Sphere Power

– This is the range from lowest to highest Sphere Power.

• Blank – No specific Sphere Power range applies.

Cylinder Power

– This is the range from lowest to highest Cylinder Power.

• Blank – No specific Cylinder Power range applies.

Segment Width

– This is the range from the lowest to highest Segment Width.

• Blank – No specific Segment Width applies.

RX Prism

– This is the range from the lowest to highest RX Prism range.

• Blank – No specific RX Prism range applies.

Lens Index of Ref.

– This is the range from and to Lens Index of Refraction range.

• Blank – No specific Lens Index of Refraction range applies.

Pricing Num/Bit

• Lite-up Num

• Lite-up Bit

• Blank – No specific Lite-up applies.

Calculation Option - Calculation option number to be applied. (as shown in Order Entry by pressing F2)

• Blank – No specific Calculation Option applies.

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Commercial Code - Applicable if the lab is using (CPS) Commercial Product Selection.

• Commercial Product Code.

• Blank – No specific Commercial Code applies.

Lenticular

• Y – Yes, the lens is Lenticular

• N – No, the lens is not Lenticular

• Blank - Applies to all types of lenses.

Aspheric

• Y – Yes, the lens is Aspheric

• N – No, the lens is not Aspheric

• Blank - Applies to all types of lenses.

Second Pricing Num/Bit

• Lite-up Num

• Lite-up Bit

• Blank – No specific Lite-up applies.

Begin Diameter - Beginning Lens Diameter range.

• Blank – Applies to all Lens Diameters.

End Diameter - Ending Lens Diameter range.

• Blank – Applies to all Lens Diameters.

Option Code - This field applies only to

Misc.

Stock Options in menu 6 Stock Pricing.

• Blank – Not

  applicable

  Applicable.

Polarized

• Y - Yes

• N - No

Group Pt/Max/Ov - Itemization Control

• P – Percent adjustment.

• M – Max or Cap amount.

• O

  – Override

• Blank – Not applicable.

Group to Match - If matching by group, this is the group name to use.

• Blank – Not

  applicable

  Applicable.

Group Name Set A - Name of a group (IE: AR Coat)

, used to assign

percentages or overrides.

• Blank – Not

  applicable

  Applicable.

Group Name Set B - Name of a group (IE: AR Coat)

, used to assign

percentages or overrides.

• Blank – Not

  applicable

  Applicable.

Group Name Set C - Name of a group (IE: AR Coat)

, used to assign

percentages or overrides.

• Blank – Not

  applicable

  Applicable.

Sort Order on Faktura (Statement) - Lowest #’s show first. 9000+ reserved for

a Misc. and Disc.

• Blank – Not

  applicable

  Applicable.

Tax Material Code - Tax Material Code for calculating tax amount

, only if taxes are unique by line item.

• Blank – Not

  applicable

  Applicable.

Discountable on Faktura (Statement)

• D – Discountable.

• N – Non-Discountable or Net.

Production Cost - Production is Per Lens of a pair. Per Job of a job.

• Blank – Not

  applicable

  Applicable.

Yield Cost - Yield Cost is Per Lens of a pair. Per Job of a job.

• Blank – Not

  applicable

  Applicable.

Notes

• Free-format text field.

Diagnosis Code

• Blank – Not

  applicable

  Applicable.

Overview and Examples

This section will explain explains the flexibility and various levels of this feature. It will also provide provides examples and explanations.

