Defining an Ancillary Pricing Rule for a Parent Customer

Prerequisites

To define an ancillary pricing rule for a parent customer, 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 parent customer:

  1. Search for a parent customer in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the parent customer 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 Add link in the upper right corner of the Parent Customer 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 parent customer for whom you want to create an ancillary pricing rule type. Not applicable
    Person Type Indicates the type of the parent customer. The valid value is:
    • 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. Yes
  5. Select the required pricing rule type in the respective field.
  6. Click OK.

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

    • Customer Information - Displays the information about the parent customer. It contains the following fields:

      Field Name Field Description
      Parent Customer Information Indicates the parent customer for whom you are defining an ancillary pricing rule.
      Pricing Rule Type Indicates the pricing rule type using which you are defining an ancillary pricing rule.
    • 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. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Used to indicate the price item for which you want to define an ancillary pricing rule. Yes
      Pricing Start Date Used to specify the date from when the ancillary pricing rule is effective.
      Note: The pricing start date cannot be later than the pricing end date.
      Yes
      Pricing End Date Used to specify the date till when the ancillary pricing rule is effective.
      Note: The pricing end date cannot be earlier than the pricing start date.
      No
      Rate Option Used to indicate the rate option that you want to use while defining pricing for 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 an ancillary pricing rule.

  7. Enter the required details in the Main section.
  8. Define the characteristics for an ancillary pricing rule, if required.
  9. Click Save.
    The ancillary pricing rule is defined for a parent customer.

Related Topics

For more information on... See...
How to search for a parent customer Searching for a Person
Parent Customer Pricing Rules zone Parent Customer Pricing Rules
How to define a characteristic for an ancillary pricing rule Defining a Characteristic for an Ancillary Pricing Rule