Editing the Two-Dimensional Pricing

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

Procedure

To edit a two-dimensional pricing:

  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 (Person) screen appears.
  4. Search for the price item pricing in the Search Price Item or Price Item Pricing screen.
  5. Click the Assign icon (The Assign Icon) corresponding to the Price Item Information.
    The Price Item Pricing screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Start Date Displays the date from when the price item pricing is effective. Yes
    End Date Displays the date till when the price item pricing is effective. No
    Rate Schedule Indicates the rate schedule used while defining price item pricing.
    Note: It has a link. On clicking the link, the Rate Schedule screen appears where you can view the details of the rate schedule.
    		 Yes
    Print Zero Indicates the zero pricing displayed in the bill. The valid values are:

    • Yes

    • No

    		 Yes
    Pricing Currency Indicates the currency in which the price item pricing is defined.
    Note: It has a link. On clicking the link, the Currency screen appears where you can view the details of the currency.
    		 Yes
    Pricing Status Indicates the status of the price assignment. The valid values are:

    • Draft

    • Active

    • Inactive

    • Proposed

    • Rejected

    • Template

    		 Yes
    Price Assignment Type Indicates the type of price assignment. The valid values are:

    • Regular

    • Post Processing

    • Post Processing - Invoice Based

    • Post Processing - Price Item Based

    		 Yes
    Pricing Eligibility Displays the pricing eligibility criteria for price item pricing. Yes
    Pricing Rule Type Indicates the pricing rule type. The valid value is:

    • Two-Dimensional

    		 Yes
  6. Click Save.
    The Price Item Pricing screen appears.
  7. Click the Edit link in the top-right of the Two-Dimensional Pricing zone.

    The Two-Dimensional Pricing screen appears. It contains the following fields in a grid:

    Field Name Field Description
    Step Criterion Used to search by the various criterion.
    Threshold Parameter Used to search by the threshold parameter.
    Tiering Range Displays the tiering range of the pricing.
  8. Modify the details in the Two-Dimensional Pricing screen, if required.
  9. If you want to add more than one threshold parameter, click the Add (The Add Icon) icon and then enter the threshold parameter name and its value.
    However, if you want to remove a threshold parameter, click the Delete (The Delete Icon) icon corresponding to the parameter.
  10. If you want to add more than one tiering range, click the Add (The Add Icon) icon and then enter the specific range.
    However, if you want to remove a tiering range, click the Delete (The Delete Icon) icon corresponding to the range that you want to remove.
  11. Click Save.
    The changes made to the two-dimensional pricing are saved.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List