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.
Select the discount method in the Revenue Information screen (Projects\Maintain\Revenue) or the Other Info tab of the Project Billing Information screen (Projects\Maintain\Billing).
If the Include in Aggregate Volume checkbox is selected in the Govt Contract screen in the Project User Flow (Projects\Maintain\Project) and the discount method is "Aggregate Volume by Customer" or "Aggregate Volume by Customer w/Burden," the Compute Revenue screen (Projects\Process\Revenue) and the Calculate Bills screen (Projects\Process\Billing) reference this table to determine what discount percentages to apply.
The volume of business is based on the total funded value by customer. If the Include in Aggregate Volume checkbox is selected in the Govt Contract screen in the Project User Flow (Projects\Maintain\Project), the project's total funded value by customer is summed to determine the total sales volume at the time you compute revenue or calculate bills. Use this feature to offer higher discounts to their customers if the volume of business continues to increase.
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Note: You can include projects that do not use the discount functionality for revenue and billing (by selecting the Include in Aggregate Volume checkbox in the Govt Contract screen) if you want to include their funding amounts in the aggregate sales volume calculation. |
Use the Customer Account Details subtask to enter the accounts to which you want to apply the discount percentage.
Use this screen to initialize your customer volume discounts and before you compute revenue and calculate bills.
Use Find or Query to select a customer. The customer description displays in the field to the right. All customers are displayed during Find or Query.
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Note: The Starting Sales Volume and Ending Sales Volume fields cannot have overlapping values if the Starting Date and the Ending Date are the same. |
Enter the beginning sales volume amount. The first value for a particular date range must be "0.01."
Enter the ending sales volume amount. The ending value for a particular date range must be "999,999,999,999.99."
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 applies against the accounts linked in the Customer Account Details subtask if they exist in the project's PAG (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.
Select this subtask link to open the Customer Account Details subtask to enter the accounts to which you want to apply the discount percentage.
Changes to this screen update the CUST_VOLUME_DISC table.
