Calculating Related Calculations for Customers/Members

You can run related calculations for customers/members on the Manage Relationships page.

The option to run related calculations for customers/members is only available after you add or remove a customer/member from a relationship.

When you run the related calculations, the relationship with its customers/members populates. All affected calculations throughout the application also update. The calculation update includes the summarized customer/member totals in the scorecard area on the Profitability > Relationship View page.

Open the Manage Relationships page via one of the following methods:
- Select Profitability > Manage Relationships.
- Select Pricing > Manage Relationships.
Select Calculate.

Note
The calculation process can take a long time to complete. During this process, the relationship name temporarily stops appearing as a hyperlink, and the check box preceding the relationship name is cleared. The Add option for customers/members is also hidden.

You can work in other parts of the application while waiting for this process to finish.

When the necessary calculations are complete, you are notified within the application.

After the Manage Relationship page is updated, the changes are visible throughout the application.