Per line.  If you have charges that are applies once per account (and not per-line), add them to the Sub-Account. Sub-Account charges are only charged once per billing cycle.

TAMS computes cost savings by comparing the optimized expenses (fixed and usage-based) as of the BILLING DATE for each billing cycle of each optimized account, to the corresponding baseline expenses which are in effect on each BILLING DATE. The optimized AND baseline expenses are always calculated for a FULL month for each billing cycle.  TAMS does NOT prorate for partial billing cycles (as is often the case for the first post-optimization bill).

One of three approaches can be used to handle partial months:

1. Make the Billable Duration on the optimization records one month longer than
the Default Billable Duration specified in the Service Agreement and skip the
billing for the first partial month. For example, if the agreement is to bill for
savings for 24 months, change the Billable Duration to 25 months when applying the Optimization Changes on the Manage Line Services form. This value can also be adjusted at a later time on the Line Service History records from the Line Details form. By skipping the first partial-month bill, 24 full cycles of savings will be billed to
the client. For accounting purposes, you may want to enter the first billing cycle
and usage to the account. You may do this and then manually mark it as "Invoiced"
so that it does not appear on the Savings Invoice to the client.

2. Manually apply a "Billing Adjustment" to the first and last billing cycles to
make the desired corrections. The first optimized billing cycle can have an extra
"charge" applied to reduce the savings. The amount of the extra "charge" would be
the overstated savings between the optimized fixed fees and the baseline fixed fees,
given by the formula:

(Monthly Baseline Fees - Monthly Optimized Fees) * (1 - Prorated Days/Days in Month)

For example, consider the following simple scenario:

Monthly Baseline Fees: $100
Monthly Optimized Fees: $25

TAMS will compute the monthly savings as $75 (plus taxes and surcharges)
If the fixed fees are prorated for 20 days in a 30-day calendar month,
then the overstated savings are $25, given by:

($100 - $25) * (1-20/30) = $75 * 1/3 = $25

A $25 "Charge" Billing Adjustment would be added to the first billing cycle.

The month following the last billing cycle (e.g. - 25 months later) can have a
matching "credit" applied to bill the partial-month savings to which you are entitled.
Since the Billable Duration of the optimization will have expired, the Optimized and
Baseline costs computed by TAMS will be the same (i.e. - no net savings). The only net charge on this billing cycle will be the manual adjustment. In this case, the client
will receive an extra month of savings invoices (e.g. - 25), with the first and last
representing partial months.

3. Make no special adjustments in TAMS and explain to the client that the first month  of billed savings is a full month and that you will not bill them for the partial
month at the end of the Billable Duration.

Many telecom bills are full of various State/County/Local taxes, fees, and surcharges.   Sometimes the hardest part of dealing with them is figuring out if they are a fixed rate each month (which can change regularly with updated regulations) or some percentage of other charges. This problem is independent of the tool you are using. Here are some strategies in dealing with these, and how TAMS can manage them for you:

1) For Flat-rate Fees/Surcharges which are charged on every line, lump them
into the "Local Fees (per-line)" field on the Plan Details.

2) For Flat-rate Fees/Surcharges which are charged only once each month on the
account (independent of how many lines you have), lump them into the
"Local Fees" field on the Sub-Account Details form.

3) For charges that are a percentage of usage, add them to the "Local Tax Rate"
on the Plan Details form.

4) Sometimes, the fees are a flat-rate and set by the PUC, but they change often
(e.g. - quarterly). Most people ignore these charges altogether so that they
don’t have to continually maintain the current costs in TAMS (as well as make
adjustments to the baseline plans). This is a legitimate approach since the
baseline and optimized plans would always change in tandem and the result
would be zero net cost savings for those types of fees.

TAMS provides the standard fields (EUCL, LNP, 911, etc...) plus a few extras like
"Local Fees" and "Local Taxes" to act as "catch-alls" for the multitude of billing
conditions in the market.