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Additional special pricing examples

In many cases, there may be alternative methods for implementing a special pricing scenario. For example, most table/step special pricing methods could be defined through one or more SQL statements. SQL statements are less limiting (not restricted to 20 table levels) and may make the dues billing run more efficiently.

To demonstrate the alternative methods of special pricing implementation, the following examples show the alternative table compared to SQL statements for a simple sliding-scale type billing structure.

Special pricing scenario 1

  • Set up dues pricing according to the staff size of an organization.

    For staff sizes from 0-9, the base dues are $350 plus $15 per employee.

  • For staff sizes of 10-49, the base rate increases to $500 plus $10 per employee.

  • For staff sizes of 50-99, the base dues are $900 plus $5 per employee.

  • The maximum dues charged for an employee count of 100 or more is $1,150.

For example, an organization with two staff members would be charged $380 [$350 base rate + (2x$15)]. A company with 15 employees would be charged $550 [$500 + (5x$10)].

Special Pricing window - Numeric Table example

iMIS only supports the CASE statement (for example, iMIS for Microsoft SQL running under Microsoft SQL Server version 7 or later). You can implement special pricing with an SQL CASE statement by selecting the Amount from field option.

Special Pricing window- SQL CASE Statement example
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Note

Press Ctrl+Z to view the entire source field.

Expanded Source Field showing SQL CASE Statement

Special pricing scenario 2

Set up an initiation for all new customers. In this example, special pricing is based on the JOIN_DATE in order to bill the customer only once. In 1999, the initiation fee would be $50. In 2000, the fee would have increased to $55, and then increased again in 2001 to $57.50.

The first step is to set up a MISC product code.

From Billing, select Set up module > Products

On the Special Pricing window, the Amount from field option is selected.

The following formula is entered in Source Field.

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Note

The dates will need to be adjusted for the years to which the initiation fees will be applied. The date format is yyyy/mm/dd.

CASE
when Name_All.JOIN_DATE >= '1999/01/01' and Name_All.JOIN_DATE <= '1999/12/31' THEN 50
when Name_All.JOIN_DATE >= '2000/01/01' and Name_All.JOIN_DATE <= '2000/12/31' THEN 55
when Name_All.JOIN_DATE >= '2001/01/01' and Name_All.JOIN_DATE <= '2001/12/31' THEN 57.50
END
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Note

The MISC-INITIATE product code should also be added to the Set up customer types window (from Customers, select Set up module > Customer types) for the BASIC dues product.