Configuring Tests for a Quote

• Configuring Tests for a Quote
  • Overview
  • Process
    • Adding Schemes and Analytes using Master Tests
    • Adding Schemes and Analytes using Sample Filtering in a Dialog
    • Adding Schemes and Analytes from a Sample Search
    • Estimated Price of a Test in a Quote
    • Changing the Invoiceability of a Scheme or Analyte in a Quote
    • Applying a Discount to a Scheme or Analyte in a Quote
    • Configuring Overriding Price Schedules for Quote Tests
      • Updating Prices in Quote Price Schedules

Overview

A test is a scheme or analyte. A quote scheme or quote scheme analyte allows an invoiced scheme or analyte, respectively, to have pricing that overrides book pricing. Where an invoice is linked to a quote, when the invoice is priced, then:

• Providing a book price schedule exists for the scheme's or analyte's price code, then book pricing can be overridden by quote pricing.
• A quote scheme or quote scheme analyte that is flagged as not invoiceable does not raise a line item in the invoice.
• A quote scheme's or quote scheme analyte's discount is used to adjust book or quote prices. Where a 100% discount is applied, a line item is raised that has a zero (0) price.
• A quote scheme's or quote scheme analyte's price schedule is used to override book prices.

Schemes and analytes are added to a quote agnostic of the scheme version.

Process

Tests in quotes are configured using the CCQUOTE—Quote application, accessed using the Invoice Setup » Sharable Quotes menu option, or accessed via a client quote using the CCCLNT—Client application, accessed using the Registration Setup » Clients menu option.

Configure tests for a quote

When a quote is first created, it has no tests assigned to it. Schemes and analytes are added to a quote on the quote's Test tab which consists of two grids:

• Upper grid—The schemes and analytes already added to the quote.
• Lower grid—The search grid containing schemes and analytes returned from a search which are enabled by the laboratory for use.

Tests are added to the quote using a scheme search or a template sample search using the CCSAMP—Search Sample application, or by adding tests from a located sample. Refer to the Effect of Scheme Scope when Adding Tests to Quotes.

Adding Schemes and Analytes using Master Tests

Schemes and optionally analytes can be searched using Scheme Code, Scheme Name, Analyte Code, Analyte Name, Scheme Type, Section Name, Section Description, Method Name and/or Method Description.

For an org-scope template job, the list of schemes that display from a scheme search contains schemes that are not added to the quote, and includes org-scope schemes with a published scheme version. The list only contains the highest published scheme version of a scheme.

For a lab-scope quote, the list of schemes that display from a scheme search contains schemes that are not added to the quote, and includes a) enabled-scope schemes which are org-scope schemes that have no line of business or a line of business matching one of the laboratory's lines of business, and were subsequently enabled for laboratory use, and b) lab-scope schemes. The list only contains the highest published scheme version of a scheme.

Note: When searching and filtering based on schemes and analytes using Analyte Code or Analyte Name criteria, then the scheme is still returned from the search, even if the analytes that match the criteria are ALREADY assigned to the quote, however, only analytes that are NOT already assigned to the quote are returned from the search. Where all analytes for a scheme version are already assigned to the quote, then the scheme is not returned from the search.

In the scheme search criteria, setting the Filter Option to:

• Filter Schemes—Returns schemes that match the criteria and ALL of their analytes. For example, entering an Analyte Code of CU returns schemes where there is a related scheme version analyte whose Analyte Code is CU, however all analytes within those schemes are returned.

• Filter Schemes and Analytes—Returns schemes and analytes that match the criteria. For example, entering an Analyte Code of CU returns schemes where there is a related scheme version analyte whose Analyte Code is CU, and just that analyte in those schemes is returned.

Quotes are agnostic of scheme version so the selected schemes and analytes in the lower grid are added to the quote only where the scheme is not in the quote and the analyte is not in the quote, respectively. Scheme version information is not retained in the quote scheme or quote scheme analyte.

The following quote scheme or quote scheme analyte details default from the scheme or scheme version analyte, respectively:

• Invoiceable

• Price Code

• Base Price

• Base Price Note

• Fixed Block Price

• Fixed Block Note.

Adding Schemes and Analytes using Sample Filtering in a Dialog

The dialog allows for the entry of criteria by which to filter the list of available samples, and whether to filter by template samples only, or look across all samples.

