Exporting Effective Price Simulation

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

Procedure

To export effective price simulation for an account in the CSV format:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Pricing Simulation.
    The Pricing Simulation screen appears.
  3. You can search for an account by entering the search criteria in the Search Pricing zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  4. Click the Export to Excel link in the Search Pricing zone.
    The File Download dialog box appears.
  5. Click Save.
    The Save As dialog box appears.
  6. Browse to the location where you want to save the file.
  7. Enter the file name in the respective field, and click Save.
    The search results are exported in CSV format.
  8. Open the CSV file in Microsoft Excel.

    It contains the following columns:

    Column Name Column Description
    Price Item Displays the price item code.
    Description Displays the description of the price item.
    Variance Indicates the variance parameter which is used for defining the price item pricing.
    Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
    Price Item Parameters Indicates the parameters which are used for defining the price item pricing.
    Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
    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
    Assignment Level Indicates the level at which the price item pricing is defined in the customer hierarchy.
    Price List Description Displays the description of the price list.
    Note: The description appears when the pricing assignment type is Account Price List, Customer Price List, or Parent Customer Price List.
    Rate Displays the price of the price item. It also indicates whether the price is a Flat, Threshold, or Step price. The price can be agreed pricing, price list pricing, or pricing inherited from the price list hierarchy. If the price is applicable only to new customers, an asterisk (*) symbol appears corresponding to the price.
    Price Component Description Displays the description of the price component whose rate is used for calculation.
    Note: The data appears in this column only when the rate corresponding to the price component in the price item pricing is used for calculation.
    Effective Start Date Displays the date from when the pricing assignment is effective.
    Effective End Date Displays the date till when the pricing assignment is effective.
    Pricing Currency Indicates the currency in which the price item pricing is defined.
    From Displays the lower limit of the tiering range.
    To Displays the upper limit of the tiering range.
    Price Assignment Usage Indicates whether the price assignment is applicable to all customers or only to the new customers.
    Price Assignment ID Displays the ID that is generated automatically when the price assignment is done.
    Parent Level Displays the numerical level of the parent in the hierarchy from whom the pricing is inherited.
    Price List ID Displays the price list ID from where the pricing is inherited.
    Price List Start Date Displays the date from when the price list is effective.
    Parent Person Displays the name of the parent or grandparent customer from whom the pricing is inherited.
    Parent Pricelist Level Indicates the parent level when pricing is inherited from the price list hierarchy. If the pricing is inherited from the assigned price list, the parent price list level will be 0. However, if the pricing is inherited from the parent price list in the hierarchy, the parent price list level will be 1. And, if the pricing is inherited from the grandparent price list in the hierarchy, the parent price list level will be 2, and so on.
    Ignore Transaction Indicates whether the transactions mapped to the price item should be considered for billing. The valid values are:

    • Y

    • N
    Aggregate Transaction Indicates whether the transactions mapped to the price item should be aggregated for billing. The valid values are:

    • Y

    • N
    Aggregation Schedule Indicates the aggregation cycle.
    Tiering Criterion Indicates the tiering criterion.
    Tiering Price Item Indicates whether the price item is billed individually or at the bundle level.

Related Topics

For more information on... See...
Pricing Simulation screen Pricing Simulation
Search Pricing zone Search Pricing