to select a project. The project description displays in the field to the right. displays only projects for which the Include in Aggregate Volume check box is selected on the Manage Government Contract Information screen. 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.
Use to select a project. The project description displays in the field to the right. displays only projects for which the Include in Aggregate Volume check box is selected on the Manage Government Contract Information screen.
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 on the Accounts subtask if they exist in the project's project account group.
Enter, or click 
to select, the effective start date for this sales volume discount. If you do not enter a starting date, 01/01/1901 defaults into this field.
The Starting Date and Ending Date columns cannot have overlapping values.
Enter, or click to select, the effective end date for this sales volume discount. If you do not enter an ending date, 12/31/2078 defaults into this field.
The Starting Date and Ending Date columns cannot have overlapping values.
|
Subtask |
Description |
|
Accounts |
Click this link to open the Accounts subtask, where you can enter the accounts to which you want to apply the discount percentage. |