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

Procedure

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

  1. Search for a parent customer in the Customer 360° View 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 appears.
  3. Click the Pricing tab.
    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 enrollment based pricing rule that you want to delete.
    A message appears confirming whether you want to delete the retention type enrollment based pricing rule.
    Note: You can delete a retention type enrollment based pricing rule when it is not yet used in the system.
  5. Click OK.
    The retention type enrollment 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