Costpoint Online Help

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Manage Project Volume Discounts

If you are using the discount method Aggregate Volume by Project or Aggregate Volume by Project w/Burden, use this screen to store the range of sales volumes and discount percentages that you want to apply by project. 

This feature is available for all contract types and all revenue and billing formulas, but is available only for standard bills. 

If the Include in Aggregate Volume check box is selected on the Manage Government Contract Information screen and the discount method is Aggregate Volume by Project or Aggregate Volume Discount by Project w/Burden, the Compute Revenue screen and the Calculate Standard Bills screen reference this table to determine what discount percentages to apply. Select the discount method on the Other Info tab of the Manage Project Billing Information screen or the Manage Revenue Information screen.

The volume of business is based on the total funded value by customer. If the Include in Aggregate Volume check box is selected on the Manage Government Contract Information screen, the projects total funded value by customer is summed to determine the total sales volume at the time you compute revenue or calculate bills. Most users use this feature to offer higher discounts to their customers if the volume of business continues to increase.

This discount method is similar to Customer Volume Discounts but is considered a volume discount override by project. The same calculations occur to determine the sales volume, but the discount percentage overrides apply to a particular project and the accounts specified in this screen.

You can set up project volume discounts at any level of the project. When Costpoint computes revenue and calculates bills, it goes up the project tree and finds the first project level that contains a billing discount percentage and applies that during our calculations. If any discount percentages are set up at a higher level of the project, Costpoint ignores them. 

Use this screen to initialize your project volume discounts and before you compute revenue and calculate bills.