Defining a Frequency Based Recurring Flat Fee Pricing Rule for a Bill Group

Prerequisites

To define a frequency based recurring flat fee pricing rule for a bill group, you should have:

  • Business Object C1-PricingRule defined for pricing rule.

  • Business Object C1-PricingRuleFlatFees defined for frequency based recurring flat fee pricing rule.

  • Pricing rule type defined in the application.

  • Policy status defined in the application.

  • Price item defined in the application.

  • Billable Charge Line Type defined in the application.

Procedure

To define a frequency based recurring flat fee pricing rule for a bill group:

  1. Search for the account, person, or policy whose pricing details you want to view in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) 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.
  3. Click the Pricing tab and then 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 Displays the person name. Not applicable
    Person Type Displays the person type. Not applicable
    Pricing Rule Type Used to indicate the pricing rule type to create the pricing rule.
    Note: You can create a frequency based recurring flat fee pricing rule using the Pricing Rule Type for flat fees.
    		 Yes
    Policy Status Used to indicate the policy status for pricing rule. The valid values are:

    • In Force/Active

    • Runout

    		 Yes
  4. Click OK.

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

    • Customer Information - Displays the customer information for bill group.

    • Main - Used to specify basic details about the frequency based recurring flat fee pricing rule.

    • 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

    • 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 Used to indicate the price item. Yes
    Charge Start Date Used to specify the flat fee charge start date. Yes
    Billable Charge Line Type Used to specify the billable charge line type.
    Note:

    On clicking the Search (The Search Icon) icon, the Billable Charge 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.

    		 No
    Charge End Date Used to specify the flat fee charge end date. No
    Frequency Used to indicate the frequency for flat fee. Yes
    Fee Used to specify the amount of flat fee.
    Note: This field appears when you select the billable charge line type in the Billable Charge Line Type field.
    		 Yes
    Bill To Account Override Used to specify the account to which the bill is override.
    Note:

    On clicking the Search (The Search Icon) icon, the Account Search window appears.

    On specifying the account, the description of the account appears corresponding to the Bill To Account Override field.

    		 Yes
  5. Enter the required details in the Main section.
  6. Define characteristics for a frequency based recurring flat fee pricing rule, if required.
  7. Click Save.
    The frequency based recurring flat fee pricing rule for a bill group is defined.
    Note: A billable charge is created and assigned to the frequency based recurring flat fee pricing rule.

Related Topics

For more information on... See...
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