Deleting a Price Item Pricing

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

Procedure

To delete a price item pricing:

  1. Do either of the following:
    If you want to delete...Then...
    Price Item Pricing assigned to an account

    1. Search for the account in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Account) screen appears.

    4. Price assignments effective for the account appears in the Effective Price Assignments for Account zone.

    5. 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:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price Item Pricing assigned to a person

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Person) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Person zone.

    5. 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:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price Item Pricing assigned to a price list

    1. Search for the price list in the Price List screen.

    2. In the Search Results section, click the Price List Pricing (The View Icon) icon corresponding to the price list whose details you want to view.

      The Price List Price Item Pricing screen appears.

    3. Price items assigned to the price list appears in the Price List Price Items zone.

    4. 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:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
  2. Click the Delete button in the Record Actions zone.
    Note:

    When the price assignment is in Draft status then the Delete button appears.

    When the price assignment is in Draft status and when the approval workflow is on and:

    • If the approval workflow is in Draft status then it is changed to Pending in Approval.

    • If the approval workflow is in Proposed status and,

      • If the price assignment is not approved for the first time then Delete button appears.

      • If the price assignment is approved then Delete button does not appear.

    • When the approval workflow is in Template status and,

      • If the price assignment is not approved for the first time then Delete button appears.

      • If the price assignment is approved then Delete button does not appear.

    When the price assignment is in Draft status, and when the approval workflow is off and is in Draft status then it is changed to Active.

    A message appears confirming whether you want to delete the price item pricing.
  3. Click OK.
    The price item pricing is deleted.

Related Topics

For more information on... See...
360-Degree Search zone 360° Search
How to search for a person. Searching for a Person
How to search for an account. Searching for an Account
Search Price List zone Search Price List
How to search for a price list. Searching for a Price List
How to view a price item pricing Price Item Pricing (Used for Viewing)
Price Item Pricing zone Price Item Pricing