Deleting a Price Component

Note: This topic is not applicable for the health insurance business.

Procedure

To delete a price component:

  1. Do either of the following:
    If you want to delete...Then...
    Price components of Price Item Pricing assigned to an account

    1. Search for the account in the Customer 360° View screen.

    2. In the Search Results section, click the Context Menu (The Context Menu Icon) icon corresponding to the account whose price component you want to delete.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Account) screen appears.

    4. Price assignments effective for the account appears in the Effective Price Assignments for Account zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item for which you want to delete a price component.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a person

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Context Menu (The Context Menu Icon) icon corresponding to the person whose price component you want to delete.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Person) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Person zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item for which you want to delete a price component.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a price list

    1. Search for the price list in the Price List screen.

    2. In the Search Results section, click the Price List Pricing (The View Icon) icon corresponding to the price list whose price component you want to delete.

      The Price List Price Item Pricing screen appears.

    3. Price items assigned to the price list appears in the Price List Price Items zone.

    4. In the Search Results section, click the link in the Pricing Information column corresponding to the price item for which you want to delete a price component.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a price list
    1. .

      Search for the price list in the Price List screen.

    2. In the Search Results section, click the Broadcast (The Broadcast Icon) icon corresponding to the price list whose price component you want to delete.

      The Price List Price Item zone appears.

    3. Click the link in the Pricing Information column corresponding to the price item for which you want to delete a price component.

    4. The Price Item Pricing screen appears.

    Tip: Alternatively, you can click on the Broadcast (The Broadcast Icon) icon corresponding to the price list whose price component you want to delete. The Price Item Pricing zone appears in the Price List screen.
  2. Ensure that the Price Assignment Tree zone is expanded when you are defining a price component.
  3. Click the Delete (The Delete Icon) icon corresponding to the price component you want to remove for the rate component.
    Note: The Delete icon appears when the price assignment is in Draft, Proposed or Template status.
    A message appears confirming whether you want to remove the price component for the rate component.
  4. Click OK.
    The price component is removed for the rate component.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
How to search for a person Searching for a Person
How to search for a price list Searching for a Price List
Customer 360° View screen Customer 360° View
Pricing (Account) screen Pricing (Account)
Effective Price Assignments for Account zone Effective Price Assignments for Account
Pricing (Person) screen Pricing (Person)
Effective Price Assignments for Person zone Effective Price Assignments for Person
Price List screen Price List (Used for Searching)
Price List Price Item Pricing screen Price List Price Item Pricing
Price List Price Items zone Price List Price Items
Price Item Pricing screen Price Item Pricing (Used for Viewing)
Price Assignment Tree zone Price Assignment Tree
How to define a price component for a rate component Defining a Price Component for a Rate Component
How to edit a price component Editing a Price Component
How to copy a price component Copying a Price Component