Editing an Ancillary Pricing Rule of a Parent Customer

Prerequisites

To edit an ancillary pricing rule of a parent customer, you should have:

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

Procedure

To edit a ancillary pricing rule of 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 screen appears.
  4. In the Parent Customer Pricing Rules zone, click the Edit (The Edit Icon) icon in the Parent Customer Pricing Rules zone, corresponding to the ancillary pricing rule whose details you want to edit.

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

    • Customer Information - Displays the customer information.

      Field Name Field Description
      Parent Customer Information Displays the parent customer for whom the ancillary pricing rule is created.
      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. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Displays the price item that is used to create ancillary pricing rule. Not applicable
      Pricing Start Date Displays the date from when the ancillary pricing rule is effective. Not applicable
      Pricing End Date Used to specify the date till when the ancillary pricing rule is effective. Not applicable
      Rate Option Displays the rate option that you want to use while defining the price item. Not applicable
      Pass Through without Markup or Markdown Indicates that 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 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.

  5. Modify the details in the Main section.
  6. Define, edit, or remove characteristics for an ancillary pricing rule, if required.
  7. Click Save.
    The changes made to an ancillary pricing rule for a parent customer 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 the characteristics for an ancillary pricing rule Defining a Characteristic for an Ancillary Pricing Rule