the Price Rule, clearing Search for a customer and selecting Set Customer will reset the option to All End Customers.

If you have several end customer records with the same name, please ensure that you are selecting the correct customer record that is attached to the program plan so that the price rule takes effect. Recommendation to merge end customers records where possible or differentiate the names to tell the difference in the price rule selection pane. For example, if there are two (2) "Customer ABC" records, one under Microsoft CSP and one under Skykick Backup, and both have active services, you could change on name to "Customer ABC - MS CSP" and the other to "Customer ABC - Skykick"; thus when you create a price rule for Microsoft CSP you select the customer record "Customer ABC - MS CSP"

Start Date and End Date

After selecting the Start Date and End Date option on the New Price Rule statement screen a modal dialog will display allowing for the selection of a required Start Date and optional End Date.

Selecting the date fields will display a date picker where selecting a day will confirm and dismiss the picker.

If the Price Rule is for a fixed period of time select an End Date; if it is an "evergreen" price rule leave the End Date blank.

Once the required Start Date and End Date is entered, select  Set Date will enable allowing to confirm the selections and dismiss the dialog.

Example Pricing

Once all required sections have been completed the option to check the pricing of the new rule.

To view an example the following options are required:

•       Billing Entity

•       Sell Currency

•       Search for a Product

Selecting Add Rule on the Price Rule Statement Screen will activate and save the new Price Rule, user will then be returned to the Consumer Price Rules screen.

Cancelling a Price Rule

Should a Price Rule no longer be applicable or required it can be cancelled by setting an End Date.

Selecting the chevron on the right side of the Price Rule to be updated will expand and display the details and option to Cancel Rule.

Expanded Price Rule list item with details and Cancel Rule option.

Selecting End Date will display a date picker allowing for selection of a date occurring on or after the current date. Selecting a day will confirm and dismiss the picker.

Selecting Set End Date will confirm the date selection and dismiss the dialog. The Price Rule will update and have the new End Date.

You cannot cancel a rule for a date in the past.

Price Rules are set to UTC timezone; therefore there may be a delay between you cancelling with today's date and the status changing to Inactive.

What Pricing Rule Will Apply?

To determine what Pricing Rule will apply at the time of pricing the most specific and highest weighted rule is used.

For example, when pricing Product X for End Customer Y:

•       Price Rule A has Product X selected. Its Rank Value would be, Low

•       Price Rule B has End Customer Y selected. Its Rank Value would be, Medium

•       Price Rule C has Product X and End Customer Y selected. Its Rank Value would be, High

Given Price Rule C is the most specific rule it would rank highest and be selected over the other rules.