Maintaining Pricing Schedules
Related Topics Overview
A collection of price schedules comprises a price book or quote.
Price schedules are defined individually and reference a price type of BOOK or QUOTE, a conversion code to denote the conversion of its prices to the base currency, a price code that links schemes and analytes to price schedules, and a pricing structure of either:
- Analyte-based (ANA)—Based upon the result of the invoiced analyte, per sample.
- Hourly-based (HLY)—Based upon an hourly rate for the scheme.
- Scheme-based (SCH)—Based upon the number of analytes invoiced for the scheme, per sample.
- Sample-based (SMP)—Based upon the number of invoiced samples.
Price books do not have to use conversion codes with a factor other than one to the base currency, but can use a conversion code with a factor of one to configure one set of prices for a particular group of customers, and another set of prices for another group of customers.
This process is pertinent to Laboratory managers who configure CCLAS EL for invoicing.
Pricing by Analyte
Analyte-based pricing is used where the price is determined based upon the numerical result of the analyte (for example, based on numeric result or weight). Typically, different prices are charged where certain numerical values are detected.
Aggregate Pricing
Where Non-aggregate is checked, then the first row where the analytical result is less than or equal to the Values up to amount is used to price the analyte.
Non-aggregate Pricing
Where Non-aggregate is unchecked, then aggregate pricing is in place.
The aggregation starts at the first row, such that, of the analyte's final numeric result, the first n amount, as denoted by Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
Then the aggregation is repeated until all of the analyte's final numeric result is catered for, as follows. Where the analyte's final numeric result is higher than the previous row's Values up to, then the next n amount, as denoted by the current row's Values up to, less the previous row's n amount, as denote by the previous row's Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
For example, using the following price schedule:
| Values up to |
Portion size |
Price of portion |
Comment |
|---|---|---|---|
|
3 |
1 |
3.00 |
Covers a result of 1 to 3 |
|
5 |
1 |
5.00 |
Covers a result of 4 to 5 |
|
99999999 |
1 |
7.00 |
Covers a result of 6 onwards |
then a sample scheme analyte with a final numeric value of 10 PPM is charged:
-
The first 3 PPM (from range 1—3) has each 1 PPM incurring a fee of $3.00
-
The next 2 PPM (from range 4—5) has each 1 PPM incurring a fee of $5.00
-
The next 5 PPM (from range 6—10) has each 1 PPM incurring a fee of $7.00.
The invoice shows a line for each unique number of portions, with #Sams. being the number of samples multiplied by the number of portions, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
ANA_SCH |
A1 |
Ana price |
1 | 30 | $3.00 | 0.000 | $90.00 |
|
ANA_SCH |
A1 |
Ana price |
1 | 20 | $5.00 | 0.000 | $100.00 |
|
ANA_SCH |
A1 |
Ana price |
1 | 50 | $7.00 | 0.000 | $350.00 |
For a Portion size of more than 1, the number of portions is determined using the Portion size, to arrive at a different #Sams. in the invoice.
For example, using the following price schedule:
| Values up to |
Portion size |
Price of portion |
Comment |
|---|---|---|---|
|
3 |
2 |
3.00 |
Covers a result of 1 to 3 |
|
5 |
2 |
5.00 |
Covers a result of 4 to 5 |
|
99999999 |
2 |
7.00 |
Covers a result of 6 onwards |
then a sample scheme analyte with a final numeric value of 10 PPM is charged:
-
The first 3 PPM (from range 1—3) has each 2 PPMs incurring a fee of $3.00
-
The next 2 PPM (from range 4—5) has each 2 PPMs incurring a fee of $5.00
-
The next 5 PPM (from range 6—10) has each 2 PPMs incurring a fee of $7.00.
The invoice shows a line for each unique number of portions, with #Sams. being the number of samples multiplied by the number of portions, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
ANA_SCH |
A1 |
Ana price |
1 | 20 | $3.00 | 0.000 | $60.00 |
|
ANA_SCH |
A1 |
Ana price |
1 | 10 | $5.00 | 0.000 | $50.00 |
|
ANA_SCH |
A1 |
Ana price |
1 | 30 | $7.00 | 0.000 | $210.00 |
Pricing by Hour
Hourly-based pricing is used where the price is determined based upon the time taken. Typically, different prices are charged for different lengths of analysis.
