MAINTAIN ACCOUNT DISCOUNTS

If you are using the discount method Account Discounts or Account Discounts w/Burden for billing or revenue, use this screen to store the discount percentages that you want to apply by project for specific accounts. This feature is available for all contract types and all revenue and billing formulas, but is available only for standard bills.

You can enter summary or detail accounts and a range of accounts.

Because you can enter a range of accounts, the system does not validate whether the account is project-required or active.

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

If the discount method is Account Discounts or Account Discounts w/Burden, the Compute Revenue screen (Projects » Cost and Revenue Processing » Revenue Processing) and the Calculate Billings screen (Projects » Billing » Calculate Billings) reference this table to determine what discount percentages to apply.  Select the discount method in the Other Info subtask of the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup) or the Basic Revenue Info screen (Projects » Project Setup » Revenue Setup).

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

Project

Use Find or Query to select a project.  The project description displays in the field to the right. Find or Query only displays projects for which the discount method is Account Discounts or Account Discounts w/Burden.

Table Window

The starting and ending account numbers cannot have overlapping values.

Starting Account

Enter, or use to select, a starting account number. You can enter a summary or detail account.

Ending Account

Enter, or use to select, an ending account number. You can enter a summary or detail account.

Discount Percentage

Enter the billing discount percentage that you want to apply to the range of account numbers. The discount percentage can be greater than 100%.  It cannot be negative.

Table Information

Changes to this screen update the ACCT_DISC table.