Copying a Price Item Pricing

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

Prerequisites

To copy a price item pricing and assign it to a person, you should have:

  • Person (to which you want to assign the price item pricing) defined in the application

  • Person associated with the division to which the user belongs

  • Price item pricing (whose copy you want to create) defined in the application

Procedure

To copy a price item pricing and assign it 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 for which you want to copy a price item pricing.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Person) screen appears.
  4. In the Search Price Item or Price Item Pricing zone, select the required option from the Search By list to indicate whether you want to search price item pricing assigned to an account, person, or a price list.
    Note: The fields in the Search Criteria section change depending on the option that you select from the Search By list.
  5. Enter the search criteria in the Search Price Item or Price Item Pricing zone to search for the price item pricing whose copy you want to create and assign it to the person.
  6. Click Search.
    A list of price assignments that meet the search criteria appears in the Search Results section.
  7. In the Search Results section, click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the price item pricing whose copy you want to create.

    The Price Item Pricing screen appears. It contains the following sections:

    • Main - Used to specify basic details about the price item pricing.

    • Deal Information - Used to specify how the average price floor and ceil limits of the price item pricing is mapped to a deal.

    • TFM Information - Used to specify the transaction feed management information about the price item pricing.

      Note: This section appears in the Price Item Pricing screen when the value for the Show Default Values in Price Item Pricing option type for C1_​FM feature configuration is set to Y and Price Item Available For is Pricing and Billing.

    • Characteristics - Used to define the characteristics for the price item pricing.

    • Price Item and Parameter Information - Used to define the parameter details segment for the price item pricing.

    • Commitments - Used to specify the following details about the pricing and commitments for the price item pricing:

      • Division-specific cost for the price item

      • Division-specific floor and ceil values for the price item

      • Division-specific negotiability floor and ceil values for the price item

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Start Date Used to specify the date from when the price item pricing is effective.
    Note:

    By default, the current system date appears in this field.

    The effective start date cannot be later than the effective end date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 Yes
    End Date Used to specify the date till when the price item pricing is effective.
    Note:

    The effective end date cannot be earlier than the effective start date.

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    		 No
    Price Assignment Type Used to indicate the type of price assignment. The valid values are:

    • Regular - Used to indicate that the pricing must be used to generate regular bill segment.

    • Post Processing - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on usage accounts. The post processing bill segment is generated when you generate the bill for the usage account and not when you bill the usage account through an invoice account.

      Note:

      The post processing bill segment is generated when the Post Processing Sequence (PPSEQ) characteristic is defined for the price item and when the price item is associated with another price item using the Price Item relationship type.

    • Post Processing - Invoice Based - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on an invoice account, and, as a result, the post processing bill segment is generated on the invoice account.

      Note: This will not be applicable for price item which are defined for Only Pricing.

    • Post Processing - Price Item Based - Used to indicate that the pricing must be used to generate post processing bill segment. This type of price assignment can be done on both invoice and usage accounts, but the post processing bill segment is generated only on the invoice account.

      Note: This will not be applicable for price item which are defined for Only Pricing.
    		 Yes
    Pricing Eligibility Used to select pricing eligibility criteria for price item pricing. No
    Pricing Status Used to indicate the status of the price assignment. The valid values are:

    • Draft - Indicates that the price assignment is created as a draft.

    • Proposed - Indicates that the price assignment is used for quotations.

      Note: The Proposed status indicates that the price assignment is defined for a deal and awaiting approval.

    • Recommended - Indicates that the price assignment is used for recommendation.

      Note: The Recommended status indicates that the price assignment is recommended for a deal.
    		 Yes
    Pricing Currency Used to indicate the currency in which you want to define the price item pricing. Yes
    Rate Schedule Used to specify the rate schedule that you want to use while defining price item pricing.
    Note:

    Rate schedules control how the bills for the price item will be calculated.

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

    		 Yes
    Pricing Rule Type Used to indicate the pricing rule type. The valid value is:

    • Two-Dimensional

    		 Yes (Conditional)
    Note: This field is required when you are defining a two-dimensional pricing rule.
    Print Zero Used to indicate whether zero pricing should be displayed in the bill. The valid values are:

    • Yes

    • No

    Note: By default, Yes is selected.
    		 Yes
    Pricing Frequency Used to indicate pricing frequency for the price item.
    Note: This field appears when Price Item is defined as Only Pricing and Price Item Type is defined as Fees.
    		 Yes
  8. Enter the required details in the Main section.
    Note:

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

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

    If you are creating a copy of active, proposed, inactive, rejected, or template price item pricing, you can save the new price item pricing in the Active or Proposed status.

  9. Add, edit, or remove the deal information for the price item pricing in the Deal Information section, if required.
  10. Add, edit, or remove the TFM Information in a price item pricing, if required.
  11. Add, edit, or remove the characteristics for a price item pricing, if required.
  12. Add, edit, or remove the parameters for a price item pricing, if required.
  13. Add, edit, or remove the division-specific cost of the price item in the Commitments section, if required.
  14. Add, edit, or remove the division-specific average price floor and ceil limits of the price item in the Commitments section, if required.
  15. Add, edit, or remove the division-specific rate negotiability floor and ceil limits of the price item in the Commitments
  16. Click Save.
    The changes made to the price item pricing are saved.
  17. Click Submit.
    A new price item pricing is defined and assigned to the person.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Pricing (Person) screen Pricing (Person)
Search Price Item or Price Item Pricing zone Search Price Item or Price Item Pricing
How to edit a price item pricing of a person Editing a Price Item Pricing of a Person
How to define a characteristic for a price item pricing Defining a Characteristic for a Price Item Pricing