CABS circuit billing and discount plan enhancements

1. CABS circuit billing and discount plan enhancements Missy Parson & Sally Magsamen www.cdg.ws

2. Discount Plan overview Missy Parson

3. Discount Plan Overview • 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 www.cdg.ws

4. Discount Plan Overview • 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 www.cdg.ws

5. Discount Plan Overview www.cdg.ws

6. Discount Plan Overview www.cdg.ws

7. Discount Plan Overview www.cdg.ws

8. www.cdg.ws

9. Finding USOC Rate ID Sally Magsamen www.cdg.ws

10. How does the Discount Plan find the USOC Rate ID it will use? www.cdg.ws

11. Discount Plan (Example 1) www.cdg.ws

12. Discount Plan (Example 1) www.cdg.ws

13. Discount Plan (Example 1) www.cdg.ws

14. Discount Plan (Example 1) • ADRI – Rate ID is blank • ADRI – Percent field is populated • Circuit uses ALEC Rate ID and applies discount % populated within ADRI www.cdg.ws

15. Discount Plan (Example 2) • Within ADRI, enter your unique Rate ID • When Rate ID is populated, the Percent field is ignored www.cdg.ws

16. Discount Plan (example 2) www.cdg.ws

17. Discount Plan (example 2) www.cdg.ws

18. Discount Plan (example 2) • 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 www.cdg.ws

19. Discount Plan (example 3) • Within ADRI, enter your unique Rate ID www.cdg.ws

20. Discount Plan (example 3) www.cdg.ws

21. Discount Plan (example 3) www.cdg.ws

22. Discount Plan (example 3) • 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 www.cdg.ws

23. Discount Plan (example 4) • Within ADRI, enter your unique Rate ID www.cdg.ws

24. Discount Plan (example 4) www.cdg.ws

25. Discount Plan (example 4) www.cdg.ws

26. Discount Plan (Example 4) • 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 www.cdg.ws

27. Discount Plan (Example 5) • Within ADRI, enter your ALEC Rate ID www.cdg.ws

28. Discount Plan (Example 5) www.cdg.ws

29. Discount Plan (Example 5) www.cdg.ws

30. Discount Plan (Example 5) www.cdg.ws

31. Discount Plan (Example 5) www.cdg.ws

32. Discount Plan (Example 5) • 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 www.cdg.ws

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34. Facility Access Updates Missy Parson

35. Discount plan productivity Ability to easily move between discount screens

36. Discount plan productivity • Want to find customer agreements for a specific tariff offering? www.cdg.ws

37. Discount plan productivity • F16 transfers to ADAX www.cdg.ws

38. Discount plan productivity • Want to lookup tariff information from any agreement screen? www.cdg.ws

39. Discount plan productivity • F16 transfers to ADTB www.cdg.ws

40. Discount plan productivity • Want to find the USOCs for a specific Rate-ID? www.cdg.ws

41. Discount plan productivity • Want to find the USOCs for a specific Rate ID? • Position cursor within the Rate-ID field www.cdg.ws

42. Discount plan productivity • F16 transfers to AUSB www.cdg.ws

43. Discount plan productivity • Want to return to ADRI? www.cdg.ws

44. Discount plan productivity • F16 returns to ADRI* • *If you did not start from ADRI, then F16 will take you to the the discount agreement browse (ADAB). www.cdg.ws

45. Discount plan productivity • 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. www.cdg.ws

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47. Termination Penalty Ability to apply a penalty OC&C when a circuit is terminated early

48. Termination penalty • ADTI (discount tariff screen) • Termination Calc Method • N = no early termination penalty • 1 = create termination penalty based on current amount billed • CalcRate • 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 • This is not new functionality • Calc Rate displayed with V53, but hard coded at ‘50.00’ • Ability to specify the Calc Rate is new & licensees will have with V54 www.cdg.ws

49. Termination penalty • When are early termination penalties created? www.cdg.ws

50. Termination penalty • When are early termination penalties created? www.cdg.ws