The update process of the Price Code Rules is as follows:
Navigation : Menu > Settings > Search for the Price Code Rules App > Listview > Select the Price Code Rule > Edit (Pencil Icon)
If user wants to update the already existing Price Code Rule details, user needs to click on ‘Edit’ option at the top right corner and fill in the required details.
Edit Price Code Rules
| Field name | Description |
| Rule Name | The system automatically shows the Price Code Rule name; if user wants to change it, enter the new name for the Price Code Rule |
| Series | The system by default takes series as Price Code Rules |
| LoB | The system automatically shows the LoB segment of the Price Code Rule name; if user wants to change it, select the Line of Business segment from the drop-down list |
| Price Code | The system automatically shows the Price Code name; if user wants to change it, select the Price Code name from the drop-down list |
| Advance Price Code | The system automatically shows the Advance Price Code name; if user wants to change it, select the Advance Price Code name from the drop-down list |
| Priority | The system automatically shows the priority of the Price Code Rule; if user wants to change it, set the priority of the rule from the drop-down list as High, Low or Medium |
| Branches | The system automatically shows the branch name(s) of the Price Code Rule name; if user wants to change it, select the Branches from the drop-down list to apply the rule |
| Currency | The system automatically shows the currency of the Price Code Rule name; if user wants to change it, select the currency name of the rule |
| Description | User can comment or enter short notes about the rule |
Apply the required changes and click on Save.
Updates in Details Portlet
Edit Rule Tag Details
The process to update Rule Tag Details is as follows:
Navigation : Menu > Settings > Search for the Price Code Rules App > Listview > Select the Price Code Rule > Details Portlet > Rule Tag Details Widget > Edit (Pencil icon)
User can click on “Pencil Icon” button in Rule Tag Details Widget to add new Tags & it shows the labels of included and Excluded Tags. User can select by clicking on the checkbox beside the Tags to Include and Exclude customer Tags.
By default the system displays the Included and Excluded customer Tags; if user wants to update already existing Tags, click on the checkbox beside the Tags to include and Exclude the customer Tags.
Edit Tags
| Field name | Description |
| Included Tags | The system automatically shows the customer Tags that are Included; if user wants to change it, select the LoB by clicking on the checkbox and LoB Tags from the list to Include the Tags. |
| Excluded Tags | The system automatically shows the customer Tags that are Excluded (Not included); if user wants to change it, select the LoB by clicking on the checkbox and LoB Tags from the list to Exclude the Tags. |
Apply the required changes and click on Save.
To Exclude Contacts
Navigation : Menu > Settings > Search for the Price Code Rules App > Listview > Select the Price Code Rule > Details Portlet > Included Contacts Widget
User can click on the ‘Exclude’ option beside the contact name to exclude the contact
To Include Contacts
Navigation : Menu > Settings > Search for the Price Code Rules App > Listview > Select the Price Code Rule > Details Portlet > Excluded Contacts Widget
User can click on the ‘Include’ option beside the contact name to Include the contact