Defining Relationship Type Sequence for a Division

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

Prerequisites

To define person to person relationship type sequence for a division, you should have:

  • Divisions defined in the application

Procedure

To define person to person relationship type sequence for a division:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Person to Person Relationship Type S equence.
    The Person to Person Relationship Type Sequence screen appears.
  3. Click the Add link in the upper right corner of the Search Person Relationship Type Sequence for D ivision zone.

    The Person Relationship Type Sequence for Division screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Division Used to indicate the division for which you want to define person to person relationship type sequence. Yes

    In addition, this screen contains the following section:

    • Person Relationship Type Sequence - This section allows you to define person to person relationship type sequence for the division. It contains the following columns:

      Column Name Column Description Mandatory (Yes or No)
      Sequence Number Used to indicate the sequence in which relationship type should be considered while searching for effective price item pricing at the parent customer level. Yes
      Relationship Type Used to indicate the person to person relationship type. Yes
  4. Enter the required details.
  5. If you want to define more than one relationship type in the person to person relationship type sequence, click the Add (The Add Icon) icon and then enter the details in the Person Relationship Type Sequence section.
    Note: However, if you want to remove a relationship type from the person to person relationship type sequence, click the Delete (The Delete Icon) icon corresponding to the relationship type.
  6. Click Save.
    The person to person relationship type sequence is defined for the division.

Related Topics

For more information on... See...
Person to Person Relationship Type Sequence screen Person Relationship Type Sequence
Search Person Relationship Type Sequence for Division zone Search Person Relationship Type Sequence for Division