Search Price Item or Price Item Pricing
You can assign a price item or price item bundle to a price list and then define pricing for the price item or price item bundle, or you can copy an existing price item pricing and assign it to a price list. The Search Price Item or Price Item Pricing zone allows you to search for a price item pricing which is assigned to an account, person, or price list. You can then create a new price item pricing using an existing price item pricing through copying the price item pricing. Once you create a copy of an existing price item pricing, the new price item pricing is assigned to the price list. On copying a price item pricing, the pricing details including the price components, eligibility and tiering criteria for each price component, and characteristics are copied to the new price item pricing. You can then edit the details, if required.
The system allows you to create a copy of active, proposed, inactive, rejected, and template price item pricing. Once you create the copy of a template price item pricing, you can save the new price item pricing in either Active or Proposed status.
The Search Price Item or Price Item Pricing zone contains the following two sections:
-
Search Criteria – The Search Criteria section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Search By Used to indicate whether you want to search price item, pricing assigned to price list and override pricing for an account, or person. The valid values are: -
Price Item
-
Price list Pricing
-
Account Override Pricing
-
Person Override Pricing
Yes Price Item Used to search a particular price item or price item bundle. No Description Used to search price items or price item bundles with a particular description. Note: This field appears when you select the Price Item option from the Search By list.No Global Price List Used to search price items or price item bundles which can be assigned to a global price list. The valid values are: -
Yes
-
No
No Bundle Used to indicate whether you want to search for price item bundles. The valid values are: -
Yes
-
No
No Price List ID Used to search pricing of price items or price item bundles which are assigned to a particular price list. Note: This field appears when you select the Price List Pricing option from the Search By list.No Effective Start Date Used to search price item pricing on price lists which are effective from a particular date onwards. Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.No Pricing Status Used to search price item pricing with a particular status. The valid values are: -
Active
-
Inactive
-
Proposed
-
Rejected
-
Template
Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.No Effective End Date Used to search price item pricing on price lists which are effective till a particular date. Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.No Price Assignment Type Used to search a particular type of the price item pricing. The valid values are: -
Regular
-
Post Processing
-
Post Processing – Invoice Based
-
Post Processing – Price Item Based
Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.No Account ID Used to search pricing of price items or price item bundles which are assigned to a particular account. Note:This field appears when you select the Account Override Pricing option from the Search By list.
Yes Person ID Used to search pricing of price items or price item bundles which are assigned to a particular person. Note:This field appears when you select the Person Override Pricing option from the Search By list.
Yes Product Code Note:You must specify at least one search criterion while searching for a price item or price item bundle.
You can search for an account, person by clicking the Search (
) icon corresponding to the respective field.
-
-
Search Results – On clicking the Search button, the search results appear based on the specified search criteria. The search results include only those price items or price item bundles that are associated with the division to which the price list belongs. It may also include price items or price item bundles that are already assigned to the price list in case those price items or price item bundles match the search criteria.
The Search Results section contains the following columns:
Column Name Column Description Assign On clicking the Assign ( ) icon, the Price Item Pricing screen appears where you can define a new price item pricing.
Price Item Information Displays details of the price item or price item bundle. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item or price item bundle.Copy On clicking the Copy ( ) icon, the Price Item Pricing screen appears where you can define a new price item pricing using an existing price item pricing.
Pricing Information Displays details of the price item pricing. Note: It has a link. On clicking the link, the View Price Item Pricing window appears with the details of the respective price item pricing.Account Information Indicates the account to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note:This column appears when you select the Account Override Pricing option from the Search By list.
It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
The account information string appears when an algorithm defined using the C1-AC-INFO algorithm type is attached to the Account Information system event in the Algorithms tab of the Installation Options – Framework screen.
Person Information Indicates the person to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note:This column appears only when you select the Person Override Pricing option from the Search By list.
It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
The person information string appears when an algorithm defined using the PERS-INFO algorithm type is attached to the Person Information system event in the Algorithms tab of the Installation Options – Framework screen.
Price List Information Indicates the price list to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note:This column appears when you select the Price List Pricing option from the Search By list.
It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective person.
Variance Parameter Indicates the variance parameter which is used for defining the price item pricing. 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 False.Pricing Parameters Displays a comma-separated list of parameter values. The order in which parameter values appear in this column is controlled by the display order (which is defined while associating a parameter with a price item or price item bundle). 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.Effective Start Date Displays the date from when the price item pricing is effective. Effective End Date Displays the date till when the price item pricing is effective. Pricing Currency Indicates the currency in which the price item pricing is defined. Pricing Status Indicates the status of the price item pricing. The valid values are: -
Active
-
Inactive
-
Proposed
-
Rejected
-
Template
Rate Schedule Indicates the rate schedule which is used for defining the price item pricing. Price Assignment Usage Indicates whether the price item pricing is applicable to all customers or only to new customers. The valid values are: -
AC
-
NC
Price Assignment Type Indicates the type of the price item pricing. The valid values are: -
Regular
-
Post Processing
-
Post Processing – Invoice Based
-
Post Processing – Price Item Based
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 False.Price Item Displays the price item or price item bundle code. Note: It has a link. On clicking the link, the Price Item Pricing screen appears where you can define the pricing for the respective price item or price item bundle.Description Displays the description of the price item or price item bundle. Global Price List Indicates whether the price item or price item bundle can be assigned to a global price list. The valid values are: -
Y
-
N
Unit of Measure Indicates the unit of measure associated with the price item or price item bundle. Bundle Indicates whether the price item is a bundle or not. The valid values are: -
Y
-
N
Owner ID Displays the ID of the person for whose account the price list is created. Party ID Displays the third party ID. Price List ID Indicates the price list to which the price item pricing is assigned. Note: This column appears when you select the Price List Pricing option from the Search By list.Price Assignment ID Displays the price assignment ID. Price Assignment Owner Type Flag Displays whether price list or party is the owner of the price assignment. Bundle Type Indicates the type of the price item bundle. If the price item bundle is available for pricing and billing, the valid values are: -
Phantom
-
Ratio
-
Regular
However, if the price item bundle is available for only pricing and the price item type is Fees then the valid value is Regular.
Note: This column appears when you select the Yes option from the Bundle list.Price Item Type Indicates the type of the price item or price item bundle. The valid values are: -
Rate
-
Fees
-
Related Topics
For more information on... | See... |
---|---|
How to view price item pricing | Viewing a Price Item Pricing |
How to assign a price item to a price list | Assigning a Price Item to a Price List |
Price Item Pricing screen | Price Item Pricing (Used for Viewing) |
How to copy a price item pricing and assign it to a price list | Copying a Price Item Pricing |
How to view price items assigned to a price list | Viewing Price Items Assigned to a Price List |