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CABS CIRCUIT BILLING AND DISCOUNT PLAN ENHANCEMENTS Missy Parson & Sally Magsamen www.cdg.ws1.

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Presentation on theme: "CABS CIRCUIT BILLING AND DISCOUNT PLAN ENHANCEMENTS Missy Parson & Sally Magsamen www.cdg.ws1."— Presentation transcript:

1 CABS CIRCUIT BILLING AND DISCOUNT PLAN ENHANCEMENTS Missy Parson & Sally Magsamen

2 DISCOUNT PLAN OVERVIEW Missy Parson

3 Advantages of the Enhanced Discount Plan Unlimited number of USOCs per discount plan Date sensitive rates Unique TET line numbers for USOCs by Discount Plan Rate ID Multiple company numbers with the same User ID can use the same discount information Multiple discount plans can share the same set of rates by using the same discount rate IDs A discount plan can have multiple rate IDs Penalties DISCOUNT PLAN OVERVIEW 3www.cdg.ws

4 3 Levels of Discount Screens by User ID ADTI – Discount Tariff Information Your company discount plan offerings i.e. 3 year plan, 10% discount, etc. ADAI – Discount Agreement Information The agreement between you and your customer i.e. different Required Quantity ADRI – Discount Rate ID Information Reference to a set of rates (AUSO) or Master % discount DISCOUNT PLAN OVERVIEW 4www.cdg.ws

5 DISCOUNT PLAN OVERVIEW 5www.cdg.ws

6 DISCOUNT PLAN OVERVIEW 6www.cdg.ws

7 DISCOUNT PLAN OVERVIEW 7www.cdg.ws

8 8

9 FINDING USOC RATE ID Sally Magsamen

10 10 HOW DOES THE DISCOUNT PLAN FIND THE USOC RATE ID IT WILL USE?

11 DISCOUNT PLAN (EXAMPLE 1) 11www.cdg.ws

12 DISCOUNT PLAN (EXAMPLE 1) 12www.cdg.ws

13 DISCOUNT PLAN (EXAMPLE 1) 13www.cdg.ws

14 ADRI – Rate ID is blank ADRI – Percent field is populated Circuit uses ALEC Rate ID and applies discount % populated within ADRI DISCOUNT PLAN (EXAMPLE 1) 14www.cdg.ws

15 Within ADRI, enter your unique Rate ID When Rate ID is populated, the Percent field is ignored DISCOUNT PLAN (EXAMPLE 2) 15www.cdg.ws

16 DISCOUNT PLAN (EXAMPLE 2) 16www.cdg.ws

17 DISCOUNT PLAN (EXAMPLE 2) 17www.cdg.ws

18 ADRI – Rate ID is populated ADRI – Percent Field is blank (ignored) AUSO – Discount % is not populated AUSO – Apply Discount % Only is set to N Circuit uses ADRI Rate ID No additional discount % is applied DISCOUNT PLAN (EXAMPLE 2) 18www.cdg.ws

19 Within ADRI, enter your unique Rate ID DISCOUNT PLAN (EXAMPLE 3) 19www.cdg.ws

20 DISCOUNT PLAN (EXAMPLE 3) 20www.cdg.ws

21 DISCOUNT PLAN (EXAMPLE 3) 21www.cdg.ws

22 ADRI – Rate ID is populated ADRI – Percent field is blank (ignored) AUSO – Discount % is populated AUSO – Apply Discount % Only is set to N Circuit uses ADRI Rate ID AUSO Discount % is applied to the ADRI Rate ID DISCOUNT PLAN (EXAMPLE 3) 22www.cdg.ws

23 Within ADRI, enter your unique Rate ID DISCOUNT PLAN (EXAMPLE 4) 23www.cdg.ws

24 DISCOUNT PLAN (EXAMPLE 4) 24www.cdg.ws

25 DISCOUNT PLAN (EXAMPLE 4) 25www.cdg.ws

26 ADRI – Rate ID is populated ADRI – Percent field is blank (ignored) AUSO – Discount % is populated AUSO – Apply Discount % Only is set to Y Circuit uses ALEC Rate ID AUSO Discount % populated within the ADRI Rate ID is applied to the ALEC Rate ID DISCOUNT PLAN (EXAMPLE 4) 26www.cdg.ws

