6 Chargeshare Offers
A chargeshare offer contains one or more chargeshares that specify how charges are shared among the members of a group. Charge sharing enables an account to sponsor the charges of other accounts in the group. The sponsoring account receives the balance impact of charges incurred by the group member accounts.
To work with chargeshare offers, see the following topics:
For overview information, see "About Chargeshare Offers" in PDC Creating Product Offerings.
Creating a Chargeshare Offer
To create a chargeshare offer:
-
In the Pricing section of the navigation pane, under Offers, click Create ChargeShare Offer.
The Create ChargeShare Offer page appears.
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Specify general information and offer settings. See "Specifying General Information and Settings for a Chargeshare Offer".
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Add chargeshares. See "Adding Chargeshares to a Chargeshare Offer".
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Add rules for the ChargeShares in the ChargeShare offer. See "Configuring Chargeshare Rules".
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Configure pricing for the ChargeShares in the ChargeShare offer. See "Setting Up Pricing for a Chargeshare".
Related Topics
Specifying General Information and Settings for a Chargeshare Offer
To specify general information and settings:
- Enter a unique name and a description for the chargeshare offer.
- From the Applicable To list, select the service for which you want to create the chargeshare offer.
- Select Use for Aggregation.
The ChargeShare offer is set for aggregation.
- Expand the Product Specification Attributes subsection.
- If any product specification attributes were defined for chargeshare offers in an XML template file, set their values.
- Expand the Offer Settings subsection.
- In the Available group, specify the period when the chargeshare offer is valid.
Adding Chargeshares to a Chargeshare Offer
A chargeshare specifies how charges are shared among the members of a group. You can configure one or more chargeshares for events associated with the service to which the chargeshare offer applies.
You add chargeshares to a chargeshare offer in the following ways:
-
Configure a new chargeshare. See "Adding a New Chargeshare".
-
Use an existing chargeshare from another chargeshare offer. See "Adding an Existing Chargeshare".
Adding a New Chargeshare
To add a new chargeshare to the chargeshare offer:
-
In the Chargeshares section, from the Add ChargeShare list, select Add New ChargeShare.
The Create ChargeShare dialog box appears.
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From the ChargeShare Category list, select the type of event for which you want to create the chargeshare.
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From the ChargeShare Type list, select the event for which you want to create the chargeshare.
The remaining fields in the dialog box are updated based on the chargeshare type that is selected.
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(Optional) Enter a unique name for the chargeshare.
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(Optional) From the Stop ChargeSharing list, specify whether to apply the chargeshare after it has been canceled or inactivated to events that occurred prior to the chargeshare cancellation or inactivation.
-
(Optional) In the Taxation section, do one of the following:
-
To not apply taxes to the chargeshare: Select No Tax from the Option list.
-
To apply a specific tax code to the chargeshare: Select Use Tax Code from the Option list, and then select the name of the tax code from the Tax Code list.
-
To use a tax selector to apply a tax code to the chargeshare based on account, service, event, and profile attributes: Select Use Tax Selector from the Option list, and then select the name of the tax selector from the Tax Selector list.
-
-
Click OK.
A tab for the chargeshare is added to the Chargeshares section.
Adding an Existing Chargeshare
To add an existing chargeshare:
-
In the Chargeshares section, from the Add ChargeShare list, select Add Existing ChargeShare.
The Search for ChargeShares dialog box appears.
-
Search for the existing ChargeShares to add to the ChargeShare offer.
-
In the Results table, select the ChargeShares, and click OK.
The Select ChargeShare Type dialog box appears.
-
From the ChargeShare Type list, select the event type for the ChargeShare.
A tab for the ChargeShare is added to the ChargeShares section.
Reordering ChargeShare Rules
To reorder a ChargeShare rule:
-
In the Pricing section of the navigation pane, click Search Pricing.
-
Click Advanced.
The Search page appears.
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Select ChargeShare from the Pricing Component list and click Search.
-
Select the required ChargeShare offer.
The ChargeShare Offer page appears.
All available rules for the selected ChargeShare are displayed in the Rules tab as subtabs.
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Click Edit to modify or reorder the rules.
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In the Rule Details section, select a rule.
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Drag and drop it to the desired location in the Rules tab or do the following:
-
Click ChargeShare Actions.
-
Click Rule Actions.
-
Click Move Rule.
The Move the Rule dialog appears.
