CONCERN; DISPUTE TANK RENT FEES *Eqpt Rent* CASE TYPE - BILLING\AR CASE SUB-TYPE - INCORRECT BILL BILLING\AR TAB ------ ADD TO QUEUE - BILLING ====================================================== (Pricing Case Sub Types) Community Code Discounts GPP Pricing Inquiry/Quote Contract - EITHER SHIP TO OR SOLD TO (Discount Eligibility Qualifications) ➤ Only residential market-based customers on Customer Specific Pricing (CSP) are eligible for military, senior citizen, or farm bureau discounts. ➤ Customers receiving a military, senior citizen, or farm bureau discount are not eligible for any other discounts or incentives. ➤ The military, senior citizen, or farm bureau discount does NOT apply to the customer's first fill. The discount becomes active for the second fill and going forward. (Military Discounts) ➤ Only active duty and veteran military personnel may receive the military discount ➤ The discount is $0.10 off per gallon ➤ Only residential market-based customers on CSP pricing are eligible ➤ One owned or rented residence that the customer resides at (full-time or seasonal) ➤ The customer's spouse is eligible for the discount if they reside together, and the spouse is added to the account ➤ Prior to a CXA applying the military discount to an eligible customer's account, the CXA must obtain and record in the CRM case: ❖ Enlistment year (if active military) ❖ Discharge year (if a veteran) (Senior Citizen Discounts) ➤ Only customers 62 years old and older may receive the senior citizen discount (this is based on Federal government guidelines) ➤ The discount is $0.02 off per gallon ➤ Only residential market-based customers on CSP pricing are eligible ➤ One owned or rented residence that the customer resides at (full-time or seasonal) ➤ The customer's spouse is eligible for the discount if they reside together, and the spouse is added to the account ➤ Prior to a CXA applying the senior citizen discount to an eligible customer's account, the CXA must obtain and record in the CRM case: ❖ Customer's year of birth (Farm Bureau Discounts) ➤ Only active Farm Bureau (FB) members may receive the farm bureau discount ➤ The discount is $0.05 off per gallon ➤ Only residential market-based customers on CSP pricing are eligible ➤ One owned or rented residence that the customer resides at (full-time or seasonal) ➤ The customer's spouse is eligible for the discount if they reside together, and the spouse is added to the account. ➤ Prior to a CXA applying the farm bureau discount to an eligible customer's account, the CXA must obtain and record in the CRM case: ❖ Farm Bureau ID Number ======================================================== DEMO CREATING A CASE FOR SHIP TO; MILITARY DISCOUNT 1ST - SHIP TO CREATE A CASE - CASE TYPE; PRICING| - SUBCASE; DISCOUNTS - DESCRIPTION; MILITARY DISCOUNT - SAVE - SAVE - OPEN THE SAP - CHECK THE PRICING T6ILE IF THERE'S A EXISTING ONE IF NONE LETS PROCEED - GO BACK TO CRM - CLICK THE CASE THAT YOU DID - APPLICATION; SERVICES - EXISTING CUSTOMER - ENTER YOUR AmeriGas CREDENTIAL OS ONLY - IS THIS A PRIORITY CUSTOMER; - CHECK YOUR SAP IF THERE'S A STAR IF NO THE ANSWER IS NO. - WHAT TYPE OF THE ACCOUNT; CHECK IF WHAT TYPE OF THE ACCOUNT - Does this request need to be expedited? Yes - UPDATE PRICING - ADD/REMOVE PRICING DISCOUNT - MA MILITARY DISCOUNT - GO BACK TO THE CASE; PRICING TAB ======================================================== (Market Pricing) The annual placement of customers is a process called rescaling. Rescaling takes place in SAP on the annual anniversary based on the equipment start date: ➤ When new customers are created in SAP, the system automatically assigns the first-year price code based on their primary usage. ➤ Customers are moved to a Y2 (2nd year) scale price on their first annual anniversary date. ➤ Customers are moved to a Y3 (3rd year) scale price on their second annual anniversary date. ➤ Customers are moved to a volume-based scale after their third-year anniversary date. (Customer-Specific Pricing) Customer Specific Pricing (CSP) is for residential and non-residential market-based customers for both propane and cylinder materials. The Central Pricing Group determines pricing eligibility for customers based on: ➤ Tenure ➤ History ➤ Usage ➤ Attributes ➤ Cost (Contracts Overview) High-level Summary of Each Contract ^Program^ ➤ AmeriLock ➤ PreBuy ➤ Convenience Pay ➤ Terminal (Floating) ➤ Fixed ^Price^ ➤ Fixed ➤ Fixed ➤ Market Rate But AmeriLock can be added to the contract ➤ Terminal plus Markup ➤ Fixed ^Gallons^ ➤ Unlimited; 300-gallon minimum ➤ Amount purchased at the start of contract; 300- gallon minimum ➤ Unlimited ➤ Unlimited ➤ Unlimited ^Payment^ ➤ By delivery ➤ In full ➤ Monthly, minimum monthly payment of $30.00 ➤ By delivery ➤ By delivery ^Need Credit Terms^ ➤ No ➤ No ➤ Yes ➤ Yes ➤ Yes ^Fee^ ➤ $119 Note: Customers opting for paperless billing prior to, or at the start of their contract, receive a reduced fee of $99. Early Termination Fee $150 after the grace period. ➤ None ➤ None for the market rate of $119 if including AmeriLock Note: Customers opting for paperless billing prior to, or at the start of their contract, receive a reduced fee of $99. ➤ None ➤ No Enrollment Fee ^Renewal^ ➤ Automatic, June each year ➤ Manual ➤ Continues for the life of the account Note: If including Am eriLock this part will renew automatically yearly ➤ Manual ➤ Manual