Use this activity to define a price rule. A price rule controls how a customer is charged. Price rules can have multiple rule lines defined for different Sales Groups and Cost Types, as well as a default, compulsory price rule line covering all other prices, that are not handled by any other specific price rule line. Once defined, a price rule can be connected to a service, warranty or a contract line.
Setting up a Price Rule
Price rules with a single rule line, covering the total scope can easily be setup using the option Quick Setup for the Total Scope. You can select whether the price rule should be Usage Based, a Fixed Price or Free of Charge, where each option creates a differently configured, single price rule line of type All Other.
If a quick setup is not adequate, invoice rules can be defined manually. There are three types of price rule lines that can be defined through the normal setup; Sales Group, Cost Type and All Other.
The revenue percentage, which can have values between 0 and 100, can be used when invoicing transactions. For example, a revenue percentage 100 means the total sales price will be included on the customer invoice, whereas revenue percentage 0 means the transaction will not to be invoiced.
All price rules lines can be included in a Fixed Price, by enabling the toggle Include in Fixed Price and specifying a sales part for the line. Each line included in the fixed price will be invoiced in accordance with the price on the associated sales part. Fixed prices will be applied on the request scope level. The fixed price lines are created automatically from the price rule lines, but it is also possible to manually add planned fixed prices, in the request scope.
For more information please refer the documentation Request Management.
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As a result of this activity, a price rule will be created.