Defining Relationship Type Sequence for a Division, Price Item, and Price Item Parameters

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

Prerequisites

To define person to person relationship type sequence for a division, price item, and price item parameters combination, you should have:

  • Divisions defined in the application

  • Price items associated with the division to which the user belongs

  • Parameters associated with the price item

  • Person relationship types defined in the application

Procedure

To define person to person relationship type sequence for a division, price item, and price item parameters combination:

  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 Price Item zone.

    The Person Relationship Type Sequence for Division and Price Item 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 price item and price item parameters specific person to person relationship type sequence. Yes
    Price Item Used to specify the price item code.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Search screen appears.
    		 Yes
    Price Item Parameters Used to specify the price item parameters.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Price Item Parameters Search screen appears.
    		 No

    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, price item, and price item parameters combination. 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.
    Note: You can search for a price item and price item parameters by clicking the Search (The Search Icon) icon corresponding to the respective field.
  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, price item, and price item parameters combination.

Related Topics

For more information on... See...
Person to Person Relationship Type Sequence screen Person to Person Relationship Type Sequence
Search Person Relationship Type Sequence for Price Item zone Search Person Relationship Type Sequence for Price Item
How to search for a price item Searching for a Price Item or Price Item Bundle
How to set price item parameters Defining a Parameter for a Price Item Pricing