Editing a Frequency Based Recurring Flat Fee Pricing Rule of a Bill Group
Prerequisites
To edit a frequency based recurring flat fee pricing rule of a bill group, you should have:
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Business Object C1-PricingRuleFlatFees defined for frequency based recurring flat fee pricing rule.
Procedure
To edit a frequency based recurring flat fee pricing rule of a bill group:
- Search for the account, person, or policy whose pricing details you want to view in the Customer 360° View screen.
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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.
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Click the Pricing tab, in the Bill Group ASO Policy Pricing Rules zone click the Edit () icon in the Edit column corresponding to the pricing rule type for
frequency based recurring flat fee whose frequency based recurring
flat fee pricing rule details you want to edit.
The Flat Fee Pricing Rule screen appears. It contains the following sections:
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Customer Information – Displays the customer information for bill group.
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Main – Displays the basic details of the frequency based recurring flat fee pricing rule.
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Characteristics – Used to define the characteristics for the frequency based recurring 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
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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 Indicates the price item. Not applicable Charge Start Date Used to specify the flat fee charge start date. Yes Charge End Date Used to specify the flat fee charge end date. Yes Billable Charge Line Type Displays the billable charge line type. Not applicable Frequency Indicates the frequency for flat fee. Not applicable Fee Used to specify the amount of flat fee. Note: This field appears when you have added the billable charge line type in the Billable Charge Line Type field.Yes Bill To Account Override Displays the account to which the bill is override. Not applicable Billable Charge Information Displays the billable charge information. Not applicable -
- Modify the basic details of the frequency based recurring flat fee pricing rule, if required.
- Add, edit, or remove characteristics for a frequency based recurring flat fee pricing rule, if required.
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Click Save.
Note:If Fee is modified then,If Charge Start Date is modified then it checks whether bill segment is already created for a period which is not available for the updated duration then,
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The frequency based recurring flat fee is saved as a one time charge process.
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Bill segment is deleted and existing billable charge is updated.
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For recurring flat fee bill segments are not created or is in cancelled status.
Note: The modified charge start date should be a future date and not past date.
The changes made to a frequency based recurring flat fee pricing rule for a bill group are saved. -
Related Topics
For more information on... | See... |
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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 frequency based recurring flat fee pricing rule | Defining a Characteristic for a Frequency Based Recurring Flat Fee Pricing Rule |