Tier Scheme Details

Overview

The Tier Scheme Details screen provides detailed information on all aspects of a single Tier Scheme.

Access

To access the Tier Scheme Details screen, click on the desired item from the Tier Schemes screen.

Navigation links are provided near the top of the Tier Scheme Details screen:

  • Back to Tier Schemes: Click this link to return to the Tier Schemes screen.

  • Next / Previous: Click these links to navigate to the Tier Scheme Details screen for the next or previous Tier Scheme.

The Tier Scheme Details screen is organized into different sections available by clicking the appropriate tab:

Select an item above for more details on that tab

Definition

Base Rules

Advanced Rules

Settings

Features

The Tier Schemes Details screen provides the following features related to managing Tier Schemes. 

Edit Tier Scheme Properties

To edit the properties of the selected Tier Scheme:

  1. In the top section of the Tier Scheme Details screen, click the Edit icon. The "Edit Tier Scheme" pop-up window is displayed.

  2. Make any necessary changes to the Tier Scheme properties.

  3. Click save.  

Delete a Tier Scheme

To delete the selected Tier Scheme:

  1. In the Header section of the Tier Scheme Details screen, click the Edit icon. The "Edit Tier Scheme" pop-up window is displayed.

  2. Click delete. A confirmation dialog box is displayed.

  3. Click confirm.  

Set Tier Scheme Status and Effectivity

To set the status and effectivity of a Tier Scheme:

  1. In the top-right section of the Tier Scheme Details screen, click the Edit icon. The "Edit Tier Scheme" pop-up window is displayed.

  2. From the "Status" drop-down menu, select the desired status value -- Draft, Published, or Archive.

  3. Make any necessary changes to the Tier Scheme's effectivity. Valid values are:

  • Always: This Tier Scheme doesn't expire.

  • Scheduled: Enter a start date / time and an end date / time, and select a time zone. Optionally, check Recurring to use a recurring schedule. Select the desired schedule from the "Recurring Schedule" drop-down menu, or define a new recurring schedule (see below for details on that process).

  1. Click save.  

To define a new recurring schedule for this item's effectivity:

  1. From the Recurring Schedule drop down menu, select Enter Schedule. The Repeat pop up window is displayed.

  2. Select a recurrence frequency of Weeklyor Monthlyfrom the Frequency drop down menu.

  3. In the text field, enter the interval.

  4. For a Weekly frequency, select one or more days of the week. For example, Tuesdays and Thursdays.

  5. For a Monthly frequency, choose one of the following options:

  • Day of month: Select one or more days of the month. Ex: the 15th and the 30th.

  • Day of week: Select one or more days of the week, for each of the four weeks within a month. Ex: the second Wednesday of the month.

  1. Click ok. The system adds the new schedule to the Recurring Schedule drop down menu.