Adding a Price Item or Price Item Bundle to a Price Item Bundle

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

Prerequisites

To add a price item or price item bundle to a price item bundle, you should have:

  • Price item bundle (to which you want to add a price item or price item bundle) associated with the division to which the user belongs

  • Price item bundle (to which you want to add a price item or price item bundle) and price item or price item bundle (which you want to add) associated to the same contract type

  • Parameters associated with the price item or price item bundle (which you want to add) when you want to determine pricing for the price item based on the parameters in the ratio and phantom price item bundles

  • Regular price item bundle (to which you want to add a price item or price item bundle) and price item or price item bundle (which you want to add) associated with the same parameters

    Note: Not only the parameters, but also their details such as parameter usage, mandatory flag, and priority should be identical. Also, the date from when the parameters are effective for the price item bundle (to which you want to add a price item or price item bundle) should be earlier than or equal to the date from when the parameters are effective for the price item or price item bundle (which you want to add).
  • Price item or price item bundle (which you want to add) associated to at least one division to which the price item bundle (to which you want to add a price item or price item bundle) belongs

Procedure

To add a price item or price item bundle to a price item bundle:

  1. Search for the price item bundle in the Price Item screen.
  2. In the Search Results section, click the View (The View Icon) icon in the Price Item Relationship column corresponding to the price item bundle to which you want to add a price item or price item bundle.
    The Price Item Relationship screen appears.
  3. Click the Add/Edit link in the upper right corner of the Assigned Price Items zone.

    The Price Item Relationship screen appears. It contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Used to indicate the price item or price item bundle that you want to add to the price item bundle.
    Note: The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search window appears.
    Yes
    Relationship Type Used to indicate how the price item or price item bundle is related to the price item bundle. The valid values are:
    • Bundle

    • Custom

    • Denominator

    • Numerator

    • Other

    • Price Item

    • Service

    • Service Group

    Note: You can use the Bundle relationship type while adding a price item or price item bundle in the regular and phantom price item bundles. However, you can use the Denominator and Numerator relationship type while adding a price item or price item bundle in the ratio price item bundles.
    Yes
    Effective Start Date Used to specify the date from when the price item or price item bundle is added to the price item bundle.
    Note: The effective start date cannot be later than the effective end date.
    Yes
    Effective End Date Used to specify the date till when the price item or price item bundle is added to the price item bundle.
    Note: The effective end date cannot be earlier than the effective start date.
    No
    Price Item Parameters Used to specify the parameters and their values based on which you want to determine pricing for the price item or price item bundle.
    Note:

    This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.

    The Search (The Search Icon) icon appears corresponding to the Price Item Parameters field. On clicking the Search icon, the Price Item Parameters screen appears.

    No
    Characteristics On clicking the Add (The Add Icon) icon, you can define relationship-specific characteristics for the price item or price item bundle. Not applicable
  4. Enter the required details in the Price Item Relationship screen.
    Note:

    You can add a price item or price item bundle to a regular price item bundle when the regular price item bundle (to which you want to add a price item or price item bundle) and price item or price item bundle (which you want to add) are associated with the same parameters for the specified date range.

    You cannot add the same set of price items using the same relationship type to two or more price item bundles with the same bundle type. For example, you cannot add P1 and P2 using the Bundle relationship type to the BUN1 and BUN2 regular price item bundles.

    If the multi parameter based pricing feature is enabled, you can add the same set of price item and price item parameter combination (using the same relationship type) to more than one bundle (with the same bundle type) provided the price item parameter values are different.

    You cannot add the same price item or price item bundle in numerator and denominator while defining a ratio price item bundle.

  5. Define relationship-specific characteristics for the price item or price item bundle, if required.
  6. If you want to add more than one price item or price item bundle to the price item bundle, click the Add (The Add Icon) icon and then repeat the steps from 4 to 5.
    Note: However, if you want to remove a price item or price item bundle from a price item bundle, click the Delete (The Delete Icon) icon corresponding to the price item or price item bundle.
  7. Click Save.
    The price item or price item bundle is added to the price item bundle.

Related Topics

For more information on... See...
How to search for a price item bundle Searching for a Price Item or Price Item Bundle
Price Item Relationship screen Price Item Relationship
Assigned Price Items zone Assigned Price Items
How to set the parameters for a price item or price item bundle Setting the Parameters for a Price Item or Price Item Bundle
How to define relationship-specific characteristics for a price item or price item bundle Defining Relationship-Specific Characteristics for a Price Item or Price Item Bundle