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 in the Government Contract Info screen (Projects » Project Setup » Project Master) and the discount method is Aggregate Volume by Project or Aggregate Volume Discount by Project 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).
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.
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 the system 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, the system ignores them.
Use this screen to initialize your project volume discounts and before you compute revenue and calculate bills.
Use Find or query to select a project. The project description displays in the field to the right. Find or Query displays only projects for which the Include in Aggregate Volume check box is selected in the Government Contract Info screen (Projects » Project Setup » Project Master).
Enter the beginning sales volume amount. The starting value must be "0.01" within a specific date range.
Enter the ending sales volume amount. The ending value must be "999,999,999,999.99" within a specific date range.
Enter the billing discount percentage that you want to apply to this range of project volume. You can enter a discount percentage greater than 100%. It cannot be negative. When you compute revenue or calculate bills, the discount percentage applies against the accounts linked in the Accounts subtask if they exist in the project's project account group.
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.
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.
Click this button to open the Accounts subtask, where you can enter the accounts to which you want to apply the discount percentage.
Changes to this screen update the PROJ_VOLUME_DISC table.