Editing the Two-Dimensional Pricing

Note: This topic is not applicable for the health insurance business.

Procedure

To edit a two-dimensional pricing:

  1. Do either of the following:
    If you want to...Then...
    Editing the Two-Dimensional Pricing of a price item that is assign to a customer

    1. Ensure that the Search Price Item or Price Item Pricing zone is expanded in the Pricing (Person) screen when you are editing the two-dimensional pricing for a customer.

    2. Search for the price item in the Search Price Item or Price Item Pricing zone.

    3. In the Search Results section, click the Assign (The Assign Icon) icon in the Assign column corresponding to the price item for which you want to edit two dimensional pricing details.
    Editing the Two-Dimensional Pricing of a price item that is assign to a account

    1. Ensure that the Search Price Item or Price Item Pricing zone is expanded in the Pricing (Account) screen when you are editing the two-dimensional pricing for an account.

    2. Search for the price item in the Search Price Item or Price Item Pricing zone.

    3. In the Search Results section, click the Assign (The Assign Icon) icon in the Assign column corresponding to the price item for which you want to edit two dimensional pricing details.
    Editing the Two-Dimensional Pricing of a price item that is assign to a price list

    1. Ensure that the Search Price Item or Price Item Pricing zone is expanded in the Price List Price Item Pricing screen when you are editing the two-dimensional pricing for a price list.

    2. Search for the price item in the Search Price Item or Price Item Pricing zone.

    3. In the Search Results section, click the Assign (The Assign Icon) icon in the Assign column corresponding to the price item for which you want to edit two dimensional pricing details.
    The Price Item Pricing screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Start Date Used to specify the date from when the pricing of the price item is effective.
    Note:

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    The Start Date cannot be later than the End Date.

    If you change the start date and the end date while editing a price item pricing, you need to specify the parameters which are effective during that date range.

    This field will be in read-only mode when the price assignment has been used.

    		 Yes
    End Date Used to specify the date till when the pricing of the price item is effective.
    Note:

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    The End Date cannot be earlier than the Start Date

    .
    		 No
    Price Assignment Type Used to indicate the type of price assignment. The valid values are:

    • Post Processing - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on usage accounts. The post processing bill segment is generated when you generate the bill for the usage account and not when you bill the usage account through an invoice account.

      Note:

      The post processing bill segment is generated when the Post Processing Sequence (PPSEQ) characteristic is defined for the price item and when the price item is associated with another price item using the Price Item relationship type.

    • Post Processing - Invoice Based - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on an invoice account, and, as a result, the post processing bill segment is generated on the invoice account.

      Note: This will not be applicable for price item which are defined for Only Pricing.

    • Post Processing - Price Item Based - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on both invoice and usage accounts, but the post processing bill segment is generated only on the invoice account.

      Note: This will not be applicable for price item which are defined for Only Pricing.

    • Used to define the pricing eligibility criteria for

      the price item pricing.

      Used to define the pricing eligibility criteria for the price item pricing.

      Regular - Used to indicate that the pricing must be used to generate regular bill segment.

    Note:

    By default, the Regular option is selected in the Price Assignment Type field.

    This field is not applicable for price items which are defined for Pricing and where the Price Item Type field is set to Fees.

    		 Yes
    Pricing Eligibility Used to define the pricing eligibility criteria for the price item.
    Note: If you select the check box you can define the pricing eligibility criteria of the price item in the Price Component zone.
    		 Yes (Conditional)
    Note: This field is required while defining the pricing eligibility criteria of the price item.
    Pricing Status Used to indicate the status of the price assignment. The valid values are:

    • Draft - Used to indicate that the price assignment is created as a draft.

    • Active - Used to indicate that the price assignment is used for billing.

    • Inactive - Used to indicate that the price assignment is no longer used for billing.

    • Proposed - Used to indicate that the price assignment is to be used for quotations.

      Note: The Proposed status indicates that the price assignment is defined for a deal and awaiting approval.

    • Template - Used to indicate that the price assignment is a template price list.

    • Recommended - Used to indicate that the price assignment is used for recommendation.

      Note: The Recommended status indicates that the price assignment is recommended for a deal.
    Note:

    If a price assignment is in Active status, you can change its status to Inactive.

    If a price assignment is in Draft status, you cannot change its status to Proposed.

    		 Yes
    Pricing Currency Used to indicate the currency in which you want to define the price item pricing. Yes
    Rate Schedule Used to specify the rate schedule that you want to use while defining price item pricing.
    Note:

    Rate schedules controls how the bills for the price item will be calculated.

    The Search (The Search Icon) icon appears corresponding to the Rate Schedule field. On clicking the Search icon, the Rate Schedule Search screen appears.

    		 Yes
    Pricing Rule Type Used to indicate the pricing rule type. The valid value is:

    • Two-Dimensional

    Note:

    If you select the Two-Dimensional option from the Pricing Rule Type list, you can define two-dimensional pricing for the price item.

    However, if you do not select the Two-Dimensional option from the Pricing Rule Type list, you can define traditional flat, step, or tiered pricing for the price item.

    Also, you need to select the Pricing Eligibility option check box while defining a two-dimensional pricing for the price item.

    		 Yes (Conditional)
    Note: This field is required for defining a two-dimensional pricing rule.
    Print Zero Used to indicate whether zero pricing should be displayed in the bill. The valid values are:

    • Yes

    • No

    Note: By default, Yes is selected.
    		 Yes
    Price Assignment Usage Used to indicate whether the price item pricing is applicable to all customers or only to new customers. The valid values are:

    • All Customers

    • New Customers

    Note:

    By default, the All Customers option is selected.

    This field appears when you are defining a price item pricing which you want to assign to a price list.

    		 Yes
    Pricing Frequency Used to indicate pricing frequency for the price item.
    Note: This field appears when you select the Price Item Usage as Pricing and Price Item Type as Fees while defining the price item.
    		 Yes
  2. Enter the required details and click Save.
    The Price Item Pricing screen appears.
    Note: The Two-Dimensional Pricing zone appears in the Price Item Pricing screen only when the Two-Dimensional option is selected from the Pricing Rule Type field while defining the price item pricing.
  3. Click the Edit link in the top-right of the Two-Dimensional Pricing zone.

    The Two-Dimensional Pricing screen appears. It contains the following fields in a grid:

    Field Name Field Description
    Step Criterion Used to search by the various criterion.
    Threshold Parameter Used to search by the threshold parameter.
    Tiering Range Displays the tiering range of the pricing.
  4. Modify the details in the Two-Dimensional Pricing screen, if required.
  5. If you want to add more than one threshold parameter, click the Add (The Add Icon) icon and then enter the threshold parameter name and its value.
    However, if you want to remove a threshold parameter, click the Delete (The Delete Icon) icon corresponding to the parameter.
  6. If you want to add more than one tiering range, click the Add (The Add Icon) icon and then enter the specific range.
    However, if you want to remove a tiering range, click the Delete (The Delete Icon) icon corresponding to the range that you want to remove.
  7. Click Save.
    The changes made to the two-dimensional pricing are saved.

Related Topics

For more information on... See...
How to view the effective price assignment of a person Viewing the Effective Price Assignments of a Person
How to view the effective price assignment of a account Viewing the Effective Price Assignments of an Account
How to search for a price list Searching for a Price List
Pricing (Person) screen Pricing (Person)
Pricing (Account) screen Pricing (Account)
Price List Price Item Pricing screen Price List Price Item Pricing