Deleting a Retention Type Claim Based Pricing Rule of a Parent Customer

Procedure

To delete a retention type claim based pricing rule of a parent customer:

  1. Search for a parent customer in the Customer 360° Information screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the parent customer whose pricing details you want to view.
    The Person tab in the Customer 360° Information screen.
  3. Click the Pricing tab. It consists of the following zones:
    The Pricing tab appears.
  4. In the Parent Customer Pricing Rules zone, click the Delete (The Delete Icon) icon in the Delete column corresponding to the retention type claim based pricing rule that you want to delete.
    A message appears confirming whether you want to delete the retention type claim based pricing rule type of a parent customer.
  5. Click OK.
    The retention type claim based pricing rule of a parent customer is deleted.

Related Topics

For more information on... See...
How to search for a parent customer Searching for a Person
Parent Customer Pricing Rules zone Parent Customer Pricing Rules