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Why is not my discount charge segmented from the charge it applies to?

Question:
Why is not my discount segmented from the charge it applies to, although they have different values displayed for the same segment?


Answer:
The behavior here is dictated by the configuration of Discount segment value, under Finance Settings -> Configure Segments.


DiscountSegmentValue.png

 

You can set discount segment values to one of the following configurations:

  • Always use the segment values from the Discount objects
  • Always use the segment values from the objects that are discounted against
  • Determine the segment values based on the discount flag in the Product Catalog

The first option will ensure the segment value for the discount is always used.

The second option will use the segment value of objects that the discount applies.

As for the third option, you will need to check the following flag in the discount charge of the corresponding product from the product catalog.

DiscountFinance.png

More details and references:
https://knowledgecenter.zuora.com/CC_Finance/D_Finance_Settings/J_Segments#Additional_Configurations




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