Defining an Ancillary Pricing Rule for a Bill Group Using a Pricing Group

Prerequisites

To define an ancillary pricing rule for a bill group using a pricing group, you should have:

  • Pricing rule type where the category is set to Ancillary.

  • Price items associated with the ancillary pricing rule type.

  • Pricing arrangements defined in the ancillary pricing rule type.

Procedure

To define an ancillary pricing rule for a bill group using a pricing group:

  1. Search for the Administrative Services Only (ASO) person, whose person type is set to Bill Group, in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the bill group whose pricing details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Click the Pricing tab.
    The Pricing tab appears.
  4. Click the Broadcast (The Broadcast Icon) icon in the Bill Group ASO Policy Information zone, corresponding to the Bill Group Information column, whose bill group details you want to view.
    The Bill Group ASO Policy Pricing Rules zone appears.
  5. 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 Indicates the name of the parent customer. Not applicable
    Person Type Indicates the type of the parent customer.
    Note: If you are defining the pricing rule type for the parent customer, then the person type will be Parent Customer.
    		 Not applicable
    Pricing Rule Type Used to indicate the pricing rule type using which you want to create an ancillary pricing rule.
    Note: Select the Ancillary Pricing Rule Type option, as the pricing rule.
    		 Yes
    Note: If the pricing rule type is not selected then the application displays an error message.
    Pricing Group Used to indicate the pricing group using which you want to create an ancillary pricing rule for a bill group using the pricing group.
    Note: If you are defining an ancillary pricing rule for a bill group using the pricing group then you must select the pricing group from the Pricing Group field.
    		 No
    Policy Status Used to indicate the policy status for the pricing rule. The valid values are:

    • In Force/Active

    • Post Runout

    • Runout

    Note: An ancillary pricing rule cannot be created for Runout or Post Runout policy status where the policy run out end date is missing.
    		 Yes
  6. Click OK.

    The Ancillary Pricing Rule screen appears. It contains the following sections:

    • Customer Information - Displays the information about the bill group. It contains the following fields:

      Field Name Field Description
      Bill Group Information Displays the bill group information.
      Policy Start Date Displays the date from when the policy is effective.
      Policy End Date Displays the date till when the policy is effective.
      Policy Status Indicates the policy status for the pricing rule.
      Pricing Rule Type Indicates the pricing rule type for whom the ancillary pricing rule is created.

    • Main - Used to specify basic details about the ancillary pricing rule. In addition it allows you to define pricing for different types of ancillary charges.

      Field Name Field Description Mandatory (Yes or No)
      Price Item Used to indicate the price item that is used to create ancillary pricing rule. Yes
      Pricing Start Date Used to specify the date from when the ancillary pricing rule is effective. Yes
      Pricing End Date Used to specify the date till when the ancillary pricing rule is effective. No
      Rate Option Used to indicate the rate option that you want to use while defining the price item. Yes
      Pass Through without Markup or Markdown Used when markup or markdown should not be calculated for the ancillary charge.
      Note: This field is enabled when the Rate Option field is selected.
      		 Yes (Conditional)
      Note: This field is required when you want to calculate the ancillary pricing without the pass through charge while defining the ancillary pricing rule.

      The following fields appear when the Pass Through without Markup or Markdown option is not selected. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Billable Charge Line Type Used to indicate the billable charge line type using which you want to create the ancillary pricing rule.
      Note:

      The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Billable 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 (Conditional)
      Note: This field is required while creating a pricing arrangement with or without rate based billable charge line type.
      Billable Used to indicate whether the ancillary charge is eligible for billing or not. Yes (Conditional)
      Note: This field is required while creating a pricing arrangement with or without the Markup or Markdown Type field and the Rate Based option.
      Rate Based Used to indicate whether the ancillary charge is calculated using a particular rate. Yes (Conditional)
      Note: This field is required while creating a pricing arrangement with the Rate Based option.
      Rate Used to indicate the rate for calculating the ancillary charge.
      Note: This field is enabled when the Rate Based option is selected.
      		 Yes (Conditional)
      Note: This field is required when Rate Based option is selected.
      Pricing Strategy Used to indicate the price calculation strategy which should be applied while defining the ancillary pricing rule. The valid values are:

      • Markup

      • Markdown

      • None

      		 No
      Markup or Markdown Type Used to indicate the type of charge which should be applied while defining the ancillary pricing rule. The valid values are:

      • Flat Amount

      • Percentage

      Note: This field is enabled when the Pricing Strategy field is selected.
      		 Yes (Conditional)
      Note: This field is required when the Pricing Strategy field is selected.
      Amount / Percentage Used to specify the actual proportion of the charge that should be applied while defining the ancillary pricing rule. Yes (Conditional)
      Note: This field is required when the Markup or Markdown Type field is selected.

    • Characteristics - Used to define the characteristics for the ancillary pricing rule.

  7. Enter the required details in the Main section.
  8. If you want to add more than one billable charge line type in an ancillary pricing rule for a bill group using the pricing group, click the Add (The Add Icon) icon and then repeat step 7.
    Note: However, if you want to remove a billable charge line type from an ancillary pricing rule for a bill group using the pricing group, click the Delete (The Delete Icon) icon corresponding to the billable charge line type.
  9. Define the characteristics for an ancillary pricing rule for a bill group using the pricing group, if required.
  10. Click Save.
    The ancillary pricing rule for a bill group using the pricing group is defined.
    Note: A price list and price assignment is created, the price list created is assigned to the ancillary pricing rule.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
How to define the characteristics for an ancillary pricing rule Defining a Characteristic for an Ancillary Pricing Rule