Create a Custom Tier Period

Note: This topic assumes that you have already enabled custom Tier Periods in your Tier Scheme. See Working with Custom Tier Periods for more details on this process.

To create a custom Tier Period:

  1. Select Rules from the top navigation bar, then select Tier Schemes from the side navigation menu. The Tier Schemes screen is displayed.

  2. Search for and select the desired Tier Scheme (see Search for a Tier Scheme for more information on the available search options). The Tier Scheme Details screen is displayed, with the Definition tab selected by default.

  3. Select the Settings tab.

  4. Within the Default Period section, in the Display Name field, enter a name for the new custom Tier Period.

  5. Click Add Period. The Edit Tier Period pop-up window is displayed.

  1. The Display Name field is populated with the value you entered above; optionally edit this value.

  2. The Internal Name is automatically populated based on the Display Name value. This field is not editable by default. To edit the Internal Name, check Edit Internal Name. A confirmation dialog box is displayed; click Ok. Edit the Internal Name value.

  3. Optionally, in the Description field, enter a description of this item.

  4. Next to Effectivity, select either:

    • Always: This Tier Period doesn't expire.

    • Scheduled: Enter a start date and end date, 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).

  5. Click Save.

Recurring Schedule

To define a new recurring schedule:

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

  2. From the Count drop-down menu, select a recurrence frequency of either Weekly or Monthly.

  3. In the text field, enter the interval. Enter 1 if you want the schedule to run every week, or every month.

  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. For example, 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. For example, the second Wednesday of the month.

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