Overriding a Price Item Pricing of a Person
Prerequisites
To override a price item pricing of a person, you should have:
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Transactions mapped to the price item defined in the application
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Rate schedules, rate versions, rate components defined in the application
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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 of a person:
- Search for the person in the Customer 360° View screen.
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In the Search Results section, click
the Show Context Menu () icon corresponding to the person
whose details you want to view.
A menu appears.
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Click the Go To Effective Pricing menu option.
The Pricing (Person) screen appears.
- Price assignments effective for the person appears in the Effective Price Assignments for Person zone.
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In the Search Results section, click
the Override () icon in the Override column corresponding to the price item pricing whose details
you want to override.
The Price Item Pricing screen appears. It contains the following sections:
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Main - Used to specify basic details about the price item pricing.
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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.
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Price Item and Parameter Information - Used to define the parameter details segment for the price item pricing.
Note: This section appears when Price Assignment Type is Regular.
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:The effective start date cannot be later than the effective end date.
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.
This field will be in read-only mode when the price assignment has been used.
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.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.
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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.
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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. Note: This field will be in enabled for selection if the checkbox is not selected. If the checkbox appears selected then this field will be in read-only mode.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.
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Proposed - Indicates that the price assignment is used for quotations.
Note: If a price assignment is in Draft status, you cannot change its status to Proposed.Yes Pricing Currency Used to indicate the currency in which you want to override 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 () 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 overriding a two-dimensional pricing rule.Print Zero Used to indicate whether zero pricing should be displayed in the bill. The valid values are: -
Yes
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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 -
- Modify the details in the Main section, if required.
- Modify the TFM Information in a price item pricing, if required.
- Modify the characteristics for a price item pricing, if required.
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Modify the parameters for a price item pricing, if required.
Note: If you change the effective end date while overriding a price item pricing, you need to specify the parameters which are effective during the date range of start and end date.
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Click Save.
The price item pricing is overridden.
Related Topics
For more information on... | See... |
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How to search for a person | Searching for a Person |
Pricing (Person) screen | Pricing (Person) |
Effective Price Assignments for Person zone | Effective Price Assignments for Person |
How to define a price item pricing | Defining 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 parameters for a price item pricing | Defining a Parameter for a Price Item Pricing |
How to define TFM Information in a price item pricing | Defining TFM Information in a Price Item Pricing |