Editing a Frequency Based Recurring Flat Fee Pricing Rule of a Bill Group

Prerequisites

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

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

Procedure

To edit a frequency based recurring flat fee pricing rule of 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, in the Bill Group ASO Policy Pricing Rules zone click the Edit (The Edit Icon) icon in the Edit column corresponding to the pricing rule type for frequency based recurring flat fee whose frequency based recurring flat fee pricing rule details you want to edit.

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

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

    • Main - Displays the basic details of 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 Indicates the price item. Not applicable
    Charge Start Date Used to specify the flat fee charge start date. Yes
    Charge End Date Used to specify the flat fee charge end date. Yes
    Billable Charge Line Type Displays the billable charge line type. Not applicable
    Frequency Indicates the frequency for flat fee. Not applicable
    Fee Used to specify the amount of flat fee.
    Note: This field appears when you have added the billable charge line type in the Billable Charge Line Type field.
    		 Yes
    Bill To Account Override Displays the account to which the bill is override. Not applicable
    Billable Charge Information Displays the billable charge information. Not applicable
  4. Modify the basic details of the frequency based recurring flat fee pricing rule, if required.
  5. Add, edit, or remove characteristics for a frequency based recurring flat fee pricing rule, if required.
  6. Click Save.
    Note:
    If Fee is modified then,

    • The frequency based recurring flat fee is saved as a one time charge process.

    If Charge Start Date is modified then it checks whether bill segment is already created for a period which is not available for the updated duration then,

    • Bill segment is deleted and existing billable charge is updated.

    • For recurring flat fee bill segments are not created or is in cancelled status.

      Note: The modified charge start date should be a future date and not past date.
    The changes made to a frequency based recurring flat fee pricing rule for a bill group are saved.

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