Price Item Pricing

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

The Price Item Pricing zone displays the basic information about the price item pricing. It contains the following sections:

  • Pricing Information - Displays information about the price item pricing. It contains the following fields:

    Field Name Field Description
    Pricing Status Indicates the current status of the price item pricing. The valid values are:
    • Draft – Indicates that the price assignment is created as a draft.

    • Active – Indicates that the price assignment is used for billing.

    • Inactive – Indicates that the price assignment is no longer used for billing.

    • Proposed – Indicates that the price assignment is to be used for quotations.

    • Rejected – Indicates that the price assignment is rejected in the system.

    • Template – Indicates that the price assignment is a template price list.

    Pricing Currency Indicates the currency in which the price item pricing is defined.
    Note: It has a link. On clicking the link, the Currency screen appears where you can view the details of the currency.
  • Record Actions – The Record Actions section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the price item pricing.
    Note: The Edit button appears only when the price item pricing is in the Draft status.
    Delete Used to delete the price item pricing.
    Note: The Delete button appears only when the price item pricing is in the Draft status.
    Submit Used to submit the price item pricing for validation and processing.
    Note: The Submit button appears only when the price item pricing is in the Draft status.