Deleting a Pricing Eligibility Criteria of a Price Component

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

Procedure

To delete a pricing eligibility criteria of a price component:

  1. Do either of the following:
    If you want to delete pricing eligibility criteria of...Then...
    Price components of Price Item Pricing assigned to an account

    1. Search for the account in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Account) screen appears.

    4. Price assignments effective for the account appears in the Effective Price Assignments for Account zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a person

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Person) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Person zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Price components of Price Item Pricing assigned to a price list

    1. Search for the price list in the Price List screen.

    2. In the Search Results section, click the Price List Pricing (The View Icon) icon corresponding to the price list whose details you want to view.

      The Price List Price Item Pricing screen appears.

    3. Price items assigned to the price list appears in the Price List Price Items zone.

    4. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
  2. In the Rate Components zone, click the Broadcast (The Broadcast Icon) icon corresponding to the rate component, the Price Components zone appears with the details of the price components for the respective rate component.
  3. In the Price Components zone, click the Broadcast (The Broadcast Icon) icon corresponding to the price component, the Pricing Eligibility Criteria zone appears with the details of parameters used in the pricing eligibility criteria.
    Note:

    The Pricing Eligibility Criteria zone appears when eligibility checkbox is selected in the Price Item Pricing screen and details for pricing eligibility criteria is added in the Price Component screen.

  4. Click the Delete (The Delete Icon) icon in the Delete column corresponding to the pricing eligibility criteria that you want to remove for the price component.
    Note: The Delete icon appears when the price assignment is in Draft, Proposed or Template status.
    A message appears confirming whether you want to remove the pricing eligibility criteria of a price component.
  5. Click OK.
    The pricing eligibility criteria is removed for the price component.

Related Topics

For more information on... See...
360-Degree Search zone 360° Search
How to search for a person. Searching for a Person
How to search for an account. Searching for an Account
Search Price List zone Search Price List
How to search for a price list. Searching for a Price List
Rate Components zone Rate Components
Price Components zone Price Component
Pricing Eligibility Criteria zone Pricing Eligibility Criteria
How to view pricing eligibility criteria of a price component. Viewing the Pricing Eligibility Criteria of a Price Component
How to define a pricing eligibility criteria for a price component. Defining a Pricing Eligibility Criteria for a Price Component