Associating a Price Item or Price Item Bundle with a Hierarchy Entity in an Entity Hierarchy Relationship of a Division

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

Once you design the structure of an entity hierarchy relationship, you can associate a price item or price item bundle with a hierarchy entity at any level in the entity hierarchy relationship. You can associate a price item or price item bundle with a hierarchy entity only from the Price Item screen. The system enables you to define division-specific hierarchy for a price item or price item bundle. Therefore, while associating a price item or price item bundle with a hierarchy entity, you can select a hierarchy entity from any entity hierarchy relationship which is created for the division. However, the system checks whether the association date range is within the entity hierarchy relationship date range.

For example, you can associate the ACH Transfer (ACHTRN) price item with the Payments hierarchy entity in the Cash Management entity hierarchy relationship as shown below:

Cash Management
    Payments
        ACH Transfer

Associating a price item or price item bundle with a hierarchy entity does not has any impact on the billing module. At present, the price item hierarchy is only displayed in the Deal Modelling and Simulation module.

Prerequisites

To associate a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship of a division, you should have:

  • Entity hierarchy relationships defined for the required divisions

  • Hierarchy entities included at the required levels in the entity hierarchy relationship

  • Price items or price item bundles associated with the division to which the user (i.e. who is performing this action) belongs

Procedure

To associate a price item or price item bundle with a hierarchy entity in an entity hierarchy relationship of a division:

  1. Click the Divisions or Show All link in the Section pane when you are defining, editing, or copying a price item or price item bundle.
    The Divisions section appears.
  2. Click the Add (The Add Icon) icon in the Entity Hierarchy column corresponding to the division for which you want to define price item or price item bundle hierarchy.

    The following fields appear in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Hierarchy Used to indicate the entity hierarchy relationship in which you want to include the price item or price item bundle.
    Note: The Search (The Search Icon) icon appears corresponding to the Hierarchy field. On clicking the Search icon, the Hierarchy Search window appears.
    		 Yes (Conditional)
    Note: This field is required while associating the price item or price item bundle with a hierarchy entity in an entity hierarchy relationship of the division.
    Parent Entity Used to indicate the hierarchy entity to which you want to associate the price item or price item bundle.
    Note: The list appears when the entity hierarchy relationship is specified in the Hierarchy field. It contains the hierarchy entities which are included at the root and subsequent levels in the entity hierarchy relationship.
    		 Yes (Conditional)
    Note: This field is required while associating the price item or price item bundle with a hierarchy entity in an entity hierarchy relationship of the division.
    Start Date Used to specify the date from when the price item or price item bundle is associated with the hierarchy entity in the entity hierarchy relationship.
    Note:

    The start date cannot be later than the end date.

    The start date cannot be earlier than the entity hierarchy relationship start date.

    		 Yes (Conditional)
    Note: This field is required while associating the price item or price item bundle with a hierarchy entity in an entity hierarchy relationship of the division.
    End Date Used to specify the date till when the price item or price item bundle is associated with the hierarchy entity in the entity hierarchy relationship.
    Note:

    The end date cannot be earlier than the start date.

    The end date cannot be later than the entity hierarchy relationship end date.

    		 No
  3. Enter the required details in the Entity Hierarchy grid.
  4. If you want to associate the price item or price item bundle to more the one hierarchy entity in the same or different entity hierarchy relationship, click the Add (The Add Icon) icon and then repeat step 3.
    Note:

    You cannot associate the price item or price item bundle to multiple hierarchy entities in the same or different entity hierarchy relationship for the same or overlapping date range.

    However, if you want to disassociate the price item or price item bundle from a hierarchy entity of an entity hierarchy relationship, click the Delete (The Delete Icon) icon corresponding to the hierarchy and parent entity combination.

  5. Click Save.
    The price item or price item bundle is associated with a hierarchy entity in an entity hierarchy relationship of the division.

Related Topics

For more information on... See...
How to define a price item or price item bundle Defining a Price Item or Price Item Bundle
How to edit a price item or price item bundle Editing a Price Item or Price Item Bundle
How to copy a price item or price item bundle Copying a Price Item or Price Item Bundle
How to associate a price item or price item bundle with a division Associating a Price Item or Price Item Bundle with a Division