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From the Move the rule before list, select the desired location.
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Click OK.
The rule is moved to the new location.
-
-
Click Save.
-
Click Save and Done.
Configuring Chargeshare Rules
A chargeshare rule specifies how to calculate and apply a chargeshare.
A chargeshare can have one or more rules. If a chargeshare has multiple rules, each rule appears in a subtab in the Chargeshares section. The sequence of the rules is important—they are executed from left to right.
After adding a chargeshare to the chargeshare offer, perform the following tasks to configure one or more rules for the chargeshare:
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(Optional) Configure the chargeshare filters. See "Configuring Chargeshare Filters".
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(Optional) Configure the chargeshare triggers. See "Configuring Chargeshare Triggers".
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Configure pricing for the chargeshare. See"Setting Up Pricing for a Chargeshare".
-
(Optional) Add rules. See "Adding a New Chargeshare Rule".
Configuring Chargeshare Filters
A chargeshare filter defines the parts of a charge that are subject to the chargeshare. By default, charges that impact a currency balance are subject to the chargeshare.
You can have multiple filters for a chargeshare.
To configure a chargeshare filter:
-
In the Rule Details section, click the link in the Filter field.
The Filter section appears. The table in this section displays the filters currently used by the chargeshare.
-
Do any of the following:
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Add a new filter to the chargeshare. See "Adding a New Chargeshare Filter".
-
Add an existing filter to the chargeshare. See "Adding an Existing Chargeshare Filter".
-
To change the criteria for a filter, click the filter name link and edit the criteria in the Filter Details subsection.
-
Related Topics
Adding a New Chargeshare Filter
To add a new filter:
-
Click the Add icon in the table.
-
In the Filter Details subsection, enter a name and description for the filter.
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Set the values for any of the following fields that you want to use to define the filter:
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Date Range
-
Balance Element
-
GLID
-
Measured By
-
Time Period
-
Impact Category
-
Usage Class
-
Usage Type
-
Service Class
-
Service Code
-
Charge Offer
You can enter regular expressions in the following fields:
-
Time Period
-
Usage Class
-
Usage Type
-
Service Class
-
Service Type
-
Impact Category
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an asterisk (*) in regular expressions.
Note:
PDC does not validate the expressions entered in the fields.
-
-
Click Save.
The filter is added to the table.
Related Topics
Adding an Existing Chargeshare Filter
To add an existing filter to the chargeshare:
-
Click the Search icon in the table.
-
In the Search for Filters dialog box, search for the chargeshare filters to include in the chargeshare.
-
In the Results table, select the filter and click OK.
The filter is added to the table.
Related Topics
Configuring Chargeshare Triggers
A chargeshare trigger defines the conditions for the chargeshare to be applied. By default, a chargeshare is always applied.
To configure a chargeshare trigger:
-
In the Rule Details section, click the link in the Trigger field.
The Trigger section appears and displays the default trigger information.
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Do any of the following:
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Add a new chargeshare trigger. See "Adding a New Chargeshare Trigger".
-
Search for an existing chargeshare trigger to add to the ChargeShare. See "Adding an Existing Chargeshare Trigger".
-
Edit the trigger conditions. In the Trigger Details section, click Add or Delete icon in the table to add or delete trigger conditions.
-
Related Topics
Adding a New Chargeshare Trigger
To add a new chargeshare trigger:
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In the Trigger section, click New.
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Enter a unique name and description for the new trigger.
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In the Trigger Details section, click the Add icon in the table.
A row is added to the table.
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In the Expression column, click the expression link.
The Expression Builder dialog box appears.
-
From the Expression Element list, select an expression for the trigger condition.
PDC prompts you for additional element information depending on the expression element that you select.
You can add more elements to the expression by entering standard arithmetic operators, decimal constants, and other expressions in the Expression field.
-
Click OK.
-
From the Operator list, select an operator for the trigger condition.
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In the Value column, enter a value for the trigger condition.
Add additional elements to the trigger as needed.
Adding an Existing Chargeshare Trigger
To add an existing chargeshare trigger:
-
In the Trigger section, click Search.
The Search for Triggers dialog box appears.
-
Search for triggers to add to the chargeshare.
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In the Results table, select the chargeshare trigger, and click OK.
The chargeshare trigger information appears in the Trigger section.
