Defining a Price Component for a Rate Component
Prerequisites
To define a price component for a rate component, you should have:
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Rate component defined for the price item in the application
Procedure
To define a price component for a rate component:
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Do either of the following:
If you want to define... Then... Price component of a price item pricing assigned to an account -
Search for the account in the Customer 360° View screen.
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In the Search Results section, click the Context Menu (
) icon corresponding to the account whose details you want to view.
A menu appears.
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Click the Go To Effective Pricing menu option.
The Pricing (Account) screen appears.
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Price assignments effective for the account appears in the Effective Price Assignments for Account zone.
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In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to define.
The Price Item Pricing screen appears.
Tip: Alternatively, you can define the price component of a price item pricing assigned to an account by:-
Searching for the price item in the Search Price Item or Price Item Pricing zone of the Pricing (Account) screen.
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In the Search Results section, click the Assign (
) icon in the Assign column corresponding to the price item.
The Price Item Pricing screen appears
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Enter the required details in the Price Item Pricing screen and click Save.
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The Price Item Pricing screen appears.
Price component of a price item pricing assigned to a person -
Search for the person in the Customer 360° View screen.
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In the Search Results section, click the Context Menu (
) icon corresponding to the person whose details you want to view.
A menu appears.
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Click the Go To Effective Pricing menu option.
The Pricing (Person) screen appears.
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Price assignments effective for the person appears in the Effective Price Assignments for Person zone.
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In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to define.
The Price Item Pricing screen appears.
Tip: Alternatively, you can define the price component of a price item pricing assigned to a person by:-
Searching for the price item in the Search Price Item or Price Item Pricing zone of the Pricing (Person) screen.
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In the Search Results section, click the Assign (
) icon in the Assign column corresponding to the price item.
The Price Item Pricing screen appears
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Enter the required details in the Price Item Pricing screen and click Save.
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The Price Item Pricing screen appears.
Price component of a price item pricing assigned to a price list -
Search for the price list in the Price List screen.
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In the Search Results section, click the View (
) icon in the Price List Pricing column corresponding to the price list whose details you want to view.
The Price List Price Item Pricing screen appears.
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Price items assigned to the price list appear in the Price List Price Items zone.
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In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to define.
The Price Item Pricing screen appears.
Tip: Alternatively, you can define the price component of a price item pricing assigned to a price list by:-
Searching for the price item in the Search Price Item or Price Item Pricing zone of the Price List Price Item Pricing screen.
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In the Search Results section, click the Assign (
) icon in the Assign column corresponding to the price item.
The Price Item Pricing screen appears
-
Enter the required details in the Price Item Pricing screen and click Save.
-
The Price Item Pricing screen appears.
Price component of a price item pricing assigned to a price list - .
Search for the price list in the Price List screen.
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In the Search Results section, click the Broadcast (
) icon corresponding to the price list whose price item pricing details you want to view.
The Price List Price Items zone appears.
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Click the link in the Pricing Information column corresponding to the price item whose price item pricing details you want to define.
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The Price Item Pricing screen appears.
Tip: Alternatively, you can click on the Broadcast () icon corresponding to the price item whose pricing details you want to view.
The Price Assignment Tree zone appears in the Price List screen.
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- Ensure that the Price Assignment Tree zone is expanded when you are defining a price component for the rate component.
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Click the Add (
) icon corresponding to the rate component whose price component you want to define.
Note: You can define a price component of a rate component only when the price item pricing is in the Draft, Proposed, or Template status.The Price Component zone appears. It contains the following fields:Field Name Field Description Mandatory (Yes or No) Rate Component Information Displays the concatenated string of information about the rate component for which you want to define the price component. Not applicable Display Sequence Used to specify the sequence of the price component whose rate is used for calculating the pricing of the price item. Yes (Conditional) Note: This field is required while defining the price component of a rate component.Show Price Component Used to indicate whether the price component is displayed in the bill. Note: If you select the check box, the price component will be displayed in the bill.No Description Used to specify the description of the price component. Yes (Conditional) Note: This field is required while defining the price component of a rate component.Rate Used to specify the rate for the price component. Yes (Conditional) Note: This field is required while defining the price component of a rate component.In addition, this zone contains the following buttons:
Button Name Button Description Show Price Component Tier Used to define, edit, or delete the tiering criteria of the price component. Note: The Show Price Component Tier button appears only when Tiering Type of the rate component is STEP or Threshold.Show Price Component Eligibility Used to define, edit, or delete the pricing eligibility criteria of the price component. Note: The Show Price Component Eligibility button appears only when the Pricing Eligibility check box is selected in the Price Item Pricing screen. - Enter the required details in the Price Component zone.
- Define the tiering criteria for the price component, if required.
- Define the pricing eligibility criteria for the price component, if required.
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Click Save.
The price component is defined for the rate component.
Related Topics
For more information on... | See... |
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How to search for an account | Searching for an Account |
How to search for a person | Searching for a Person |
How to search for a price list | Searching for a Price List |
Customer 360° View screen | Customer 360° View |
Pricing (Account) screen | Pricing (Account) |
Effective Price Assignments for Account zone | Effective Price Assignments for Account |
Pricing (Person) screen | Pricing (Person) |
Effective Price Assignments for Person zone | Effective Price Assignments for Person |
Price List screen | Price List (Used for Searching) |
Price List Price Item Pricing screen | Price List Price Item Pricing |
Price List Price Items zone | Price List Price Items |
Price Item Pricing screen | Price Item Pricing (Used for Viewing) |
Price Assignment Tree zone | Price Assignment Tree |
How to define a tiering criteria for a price component | Defining a Tiering Criteria for a Price Component |
How to define a pricing eligibility criteria for a price component | Defining a Pricing Eligibility Criteria for a Price Component |
How to edit a tiering criteria of a price component | Editing a Tiering Criteria of a Price Component |
How to edit a pricing eligibility criteria of a price component | Editing a Pricing Eligibility Criteria of a Price Component |