Editing a Price Item Pricing
Prerequisites
To edit a price item pricing, you should have:
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Transactions mapped to the price item defined in the application
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Rate schedules, rate versions, rate components defined in the application
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Tiering criteria defined in the application
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Tiering setup for the rate components defined in the application
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Pricing eligibility defined in the application
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Parameters associated with the price item (in case you want to define price item pricing based on those parameters)
Procedure
To edit a price item pricing:
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Do either of the following:
If you want to Then Edit pricing of a price item that is assigned to a person -
Access the Pricing (Person) screen.
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In the Effective Price Assignments for Person zone, click the Edit () icon in the Edit column corresponding to the price item pricing whose details you want to edit.
Edit pricing of a price item that is assigned to an account -
Access the Pricing (Account) screen.
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In the Effective Price Assignments for Account zone, click the Edit () icon in the Edit column corresponding to the price item pricing whose details you want to edit.
Edit pricing of a price item that is assigned to a price list -
Access the Price list Price Item Pricing screen.
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In the Price List Price Item zone, click the Edit () icon in the Edit column corresponding to the price item whose pricing details you want to edit.
The Price Item Pricing screen appears. -
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Modify the required pricing details.
Note:
If you change the effective start and end dates while editing a price item pricing, you need to specify the parameters which are effective during that date range.
While editing a price item pricing, you can not only edit the existing tiering combination details, but also add additional tiering combinations until the maximum tiering combinations limit is met.
You can search for price item parameter, rate schedule and parameter code by clicking the Search () icon corresponding to the respective fields.
- Edit the price assignment, if required.
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Click Save.
The changes made to the price item pricing are saved.
Related Topics
For more information on... | See... |
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How to search for a Price List | Searching for a Price List |
Price List Price Items zone | Price List Price Items |
Pricing (Account) screen | Pricing (Account) |
Effective Price Assignments for Account zone | Effective Price Assignments for Account |
Pricing (Person) screen | Pricing (Person) |
Effective Price Assignment for Person zone | Effective Price Assignments for Person |
Price Item Pricing screen | Price Item Pricing |
How to edit characteristics of the price assignment | Editing the Price Assignment Characteristics |