The following describes the various uses for the Commercial Pricing Editor. In general, this editor allows you to set up the following conditions:

• A simple Simple dollar discount. (e.g., where every AR coating order is reduced by $2.00).
• A simple Simple dollar addition. (e.g., where every AR coating order is increased by $2.00).
• A percentage discount where, for Percentage discount. For example, you might allow a 10% discount on AR coating or a 15% discount on POLISHED EDGES for all Polycarbonate materials.
• A percentage Percentage discount on an itemization category. For example, so 10% off of any charges that fall into LENS or COAT in the invoice summary box on the invoice’s lower right corner of the invoice.
• A maximum fee where Maximum fee. For example, AR might be limited to a maximum of $15.00 per lens. In this case, if the list price is below lower than $15.00 per lens, then the list price would apply.  If the list price is higher than $15.00, then the maximum of $15.00 would be appliedapply.
• A price Price override for a coating where the , a fee of $18.00, replaces the regular AR lite-up price is replaced by a .
• Price override for a LENS Itemization category. A fee of $18$75.00 .A price override on an itemization category where the LENS category might be simply set to be $75.00 on all non progressive multifocal.replaces the list price on all non-progressive multifocal lenses.

Controls (Rules)

First, the following describes the rules section of this screen.   The Controls (or rules) section is used to define defines the conditions under which the given price, discount, or override is applied.   The applies.   The rules work very much like the rules in the routing system rules, although there is no priority field at this time. 

The following is an example where in blue or red font of the Controls or Rules are listed in blue or red:

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.

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In the example case above, there is only one rule that applies, and that’s the num/bit combination of 2 and 11, which tie back to the AR or other types of service lite-ups.   So, if the AR lite-up is turned turns on a for a job that has the TEST PLAN Commercial Agreement enabled, then the AR charge would be reduced by $2.00 if a pair and $1.00 if a one-eye only job.

Actions

Next, in this section in green controls The following is an example shown in green font of the Actions to be takentake. 

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Commercial Code field .   This will be important - Important in Managed Care situations and will typically hold holds the HCPC code for a transaction.   For Commercial Agreements, you can simply put the same description here that you’d use further down.   This is not Not usually a required field, but is important essential and required if a Managed Care agreement is in effect.

Full Description is a nice an excellent spot to put notes for future reference. Full Description and Diagnosis code (one on the second screen) are only necessary for Managed Care. 

The Invoice Description will print in prints on the left side of the invoice.   Detail Description will be used to supply    Report Description supplies the text description in the AR DETAIL record of the trallar or Data Warehouse file.  Usually, this will be is the same as the lite-up name if the discount or override applies to a lite-up, although this is not a requirement. Whenever using a lite-up for a discount, it should match the description.  If not, the discount may apply to all lite-ups in the Itemization category

Next, you have your there is a choice.  You can Use either fill in the “"Detail Add/Pt/Max/Ov” " field or the “Itemize "Itemize Add/Pt/Max/Ov” " field.  If you put an entry into the Detail Add/Pt/Max/Ov field, then the dollar adjustment will apply applies at the detail level, which is the most granular detail level of detail.    This It would be the same detail as the AR DETAIL record of the trallar file or the detail records within the anal_dtl table that’s used for sales analysis reporting.

If you choose instead to fill in the Itemize Add/Pt/Max/Ov field, then the dollar adjustment will apply applies at the “invoice itemization category” level.   The invoice itemization categories (e.g., LENS, COAT, FRAME, etc.and other categories) typically have several AR DETAIL records added together in each.    For example, the COAT category’s dollar amount in the COAT category might be might be $15.00 for an SRC COATING lite-up and $11.00 for an AR COATING lite-up.

After deciding to use either Detail or Itemization, you need to decide whether you want then another decision is required as to whether to adjust by a fixed amount :

• Fixed Amount (A)

•  would

• add (plus or minus) to any other charges for that itemization. 

• Apply a discount

• Percentage (P), which applies a percentage (plus or minus) to the prior amounts accumulated in the category.
• Or, you can set a Maximum

• (M) Amount for a category.  

• TThis maximum amount

• allows a lower list price to apply, but the maximum applies if the list price is higher than

• the maximum

• .  

• Notice that the list price here refers to all other amounts totaled into the matching itemization or detail category. 

• You can override (O) other dollar amounts in the category

• that ignores any prior amounts

• accumulated for the category and overrides with the fixed dollar amount.