When a template sample is selected for adding to a quote, then the template sample's tests are only valid for adding to the quote where:

• Scope rules are satisfied:

  • Tests from a lab-scope template sample cannot be added to an org-scope quote.
  • Schemes are added to the quote only where the scheme is not yet on the quote.
  • Template sample scheme analytes are added to the quote only where the analyte is not yet on the quote (quotes are agnostic of scheme version).
• Price code rules are satisfied:
• For schemes within the template sample that have a price type of sample-based, scheme-based or unit-based, only those schemes that link to a price code are added from the template sample.
• For schemes within the template sample that have a price type of analyte-based, only those analytes within the scheme that link to a price code are added from the template sample.
• Invoiceability rules are satisfied:
  • Schemes are added to the quote where the sample scheme's Is Invoiceable is selected, and for a scheme whose Price Type is Sample-Based, Scheme-Based or Unit-Based, then where the scheme is linked to a Price Code.
  • Analytes are added to the quote where the sample scheme's Is Invoiceable is selected and the sample scheme analyte's Is Invoiceable is selected, and for a scheme whose Price Type is Analyte-Based, then where the analyte is linked to a Price Code.
• Non-doubling-up rules, and given that quotes are agnostic of scheme version:
  • Only schemes and analytes that are not already on the quote are added from the template sample.
  • Where a scheme version is already on the quote, only analytes that exist within the same scheme version are added from the template sample (as quotes can only contain one version of a scheme).

• and either:

  • The template sample links to the same client as the quote.
  • The template sample links to a client group that contains the same client as the quote.
  • The template sample does not link to any client.

The following quote scheme or quote scheme analyte details default from the source sample scheme or source samples scheme analyte, respectively:

• Invoiceable

• Price Code

• Base Price

• Base Price Note

• Fixed Block Price

• Fixed Block Note.

Adding Schemes and Analytes from a Sample Search

Template samples are searched and added to a quote using either the CCSAMP—Search Sample application or a dialog box that allows for the population of the source sample drop-down selection list using various criteria.

When a quote scheme is created from a template sample, then pricing properties are inherited from the template sample scheme. When a quote scheme analyte is created from a template sample, the pricing properties are inherited from the template sample scheme analyte.

Template samples are created in the CCREGN—Job application, using the options on the Samples tab.

Template samples can also be located by sample using the CCSAMP—Sample application.

Note: Only a single template sample at a time can have its tests added to a quote.

When a sample is selected for adding to a quote, then the template sample's tests are only valid for adding to the quote where:

• The same rules as for adding schemes and analytes using sample filtering in a dialog are satisfied,

• and either:

  • The template sample links to the same client as the quote.
  • The template sample links to a client group that contains the same client as the quote.
  • The template sample does not link to any client.

Example:

Given the clients ABC, XYZ_ASIA, XYZ_AUSTRALIA exist, the client group XYZ_GLOBAL exists with XYZ_ASIA and XYZ_AUSTRALIA as its members, and template samples are:

Template Sample	Template's Client	Template's Client Group	Clients that can use the template sample for adding tests to a quote
SMP_TPL1	<empty>	<empty>	ABC, XYZ_ASIA, XYZ_AUSTRALIA
SMP_TPL2	<empty>	XYZ_GLOBAL	ABC, XYZ_ASIA, XYZ_AUSTRALIA
SMP_TPL3	ABC	<empty>	ABC
SMP_TPL4	XYZ_ASIA	XYZ_GLOBAL	XYZ_ASIA, XYZ_AUSTRALIA
SMP_TPL5	XYZ_ASIA	<empty>	XYZ_ASIA
SMP_TPL6	XYZ_AUSTRALIA	<empty>	XYZ_AUSTRALIA
SMP_TPL7	XYZ_AUSTRALIA	XYZ_GLOBAL	XYZ_ASIA, XYZ_ASIA

Where a sample preparation or miscellaneous scheme exists in the template sample and no schemes are added to the quote, or where an analytical scheme or analytical scheme exists in the template sample and no analytes are added to the quote, then a message is raised: No Tests were added from the Sample Template.

