Special Pricing window for Billing
Rules
A list of defined special pricing rules.
Product
Displays the product type that was selected on the Set up products window.
Type
Specifies the customer type or the customer type/optional category combination (customer type and category codes are separated by a forward (/) slash.)
To define special prices for a predefined category, open the Set up general lookup/validation window to check for the correct category. To create a new category, see Setting Up Customer Type Categories for Special Pricing.
Description
Enter a detailed description of the billing rule for the specified customer type. This field is for reference only and is not displayed on any bill or report.
Base from Formula
Enable when a formula is to be added to the base amount. This option is available only when the Numeric Table, Alpha Table, or Exact Match option is enabled.
Flat Amount
Use this setting for assigning customer type fees that vary by billing category or rates for non-customer type products whose fees vary by customer type. If you select this option, enter a Base Amount value.
Amount from field
Use this setting to reference an exact rate or to enter a formula that calculates a rate based upon a field. If you select this option, enter a user-defined field in the Source Field. For example, Name_All.ACTIVITY_FEE, or an SQL calculation that references such fields.
Numeric Table
Use this setting to vary rates according to numeric values. You can establish sliding rates based on income/volume, or rates based on length of certification. This option supports a maximum of 20 rows and prompts you to enter numeric values (units/code) and rates (base amount) that serve as starting levels for applying pricing guidelines. An optional additional per-unit charge can be entered in the Amt/Add'l Unit field.
Alpha Table
This field prompts you to complete a table of alphanumeric values. Like the Numeric Table option, this option looks for a range rather than an exact match. Use this setting to create sliding rates based on values matched to alphanumeric or character fields.
Exact Match
Use this field to restrict a character field to an exact match. Enter a setting to create exact rates based on values exactly matched to character fields.
Source Field
Specifies a user-defined field that references the value entered in the Amount from field field. This option is available only when the Amount from field, Numeric Table, Alpha Table, or Exact Match option is enabled.
Units/Code
Specifies the numeric values that serve as starting levels for applying pricing guidelines. This option is available only when the Numeric Table, Alpha Table, or Exact Match option is enabled.
Base Amount
Specifies a rate that serve as a starting level for applying pricing guidelines. This option is available only when the Flat Amount, Numeric Table, Alpha Table, or Exact Match option is enabled.
Amt/Add'l Unit
Specifies an optional additional per-unit charge. This option is available only when the Numeric Table option is enabled.