Discount Price Lists as Percentage

Example 1

Let’s look at In the following example, a percentage discount to be applied applies at the detail level first.    We’ll apply a A 10% discount applies to the AR coating for a customer.  This rule will do

The following rule accomplishes that:

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Example 2

Now, let’s get The following example is a little more complicated.  

The above previous example is nice suitable for lite-ups, but some Commercial Agreements might apply to colors like Transitions or Powers over 5D etcor other such variables.  

You can apply to detail records as they Detail records show up in the anal_dtl table to apply to colors or lens powers etc, or other lens details.  

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The entry above would apply a 10% discount specifically to the charge for color TGU T8G on any bifocal prescription run for against this test plan.   Note that this This can be tricky.   This It applies only to the fee that’s been put in the price list for color code TGUT8G.   It does NOT apply to the lens charge, so be careful that you’re applying to apply the adjustment amount to the appropriate categories.

In the example above, we chose not to print anything the Invoice Box is “N,” so nothing prints on the invoice if this is applied, so we left the Invoice Box set to N. Setting this to “Y” allows printing on the invoice.

Example 3

So, let’s assume that If the price for TGU color has been factored into the lens price and it’s of the lens includes the charge for T8G color, and not stored in the price list associated with TGU T8G color alone.   In this case, we could set up a rule that would apply the 10% discount to the entire LENS category when we use using the TGU color with this rule:

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You see that we’ve changed a few thingsT8G color is needed. The following example would accomplish what is required.

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A few things have changed:

• The P has been moved from Detail Add/Pt/Max/Ov to Itemize Add/Pt/Max/Ov.

• T8G is added

• to the color section of the CONTROLS TO TRIGGER so that the rule

• applies only

• if the job is

• bifocal

• with the color

• T8G.

• One other thing changed as an example

• .  

• The Report Description changed to Trn Discount. It ensures that the AR DETAIL record of the trallar file shows the discount percentage with

• Trn Discount as the detail description with the dollar amount

• calculated for the discount on the job. 

• The Report Description can be a

• valuable tool to help

• track the various discounts and adjustments that

• apply to itemization categories.

Debugging the Process:

When you enable pricing debug, we will list the a Pricing Debug, the debug lines list with a prefix of CA: (Commercial Agreement) to make them easy to distinguish from other debugging lines.  

Here’s The following is an example of a very detailed price debug report:

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The first section in red will show font shows what the system is thinking about some of the TRIGGER CONTROLS.   It will show you shows which material or style groups it’s it's applied to this job.

The second section in blue font shows all of the discounts or overrides that it’s found for this plan that it “may” apply if applicable.   The application of the    The discount or override application has not yet happened at this point, so these debug lines are purely informational at this point.

The next section in green font shows some actual prices which have been appliedthat apply.   We’ve added It shows two records totaling $27.00 added to the COAT itemization category and then . Then subtracted one record totaling $4.00 to the COAT itemization category for a net change of $23.00.  Then we added it shows $50.00 added to the TINT itemization category.

A pair job will show job for a pair of lenses shows these categories repeat again for the left eye.  Note that these additions to this point will be These additions are caused by doing an “Add” as per pair, or as left or right eye only for either the Itemization or Detail levels. 

For example: 

Itemize Add/Ovr/Pct [A]

Left/Right/Pr/Job   [P]                                                                      

Next, we look at additions on a per-Job level.  These are shown in the yellow font in the pricing debug example above.   These would occur if you Add to either Itemize or Detail levels as per-Job. 

For example:

Itemize Add/Pt/Max/Ov [A]

Left/Right/Pr/Job   [J]                                                                      

The next process is to apply Overrides to either Detail or Itemization categories.  You’ll see that we apply the The detail overrides apply first, as shown in the purple font in the pricing debug example above.  Then we apply any Overrides that would apply at to the itemization category after that.

