Screen flows

• Submit—Validate and save the changes.
• Refresh—Reloads the original data. Any changes made since the last submit are lost.
• Delete—Confirm and delete the current item.
• New Search—Return to the Search screen and clear the search results and the search criteria.

Header

• Price Catalogue Code

  Where the price schedule is opened in context of a price book within a price catalogue, then this field displays the code of the price catalogue, and is shown. Display only. Where the price schedule is opened in context of a quote, then this field is hidden as it has no context.

• Quote Code

  Where the price schedule is opened in context of a price book within a price catalogue, then this field is hidden as it has no context. Where the price schedule is opened in context of a quote, then this field displays the code of the quote, and is shown. Display only.

• Price Catalogue Name

  Where the price schedule is opened in context of a price book within a price catalogue, then this field displays the name of the price catalogue, and is shown. Display only. Where the price schedule is opened in context of a quote, then this field is hidden as it has no context.

• Price Catalogue Description

  Where the price schedule is opened in context of a price book within a price catalogue, then this is the description of the price catalogue. Where the price schedule is opened in context of a quote, then this is the description of the quote. Display only.

• Currency

  Currency associated with the price book. Display only.

• Price Book Name

  Where the price schedule is opened in context of a price book within a price catalogue, then this field displays the name of the price book, and is shown. Display only. Where the price schedule is opened in context of a quote, then this field hidden as it has no context.

• Price Book Start Date

  Where the price schedule is opened in context of a price book within a price catalogue, then this field displays the date-time from which the price book is active. Display only. Where the price schedule is opened in context of a quote, then this field is hidden as it has no context.

• Price Book End Date

  Where the price schedule is opened in context of a price book within a price catalogue, then this field displays the date-time up to which the price book is active. Display only. Where the price schedule is opened in context of a quote, then this field is hidden as it has no context.

• Price Code

  The code of the price code associated with the price schedule.

  Where the price schedule is opened in context of a price book within a price catalogue, then this defaults to the scheme or analyte's Price Code.

  Where the price schedule is opened in context of a quote, then this defaults to a concatenation of the Quote Code and a numerical running sequence for price schedules within the quote.

  A price code links a costed or priced entity to a price schedule, that is, they are the master codes for invoiced or costed entities.

• Price Type

  The type of pricing for the price code. A price code's Price Type can be:

  • Sample-Based—The scheme is charged on a ’per sample’ basis with underlying granularity to allow for sliding scale charging based on sample numbers associated with the invoice, regardless of the scheme type or the number of invoiceable analytes in the scheme.

    • Regular pricing—The base price is charged once per sample. The block price is charged based on the number of samples in the scheme without package pricing.

    • Package pricing—The base price is charged once per scheme. The block price is charged based on the number of samples in the scheme with package pricing.

  • Scheme-Based—The scheme is charged on a ’per analyte in the scheme’ basis with underlying granularity to allow for sliding scale charging based on the number of costed or invoiceable analytes in the scheme.

    The base price is charged once per sample. For each group of samples in the scheme that have the same number of analytes, the block price is charged based on the number of analytes, multiplied by the number of samples in that group.

  • Unit-Based—The scheme is charged on a ’per unit’ basis, where a unit is typically a measure of duration (for example, based on the number of hours taken to perform a job scheme, or the number of kilometres travelled for preparation), with underlying granularity to allow for sliding scale charging based on the number of invoiceable units in the scheme associated with the invoice.

    The base price is charged once per scheme. The block price is charged based on the number of units recorded on the job scheme.

  • Analyte-Based—The scheme is charged based on the presence of a result on a ’per analyte’ basis with underlying granularity to allow for sliding scale charging based on the magnitude of the analytical result.

    The base price is charged once per sample. For each group of samples in the scheme analyte that have the same Numeric Final Value, the block price is charged based on the numeric final value, multiplied by the number of samples in that group.

• Aggregate

  Indicates whether invoice line items are aggregated across all the defined ranges to determine sliding-scale pricing based on the magnitude of the invoiceable item.

  • Unchecked—The pricing engine goes directly at the row where the invoiceable item amount <= Up To and applies the pricing from that row for the entire invoiceable item amount, and if such a row is not found, then to apply no pricing for that invoiceable item amount.

