Editing a Retention Type Claim Based Pricing Rule of a Bill Group

Prerequisites

To edit a retention type claim based pricing rule of a parent customer, you should have:

  • Business Object C1-PricingRule defined for the pricing rule.

  • Business Object C1-PricingRuleRetTypeClaim defined for retention type claim based pricing rule type.

  • Algorithms C1-APPTXNBAS, C1-PRCRETPOS, and C1-RETCLMVAL defined for retention type claim based pricing rule type.

    Note: A custom algorithm type must be created to validate a transaction.

Procedure

To edit a retention type claim based 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 Rule Type column, whose details you want to edit.

    The Retention Type Claim Based Pricing Rule screen appears. It contains the following zones:

    • Customer Information - Displays the basic information about the customer. It contains the following fields:

      Column Name Column Description
      Bill Group Information Displays the bill group name.
      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 Displays the status of the policy.
      Pricing Rule Type Displays the pricing rule type that is chosen to define the retention type claim based pricing rule of a bill group.

    • Main - This section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Price Item Indicates the price item for which you want to define the pricing. Not applicable
      Pricing Start Date Used to specify the start date from when the pricing will be effective for the price item. Yes (Conditional)
      Note: Pricing Start Date should be entered if Pricing End Date has been mentioned.
      Pricing End Date Used to specify the end date till when the pricing will be effective for the price item. No
      Rate Option Indicates the rate option for the price item. Not applicable
      Price Item Parameter Used to specify multiple price item parameters based on which you want to determine the price item utilization.
      Note: The Search (The Search Icon) icon does appear corresponding to this field. On clicking the Search icon, the Price Item Parameters screen appears.
      		 No
      Parameter Value Used to specify multiple price item parameter values based on which you want to determine the price item utilization.
      Note: The Search (The Search Icon) icon does appear corresponding to this field. On clicking the Search icon, the Parameter Value Search screen appears.
      		 No
      Fee Indicates the fee for the price item parameter. Not applicable

    • Characteristics - Used to define the characteristics for the retention type claim based pricing rule for parent customer. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Effective Date Used to specify the effective date from when the characteristic is effective for the retention type claim based pricing rule of a bill group. No
      Characteristic Type Used to indicate the characteristic type for the retention type claim based pricing rule of a bill group. The valid values are:

      • Eligible for Billing

      		 No
      Characteristic Value Used to specify the characteristic value for the retention type claim based pricing rule of a bill group.
      Note: If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.
      		 No
  6. Click Save.

    The Approval Transaction Information pop-up window appears with the Approval Transaction ID that is generated by the application.

  7. Click OK
    The retention type claim based pricing rule of a bill group is edited.
    Note:

    If the approval workflow group setting is set as Active for the bill group, for which the retention type claim based pricing rule is defined then an approval transaction is created for that particular bill group. The retention type claim based pricing rule for a bill group is defined, once the approval transaction is approved.

Related Topics

For more information on... See...
How to define a retention type claim based pricing rule of a parent customer Defining a Retention Type Claim Based Pricing Rule for a Parent Customer