Search Price List
The Search Price List zone allows you to search for a price list using various search criteria. It contains the following two sections:
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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 for a price list using the price list details. The valid value is: -
Price List Details
Note: By default, the Price List Details option is selected.Yes Price List ID Used to search a particular price list. No Price List Description Used to search price lists with a particular description. No Effective Start Date Used to search price lists which are effective from a particular date onwards. No Effective End Date Used to search price lists which are effective till a particular date. No Price List Type Used to search price lists which belong to a particular type. The valid values are: -
Promotional
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Standard
Note: By default, the Standard option is selected.No Global Price List Used to indicate whether you want to search global price lists. The valid values are: -
Yes
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No
No Availability Start Date Used to search price lists which are available for assignment to an account or a person from a particular date. Note: This field appears when you click the Advanced Search link in the top right corner of this zone.No Availability End Date Used to search price lists which are available for assignment to an account or a person till a particular date. Note: This field appears when you click the Advanced Search link in the top right corner of this zone.No Status Used to search price lists with a particular status. The valid values are: -
Active
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Inactive
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Proposed
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Template
Note: This field appears when you click the Advanced Search link in the top right corner of this zone.No Division Used to search price lists which are associated with a particular division. Note: You can only view those divisions to which you have access in the Division list.No Parent Price List Used to search price lists which inherit pricing from a particular parent price list. Note:The Search (
This field appears when you click the Advanced Search link in the top right corner of this zone.) icon appears corresponding to this field. On clicking the Search icon, the Price List Search window appears where you can search for the respective parent price list.
No Parent Price List Effective Date Used to search price lists that inherit pricing from a particular parent price list which is effective from a particular date onwards. Note: This field appears when you click the Advanced Search link in the top right corner of this zone.No Note: You must specify at least one search criterion while searching for a price list. -
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Search Results – On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:
Column Name Column Description Price List Information Displays the concatenated string of information about the price list separated by a comma (,). Note: It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective price list.Status Indicates the current status of the price list. The valid values are: -
Active
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Inactive
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Proposed
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Template
Effective Start Date Displays the date from when the price list is effective. Effective End Date Displays the date till when the price list is effective. Availability Start Date Displays the date from when the price list is available for assignment to an account or a person. Availability End Date Displays the date till when the price list is available for assignment to an account or a person. Duplicate On clicking the Duplicate ( ) icon, the Price List screen appears where you can create a new price list using an existing price list.
Price List Pricing On clicking the View ( ) icon in the Price List Pricing column, the Price List Price Item Pricing screen appears where you can view and edit a list of price items pricing information assigned to the price list.
Price List Assigned To On clicking the View ( ) icon in the Price List Assigned To column, the Price List Assignments screen appears where you can view the details of the persons and accounts to which the price list is assigned.
Eligible Accounts/Persons On clicking the View ( ) icon in the Eligible Accounts/Persons column, the Entities Eligible for Price List Assignment screen appears where you can search for a list of eligible accounts and persons to which you want to assign the price list in a particular division.
Note:By default, the Filter area is visible. You can hide the Filter area by clicking the Filters (However, when you search for a price list by specifying the date (which can be current, past or future date) in the Parent Price List Effective Date field, the system retrieves the price lists that meet the search criteria along with the details of the parent price list that is effective on that date.
Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.
) icon in the upper right corner of this zone.
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On clicking the Broadcast () icon corresponding to the Price List Information field, the Price List
Price Items zone appears where you can view a list of
price items to which the price list is assigned.
Related Topics
For more information on... | See... |
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Price List Price Items zone | Price List Price Items |
How to search for a price list | Searching for a Price List |
How to view price items assigned to a price list | Viewing Price Items Assigned to a Price List |
How to define a price list | Defining a Price List |
How to copy a price list | Copying a Price List |
How to view price list price items and assign price items | Price List Price Item Pricing |
How to view the details of the price list assigned | Price List Assignments |
How to search for eligible accounts and persons to be assigned to the price list. | Entities Eligible for Price List Assignment |