Editing a Pricing Eligibility Criteria of a Price Component

Note: This topic is not applicable for the health insurance business.

Prerequisites

To edit a pricing eligibility criteria for a price component, you should have:

  • Pricing eligibility defined in the application

Procedure

To edit a pricing eligibility criteria of a price component:

  1. Do either of the following:
    If you want to edit the pricing eligibility criteria of......Then...
    Price components of Price Item Pricing assigned to an account

    1. Search for the account in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Account) screen appears.

    4. Price assignments effective for the account appears in the Effective Price Assignments for Account zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a person

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Person) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Person zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a price list

    1. Search for the price list in the Price List screen.

    2. In the Search Results section, click the Price List Pricing (The View Icon) icon corresponding to the price list whose details you want to view.

      The Price List Price Item Pricing screen appears.

    3. Price items assigned to the price list appears in the Price List Price Items zone.

    4. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
  2. Ensure that the Pricing Structure zone is expanded while defining or editing the tiering criteria of a price component.
  3. Click the Add (The Add Icon) icon corresponding to the price component whose tiering criteria you want to edit.
    The Price Component zone appears.
  4. In the Price Components zone, click the Show Price Component Eligibility section.
    Note:

    The Pricing Eligibility Criteria zone appears when eligibility checkbox is selected in the Price Item Pricing screen and details for pricing eligibility criteria is added in the Price Component screen.

    The Pricing Eligibility Criteria section appears.. It contains the following fields:
    Column Name Column Description Mandatory (Yes or No)
    Sequence Used to indicate the order in which the criteria to be executed in the rule. Yes
    Parameter Used to indicate the left hand side parameter which you want to use along with the price item for price determination.
    Note:

    This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARAM_​FLG) feature configuration is set to True.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search screen appears.

    You must not specify any special character except underscore (_​) in the parameter code. Otherwise, the status of the transaction is changed to Error (ERROR).

    		 Yes
    Operator Used to specify the relational operator to define the relation between the left hand side and right hand side parameters code. The valid values are:

    • <

    • <=

    • <>

    • =

    • >

    • >=

    • Algorithm

    • Between

    • In

    • Like

    		 Yes
    Parameter Value Type Used to indicate the type of pricing eligibility. The valid values are:

    • Parameter - Used to indicate the type of parameter.

    • Value - Used to indicate the type of value.

    		 Yes
    Parameter Value When the Parameter option is selected for the Parameter Value Type field then it is used to specify the right hand side parameter which you want to use along with the price item for price determination. When the Value option is selected for the Parameter Value Type field then it is used to specify the parameter value.
    Note:

    This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARAM_​FLG) feature configuration is set to True.

    The Search (The Search Icon) icon appears corresponding to this field when the Parameter option is selected for Parameter Value Type field. On clicking the Search icon, the Price Item Search screen appears.

    When the Parameter option is selected for the Parameter Value Type field then you must not specify any special character except underscore (_​) in the parameter code. Otherwise, the status of the transaction is changed to Error (ERROR).

    When the Value option is selected for the Parameter Value Type field then you can specify any special characters except ampersand (&), comma (,), underscore (_​), equal to (=), tilde (~), and semi-colon (;) in the parameter value.

    		 Yes
    Is True Used to indicate what should happen when the condition is true (satisfied). The valid values are:

    • Check Next Condition - Used to indicate that the condition with consecutive sequence number should be executed.

    • Rule Is False - Used to indicate that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Used to indicate that the action specified in the Rule True Action field should be executed.

    		 Yes
    Is False Used to indicate what should happen when the condition is false (not satisfied). The valid values are:

    • Check Next Condition - Used to indicate that the condition with consecutive sequence number should be executed.

    • Rule Is False - Used to indicate that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Used to indicate that the action specified in the Rule True Action field should be executed.

    		 Yes
    Is Insufficient Used to indicate what should happen when the data is insufficient. The valid values are:

    • Check Next Condition - Used to indicate that the condition with consecutive sequence number should be executed.

    • Rule Is False - Used to indicate that the action specified in the Rule False Action field should be executed.

    • Rule Is True - Used to indicate that the action specified in the Rule True Action field should be executed.

    		 Yes
  5. Modify the pricing eligibility criteria for a price component.
  6. Click Save.
    The pricing eligibility criteria is edited for a price component.

Related Topics

For more information on... See...
360° Search zone 360° Search
How to search for a person. Searching for a Person
How to search for an account. Searching for an Account
Search Price List zone Search Price List
How to search for a price list. Searching for a Price List
Price Components zone Price Component
How to define a price component for a rate component Defining a Price Component for a Rate Component
How to define a pricing eligibility criteria for a price component Defining a Pricing Eligibility Criteria for a Price Component