Applying and Removing Package Pricing for Samples

• Applying and Removing Package Pricing for Samples
  • Overview
  • Process
    • After Applying or Removing Package Pricing
  • Application of Package Pricing during Invoicing

Overview

Package pricing is a concept whereby a group of schemes and/or analytes is given a single price per sample.

A template sample can have a package price code associated with it. Where a template sample is associated with a sample-based price code (only sample-based price codes can be associated with a template sample), this is referred to as a package price.

When samples are created from the template sample, or tests are added to an existing sample from a template sample, the sample schemes and sample scheme analytes that are created inherit the package price code from the template sample, and are linked to that template sample. When duplicate or replicate QC samples are created, the package price code and template sample code on each sample scheme and sample scheme analyte is inherited from the source sample.

This means that a sample can be associated with many packages, with each package being priced.

It should be noted that only template samples can be associated with a package price code, and then, only sample-based price codes can be associated.

Process

An unknown, duplicate or replicate sample is flagged to use package pricing or to fall back to using regular pricing.

Where a package price is added belatedly to a template sample, and where that template sample is associated with registered sample schemes and sample scheme analytes, then package pricing is reapplied from the package to the sample, for those sample schemes and sample scheme analytes.

Where it is required that package pricing is removed from a sample, then package pricing is removed from the sample schemes and sample scheme analytes associated with the package.

During the apply and remove processes, all template samples associated with the selected sample's sample schemes and sample scheme analytes are presented for selection, and the package pricing applied or removed, accordingly.

Upon applying or removing package pricing:

• For each selected sample, any related sample scheme that has its Source Sample Template matching the selected Sample Template:

  • If applying package pricing—The sample's Package Price Code is set to the template sample's Template Price Code, and any related sample scheme analyte that has its Source Sample Template matching the selected Sample Template has its Package Price Code set to the template sample's Template Price Code.

  • If removing package pricing—The sample's Package Price Code cleared, and any related sample scheme analyte that has its Source Sample Template matching the selected Sample Template has its Package Price Code cleared.

• The event is audited. Refer to Reviewing Operational Data Audits.

Apply template sample pricing to samples in a job

Remove template sample pricing from samples in a job

After Applying or Removing Package Pricing

Once samples are included or excluded for package pricing, an invoice must have its WIP and estimate amounts recalculated.

Application of Package Pricing during Invoicing

A package price overrides any other price schedule associations. A package price is applied for all sample schemes and sample scheme analytes registered by the template sample, effectively making the collection of schemes and analytes on a sample as a single invoiceable object.

The price codes that are associated with the individual schemes and analytes remain in place, but these are only used when package pricing is flagged to not apply for the sample.

When a sample-based price code is used as a package price, there is some difference in the way the price code is used to calculate costs: when used as a sample-based price code then the base price is applied to each sample; when used as a package then the base price is applied only once for all samples associated with the package. The base price is effectively being used as a set up charge for package pricing.

The following steps are required to apply package pricing:

1. Create a sample-based price code for package pricing. Refer to Maintaining Price Codes.
2. Create a template job with the template sample associated with the sample-based price code for package pricing.
3. Create a production job and add samples using a template sample to a job.

Where a sample is included in package pricing, then its sample schemes and sample scheme analytes that are linked to a package price code are priced using package pricing, and its sample schemes and sample scheme analytes that are NOT linked to a package price code are priced using regular pricing.

Where a sample is not included in package pricing, then its sample schemes and sample scheme analytes are priced using regular pricing.

Those samples that are subject to a package price do not have quote pricing applied, even where the sample-based price code used by the package price code exists in the quote associated with the invoice.

Note: If a scheme is removed from a sample and that scheme is included in a package price, then this has no impact on the costing. The package price remains in place and is priced in full.