Related Topics
Setting Up Pricing for a Chargeshare
Chargeshare pricing specifies which balances are impacted by the chargeshare and how they are impacted.
After you add a chargeshare to the chargeshare offer, you set up pricing for each rule in a chargeshare.
Perform the following tasks to set up a new price for a chargeshare:
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Specify how quantity ranges are selected. See "Selecting Quantity Ranges".
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(Optional) Add quantity ranges to vary charge sharing based on different levels of charge or quantity. See "Adding Quantity Ranges to Chargeshare Pricing".
-
Configure balance impacts. See "Adding Balance Impacts for Chargeshare Pricing".
Selecting Quantity Ranges
A chargeshare rule specifies charge share amounts based on a configured value, called the quantity range expression. For example, the value can be the charge for the event, the quantity used by an event, or a balance independent of the event. This value is used to select one or more quantity ranges that contain the charge share amount. In addition to configuring this value, you need to specify how it is used to select one or more ranges by picking the Selection Type.
To specify which quantity ranges to use:
-
In the Pricing Details section of the Rule Details section, click the default value for the quantity range expression (Charge) in the following sentence:
To select quantity ranges, evaluate the Charge and Distribute Value Across Applicable Quantity Ranges.
The Expression Builder dialog box appears.
-
Use the expression builder to configure the expression to evaluate for quantity range selection. For example, this value can be the charge of the event, the quantity used by the event, or a balance independent of the event.
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Click OK.
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Select one of the following options from the quantity range selection type list:
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Pick the quantity range containing the value: Selects a quantity range that contains the value of the quantity range expression.
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Distribute value across applicable quantity ranges: Selects all quantity ranges that overlap the value of the quantity range expression.
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Adding Quantity Ranges to Chargeshare Pricing
Use quantity ranges in chargeshare pricing to configure different balance impacts for different value range, for example, the quantity used by the event or the charge of the event.
To add a quantity range to chargeshare pricing:
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In the Pricing Details section of the Rule Details section, click the Add Quantity Range icon:
The Add Quantity Range dialog box appears.
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In the Starting At field, enter the starting value for the range.
PDC automatically generates an end value for the range based on the existing quantity ranges.
For example, if you specify 500, PDC creates the following ranges:
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0 – 500
-
500 – No maximum
If you then create another quantity range with a start value of 250, PDC creates the following ranges:
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0 – 250
-
250 – 500
-
500 – No maximum
-
-
Click OK.
A Pricing table for the range is added.
-
Configure the balance impacts for this range. See "Adding Balance Impacts for Chargeshare Pricing".
Related Topics
Modifying Quantity Ranges in Chargeshare Pricing
To modify the quantity range in chargeshare pricing:
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In the Pricing Details section of the Rule Details section, click the link in the Quantity Range field above the Pricing table for which you want to change the range.
The Edit Quantity Range dialog box appears.
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Modify the Start value, the End value, or both values.
To modify the start value (except for the first quantity range), change the end value of the quantity range that precedes it.
You cannot enter an end value that includes the entire following quantity range. Instead, to extend a range beyond the following range, first delete the following range. See "Deleting Quantity Ranges".
By default, the last quantity range has no maximum end value. To specify an end value, select Expression and use a expression to specify the end value.
PDC adjusts the start and end values of the preceding and following quantity ranges accordingly.
-
Click OK.
Related Topics
Deleting Quantity Ranges
Deleting a quantity range also deletes the pricing configured for it.
To delete a quantity range:
-
Go to the Rule Details section.
-
Click the Delete Quantity Range icon above the appropriate Pricing Details table:
A confirmation message appears.
-
Click OK.
The quantity range and the pricing configuration is removed from the pricing.
If you deleted a middle range, PDC automatically adjusts the end value of the previous quantity range.
Related Topics
Adding Balance Impacts for Chargeshare Pricing
Balance impacts define how a chargeshare affects a specified balance element in an account. Chargeshare pricing can contain one or more balance impacts.
To add balance impacts to chargeshare pricing:
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In the Pricing Details section of the Rule Details section, do one of the following:
To add a debit or credit balance impact, click the Add Balance Impact icon:
To add a counter balance impact, click the Add Counter icon:
A row for the new balance impact is added to the table.
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In the Impact column, select the type of impact to debit or credit a balance, or to increment or decrement a counter.
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In the Balance Element column, select the currency or noncurrency balance element to debit or credit.
