Copying a Line Item
Instead of creating a line item from scratch, you can create a new line item using an existing line item. This is possible through copying a line item. On copying a line item, the details including the pricing rule type categories to which the line item is associated are copied to the new line item. You can then edit the details, if required.
Prerequisites
To copy a line item, you should have:
-
Line item (whose copy you want to create) defined in the application
-
Service quantity identifiers and billable charge line types defined in the application
Procedure
To copy a line item:
- Search for the Line Item extendable lookup in the Extendable Lookup Query screen.
-
In the Search Results section, click
the link in the Description column corresponding
to the extendable lookup business object whose details you
want to view.
The Extendable Lookup screen appears.
-
In the Extendable Lookup Value List zone, click the Duplicate (
) icon in the Duplicate column corresponding to the line item whose copy you want to create.
The Line Item screen appears. It contains the following sections:
-
Main – Used to specify basic details about the line item.
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Line Item Usage – Used to associate the line item with one or more pricing rule type categories.
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Markup or Markdown Billing Information – Used to define the markup or markdown billing information for the line item.
-
Line Item Billing Information – Used to define the line item billing information for the line item.
-
Claim Handling Fees Billing Information – Used to define the claim handling fees billing information for the line item.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Line Item Used to specify the charge (for example, consumer-driven amount, traditional health insurance amount, and so on) for which the line item is created. Yes Description Used to specify the description for the line item. Yes Override Description Used when you want to override the description of the line item. No Detailed Description Used to specify additional information about the line item. No Status Used to indicate the status of the line item. The valid values are: -
Active
-
Inactive
Yes Service Quantity Identifier Used to indicate the service quantity identifier (SQI) for the line item. The SQI indicates the transaction field in which the charge amount is stored. It is also used while calculating the percentage based markup or markdown for the line item. Yes Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the calculation line for the charge (i.e. line item). Note:The Search (
) icon appears corresponding to the Billable Charge Line Type Search field. On clicking the Search icon, the Billable Charge Line Type Search window appears.
On specifying the billable charge line type, the description of the billable charge line type appears corresponding to the Billable Charge Line Type field.
Yes Write Off Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the write off calculation line for the charge (i.e. line item). Note:The Search (
) icon appears corresponding to the Write Off Billable Charge Line Type field. On clicking the Search icon, the Billable Charge Line Type Search window appears.
On specifying the billable charge line type, the description of the billable charge line type appears corresponding to the Write Off Billable Charge Line Type field.
Yes (Conditional) Note: This field is required when the Write Off, if Not Eligible for Billing field is set to Yes.Write Off, if Not Eligible for Billing Used to indicate whether the system should write off the charge (i.e. line item) when it is not eligible for billing. The valid values are: -
Yes
-
No
No Retention Claim Based Percentage Calculation Used to indicate whether the charge (i.e. line item) should be considered while calculating the percentage based retention type claim based fee. The valid values are: -
Yes
-
No
No Tip: Alternatively, you can copy a line item by clicking the Duplicate button in the Extendable Lookup Value zone. -
- Enter the required details in the Main section.
- Associate or remove a pricing rule type category from the line item, if required.
- Modify the markup or markdown billing information for the line items, if required.
- Add, edit, or remove the line item billing information for the line items, if required.
- Add, edit, or remove the claim handling fees billing information for the line items, if required.
-
Click Save.
The new line item is added in the C1-ExtLookPricingRuleLineItem extendable lookup.
Related Topics
For more information on... | See... |
---|---|
How to search for the Line Item extendable lookup | Searching for the Line Item Extendable Lookup |
Extendable Lookup screen | Extendable Lookup (Line Item) |
Extendable Lookup Value List zone | Extendable Lookup Value List |
Extendable Lookup Value zone | Extendable Lookup Value |
How to associate a line item with a pricing rule type category | Associating a Line Item with a Pricing Rule Type Category |
How to define the markup or markdown billing information for the line item | Defining the Markup or Markdown Billing Information for the Line Items |
How to define line item billing information for the line item | Defining Line Item Billing Information for the Line Items |
How to define the claim handling fees billing information for the line item | Defining the Claim Handling Fees Billing Information for the Line Items |