Overriding a Price Item Pricing

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

Prerequisites

To override a price item pricing, you should have:

  • Transactions mapped to the price item defined in the application

  • Rate schedules, rate versions, rate components defined in the application

  • Tiering criteria defined in the application

  • Tiering setup for the rate components defined in the application

  • Pricing eligibility defined in the application

  • Parameters associated with the price item (in case you want to define price item pricing based on multiple parameters)

Procedure

To override a price item pricing:

  1. Do either of the following:
    If you want to...Then...
    Override price item pricing assigned to the customer either directly or through the customer hierarchy or price list

    1. Access the Pricing (Person) screen.

    2. In the Effective Price Assignment zone, click the Override (The Override Icon) icon in the Override column corresponding to the price item pricing that you want to override.
    Override price item pricing assigned to the account either directly or through the customer hierarchy or price list

    1. Access the Pricing (Account) screen.

    2. In the Effective Price Assignment zone, click the Override (The Override Icon) icon in the Override column corresponding to the price item pricing that you want to override.
    The Price Item Pricing screen appears.
  2. Modify the required pricing details.
    Note:

    If you change the effective start and end dates while overriding a price item pricing, you need to specify the parameters which are effective during that date range.

    While overriding a price item pricing, you can not only edit the existing tiering combination details, but also add additional tiering combinations until the maximum tiering combinations limit is met.

  3. Modify the price assignment characteristics, if required.
  4. Click Save.
    The price item pricing is overridden.

Related Topics

For more information on... See...
Pricing (Person) screen Pricing (Person)
Search Price Item or Price Item Pricing zone Search Price Item or Price Item Pricing
Pricing (Account) screen Pricing (Account)
Search Price Item or Price Item Pricing zone Search Price Item or Price Item Pricing
Price List Price Item Pricing screen Price List Price Item Pricing
Search Price Item or Price Item Pricing zone Search Price Item or Price Item Pricing
Price Item Pricing screen Price Item Pricing (Used for Viewing)
How to define the deal Information in a price item pricing. Defining the Deal Information in a Price Item Pricing
How to define the TFM Information in a price item pricing. Defining TFM Information in a Price Item Pricing
How to define a characteristic for a price item pricing. Defining a Characteristic for a Price Item Pricing
How to define a parameter for a price item pricing. Defining a Parameter for a Price Item Pricing
How to define a division-specific cost of a price item in the price item pricing Defining the Division-Specific Cost of a Price item in the Price Item Pricing
How to define a division-specific average price limit of a price item in the price item pricing Defining the Division-Specific Average Price Limits of a Price item in the Price Item Pricing
How to define a division-specific rate negotiability limit of a price item in the price item pricing Defining the Division-Specific Rate Negotiability Limits of a Price item in the Price Item Pricing