Associating a Price Item or Price Item Bundle with a Hierarchy Entity in an Entity Hierarchy Relationship

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

Prerequisites

To associate a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship, you should have:

  • Hierarchy entities defined in the application

  • Hierarchy entity associated with its parent hierarchy entity for the subsequent entity level

  • Price items or price item bundles (which you want to associate with the hierarchy entity) defined in the application

Procedure

To associate a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship:

  1. Ensure that the Hierarchy Details section is expanded in the Entity Hierarchy Relationship screen when you are defining, editing, or copying an entity hierarchy relationship.
  2. Click the Add (The Add Icon) icon in the Price Items column corresponding to the hierarchy entity to which you want to associate the price item or price item bundle.

    The following fields appear 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 hierarchy entity.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Price Item field. On clicking the Search icon, the Price Item Search With Division window appears where you can search for the respective price item in the division to which the hierarchy entity belongs.

    		 Yes (Conditional)
    Note: This field is required while associating a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship.
    Start Date Used to specify the date from when the price item or price item bundle is associated with the hierarchy entity.
    Note: The Start Date cannot be later than the End Date.
    		Yes (Conditional)
    Note: This field is required while associating a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship.
    End Date Used to specify the date till when the price item or price item bundle is associated with the hierarchy entity.
    Note: The End Date cannot be earlier than the Start Date.
    		No
  3. Enter the required details in the Price Items grid.
  4. If you want to associate more than one price item or price item bundle with the hierarchy entity, click the Add (The Add Icon) icon and then repeat step 3.
    Note: However, if you want to remove a price item or price item bundle from the hierarchy entity, click the Delete (The Delete Icon) icon corresponding to the price item.
  5. Click Save.
    The price item or price item bundle is associated with the hierarchy entity in the entity hierarchy relationship.

Related Topics

For more information on... See...
How to define an entity hierarchy relationship Defining an Entity Hierarchy Relationship
How to edit an entity hierarchy relationship Editing an Entity Hierarchy Relationship
How to copy an entity hierarchy relationship Copying an Entity Hierarchy Relationship