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In the Amount column, enter the percentage, scaled-amount, or a fixed value.
This value is applied towards the amount that is shared.
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Click in the Per Unit column, and select the option for how to apply the value in the Amount field towards the amount that is shared.
For instance, you can select to apply the value as the percentage or as fixed shared amount.
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Click the link in the What to Share column, and select an expression in the Expression Builder dialog box.
The value of the expression determines the amount that is shared, such as total charge or quantity used.
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Click in the Amount is Valid column, and select the validity period of the balance impact.
For debit balance impacts, this column is not applicable.
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In the Apply To column, select the balance to apply the chargeshare to.
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User Balance: The balance of the account or service that generates the event.
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Sharer Balance: The balance of the account or service that owns the chargeshare.
-
-
In the Tax Code column, select the name of the tax code to apply.
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In the GLID column, select the General Ledger ID to associate with the balance impact.
Related Topics
Identifying the Components That Use a Shared Chargeshare
To identify the components that use a shared chargeshare:
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In the Rule Details section of the chargeshare, click Used By.
The Used By button is available only when the chargeshare is used by another component.
The Used By page appears. This page provides an expandable hierarchical view of all the components that use the chargeshare.
Related Topics
Modifying Pricing without Inadvertently Affecting Other Components
When you modify pricing in a chargeshare used by multiple components, PDC enables you to specify which of those components you want your changes to affect.
To specify which components are affected when you modify pricing in a chargeshare:
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In the Pricing table in the ChargeShare Rule Details section, click the Change Price icon:
The Change Price dialog box appears.
-
Select an option to indicate the scope of the price change:
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This chargeshare wherever it is used
Affects every component that uses this chargeshare.
-
The current offer only
Affects only this chargeshare offer. Other components that use the chargeshare are not affected.
-
-
Click OK.
Adding Date Ranges to a Chargeshare
The chargeshare date range is the period when a chargeshare is effective.
You can create multiple revisions of a chargeshare for different date ranges.
To add a date range to a chargeshare:
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Go to the chargeshare tab for which to add a date range.
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From the ChargeShare Actions list, select New Date Range.
The New Date Range dialog box appears.
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Enter the start date for the new range.
PDC automatically calculates the end date based on the existing date ranges.
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Click OK.
The new date range is added to the chargeshare. Its rules and the data they contain are copied from the preceding date range.
Related Topics
Modifying or Deleting Date Ranges in a Chargeshare
To modify or delete a date range in a chargeshare:
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From the Date Range list, select Manage.
The Manage Date Ranges dialog box appears.
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Select the date range then do one of the following:
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To edit the date range, click the Edit icon.
In the Edit Date Range dialog box, edit the start and end dates or use the date selector to select a date, and click OK.
-
To delete a date range, click the Delete icon. Deleting a date range also deletes the pricing configured for that date range.
A confirmation message appears. Click Yes.
-
-
Click OK.
Changing Chargeshare Details
You can change the following in an existing chargeshare:
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The name of the chargeshare
If you do not enter a name for a chargeshare when you create it, a default name is given.
-
When to stop chargesharing
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The resource consumption order
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The taxation settings
To edit a chargeshare's details:
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Open the chargeshare offer that contains the chargeshare.
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If the chargeshare offer is in read-only mode, click Edit in the chargeshare offer toolbar.
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In the ChargeShares section, click the appropriate chargeshare tab.
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From the ChargeShare Actions list, select ChargeShare Details.
The ChargeShare Details dialog box appears.
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Change the value of one or more fields.
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Click OK.
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Click Save and Done.
Related Topics
Removing a Chargeshare from a Chargeshare offer
To remove a chargeshare from a chargeshare offer:
-
Open the chargeshare offer that contains the chargeshare.
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In the ChargeShares section, click the appropriate chargeshare tab.
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From the ChargeShare Actions list, select Remove ChargeShare.
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In the Confirmation dialog box, click OK.
The chargeshare is removed from the chargeshare offer, but it is not deleted from PDC. See "Deleting Pricing Components" for information about deleting chargeshare offers from PDC.
Create Chargeshare Offer Page Reference
Use the Create ChargeShare offer page to create chargeshare offers and the chargeshares and pricing they contain.
For a description of the fields, see:
General Information Section
Use the General Information section to provide general information and settings for the chargeshare offer.
