MAINTAIN CUSTOMER VOLUME DISCOUNTS

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

If the Include in Aggregate Volume check box is selected in the Government Contract Info screen (Projects與roject Setup與roject Master) and the discount method is Aggregate Volume by Customer or Aggregate Volume by Customer w/Burden, the Compute Revenue screen (Projects翟ost and Revenue Processing舞evenue Processing) and the Calculate Billings screen (Projects翡illing翟alculate 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翡illing翡illing Master or Projects與roject Setup舞evenue Setup) or the Basic Revenue Info screen (Projects與roject Setup舞evenue Setup).

The volume of business is based on the total funded value by customer. If the Include in Aggregate Volume check box is selected in the Government Contract Info 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 will use this feature to offer higher discounts to their customers if the volume of business continues to increase.

You can include projects that do not use the discount functionality for revenue and billing (by selecting the Include in Aggregate Volume check box in the Government Contract Info screen) if you want to include their funding amounts in the aggregate sales volume calculation.

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

Customer

Use Find or Query to select a customer. The customer description displays in the field to the right. All customers display during Find or Query.

Table Window

The Starting Sales Volume and Ending Sales Volume fields cannot have overlapping values if the Starting Date and the Ending Date are the same.

Starting Sales Volume

Enter the beginning sales volume amount. The first value for a particular date range must be 0.01.

Ending Sales Volume

Enter the ending sales volume amount. The ending value for a particular date range must be 999,999,999,999.99.

Discount Percentage

Enter the billing discount percentage that you want to apply for this range of customer volume. You can enter a discount percentage greater than 100%. This value cannot be negative.  When you compute revenue or calculate bills, the discount percentage will be applied against the accounts linked in the Accounts subtask if they exist in the project's PAG (Project Account Group).

Starting Date

Enter the effective start date for this sales volume discount. If you do not enter a starting date, 01/01/1901 defaults into this field.

Ending Date

Enter the effective end date for this sales volume discount. If you do not enter an ending date, 12/31/2078 defaults into this field.

Accounts

Click this button to open the Accounts subtask, where you can enter the accounts to which you want to apply the discount percentage.

Table Information

Changes to this screen update the CUST_VOLUME_DISC table.