The following quote scheme or quote scheme analyte details default from the source sample scheme or source sample scheme analyte, respectively:

• Invoiceable

• Price Code

• Base Price

• Base Price Note

• Fixed Block Price

• Fixed Block Note.

Estimated Price of a Test in a Quote

For each scheme or analyte, the Estimated Price is determined, but these are indicated prices only, as follows:

	Quote opened from CCQUOTE Search	Quote opened from CCCLNT client-quote
Client context, if any.	No client context, so use laboratory details to find a price book when adding schemes/analytes to the quote.	Client-quote context, so use client-quote details to find a price book when adding schemes/analytes to a quote.
Price Catalogue Group	Laboratory’s Default Price Catalogue Group	Client’s Price Catalogue Group
Date reference	Quote’s Default Start Date	Client-quote’s Start Date
Currency	Laboratory’s Currency	Client-quote’s Currency

Changing the Invoiceability of a Scheme or Analyte in a Quote

Where a scheme or analyte is not invoiceable in a quote and the quote is active during invoicing, then the scheme or analyte, respectively, is not invoiced.

Applying a Discount to a Scheme or Analyte in a Quote

When a scheme or analyte is priced using the quote, then the discount is applied only where pricing is determined from a book price schedule. Where a quote price schedule exists for the scheme or analyte, then pricing is determined from the quote price schedule and no further line item discount is applied.

When a scheme or analyte is priced using a quote scheme or quote scheme analyte, respectively, that has a discount of 100%, then a line item is raised containing an Item Price of 0.

• A quote scheme discount is a discount applied to a line items that is generated by pricing a scheme that is included in a quote.
• A quote scheme analyte discount is a discount applied to a line items that is generated by pricing an analyte that is included in a quote.

Configuring Overriding Price Schedules for Quote Tests

A quote price schedule can be created for a scheme or analyte covered by a quote so that the schedule is not based on the price book's schedule, but taken from the quote.

Configure custom price schedules for quote tests

When a quote price schedule is created for a quote scheme or quote analyte,

• The price schedule's Price Catalogue Code is set to the Quote Code.

• The Price Catalogue Name is left empty since quotes do not have a name attribute.

• The Price Book Name is left empty also since the quote is its own price schedule AND price book.

• The Price Code is set to a concatenation of the Quote Code and a numerical running sequence for price schedules within the quote.

• The system automatically creates an internal price code that has the same Code as the quote Price Schedule Code and links the quote price schedule to it. If the quote price schedule is deleted, then the internal price code is deleted also.

  Note: This does not apply when a book price schedule is deleted. In this case, the related price code pertains to a master price code entity, so is not deleted.

Quote schemes and quote scheme analytes can be re-sequenced.

Pricing for book price schedules and quote price schedules is configured using the CCPRCSCHD—Price Schedule Detail screen. Refer to Configuring Price Schedules.

When a scheme or analyte in a quote is priced in an invoice:

• If the scheme or analyte is not covered by the quote, then the book price schedule applies, with the quote's Generic Discount applied on top.

• If the scheme or analyte is covered by the quote and no quote price schedule exists for the scheme or analyte, then the book price schedule applies, with the scheme or analyte's Discount from the quote applied on top.

• If the scheme or analyte is covered by the quote and a quote price schedule exists for the scheme or analyte, then the quote price schedule applies, with the scheme or analyte's Discount from the quote applied on top.

  Note: A book price schedule must exist for the scheme or analyte for the quote price schedule to be applied.

Updating Prices in Quote Price Schedules

A percentage change can be applied to selected quote schemes and quote analytes that have custom quote price schedules, to increase or decreases prices in all associated price schedules, without having to update each quote scheme or quote analyte's price schedule individually.

Change prices in a quote scheme price schedule or quote analyte price schedule

Quote scheme and quote analyte price schedules can have a specified Percentage change applied, after which:

• a selected rounding factor, Round New Scheme, Sample and Price prices by, is applied to round new price determinations for quote schedules that have a Price Type of Scheme-Based, Sample-Based and Analyte-Based, after which prices are rounded again to the currency's Minor Unit digits, and

• a separate rounding factor, Round New Unit Prices by is applied to round new price determinations for quote schedules that have a Price Type of Unit-Based , after which prices are rounded again to the currency's Minor Unit digits + 1.