Associating a Price Item or Price Item Bundle with a Parent Price Item

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

Prerequisites

To associate a price item or price item bundle with a parent price item, you should have:

  • Parent price item associated with the division to which the user belongs

  • Price item or price item bundle associated to at least one division to which the parent price item belongs.

Procedure

To associate a price item or price item bundle with a parent price item:

  1. Search for the parent price item in the Price Item screen.
  2. In the Search Results section, click the Price Item Relationship (The View Icon) icon in the Price Item Relationship column corresponding to the parent price item to which you want to associate a price item or price item bundle.
    The Price Item Relationship screen appears.
  3. Click the Add/Edit link in the upper right corner of the Assigned Price Items zone.

    The Price Item Relationship screen appears. It contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Price Item Used to indicate the price item or price item bundle that you want to associate with the parent price item.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears.
    		 Yes
    Relationship Type Used to indicate how the price item or price item bundle is related with the parent price item. The valid values are:

    • Bundle

    • Custom

    • Denominator

    • Numerator

    • Other

    • Price Item

    • Service

    • Service Group

    Note: You can use the Other, Custom, Price Item, Service, or Service Group relationship type while associating a price item or price item bundle to the parent price item.
    		 Yes
    Effective Start Date Used to specify the date from when you want to associate the price item or price item bundle with the parent price item.
    Note: The effective start date cannot be later than the effective end date.
    		 Yes
    Effective End Date Used to specify the date till when you want to associate the price item or price item bundle with the parent price item.
    Note: The effective end date cannot be earlier than the effective start date.
    		 No
    Price Item Parameters Used to specify the parameters and their values based on which you want to determine pricing for the price item or price item bundle.
    Note:

    This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Parameters screen appears.

    You must not use the Price Item Parameters field while associating a price item or price item bundle with a parent price item. This is because it is designed to be used while adding a price item or price item bundle to the ratio and phantom price item bundles.

    		 Not applicable
    Characteristics On clicking the Add (The Add Icon) icon, you can define relationship-specific characteristics for the price item or price item bundle. Not applicable
  4. Enter the required details in the Price Item Relationship screen.
    Note: You can associate the same set of price items or price item bundles using the same relationship type to more than one parent price item. For example, you can associate the P1 and P2 price items using the Service relationship type to the PP1 and PP2 price items.
  5. Define relationship-specific characteristics for the price item or price item bundle, if required.
  6. If you want to associate more than one price item or price item bundle with the parent price item, click the Add (The Add Icon) icon and then repeat the steps from 4 to 5.
    Note: However, if you want to disassociate a price item or price item bundle from a parent price item, click the Delete (The Delete Icon) icon corresponding to the price item or price item bundle.
  7. Click Save.
    The price item or price item bundle is associated with the parent price item.

Related Topics

For more information on... See...
How to search for a parent price item Searching for a Price Item or Price Item Bundle
Price Item Relationship screen Price Item Relationship
Assigned Price Items zone Assigned Price Items
How to define relationship-specific characteristics for a price item or price item bundle Defining Relationship-Specific Characteristics for a Price Item or Price Item Bundle