In the The example below , we set shows an override for an itemization category, such as TINT or COAT on a per-pair basis, so — the amount will be divided by two if we are running for a half-pair job.

Itemize Add/Pt/Max/Ov [O]

Left/Right/Pr/Job   [P]

You will notice Notice that these many controls are to be applied apply in a very specific particular order.   We made the The prompt in the editor so it reflects this order (Add/Pt/Max/Ov):

• First additions/subtractions at the per-pair or per eye level.

• Then Additions/Subtractions at the per-Job level.

• Then Percentages (e.g., percent discount) at the detail level.

• Then Maximum at the detail level.

• Then Overrides at the detail level.

• Then Percentages (e.g., percent discount) at the itemization level.

• Then Maximum at the itemization level.

• Then Overrides at the itemization level.

Discounts and Additions are cumulative.  So, if you have a A 10% discount on Transitions color for one rule and a 2% discount on Transitions Color if CRIZAL is turned on, we’ll apply applies results in a 12% discount to the Transitions Color.   However, overrides are not additive.   The debug will show shows you cases where we ignore an override if it conflicts with another.   We will not fail the job if we have an override conflicta conflict occurs, and the override gets ignored.   The job does not fail if there is a conflict between overrides.  

Finally, we have set up the program so that it will not print Invoice Descriptions doesn’t print invoice descriptions for rows or rules that do not adjust a dollar value on the invoice.   This way, rules within a program that might apply to a progressive lens would not show up for a Single Vision Jobjob.

Add-on Price List with Dollar

Discount 

Add-on price lists can be setup to either reduce the price of a product or to increase the price . You can use by using percentage or dollar values. In our the example below, we are applying a discount dollar value applies. 

Special Price List $10.00 Off

This price list is much like the price lists described previously setup , but we are simply giving the customer $10.00 off per pair on Single Vision semi-finished lenses for the month of January.  Notice how we created this list as is an Add-on in the Detail field, P in the Left/Right/Pr/Job field, and -10$10.00 in the Price or Pct Amount.

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Price Debug:

We can see in In the price debug shown below, the customer has been charged customers' price is a base lens price of $50.00 per lens, and the discount of $10.00 was applied.

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Override Price List

Use Override price lists are used to override the base price.

Override SV Lens to $40.00 per Lens

This price list is much like the price lists previously setup, but we are now overriding the base price of $50.00 per lens to is overridden at $40.00 per lens on Single Vision semi-finished lenses for the month of January.  Notice how we created this list as is an Override in the Item field, P in the Left/Right/Pr/Job field, and 40.00 in the Price or Pct Amount.

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Price Debug:

We can see in the The price debug shown below, the customers customer base lens price of $50.00 per lens is now reduced to , and considering the JAN SPC, it calculates at $40.00 per lens.

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Max Fee

Remember this rule when using Max Fee in the Detl Add/Pt/Max/Ov or Item Add/Pt/Max/Ovr fields.

M

- Will allow a lower list price to apply, but the maximum applies if the list price is higher than the maximum

.

Lab Base List

The SV lens is priced on the base list at $50.00 per lens. Then we have Crizal priced at 30the Crizal is $30.00 per lens on the base list.

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Base Disc List

Next, we have both the SV and Crizal are on the Base Disc. list.

SV is priced as has a 25% discount, and the Crizal is priced as has an override of $20.00 per lens.

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Max Fee List

Then, we have Next is a Max Fee price list setting that sets the Crizal at $15.00 per lens.

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Price Debug

When we look at the debug we see The price debug indicates the following:

SV lens Base List $50.00 per lens less the 5% discount off the Main price list = $47.50 per lens. Then

the Base Disc list

reduces the price by

a 25% discount = $35.63 per lens.

