Contents of the Manage Customer Volume Discounts Screen
Use the fields and options to configure the Manage Customer Volume Discounts screen.
Identification
| Field | Description |
|---|---|
| Customer |
Use
|
to select a customer. The customer description displays in the field to the right. All customers display in
Customer Volume Details
The Starting Sales Volume and Ending Sales Volume fields cannot have overlapping values if the Starting Date and the Ending Date are the same.
| Field | Description |
|---|---|
| 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 is applied against the accounts linked in the Accounts subtask if they exist in the project's PAG (Project Account Group). |
| Starting Date |
Enter, or click
|
| Ending Date |
Enter, or click
|
to select, the effective start date for this sales volume discount. If you do not enter a starting date,
Subtask
| 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. |