Editing Relationship Type Sequence of a Division, Price Item, and Price Item Parameters

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

Prerequisites

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

  • Person relationship types defined in the application

Procedure

To edit person to person relationship type sequence of a division, price item, and price item parameters combination:

  1. Search person to person relationship type sequence for the division, price item, and price item parameters combination in the Person to Person Relationship Type Sequence screen.
  2. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the division, price item, and price item parameters combination whose person to person relationship type sequence you want to edit.

    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 Indicates the division for which price item and price item parameters specific person to person relationship type sequence is defined. Not applicable
    Price Item Displays the price item code. Not applicable
    Price Item Parameters Displays a comma-separated list of parameter values. The order in which parameter values appear in this field is controlled by the display order (which is defined while associating a parameter with a price item). Not applicable

    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
  3. 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.
  4. Click Save.
    The changes made to the person to person relationship type sequence are saved.

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How to search person to person relationship type sequence for a division, price item, and price item parameters combination Searching Relationship Type Sequence for a Division, Price Item, and Price Item Parameters