For a description of the subsections in General Information, see:
| Field | Description |
|---|---|
|
Name, Description |
Enter a unique name and a description for the chargeshare offer. |
|
Applicable To |
Select the service for which you want to create the chargeshare offer. |
|
Phase |
This field is read-only and specifies the status of the new chargeshare offer. |
Product Specification Attributes Subsection
Use the Product Specification Attributes subsection to provide values for any product specification attributes configured in XML template files. The fields available in this subsection depend on what is configured in the XML template file.
See "About Extended Attributes for Pricing Components" in PDC Creating Product Offerings for more information.
Offer Settings Subsection
| Field | Description |
|---|---|
|
Available |
Set the Start and End dates to specify the period when the chargeshare offer is valid. By default, the ChargeOffer is valid as soon as you save it, and it never expires. To set a specific start date and time, deselect Immediately. To set a specific end date and time, deselect Never. The start date is included in the validity period, but the end date is not. For example, if the start date is May 1 and the end date is May 10, the offer is valid from May 1 through May 9. See "Setting Validity Periods". |
ChargeShares Section
Use the ChargeShares section to add chargeshares and chargeshare rules to the chargeshare offer.
When a chargeshare is added to a chargeshare offer, it appears in a tab in the ChargeShares section. The tab contains two sections: Rule Details and Pricing Details.
Add ChargeShare List
| List Item | Description |
|---|---|
|
Add New ChargeShare |
Select to create a chargeshare to add to the chargeshare offer. See "Adding a New Chargeshare". |
|
Add Existing ChargeShare |
Select to add an existing chargeshare to the chargeshare offer. See "Adding an Existing Chargeshare". |
Used By Button
Click this button to display a hierarchical view of all the components that use the chargeshare.
ChargeShare Actions List
| List Item | Description |
|---|---|
|
Add Rule |
Select this item to add a rule to the chargeshare. See "Configuring Chargeshare Rules". |
|
ChargeShare Details |
Click this item to display details about the chargeshare. See "Changing Chargeshare Details". |
|
Remove ChargeShare |
Click this item to remove the chargeshare from the chargeshare offer. See "Removing a Chargeshare from a Chargeshare offer". |
Create ChargeShare Dialog Box
Use the Create ChargeShare dialog box to specify information for the chargeshare that you want to create.
| Field | Description |
|---|---|
|
ChargeShare Category |
Select the type of event for which you want to create the chargeshare:
|
|
ChargeShare Type |
Select the event for which you want to create the chargeshare. |
|
Pricing Profile |
Select the pricing profile for chargeshare. |
|
Name |
(Optional) Enter a unique name for the chargeshare. If you do not specify a name, PDC automatically generates a default name. |
|
Stop ChargeSharing |
Specify whether to apply the chargeshare after it has been canceled or inactivated to events that occurred prior to the chargeshare cancellation or inactivation.
|
Taxation Section
Use the Taxation section to specify how to apply taxes to the chargeshare.
| Field | Description |
|---|---|
|
Option |
Specifies how to apply taxes:
|
|
Tax Code or Tax Selector |
Specifies the name of the tax code or tax selector to apply. Note: If you have selected No Tax, this field is not displayed. |
Related Tasks
Search for ChargeShares Dialog Box
Use the Search for ChargeShares dialog box to search for existing chargeshares to include in the chargeshare offer.
| Field | Description |
|---|---|
|
Pricing Component |
Specifies the pricing component to search for. This field displays ChargeShare. |
|
Profile |
(Optional) Select the pricing profile associated with the chargeshare you want to search. To find chargeshares associated with any profile, select Any. |
|
Name |
(Optional) Enter a full or partial name of the chargeshare to search for. Select an operator from the operator list, and then enter a value in the field next to the operator list. Leading and trailing whitespaces are removed from the search criteria. If embedded whitespaces need to be included in the search, use '% %' in place of the whitespace in your search criteria. |
Results Table
The Results table lists the chargeshares that meet the search criteria. Select the chargeshares to include in the chargeshare offer and click OK.
| Field | Description |
|---|---|
|
Name |
Lists the chargeshares that match the search criteria. |
|
Description |
Displays a description for each chargeshare. |
|
Phase |
Displays the status of the chargeshare:
|
Related Tasks
Related Topics
New Date Range Dialog Box
Use the New Date Range dialog box to add a new date range for the chargeshare.
