Editing an Ancillary Pricing Rule of a Bill Group

Prerequisites

To edit an ancillary pricing rule of a bill group, you should have:

  • Business Object C1-PricingRuleAncillary defined for ancillary pricing rule.

Procedure

To edit an ancillary pricing rule of a bill group:

  1. Search for a 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 Edit (The Edit Icon) icon in the Bill Group ASO Policy Pricing Rules zone, corresponding to the Pricing Group Information column, whose pricing details you want to edit.

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

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

      Field Name Field Description
      Bill Group Information Displays the bill group for whom the ancillary pricing rule is define.
      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 using which you want to define an ancillary pricing rule.
      Status Indicates the status of the bill group.
    • Main - Used to specify basic details about the ancillary pricing rule. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Indicates the price item that is used to create ancillary pricing rule. Yes
      Pricing Start Date Displays 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.
      Note: This field by default displays the Policy End Date.
      No
      Rate Option Indicates the rate option that you want to use while defining the price item. Yes
      Pass Through without Markup or Markdown Used to indicate that markup and markdown prices must not be considered when the ancillary transaction is processed.
      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.

  6. Modify the details in the Main section.
  7. Define, edit, or remove characteristics for an ancillary pricing rule, if required.
  8. Click Save.
    The changes made to an ancillary pricing rule for a bill group are saved.

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