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Pricing Administration Guide > Creating and Assigning Price Lists >

Assigning a Price List to a User

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The price list that controls a user's prices depends on both organization and account:

Organization limits visibility. The user cannot see a price list unless it was assigned to the user's organization in the Organization field of the price list record. A price list can be assigned to many organizations, and many price lists can be assigned to an organization.
Account controls which price list is active for the user. The active price list is the price list associated with the user's account record. You can only associate one price list with an account record, so the user's prices are controlled by one price list.

When you associate a price list with an account, that price list is automatically defaulted in the quote or order when the account is entered for the quote or order.

NOTE:  If you use Siebel eSales to sell to the public through the Web, customers may not have accounts. The default price list is used for customers without accounts. For information about setting a default price list, see the section about setup tasks in Siebel eSales Administration Guide.

To assign a price list to a user

From the application-level menu, choose View > Site Map > Pricing Administration > Price List.
In the Price Lists list, select the price list you want to assign to the user.
In the price list's Organization field, click the select icon.

The Organizations dialog box appears.

If the user's organization is not already listed in this dialog box, click New and add it. Then click OK.
From the application-level menu, choose View > Site Map > Accounts > All Accounts Across Organizations.
In the Accounts list, select the user's account.
In the More Info form, click the show more button to expand the form.
In the Price list field of the More Info form, click the select button.

The Pick Price List dialog box appears.

In the Pick Price List dialog box, select the price list you want to use for that account, and click OK.

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