FAQ: QuoteX Discount Calculation Logic and Field Behavior

Q: How is the 'Total Discount' calculated when using the 'Both Levels' discount model?

A: In the 'Both Levels' model, the Total Discount is the combined sum of the Resource Level Discount and the Timeline Level Discount.

Q: What formula does QuoteX use for the Resource Level Discount in the 'Timeline Level Only' model?

A: For this model, the system calculates the Resource Level Discount as: (List Price - Adjusted Rate) x Total Hours.

Q: Where is the 'Ratecard Threshold' applied in each model?

A: The application point varies by model:

• Timeline Level Only: It applies to the 'Adjusted Rate' column on resource row.
• Resource Level Only: It applies to the 'Discount %' column on resource row.
• Both Levels: It also applies to the 'Discount %' column on resource row.

Q: In the 'Both Levels' model, which fields are visible and editable for users?

A: According to the technical specifications, the 'Discount Amt OR %' field is both visible and editable. Conversely, the 'Discount %' field is marked as visible and editable in this specific configuration for resource rows as well.

Q: What is the formula for the 'Timeline Level Discount'?

A: In both the 'Timeline Level Only' and 'Both Levels' models, the formula is: Discount Amt OR (Discount % * Total Fees). This calculation is not applicable to the 'Resource Level Only' model.

Q: How does the calculation for 'Resource Level Discount' change when switching to 'Resource Level Only'?

A: When switched to the 'Resource Level Only' model, the formula changes to: (List Price x Discount %) x Total Hours. This same formula is used when the system is set to 'Both Levels'.

Q: What constitutes the 'Total Discount' in the 'Resource Level Only' and 'Timeline Level Only' models?

A:

• In the Timeline Level Only model, the Total Discount is solely the Timeline Level Discount.
• In the Resource Level Only model, the Total Discount is solely the Resource Level Discount.

Q: Which discount field is hidden and non-editable in the 'Resource Level Only' model?

A: The 'Discount Amt OR %' field is not visible and not editable in this model. However, the 'Discount %' and Discount Amount field is visible on timeline overivew, although it is marked as non-editable.