Deleting a Price Component
Procedure
To delete a price component:
-
Do either of the following:
If you want to delete... Then... Price components of Price Item Pricing assigned to an account -
Search for the account in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu (
) icon corresponding to the account whose details you want to view.
A menu appears.
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Click the Go To Effective Pricing menu option.
The Pricing (Account) screen appears.
-
Price assignments effective for the account appears in the Effective Price Assignments for Account zone.
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In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.
The Price Item Pricing screen appears.
Tip: Alternatively, you can access the Price Item Pricing screen by:-
Search for a price item in the Search Price Item or Price Item Pricing zone.
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In the Search Results section, click the Assign (
) icon corresponding to the price item.
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Enter the required details in the Price Item Pricing screen and click Save.
-
The Price Item Pricing screen appears.
Price components of Price Item Pricing assigned to a person -
Search for the person in the Customer 360° View screen.
-
In the Search Results section, click the Show Context Menu (
) icon corresponding to the person whose details you want to view.
A menu appears.
-
Click the Go To Effective Pricing menu option.
The Pricing (Person) screen appears.
-
Price assignments effective for the person appears in the Effective Price Assignments for Person zone.
-
In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.
The Price Item Pricing screen appears.
Tip: Alternatively, you can access the Price Item Pricing screen by:-
Search for a price item in the Search Price Item or Price Item Pricing zone.
-
In the Search Results section, click the Assign (
) icon corresponding to the price item.
-
Enter the required details in the Price Item Pricing screen and click Save.
-
The Price Item Pricing screen appears.
Price components of Price Item Pricing assigned to a price list -
Search for the price list in the Price List screen.
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In the Search Results section, click the Price List Pricing (
) icon corresponding to the price list whose details you want to view.
The Price List Price Item Pricing screen appears.
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Price items assigned to the price list appears in the Price List Price Items zone.
-
In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.
The Price Item Pricing screen appears.
Tip: Alternatively, you can access the Price Item Pricing screen by:-
Search for a price item in the Search Price Item or Price Item Pricing zone.
-
In the Search Results section, click the Assign (
) icon corresponding to the price item.
-
Enter the required details in the Price Item Pricing screen and click Save.
-
The Price Item Pricing screen appears.
Price components of Price Item Pricing assigned to a price list - .
Search for the price list in the Price List screen.
-
In the Search Results section, click the Broadcast (
) icon corresponding to the price list whose price item pricing you want to view.
The Price List Price Item zone appears.
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Click the link in the Pricing Information column corresponding to the price item whose price item pricing you want to view.
-
The Price Item Pricing screen appears.
Tip: Alternatively, you can click on the Broadcast () icon corresponding to the price list whose price item pricing you want to view. The Price Item Pricing zone appears in the Price List screen.
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- Ensure that the Pricing Structure zone is expanded when you are defining a price component.
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Click the Delete (
) 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. -
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 |