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Procedure documentationEditing Contract Relationships for Bundle Pricing Calculation

 

On the Contract Relationships tab page, you can define the structure of the master contract for a combined settlement for the bundle pricing calculation process.

Prerequisites

In the account-managing system you have created the participating accounts that you want to assign to master contracts. Current (checking) and deposit (savings) accounts are allowed as participating accounts.

Note Note

Note the general prerequisites for master contracts under Editing Contract Relationships and the restrictions in the context of time-dependent editing of contract relationships.

For more information, see the documentation for the contract elements Combined Settlement and Bundle Pricing Calculation (Participants).

End of the note.

Procedure

For more information about processing participating contracts, see Editing Participants.

To assign an account to a master contract, proceed as follows:

  1. Choose Add Participant (Add Participant).

    The system displays the Change Master Contract: Participant Contract screen.

  2. In the Participating Account group box, enter the data for the participating account.

  3. In the Relationship Attributes: Bundle Pricing Calculation group box, enter the required relationship attribute categories and assign calculation types to them.

  4. Choose Continue.

  5. The system adds the account as a participant.