6.4.1.3 Pricing Details

Figure 6-6 Pricing Details


Pricing Details

Enter the following details:

Table 6-3 Pricing Details

Field Description
Name Enter the name of the Pricing Definition.
Customer

Select the Customer Type from the drop-down list. Following are the two options:

  • Institutional: If you select this field, then the Business Information and Financial Information grids are displayed.
  • Individual: If you select this field, then the Customer Information grid is displayed.
Customer Type Select the relevant Customer Type by selecting the appropriate radio button. Customers can be New or Existing. If you select Existing, then the Existing Customers grid is displayed where you can select a customer to see the Existing Accounts.
Repricing If you select Existing for the Customer Type, then this screen allows you to select if it is repricing for the existing account or not by options Yes or No.