Note: This pricing style is similar to pricing by analyte except that it applies at scheme level based upon the number of hours.
Aggregate Pricing
Where Non-aggregate is checked, then the first row where the number of hours is less than or equal to the Values up to amount is used to price the scheme.
Non-aggregate Pricing
The aggregation starts at the first row, such that, of the number of hours, the first n amount, as denoted by Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
Then the aggregation is repeated until all of the number of hours are catered for, as follows. Where the number of hours is higher than the previous row's Values up to, then the next n amount, as denoted by the current row's Values up to, less the previous row's n amount, as denote by the previous row's Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
For example, using the following price schedule:
| Time up to |
Time portion size |
Price of time portion |
Comment |
|---|---|---|---|
|
3 |
1 |
3.00 |
Covers the hours of 1 to 3 |
|
5 |
1 |
5.00 |
Covers the hours of 4 to 5 |
|
99999999 |
1 |
7.00 |
Covers the hours of 6 onwards |
then a job scheme with Number hours set to 10 is charged:
-
The first 3 hours (from range 1—3) has each 1 hour incurring a fee of $3.00
-
The next 2 hours (from range 4—5) has each 1 hour incurring a fee of $5.00
-
The next 5 hours (from range 6—10) has each 1 hour incurring a fee of $7.00.
The invoice shows a line for each unique number of portions, with #Sams. being the number of portions, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
HLY_SCH |
Hly price |
1 | 3 | $3.00 | 0.000 | $9.00 | |
|
HLY_SCH |
Hly price |
1 | 2 | $5.00 | 0.000 | $10.00 | |
|
HLY_SCH |
Hly price |
1 | 5 | $7.00 | 0.000 | $35.00 |
For a Portion size of more than 1, the number of portions is determined using the Portion size, to arrive at a different #Sams. in the invoice.
For example, using the following price schedule:
| Values up to |
Portion size |
Price of portion |
Comment |
|---|---|---|---|
|
3 |
2 |
3.00 |
Covers the hours of 1 to 3 |
|
5 |
2 |
5.00 |
Covers the hours of 4 to 5 |
|
99999999 |
2 |
7.00 |
Covers the hours of 6 onwards |
then a job scheme with Number hours set to 10 is charged:
-
The first 3 hours (from range 1—3) has each 2 hours incurring a fee of $3.00
-
The next 2 hours (from range 4—5) has each 2 hours incurring a fee of $5.00
-
The next 5 hours (from range 6—10) has each 2 hours incurring a fee of $7.00.
The invoice shows a line for each unique number of portions, with #Sams. being the number of portions to cover the number of hours in the range, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
HLY_SCH |
Hly price |
1 | 1.5 | $3.00 | 0.000 | $4.50 | |
|
HLY_SCH |
Hly price |
1 | 1 | $5.00 | 0.000 | $5.00 | |
|
HLY_SCH |
Hly price |
1 | 2.5 | $7.00 | 0.000 | $17.50 |
Pricing by Scheme
Scheme-based pricing is used where the price is determined based upon the number of analytes analysed for a scheme.
Aggregate Pricing
Where Non-aggregate is checked, then the first row where the number of analytes invoiced for the scheme is less than or equal to the Values up to amount is used to price the scheme.
Non-aggregate Pricing
The aggregation starts at the first row, such that, of the number of analytes invoiced for the scheme, the first n amount, as denoted by Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
Then the aggregation is repeated until all of the number of analytes invoiced for the scheme are catered for, as follows. Where the number of analytes invoiced for the scheme is higher than the previous row's Values up to, then the next n amount, as denoted by the current row's Values up to, less the previous row's n amount, as denote by the previous row's Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
Note: If the number of analytes in non-aggregate pricing is higher than the biggest value in the Analytes number up to column, then the pricing reverts to aggregate pricing.