Crizal Base List $40.00 per lens less the 5% discount off the Main price list = $28.50. Then

the Base Disc

overrides it at $20.00 per lens. However, there is also the Max Fee price list to consider. The Max Fee for

Crizal is $15 per lens

. So, it reduces the price even further to bring the Crizal price down to $15.00 per lens.

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Using Group Name Sets in Pricing

This section is a general overview of using Group Name Sets in Pricing. Pricing is very flexible, so the overview below provides a few approaches.

Set up three separate price lists.

1. A Base Price List.
2. A Discount (secondary) Price List for a specific customer that would override overrides the Base Price List.
3. A Special Price List that would be either be is either cumulative with the secondary price list discount or will be in discounted is a discount over and above the secondary price list discount, depending on the process used. For the examples that follow, we’ll use the price list name “JANUARY SPECIAL”SPECIAL.”

Once the Plan Identifier has been createdexists, the next step is to set up the Plan Identifier's price lists can be setup for each Plan Identifier. The controls (or rules) in this table allow you to define allows the definition of the conditions under which the given price, discount, or override will be appliedapplies. (Menu 3-15-4)

Set up the many price/discount rows for each applicable Plan Identifier (price list name).

In The examples on the following examples, we are associating a pages are using Group Name Sets to the productassociated with products. Group Name Sets are used to remember assist in remembering the pricing item so it can to be distinguished from other items when the discount is applied later.

The following examples include a Base List, Secondary Price ListOn the base list we are defining , Specials Price Lists - January Special and Specials Price List - JAN SPC.

Base List

The Base List in the following example has only one name set but allows up to three can be used. Group Name Set A is flagging the product as part of the group name SINGLE VISION. The Base List price is $50.00 per lens.

In this example we have a base list price of 50.00 per lens.

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Secondary Price List

On the Secondary Price List, the pricing entry is different from that of the base price list.

This Left/Right/Pr/Job entry is set as J for per-job because a percentage is being appliedapplies. Also, we omitting the field entries in the Detl Add/Pt/Max/Ov and Item Add/Pt/Max/Ovr on the first screen and using the fields on the second screen to flag the P (percentage) and matching the price to Group Name Set SINGLE VISION. Remember, we associated the Group Name SINGLE VISION to is associated with the item on the base price list. So, this entry reflects a 25% discount off of the base price.

In this example, we are allowing The following example allows for a discount of 25%.

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Specials Price Lists - January Special

Setup Set up a third price list that will apply applies an additional percentage off within a specific time perioddate range. This price list is much like the secondary price list previously setup set up, but a 10% percentage within a specific date range is being appliedapplies.

In this example, we are giving The following example allows for a 10% discount for the month of January.

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Specials Price List - Jan SpcNow we will JAN SPC

Next, add a 4th discount list called Jan Spc, to JAN SPC to further reduce the lens by another $10.00 per lens. We want the The price is to be a net price of the lens to be $20.88 per lens. 

This time,

set up this price list to NOT use the group name Single Vision in the Group to Match on the second page. It is

set up as an Add-on to use the style SV and Semi-finished flag and reduce $10 per lens for

January. 

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Now, the There are 4 price lists built and must somehow be associated to with each other, so the system will know knows when to use these price lists. We will show you this The association is described in the next section Assigning Commercial Price Lists section below.

Assigning Commercial Price Lists

Assign the base price list, discount from the main list, any discounts and/, or special price lists to a customer, so the system will know knows which price lists to apply to which customerseach customer. (Menu 3-1-13)

Example:

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The assignments above allow the price lists (BASE LIST, Discount from Main List, BASE DISC, and JANUARY SPECIAL) to be processed consideration during calculations.

• The Main Pricing List Name is the base price list

• that accumulates prices first.
• The discount shown in the Discount from Main List on the 1st screenshot above , allows a discount from the Main Pricing List Name for all Rx orders.
• The discounts that are in Secondary Pricing Lists would apply to the prices that are in the Main Pricing List.
• Percentages in the Secondary Price Lists will be are cumulative and be applied apply to the Main Price List, less any Discount from Main List, for any items where a percentage or dollar discount is found in the Secondary Price Lists. 