  • Checked—The pricing engine starts at the first row of the price schedule items grid and applies pricing to that proportion of invoiceable amount up to the Up To defined for the row, such that, the block price is a total charge for samples falling into that range. Then the pricing engine moves to the next row and applies pricing to the proportion of invoiceable amount from the previous range up to the Up To defined for the row, such that, the block price is a total charge for samples falling into that range. The pricing engine repeats this across all ranges until all of the invoiceable amounts are priced, and then aggregates these amounts s to determine the pricing for the entire invoiceable amount. Note that if the number of invoiceable items exceeds the uppermost Up To value in the price schedule items collection, then the pricing is set based only upon the cumulation of lower level line items. Note that if Aggregate Items is checked, then negative numbers cannot be entered in Up To.

• Variable Price Per Line

  Indicates whether to price the invoiceable item amount in the range as one or multiple blocks:

  • Unchecked—The pricing engine takes the Block Price as the price for the invoiceable item amount.

  • Checked—The pricing engine determines the number of blocks contained within the entire invoiceable item amount for the range, then multiples that number of blocks by the Block Price, and resetting that amount to the Min Price or Max Price where necessary, to determine the entire invoiceable item amount.

  Base Price

  A base price that applies to the invoiceable item as a set up fee. The base price is applied separately to the block price, that is, one line item is raised for the base price and one line item is raised for the block price for an invoiced item.

• Base Price Note

  The note on an invoice line item accompanying the base price. Defaults to the price code's Price Code Default Base Price Note. Multi-language support. When the price schedule is used to raise an invoice line item, then the base price note on the invoice line item is flattened to contain content only in the language in which the invoice is raised.

• Fixed Block Price

  A fixed price that applies to the entire invoiceable item amount, instead of applying a sliding-scale of pricing based on the magnitude of the invoiceable item. Must be a real number, and greater than zero. If a Fixed Block Price is not entered, then the price schedule items grid displays and is used in the pricing of line items.

• Block Price Note

  The note on an invoice line item accompanying the block price. Defaults to the price code's Defaults to Price Code Default Block Price Note. Multi-language support. When the price schedule is used to raise an invoice line item, then the bloc price note on the invoice line item is flattened to contain content only in the language in which the invoice is raised.

Price Schedule Items Grid

The list of price schedule items within the price schedule, when no Fixed Block Price is specified, allowing for a variable Block Price to be defined. This allows for an increasing number of invoiceable items to be charged at a lower or higher price, either providing economy of scale to the customer or catering for where a larger magnitude of analytical result increases the costs in the laboratory.

• Up To

  The upper range to which this pricing applies for the amount of invoiced item according to the Price Type:

  • Sample-Based—The number of samples.

  • Scheme-Based—The number of analytes.

  • Unit-Based—The number of units.

  • Analyte-Based—The magnitude of analytical result.

  Negative number are allowed only where the Aggregate check box is not checked.

• Block Size

  The proportion size of the invoiceable item within the Up To range that is priced at the Block Price. Only applicable where the Variable Price Per Line is selected, and deemed to be 1 otherwise.

• Block Price

  Where the Variable Price Per Line is selected, then the block price is the price of the proportion size of the invoiceable item within the Up To range. The price for the proportion of invoiceable item in the Up To range is determined by the number of blocks x Block Price, although it cannot fall below the Min Price or above the Max Price.

  Where the Variable Price Per Line check box is cleared, then the block price is the entire price for the proportion of invoiceable item in the Up To range.

• Min Price

  The minimum price for the proportion of invoiceable item within the Up To range, such that, the price for the proportion of invoiceable item in the Up To range is the determined number of blocks x Block Price, although it cannot fall below the Min Price or above the Max Price. If the Min Price is not defined, then no minimum price is applied. Only applicable where the Variable Price Per Line is selected.

• Max Price

  The maximum price for the proportion of invoiceable item within the Up To range, such that, the price for the proportion of invoiceable item in the Up To range is the determined number of blocks x Block Price, although it cannot fall below the Min Price or above the Max Price. If the Max Price is not defined, then no maximum price is applied. Only applicable where the Variable Price Per Line is selected.