In the Date Range Effective field, enter the start date for the new date range or use the date selector to select a date.
PDC automatically calculates the end date based on the existing date ranges in the chargeshare.
Related Tasks
Manage Date Ranges Dialog Box
Use the Manage Date Ranges dialog box to add, change, or delete date ranges in a chargeshare. The dialog box contains a table that lists all the date ranges in a chargeshare.
-
To add a date range, click the Add icon.
In the New Date Range dialog box, enter the new date.
-
To change a date range, select the appropriate range and then click the Edit icon.
In the Edit Date Range dialog box appears, edit the start and end dates.
-
To delete a date range, select the appropriate range and then click the Delete icon. Deleting a date range also deletes the pricing configured for that date range.
A confirmation message appears. Click OK.
Related Tasks
Edit Date Range Dialog Box
Use the Edit Date Range dialog box to change the start and end dates for a date range in a chargeshare.
| Field | Description |
|---|---|
|
Start |
Enter the new start date or use the date selector to select a date. (For the first date range only) Deselect Immediately, and then enter a date or use the date selector to select a date. |
|
End |
Enter the new end date or use the date selector to select a date. (For the last date range only or when only one date range exists) Deselect Never Ends, and then enter a date or use the date selector to select a date. |
Related Tasks
Rule Details Section
Use the Rule Details section to configure the chargeshare rules.
For a description of the fields, see:
| Field | Description |
|---|---|
|
Filter |
Click the link in this field to configure one or more filters for the chargeshare. A chargeshare filter defines the parts of a charge that are subject to charge sharing. |
|
Trigger |
Click the link in this field to configure a trigger for the chargeshare. A chargeshare trigger enables you to set conditions that must be met for the chargeshare to be applied. |
Filter Section
A chargeshare filter defines the parts of a charge that are subject to charge sharing. A chargeshare can have multiple filters. A charge must satisfy the criteria in at least one of those filters to be eligible for the chargeshare. By default, all charges that impact a currency balance are subject to the chargeshare.
Use the table in the Filter section to add chargeshare filters to the chargeshare. The table displays the name and description of each filter used by the discount.
Click the Add icon to add a new filter to the chargeshare. In the Filter Details subsection, set the values for the fields that you want to use to define the filter.
In the filter definition, regular expressions can be entered in the following fields:
-
Time Period
-
Usage Class
-
Usage Type
-
Service Class
-
Service Type
To match any value, use .* (dot asterisk) or leave the field empty. Do not use only an asterisk (*) in regular expressions.
Note:
PDC does not validate the expressions entered in the fields.
Click the Search icon to search for existing filters and add to the chargeshare.
Search for Filters Dialog Box
Use the Search for Filters dialog box to search for existing chargeshare filters to include in the chargeshare.
| Field | Description |
|---|---|
|
Pricing Component |
Displays the pricing component to search for. This field displays Filters. |
|
Profile |
Displays the pricing profile for chargeshare. |
|
Name |
(Optional) Enter a full or partial name of the chargeshare filter to search for. Select an operator from the operator list and enter a value in the field next to the operator list. Leading and trailing whitespaces are removed from the search criteria. If embedded whitespaces need to be included in the search, use '% %' in place of the whitespace in your search criteria. |
Results Table
The Results tables lists the chargeshare filters that meet the search criteria. Select a chargeshare filter and click OK.
| Field | Description |
|---|---|
|
Name |
Lists the chargeshare filters that match the search criteria. |
|
Description |
Displays a description for each chargeshare filter. |
|
Phase |
Displays the status of the chargeshare filter.
|
Related Tasks
Related Topics
Trigger Section
Use the Trigger section to define the trigger conditions that must be met before the chargeshare is applied.
| Field or Column | Description |
|---|---|
|
Name, Description |
Enter a name and a description for the chargeshare trigger. |
|
Expression |
Select a trigger expression by clicking the link in the cell and then selecting an expression in the Expression Builder dialog box. You can add more elements to an expression by entering standard arithmetic operators, decimal constants, and other expressions in the Expression field. |
|
Operator |
Select an operator for the trigger condition. |
|
Value |
Enter a value for the trigger condition. |
Related Tasks
Search for Triggers Dialog Box
Use the Search for Triggers dialog box to search for existing chargeshare triggers to add to the chargeshare.