Now we will provide you with The following are assignment examples using various combinations of assignments to show you just how flexible our the commercial pricing program can be.

Example 1

The following allows for a Base List price, 5% Discount from the base list, and a 25% Base Discount

:

• The 5% discount from

• the Main List and the 25% secondary are not cumulative. The system

• takes the base list price

Example 1

Base List price less 5% Discount from base list and an additional 25% from the secondary Base Discount. (The 5% discount from main and 25% secondary are not cumulative.)

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• , reduces it by 5%, and then takes off any secondary discounts. In this case, 25%. (The secondary price lists are cumulative.)

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The following shows the Price Debug for our 1st example:

In the Start setting

HIPAA codes section,

it shows a 5% discount from the Base List price of $50.00 per lens, then an additional 25% discount from the Base Disc

secondary price list. 

The adjustment section

shows the Base $50.00

reduced by a 5% ($2.50) discount off

the Main List, to arrive at

$47.50 per lens. Then it considers the secondary

discounts and adds them together to arrive at a 35% discount ($16.62) off of $47.50 =

 $30.

88 per lens or

$61.

76 per pair.

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Example 2:

The following allows for a Base List price, 5%  Discount a 5% Discount from the base list, a 25% Base Discount List, and a 10% January Special.  Base List price less 5% Discount from base list and an additional 25% plus 10% from (Only the secondary price lists are cumulative. ()

• The 5% discount from

• the Main List and secondary discounts are not cumulative.

• The system takes the base list price, reduces it by 5%, and then takes off any secondary discounts, in this case, 25% and 10% = 35%. (The secondary price lists are cumulative.)

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The following shows the Price Debug for our 2nd example:

In the Start setting Hipaa HIPAA codes section, we can see it shows a 5% discount from the Base List price of $50.00 per lens, a 25% discount, and a 10% discount from the secondary price lists. 

In the adjustment section, we see that the Base $50.00 has been reduced by 5% ($2.50) discount off mainthe Main List, to arrive at a price of $47.50 per lens. Then it considers the secondary discounts and adds them together to arrive at a 35% discount ($16.62) off of $47.50 =  $30 $30.88 per lens or $61.76 per pair.

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Example 3

Base List price, 5%  Discount 5% Discount from base list, 25% Base Discount List, and 10% January Special and an additional $10.00 off per lens.Base List price less 5% Discount from base list and an additional 25% plus 10% and -for this example, add another secondary price list called JAN SPC to further reduce the price by another $10.00 per lens from the secondary price lists. (

• The 5% discount from

• the Main List and secondary discounts are not cumulative.

• The system takes the base list price and reduces it by 5 % and then takes off any secondary discounts. In this case, 25% and 10% = 35% and another reduction of $10.00 per lens. (The secondary price lists are cumulative.)

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The following shows the Price Debug for our  the 3rd example:

In the Start setting Hipaa HIPAA codes section, we can see it shows a 5% discount from the Base List price of $50.00 per lens, a 25% discount and , a 10% discount, and then we see a further $10.00 off per lens, bringing the lens price down to $20.88 per lens. Remember, we did not use a this price list is NOT using the group name in this price list.In the adjustment section we see that the Base $50.00 has been reduced by Single Vision in the Group to Match on the second page. It is set up as an Add-on to use the style SV and Semi-finished flag and reduce $10 per lens for January. 

The adjustment section shows the Base price of $50.00 reduced by a 5% ($2.50) discount off

the Main List, to arrive at

$47.50 per lens. Then it considers the secondary price lists, the -10.00 per lens discount and the (25% + 10%) = 35% discount ($16.62). The net price of the lens calculates

at $20.88 per lens, just as we wanted

.

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To view and, or download these instructions as a PDF file, click on the following document image.