27 Within ADRI, enter your ALEC Rate ID DISCOUNT PLAN (EXAMPLE 5) 27www.cdg.ws

28 DISCOUNT PLAN (EXAMPLE 5) 28www.cdg.ws

29 DISCOUNT PLAN (EXAMPLE 5) 29www.cdg.ws

30 DISCOUNT PLAN (EXAMPLE 5) 30www.cdg.ws

31 DISCOUNT PLAN (EXAMPLE 5) 31www.cdg.ws

32 ADRI – Rate ID is populated ADRI – Percent field is blank (ignored) AUSO – Discount % is populated AUSO – Apply Discount % Only is set to N Circuit uses ADRI Rate ID AUSO Discount % populated within AUSO is applied to the ADRI Rate ID DISCOUNT PLAN (EXAMPLE 5) 32www.cdg.ws

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34 FACILITY ACCESS UPDATES Missy Parson

35 DISCOUNT PLAN PRODUCTIVITY Ability to easily move between discount screens

36 Want to find customer agreements for a specific tariff offering? DISCOUNT PLAN PRODUCTIVITY 36www.cdg.ws

37 F16 transfers to ADAX DISCOUNT PLAN PRODUCTIVITY 37www.cdg.ws

38 Want to lookup tariff information from any agreement screen? DISCOUNT PLAN PRODUCTIVITY 38www.cdg.ws

39 F16 transfers to ADTB DISCOUNT PLAN PRODUCTIVITY 39www.cdg.ws

40 Want to find the USOCs for a specific Rate-ID? DISCOUNT PLAN PRODUCTIVITY 40www.cdg.ws

41 Want to find the USOCs for a specific Rate ID? Position cursor within the Rate-ID field DISCOUNT PLAN PRODUCTIVITY 41www.cdg.ws

42 F16 transfers to AUSB DISCOUNT PLAN PRODUCTIVITY 42www.cdg.ws

43 Want to return to ADRI? DISCOUNT PLAN PRODUCTIVITY 43www.cdg.ws

44 F16 returns to ADRI * * If you did not start from ADRI, then F16 will take you to the the discount agreement browse (ADAB). DISCOUNT PLAN PRODUCTIVITY 44www.cdg.ws

45 Summary From ADTB, F16 to ADAX From ADTI, F16 to ADAX From ADAB, F16 to ADTB From ADAX, F16 to ADTB From ADAI, F16 to ADTB From ADRI, when the cursor is within the Rate-ID field, F16 to AUSB From AUSB or AUSO, F16 to ADRI when coming from ADRI. If not originally from ADRI, F16 to ADAB. DISCOUNT PLAN PRODUCTIVITY 45www.cdg.ws

46 46

47 TERMINATION PENALTY Ability to apply a penalty OC&C when a circuit is terminated early

48 This is not new functionality Calc Rate displayed with V53, but hard coded at Ability to specify the Calc Rate is new & licensees will have with V54 TERMINATION PENALTY ADTI (discount tariff screen) Termination Calc Method N = no early termination penalty 1 = create termination penalty based on current amount billed Calc Rate When Method = 1, Calc Rate is a percentage and must be 0 – 100 Method 1 Penalty = (current ACKU amount / 30) x number of days remaining in plan x rate% 360 day (1 year) limit when in Renew status

49 When are early termination penalties created? TERMINATION PENALTY 49www.cdg.ws

50 When are early termination penalties created? TERMINATION PENALTY 50www.cdg.ws

51 When are early termination penalties created? Outing or Deleting a circuit ASPLs Create OCC is P ASPLs Plan ID must be populated ASPLs Plan End Date has changed More current than the original Plan End Date Termination Penalties are calculated after Minimum Billing Charges, as discussed in 2013 ACKU must be applicable to the plan (Plan Level) Only applicable to ASPL & ACFEDSPL TERMINATION PENALTY 51www.cdg.ws

52 TERMINATION PENALTY Example Func = O Create OCC = P Eff Date = 04/01/2014 Change Plan End date from 12/31/2015 to 04/01/2014

53 TERMINATION PENALTY Results ACKP Billed Thru & End dates are updated with the new plan End Date ASPL-2 Status set to P ASPL-2 Status Date set to Effective Date

54 TERMINATION PENALTY Results (continued) OC&C entries

55 Results (continued) OC&C entries #3: fractional amount for prior billing month (AUSOC) #2: fractional amount for prior billing month (ABC123) #1: termination penalty (ABC123) Phrase Code is 388, Charge For Termination Liability Indicator is 1 for a non-recurring charge Billed Amount is $945 ($90 x 21 months x 50%) Note: Spl/Wat service from/thru dates 04/01/ /30/2014 TERMINATION PENALTY 55www.cdg.ws

