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

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CABS CIRCUIT BILLING AND DISCOUNT PLAN ENHANCEMENTSMissy Parson & Sally Magsamen

DISCOUNT PLAN OVERVIEWMissy Parson

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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

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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


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FINDING USOC RATE IDSally Magsamen

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

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DISCOUNT PLAN (EXAMPLE 1)

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ADRI – Rate ID is blank

ADRI – Percent field is populated

Circuit uses ALEC Rate ID and applies discount % populated within ADRI


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Within ADRI, enter your unique Rate ID

When Rate ID is populated, the Percent field is ignored


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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


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ADRI – Percent field is blank (ignored)

AUSO – Discount % is populated



AUSO Discount % is applied to the ADRI Rate ID


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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


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Within ADRI, enter your ALEC Rate ID


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AUSO Discount % populated within AUSO is applied to the ADRI Rate ID


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FACILITY ACCESS UPDATESMissy Parson

DISCOUNT PLAN PRODUCTIVITYAbility to easily move between discount screens

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Want to find customer agreements for a specific tariff offering?

DISCOUNT PLAN PRODUCTIVITY

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F16 transfers to ADAX


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Want to lookup tariff information from any agreement screen?


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F16 transfers to ADTB


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Want to find the USOCs for a specific Rate-ID?


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Want to find the USOCs for a specific Rate ID?

Position cursor within the Rate-ID field


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F16 transfers to AUSB


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Want to return to ADRI?


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F16 returns to ADRI*

* If you did not start from ADRI, then F16 will take you to the the discount agreement

browse (ADAB).


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SummaryFrom 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.


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TERMINATION PENALTYAbility to apply a penalty OC&C when a circuit is terminated early

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This is not new functionalityCalc Rate displayed with V53, but hard coded at ‘50.00’

Ability to specify the Calc Rate is new & licensees will have with V54

TERMINATION PENALTY

ADTI (discount tariff screen)

Termination Calc MethodN = no early termination penalty

1 = create termination penalty based on current amount billed

Calc RateWhen 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

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When are early termination penalties created?

TERMINATION PENALTY

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TERMINATION PENALTY

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Outing or Deleting a circuit

ASPL’s Create OCC is P

ASPL’s Plan ID must be populated

ASPL’s 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

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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

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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

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TERMINATION PENALTY

Results (continued)

OC&C entries

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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

04/01/2014 04/30/2014

TERMINATION PENALTY

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

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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 PeriodThe number of days the discount will continue to apply once it has fallen out of compliance

Shortage Calc MethodN = no shortage penalty

1 = create shortage penalty based on current amount billed

M = create shortage penalty based on a monthly flat rated amount

Calc RateWhen Method = 1, Calc Rate is a percentage and must be 0 – 100

When Method = M, Calc Rate is a dollar amount

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ADAI (discount agreement screen)

SHORTAGE PENALTY

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Required QuantityNumber necessary for plan to be active

Used in conjunction with Equivalent

Applicable to volume related plans (ADTI Plan Type V & B)

EquivalentTells 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 QuantityUpdated by ACPLN100 for volume related plans

SHORTAGE PENALTY

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Max% & Min%Displayed from ADTI

Overage Qty & Shortage QtyCalculated based on Required Quantity and Max% & Min%

Auto Decrease Upon PenaltyY 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 = 89

89 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

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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

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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

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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 ‘50.00’

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

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SHORTAGE PENALTY

Example 1 Example 2

Examples of shortage liability penalties

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Examples of shortage liability penaltiesRun ACPLN100

SHORTAGE PENALTY

Example 1 Example 2

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SHORTAGE PENALTY


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SHORTAGE PENALTY


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SHORTAGE PENALTY

Example 1 Example 2

Examples of shortage liability penalties

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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

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Documents

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