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

Procedure

To view a retention type claim based pricing rule for a parent customer:

  1. Search for a parent customer whose pricing details you want to view 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 appears 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 link in the Pricing Rule Information column corresponding to the pricing rule type whose details you want to view.

    The Pricing Rule screen appears. It contains the following zone:

    • Retention Type Claim Based - Displays Retention Type Claim Based Pricing Rule of a Parent. It contains the following sections:

      • Main - Displays the basic details of the retention type claim based pricing rule of a parent customer.

      • Price Item Parameters - Displays the price item parameters defined for the retention type claim based pricing rule of a parent customer.

      • Characteristics - Displays the characteristics defined for the retention type claim based pricing rule of a parent customer.

  5. View the basic details of a retention type claim based pricing rule of a parent customer in the Main section.
  6. View the price item parameters of a retention type claim based pricing rule of a parent customer in the Price Item Parameters section.
  7. View the characteristics of a retention type claim based pricing rule of a parent customer in the Characteristics section.

Related Topics

For more information on... See...
Customer 360° Information - Pricing tab Customer 360° Information - Pricing Information