56 56

57 SHORTAGE PENALTY Ability to apply a penalty OC&C when the minimum quantity of circuits are not present

58 SHORTAGE PENALTY ADTI (discount tariff screen) Maximum Threshold% Number of circuits allowed on plan Minimum Threshold% Number of circuits that must be present for the plan to remain active Grace Period The number of days the discount will continue to apply once it has fallen out of compliance Shortage Calc Method N = no shortage penalty 1 = create shortage penalty based on current amount billed M = create shortage penalty based on a monthly flat rated amount Calc Rate When Method = 1, Calc Rate is a percentage and must be 0 – 100 When Method = M, Calc Rate is a dollar amount

59 ADAI (discount agreement screen) SHORTAGE PENALTY 59www.cdg.ws

60 Required Quantity Number necessary for plan to be active Used in conjunction with Equivalent Applicable to volume related plans (ADTI Plan Type V & B) Equivalent Tells how circuits are counted Q(uantity), V(oice Grade), (DS)1, DS(3) Example: If Required Quantity = 1 and Equivalent = 1, then a count of 24 voice grade circuits is needed. This could be one DS1 circuit or 24 Voice Grade circuits. Actual Quantity Updated by ACPLN100 for volume related plans SHORTAGE PENALTY 60www.cdg.ws

61 Max% & Min% Displayed from ADTI Overage Qty & Shortage Qty Calculated based on Required Quantity and Max% & Min% Auto Decrease Upon Penalty Y to automatically update the Required Quantity after shortage penalties are generated. New Required Quantity = Actual Quantity x inverse of Minimum Threshold% Example: Required Quantity = 100, Min% = 90, Actual Quantity = x 110% = 97.9 (round up) 98 is the new Required Quantity N to not automatically update the Required Quantity Applicable to volume related plans (ADTI Plan Type V & B) Updated in ACPLN200 SHORTAGE PENALTY 61www.cdg.ws

62 How are shortage liability penalties created? Find Actual Quantity ACPLN100 – Listing of Volume Related Plans Finds all volume related plans (ADTI Plan Type = V or B) Finds all non-disconnected circuits with a volume related plan Accumulates ASPL-2 VG Equivalent values Updates ADAI Actual Quantity by using accumulated VG equivalents When ADAI Equivalent = Q, set to circuit count When ADAI Equivalent = V, set to actual count When ADAI Equivalent = 1, set to actual count/24 When ADAI Equivalent = 3, set to actual count/672 Generates text and csv outputs SHORTAGE PENALTY 62www.cdg.ws

63 How are shortage liability penalties created? Find the circuits the caused the shortage ACPLN110 – Circuit Listing for Volume Related Plans Finds all volume related plans that have not terminated ADTI Plan Type = V or B ADAI Termination Date = 00/00/0000 Finds all circuits with a volume related plan Shows plans that are out of compliance and all circuits associated with the plan ID ASPL-2 Status is set to S and Status Date set to the report run date Generates text and csv outputs SHORTAGE PENALTY 63www.cdg.ws

64 How are shortage liability penalties created? Create the shortage penalties ACPLN200 – Shortage Penalty OC&C Report Utilize the information gathered from ACPLN110 When Method = 1 Process the number of disconnected circuits until you reach the Shortage Quantity Create AOCC with circuit level details Penalty = current ACKU amount x rate% This is not new functionality Calc Rate was previously hard coded at Ability to specify the Calc Rate was new with V53 When Method = M Create ATRN Penalty = number of lines short x rate New functionality with V53 SHORTAGE PENALTY 64www.cdg.ws

65 SHORTAGE PENALTY Example 1Example 2 Examples of shortage liability penalties

66 Run ACPLN100 SHORTAGE PENALTY Example 1Example 2

67 SHORTAGE PENALTY Examples of shortage liability penalties Run ACPLN110

68 SHORTAGE PENALTY Examples of shortage liability penalties Run ACPLN200

69 SHORTAGE PENALTY Example 1Example 2 Examples of shortage liability penalties

70 Compliance Package ACPLN100 – List volume plans with circuits counts ACPLN110 – List circuits by volume plan ACPLN120 – List plans past grace period ACPLN130 – Update ASPL end date from ADAI ACPLN140 – Update ASPL end date for termination renewal ACPLN200 – Shortage penalties AC09005 – Compliance Letter (overage, shortage, expiration) SHORTAGE PENALTY 70www.cdg.ws

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