Editing a Retention Type Claim Based Pricing Rule of a Parent Customer
Prerequisites
To edit a retention type claim based pricing rule of a parent customer, you should have:
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Business Object C1-PricingRule defined for the pricing rule.
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Business Object C1-PricingRuleRetTypeClaim defined for retention type claim based pricing rule type.
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Algorithms C1-APPTXNBAS, C1-PRCRETPOS, and C1-RETCLMVAL defined for retention type claim based pricing rule type.
Note: A custom algorithm type must be created to validate a transaction.
Procedure
To edit a retention type claim based pricing rule of a parent customer:
- Search for a parent customer in the Customer 360° View screen.
-
In the Search Results section, click
the View (
) icon corresponding to the parent customer whose pricing details you want to view.
The Person tab appears in the Customer 360° Information screen. -
Click the Pricing tab. It consists
of the following zones:
The Pricing tab appears.
-
In the Parent Customer Pricing Rules zone, click the Edit (
) icon in the Edit column corresponding to the retention type claim based pricing
rule, whose details you want to edit.
The Retention Type Claim Based Pricing Rule screen appears. It contains the following zones:
-
Customer Information - Displays information about the parent customer for whom the retention type claim based pricing rule is defined. It contains the following fields:
Field Name Field Description Parent Customer Information Indicates the parent customer for whom the discount arrangement pricing rule is defined. Pricing Rule Type Displays the pricing rule type that is chosen to define the retention type claim based pricing rule of a parent customer. -
Main - This section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Price Item Indicates the price item for which you want to define the pricing. Not applicable Pricing Start Date Used to specify the start date from when the pricing will be effective for the price item. Note: The pricing start date cannot be later than the pricing end date.Yes (Conditional) Note: Pricing Start Date should be entered if Pricing End Date has been mentioned.Pricing End Date Used to specify the end date till when the pricing will be effective for the price item. Note: The pricing end date cannot be earlier than the pricing start date.No Rate Option Used to indicate the rate option that you want to use while defining the pricing for the price item. The valid value is: -
Flat Dollar Per Claim - Agg Daily
On clicking the Add (
) icon, the following fields appear in a grid:Field Name Field Description Mandatory (Yes or No) Price Item Parameter Used to specify multiple price item parameters based on which you want to determine the price item utilization. Note:The Search (
) icon appears corresponding to
the Price Item Parameter field. On clicking
the Search icon, the Price Item
Parameter Search screen appears.On specifying the price item, the description of the price item appears corresponding to the Price Item Parameter field.
No Parameter Value Used to specify multiple price item parameter values based on which you want to determine the price item utilization. Note:The Search (
) icon appears corresponding
to the Parameter Value field. On clicking the Search icon, the Predefined Parameter Value
Search screen appears.On specifying the price item, the description of the price item appears corresponding to the Parameter Value Search field.
No Note:If you want to define more than one price item parameter to the price item in a retention type claim based pricing rule type, click the Add (
) icon.However, if you want to remove a price item parameter from the price item in a retention type claim based pricing rule type, click the Delete (
) icon corresponding to the Price Item Parameter field.Not applicable Fee Used to specify the fee for the price item parameter. Not applicable -
-
Characteristics - Used to define the characteristics for the retention type claim based pricing rule for parent customer. It contains the following fields:
Field Name Field Description Mandatory (Yes or No) Effective Date Used to specify the effective date from when the characteristic is effective for the retention type claim based pricing rule of a parent customer. No Characteristic Type Used to indicate the characteristic type for the retention type claim based pricing rule of a parent customer. No Characteristic Value Used to specify the characteristic value for the retention type claim based pricing rule of a parent customer. Note: If you select a predefined characteristic type, the Search () icon appears corresponding to
the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears. On specifying
the value for a predefined characteristic type, the description of
the characteristic value appears corresponding to the Characteristic
Value field.No
Note:If the approval workflow group setting is set as Active for the parent customer, for which the retention type claim based pricing rule is edited then an approval transaction is created for that particular parent customer. The retention type claim based pricing rule for a parent customer is defined, once the approval transaction is approved.
-
-
Click Save.
The retention type claim based pricing rule of a parent customer is edited.
Related Topics
| For more information on... | See... |
|---|---|
| Customer 360° Information - Pricing tab | Customer 360° Information - Pricing Information |
| Parent Customer Pricing Rules zone | Parent Customer Pricing Rules |
| How to search for a parent customer | Searching for a Person |
| How to define the characteristics for a retention type claim based pricing rule | Defining a Characteristic for a Retention Type Claim Based Pricing Rule |