Viewing Price Items Assigned to a Price List
Prerequisites
To view the price items assigned to a price list, you should have:
-
An algorithm defined using the C1-PLPINFO algorithm type and attached to Pricelist Products Assignment Information system event in the Algorithms tab of the Installation Options – Framework screen
Procedure
To view the price items assigned to a price list:
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Do either of the following:
If you want to view... Then... Price items assigned to the price list which is assigned to the account -
Search for the account in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu (
) icon corresponding to the account whose details you want to view.
A menu appears.
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Click the Go To Price List Assignment menu option.
The Price List Assignment screen appears.
-
In the Price List Assignments zone, click the Broadcast (
) icon corresponding to the assigned price list whose price items you want to view.
Price items assigned to the price list which is assigned to the person -
Search for the person in the Customer 360° View screen.
-
In the Search Results section, click the Show Context Menu (
) icon corresponding to the person whose details you want to view.
A menu appears.
-
Click the Go To Price List Assignment menu option.
The Price List Assignment screen appears.
-
In the Price List Assignments zone, click the Broadcast (
) icon corresponding to the assigned price list whose price items you want to view.
The Price List Price Items zone appears. -
- View the price items that are assigned to the price list in the Price List Price Items zone.
Related Topics
For more information on... | See... |
---|---|
How to search for an account | Searching for an Account |
How to search for a person | Searching for a Person |
Price List Assignment screen | Price List Assignment |
Price List Assignments zone | Price List Assignments |
Price List Price Items zone | Price List Price Items |