Editing a Tiering Criteria of a Price Component

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

Prerequisites

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

  • Tiering criteria defined in the application

  • Tiering setup for the rate components defined in the application.

Procedure

To edit a tiering criteria of a price component:

  1. Do either of the following:
    If you want to edit the tiering 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 Tier section.
    Note:

    The Tiering Criteria zone appears when Tiering Type for the rate component is STEP or Threshold.

    The Tiering Criteria section appears. This section contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Sequence Used to indicate the sequence in which tiering criteria is to be considered. Yes
    Tiering Criterion Used to select the tiering criterion which is used in the tiering range. Yes
    Lower Limit Used to specify the lower limit of the pricing range.
    Note: The system provides you with the facility to specify the lower limit value with a precision of up to 18 places before decimal and 18 places after decimal. This gives you the flexibility to specify very large and very low values in the tiering range.
    		 Yes
    Upper Limit Used to specify the upper limit of the pricing range.
    Note:

    The system provides you with the facility to specify the upper limit value with a precision of up to 18 places before decimal and 18 places after decimal. This gives you the flexibility to specify very large and very low values in the tiering range.

    When you define single tier with the maximum value as blank (for example, 0 to BLANK), the system will automatically replace the blank space with 999999999999999999.99.

    		 Yes
    Price Item Used to Indicate whether the price item or price item bundle's total usage is considered for determining the rate. By default, the price item code for which you defined the pricing appears in this field. You can specify any other price item or bundle code, if required.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search screen appears.
    		 Yes
    Price Item Parameters Used to specify the parameters based on which price item or bundle's total usage should be considered for determining the rate. By default, the parameters based on which you are defining the pricing appear in this field. You can specify any other parameters (where the Pricing flag is set to Yes), if required. However, note that you can only select parameters associated with the price item or bundle which is used for defining the tiering criteria.
    Note:

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

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

    		 No
  5. Modify the tiering criteria for a price component.
  6. Click Save.
    The tiering 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 tiering criteria for a price component. Defining a Tiering Criteria for a Price Component