Defining Relationship-Specific Characteristics for a Price Item or Price Item Bundle

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

Prerequisites

To define relationship-specific characteristics for a price item or price item bundle, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Price Item Relationship)

Procedure

To define relationship-specific characteristics for a price item or price item bundle:

  1. Click the Add (The Add Icon) icon in the Characteristics column corresponding to the price item or price item bundle for which you want to define relationship-specific characteristics.

    A grid appears corresponding to the price item or price item bundle with the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the relationship-specific characteristic is effective for the price item or price item bundle. Yes (Conditional)
    Note: This field is required when you are defining a relationship-specific characteristic for the price item or price item bundle.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Price Item Relationship.
    		 Yes (Conditional)
    Note: This field is required when you are defining a relationship-specific characteristic for the price item or price item bundle.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) 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.

    		 Yes (Conditional)
    Note: This field is required when you are defining a relationship-specific characteristic for the price item or price item bundle.
  2. Enter the required details in the Characteristics grid.
  3. If you want to define more than one relationship-specific characteristic for the price item or price item bundle, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a relationship-specific characteristic from the price item or price item bundle, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The relationship-specific characteristics are defined for the price item or price item bundle.

Related Topics

For more information on... See...
How to associate a price item or price item bundle with a parent price item Associating a Price Item or Price Item Bundle with a Parent Price Item
How to add a price item or price item bundle to a price item bundle Adding a Price Item or Price Item Bundle to a Price Item Bundle