Example 2

The following example is a little more complicated.  

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

Detail records show up in the anal_dtl table to apply to colors or lens powers, or other lens details.  

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

In the example above, the Invoice Box is ‘N“N,’ ” so nothing prints on the invoice. Setting this to ‘Y’ “Y” allows printing on the invoice.

Example 3

If the price of the lens includes the charge for T8G color, and not stored in the price list associated with T8G color alone, a rule that would apply the 10% discount to the entire LENS category when using the T8G color is needed. The following example would accomplish what is required.

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 Report Description changed to TRN DISCOUNTTrn Discount. It ensures that the AR DETAIL record of the trallar file shows the discount percentage with TRN DISCOUNT 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 a Pricing Debug, the debug lines list with a prefix of CA: (Commercial Agreement) to make them easy to distinguish from other debugging lines.  

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

The first section in red font shows what the system is thinking about some of the TRIGGER CONTROLS.   It 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 found for this plan that it ‘may’ “may” apply if applicable.   The application of the    The discount or override application has not yet happened, so these debug lines are purely informational at this point.

The next section in green font shows some actual prices that apply.   It shows two records totaling $27.00 added to the COAT itemization category. Then subtracted one record totaling $4.00 to the COAT itemization category for a net change of $23.00.  Then it shows $50.00 added to the TINT itemization category.

A job for a pair of lenses shows these categories repeat for the left eye.  These additions to this point are caused by doing an ‘Add’ “Add” 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, look at additions on a per-Job level.  These are shown in the yellow font in the pricing debug example above.   These 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.  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 to the itemization category after that.

The example below shows an override for an itemization category, such as TINT or COAT per-pair — the amount divided by two for a half-pair job.

Itemize Add/Pt/Max/Ov [O]

Left/Right/Pr/Job   [P]

Notice that these many controls apply in a particular order.   The prompt in the editor 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.  A 10% discount on Transitions color for one rule and a 2% discount on Transitions Color if CRIZAL applies , results in a 12% discount to the Transitions Color.   However, overrides are not additive.   The debug shows you cases where a conflict occurs, and the override gets ignored.   The job does not fail if there is a conflict between overrides.  

Finally, the program doesn’t print Invoice Descriptions 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 either reduce the price of a product or increase the price by using percentage or dollar values. In the example below, a discount dollar value applies. 

Special Price List $10.00 Off

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

Price Debug:

In the price debug shown below, the customers' price is a base lens price of $50.00 per lens, and the discount of $10.00 was applied.

Override Price List

Use Override price lists 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 now the base price of $50.00 per lens is overridden at $40.00 per lens on Single Vision semi-finished lenses for January.  Notice this list is an Override in the Item field, P in the Left/Right/Pr/Job field, and 40.00 in the Price or Pct Amount.

Price Debug:

In the The price debug shown below, the customer base lens price of $50.00 per lens, and taking into consideration considering the JAN SPC, it calculates at $40.00 per lens.

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, then the maximum would apply.

Lab Base List

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

Base Disc List

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

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

Max Fee List

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

Price Debug

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 the 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.

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 overrides the Base Price.
3. A Special Price List , that is either be cumulative with the secondary price list discount or is a discount over and above the secondary discount, depending on the process used. For the examples that follow, we’ll use the price list name ‘JANUARY “JANUARY SPECIAL.’”

Once the Plan Identifier exists, the next step is to set up the Plan Identifier's price lists for each Plan Identifier. The controls (or rules) in this table allows the definition of the conditions under which the given price, discount, or override applies. (Menu 3-15-4)

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

The examples on the following examples pages are using Group Name Sets associated with products. Group Name Sets 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 List, 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. 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.

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 applies. Also, 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, the Group Name SINGLE VISION is associated with the item on the base price list. So, this entry reflects a 25% discount off of the base price.

The following example allows for a discount of 25%.

Specials Price Lists - January Special

Set up a third price list that applies an additional percentage off within a specific date range. This price list is much like the secondary price list previously set up, but a 10% percentage within a specific date range applies.

The following example allows for a 10% discount for January.

Specials Price List - JAN SPC

Next, add a 4th discount list called JAN SPC , to further reduce the lens by another $10.00 per lens. 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 of 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. 

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

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 knows which price lists to apply to which customerseach customer. (Menu 3-1-13)

The assignments above allow the price lists (BASE LIST, Discount from Main List, BASE DISC, and JANUARY SPECIAL) 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

• in Secondary Pricing Lists would apply to the prices

• in the Main Pricing List.
• Percentages in the Secondary Price Lists are cumulative and apply to the Main Price List, less any Discount from Main List, for any items where a percentage or dollar discount is in the Secondary Price Lists. 

The following are assignment examples using various combinations of assignments to show just how flexible 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 and , reduces it by 5 % 5%, and then takes off any secondary discounts. In this case, 25%. (The secondary price lists are cumulative.)

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.

Example 2

The following allows for a Base List price, a 5% Discount from the base list, a 25% Base Discount List, and a 10% January Special. (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 and reduce , reduces it by 5 % 5%, and then take takes off any secondary discounts, in this case, 25% and 10% = 35%. (The secondary price lists are cumulative.)

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

In the Start setting HIPAA codes section, 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 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.

Example 3

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

• 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.)

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

In the Start setting HIPAA codes section, it shows a 5% discount from the Base List price of $50.00 per lens, a 25% discount, a 10% discount, and then a further $10.00 off per lens, bringing the lens price down to $20.88 per lens. Remember, this price list is NOT using the group name Single Vision in the Group to Match of 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. In the

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.

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