| Field | Description |
|---|---|
|
Pricing Component |
Displays the pricing component to search for. This field displays Trigger. |
|
Profile |
Displays the pricing profile for chargeshare. |
|
Name |
(Optional) Enter a full or partial name of the chargeshare trigger to search for. Select an operator from the operator list and enter a value in the field next to the operator list. Leading and trailing whitespaces are removed from the search criteria. If embedded whitespaces need to be included in the search, use '% %' in place of the whitespace in your search criteria. |
Results Table
The Results table lists the chargeshare triggers that meet the search criteria. Select a chargeshare trigger and click OK.
| Field | Description |
|---|---|
|
Name |
Lists the chargeshare triggers that match the search criteria. |
|
Description |
Displays a description for each chargeshare trigger. |
|
Phase |
Displays the status of the chargeshare trigger:
|
Related Tasks
Related Topics
Pricing Details Section
Use the Pricing Details section to configure pricing for the chargeshare rule.
For each chargeshare rule, you configure pricing to specify which balances are impacted by the rule and how they are impacted.
| Field | Description |
|---|---|
| Pricing Actions |
Select one of the following actions to perform:
|
| Quantity Range Expression |
Click to define the expression to evaluate for the quantity range selection. The Quantity Range Expression is the link specified in the following sentence in the Pricing Details section: To select quantity ranges, evaluate the value of Charge and Distribute Value Across Applicable Quantity Ranges. |
| Selection Type |
Select one of the following options to specify how to select one or more quantity ranges:
|
| Add Quantity Range |
Click to add a quantity range to pricing. |
| Change Price |
Click to specify the components that get affected by the price change. |
| Add Balance Impact |
Click to add a balance impact to the pricing. |
| Add Counter |
Click to add a counter balance impact to the pricing. |
| Pricing Details table |
Enter data to specify which balances are impacted and how they are impacted. See "Pricing Table" for a description of the fields. |
Pricing Table
Each row in the Pricing Details table represents a balance impact for the event associated with the chargeshare.
| Column | Description |
|---|---|
|
Impact |
Select whether to credit or debit a balance or to increase or decrease a counter. |
|
Balance Element |
Select the currency or noncurrency balance element to debit or credit. |
|
Amount |
Enter the percent, scaled-amount, or a fixed value. This amount is applied to the shared amount. |
|
Per Unit |
Click the link to display the Per Unit dialog box, and then select one of the following options to specify how to apply the value in the Amount field to the amount that is shared.
|
|
What to Share |
Click the link and select an expression in the Expression Builder dialog box. This expression determines the amount that is shared. |
|
Amount Is Valid |
Click the link to display the Amount Is Valid dialog box. Select the validity period of the chargeshare balance impact. For debit balance impacts, this field is not applicable. |
|
Apply To |
Select the balance to apply the chargeshare to:
|
|
Tax Code |
Select the name of the tax code to apply. |
|
GLID |
Enter the General Ledger ID to associate with the balance impact. |
Related Tasks
Change Price Dialog Box
Use the Change Price dialog box to indicate the scope of a price change.
The available options depend on the context from where the dialog box is displayed.
| Field | Description |
|---|---|
|
This Price Change Will Affect |
Select one of the following options to indicate the scope of the price change:
|
Related Tasks
ChargeShare Details Dialog Box
Use the ChargeShare Details dialog box to view or edit settings for the chargeshare.
| Field | Description |
|---|---|
|
ChargeShare Category |
Displays the category of event to which the chargeshare applies:
|
|
ChargeShare Type |
Displays the type of event to which the chargeshare applies. |
|
Pricing Profile |
Displays the pricing profile for chargeshare. |
|
Name |
Displays the name for the chargeshare. If you do not specify a name, PDC automatically generates a default name. |
|
Stop ChargeSharing |
Displays whether to apply the chargeshare after it has been canceled or inactivated to events that occurred prior to the chargeshare cancellation or inactivation.
|
|
Resources Consumption Order |
Displays whether to consume noncurrency resources for the chargeshare in order of earliest expiry, or in order of any rules configured. This option is only available for ECE-enabled systems.
|
Taxation Section
Use the Taxation section to specify how to apply taxes to chargeshares.
| Field | Description |
|---|---|
|
Option |
Displays how to apply taxes:
|
|
Tax Code or Tax Selector |
Displays the name of the tax code or tax selector to apply. Note: If you have selected No Tax, this field is not displayed. |
Related Tasks