Defining a One-Time Flat Fee Pricing Rule for a Bill Group
Prerequisites
To define a one-time flat fee pricing rule for a bill group, you should have:
-
Business Object C1-PricingRule defined for pricing rule.
-
Business Object C1-PricingRuleFlatFees defined for one-time flat fee pricing rule.
-
Pricing rule type defined in the application.
-
Policy status defined in the application.
-
Price item defined in the application.
-
Billable Charge Line Type defined in the application.
Procedure
To define a one-time flat fee pricing rule for a bill group:
- Search for the account, person, or policy whose pricing details you want to view in the Customer 360° View screen.
-
In the Search Results section, click
the View (
) icon corresponding to the account, person, or policy whose pricing details you want to view.
The Account, Person, or Policy tab in the Customer 360° Information screen appears. -
Click the Pricing tab and then click
the Add link in the upper right corner of the Bill Group ASO Policy Pricing Rules zone.
The Pricing Rule screen appears. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Person Name Displays the person name. Not applicable Person Type Displays the person type. Not applicable Pricing Rule Type Used to indicate the pricing rule type to create the pricing rule. Note: You can create a one-time flat fee pricing rule using the Pricing Rule Type for flat fees.Yes Policy Status Used to indicate the policy status for pricing rule. The valid values are: -
In Force/Active
-
Runout
Yes -
-
Click OK.
The Flat Fee Pricing Rule screen appears. It contains the following sections:
-
Customer Information – Displays the customer information for bill group.
-
Main – Used to specify basic details about the one-time flat fee pricing rule.
-
Characteristics – Used to define the characteristics for the one-time flat fee pricing rule.
The Customer Information section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Bill Group Information Displays the bill group information. Not applicable Policy Start Date Displays the policy start date. Not applicable Policy End Date Displays the policy end date. Not applicable Policy Status Indicates the policy status for pricing rule. The valid values are: -
In Force/Active
-
Runout
Not applicable Pricing Rule Type Indicates the pricing rule type. Not applicable The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Price Item Used to indicate the price item. Yes Charge Date Used to specify the flat fee charge date. Note: By default this field displays the policy start date or policy runout start date.Yes Billable Charge Line Type Used to specify the billable charge line type. Note: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.
No Bill After Date Used to specify the bills after the specific date. No Fee Used to specify the amount of flat fee. Note: This field appears when you select the billable charge line type in the Billable Charge Line Type field.Yes Bill To Account Override Used to specify the account to which the bill is override. Note:On clicking the Search (
) icon, the Account Search window appears.
On specifying the account, the description of the account appears corresponding to the Bill To Account Override field.
Yes -
- Enter the required details in the Main section.
- Define characteristics for a one-time flat fee pricing rule, if required.
-
Click Save.
The one-time flat fee pricing rule for a bill group is defined.Note: A billable charge is created and assigned to the one-time flat fee pricing rule.
Related Topics
For more information on... | See... |
---|---|
Customer 360° Information – Pricing tab | Customer 360° Information - Pricing Information |
Bill Group ASO Policy Pricing Rules zone | Bill Group Self-Funded Policy Pricing Rules |
How to define a characteristic for a one-time flat fee pricing rule | Defining a Characteristic for a One-Time Flat Fee Pricing Rule |