For example, using the following price schedule:
| Analytes number up to |
Price per analyte |
Min price in range |
Max price in range | Comment |
|---|---|---|---|---|
|
3 |
3 |
0 |
0 | Covers analytes 1 to 3 |
|
5 |
5 |
0 |
0 | Covers analytes 4 to 8 |
|
99999999 |
7 |
0 |
0 | Covers analytes 9 onwards |
then a sample scheme with 10 invoiceable analytes is charged:
-
The first 3 analytes (from range 1—3) has each 1 analyte incurring a fee of $3.00, so $9.00 for all analytes in the range
-
The next 5 analyte (from range 4—8) has each 1 analyte incurring a fee of $5.00, so $25.00 for all analytes in the range
-
The rest of the analytes (from range 9—10) has each 1 analyte incurring a fee of $7.00, so $14.00 for all analytes in the range
for a grand total of $48.00 for all of the invoiceable analytes of the scheme,
The invoice shows one line for a scheme, with the fees from each analyte range amalgamated, and with #Ana. being the number of invoiceable analytes for the scheme, #Sams. being the number of invoiceable samples for the scheme, the Unit price being the amalgamated price from each analyte range, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
SCH_SCH |
|
Sch price |
10 | 10 | $48.00 | 0.000 | $480.00 |
Pricing by Sample
Sample-based pricing is used where the price is determined based upon the number of invoiceable samples analysed for the scheme.
Note: This pricing style is similar to pricing by scheme with regards to how the range break-down works, except that the invoice shows a line for each unique number of portions of sample.
Aggregate Pricing
Where Non-aggregate is checked, then the first row where the number of samples invoiced for the scheme is less than or equal to the Values up to amount is used to price the scheme.
Non-aggregate Pricing
The aggregation starts at the first row, such that, of the number of invoiceable samples analysed for the scheme, the first n amount, as denoted by Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
Then the aggregation is repeated until all of the number of invoiceable samples analysed for the scheme are catered for, as follows. Where the number of invoiceable samples analysed for the scheme is higher than the previous row's Values up to, then the next n amount, as denoted by the current row's Values up to, less the previous row's n amount, as denote by the previous row's Values up to, has each portion, as denoted by the Portion Size, charged at the Price of portion.
For example, using the following price schedule:
| Samples per range |
Price per sample |
Min sample price |
Max sample price | Comment |
|---|---|---|---|---|
|
3 |
3 |
0 |
0 | Covers samples 1 to 3 |
|
5 |
5 |
0 |
0 | Covers samples 4 to 8 |
|
99999999 |
7 |
0 |
0 | Covers samples 9 onwards |
then a job sample scheme with 10 invoiceable samples is charged:
-
The first 3 samples (from range 1—3) has each 1 sample incurring a fee of $3.00
-
The next 5 samples (from range 4—8) has each 1 sample incurring a fee of $5.00
-
The rest of the samples (from range 9—10) has each 1 sample incurring a fee of $7.00.
The invoice shows one line for a scheme, with the fees from each analyte range amalgamated, and with #Ana. being the number of invoiceable analytes for the scheme, #Sams. being the number of invoiceable samples for the scheme, the Unit price being the amalgamated price from each analyte range, and the Amount being #Sams. multiplied by the Unit price.
| Scheme |
Analyte |
Details |
#Ana. | #Sams. | Unit price | Discount | Amount |
|---|---|---|---|---|---|---|---|
|
SAM_SCH |
Sam price |
1 | 3 | $3.00 | 0.000 | $9.00 | |
|
SAM_SCH |
Sam price |
1 | 5 | $5.00 | 0.000 | $25.00 | |
|
SAM_SCH |
Sam price |
1 | 2 | $7.00 | 0.000 | $14.00 |
For a Portion size of more than 1, the price is divided by the determined number of portions to achieve a reduced Unit price (refer to the last paragraph for pricing by analyte).
Impact
Once pricing structures are configured:
- Schemes that have an hourly-based (HLY), scheme-based (SCH), or sample-based (SAM) pricing structure are linked to any price code that has the same hourly-based, scheme-based or sample-based pricing structure, respectively, and is of a BOOK price type under any conversion code.
- Analytes within schemes that have an analyte-based pricing structure are linked to any price code that has an analyte-based pricing structure, and is of a BOOK price type under any conversion code.
Process
Pricing structures are maintained using the Setup application. You need specific rights to have visibility to this application.
Pricing structures are maintained using simple SCRUD (search, create, review, update, delete) functionality under a Conversion code » BOOK » Pricing structure hierarchy under the Pricing node of the Setup application. You need specific rights to have visibility to these nodes.
