Extracting Effective Price Assignments of an Account

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

Prerequisites

To extract effective price assignments of an account, you should have:

  • Price items or price item bundles assigned to the account either directly or through the customer hierarchy

Procedure

To extract effective price assignments of an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the 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. Filter the effective price assignments of the account, if required.
  5. Click the Extract button in the Effective Price Assignments for Account zone.
    The Effective Pricing Extraction screen appears. It contains the following field:
    Field Name Field Description Mandatory (Yes or No)
    Extract Format Used to indicate the format in which you want to extract the effective price assignments of the account. The valid values are:

    • Excel

    • PDF

    		 Yes
  6. Click the Extract button.
    The effective pricing of the account is extracted in the selected format.
    Note: If you extract the effective pricing in the PDF format, the effective pricing window appears with the details of the effective pricing of the account. You can then download the file into your local system. However, if you extract the effective pricing in the Excel format, the details of the effective pricing of the account is automatically downloaded into your local system.

    The extracted Excel format contain the following fields:

    Field Name Field Description
    Extracted By Displays the user who has extracted the effective pricing of the account.
    Extracted On Displays the date of the extraction.
    Customer Displays information about the customer to which the account belongs.
    Account Displays information about the account whose effective pricing is extracted.

    In addition, the extracted Excel format contains the following columns:

    Column Name Column Description
    Price Item / Price Item Group Displays the price item or the price item bundle.
    Price Item Parameters Displays the parameters based on which the pricing of the price item is defined.
    Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
    Price Displays information about the effective price item pricing for the account.

    The extracted PDF format contain the following fields:

    Field Name Field Description
    Customer Displays information about the customer to which the account belongs.
    Account Displays information about the account whose effective pricing is extracted.

    In addition, the extracted PDF format contains the following columns:

    Column Name Column Description
    Price Item / Price Item Group Displays the price item or the price item bundle.
    Price Item Parameters Displays the parameters based on which the pricing of the price item is defined.
    Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
    Price Displays information about the effective price item pricing for the account.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Pricing (Account) screen Pricing (Account)
Effective Price Assignment zone Effective Price Assignments for Account