Viewing Effective Price Assignments of an Account
Note: This topic is not applicable for
the health insurance business.
Prerequisites
To view effective price assignments of an account, you should have:
-
Price items or price item bundles assigned to the account either directly or through the customer hierarchy
Procedure
To view effective price assignments of an account:
- Search for the account in the Customer 360° View screen.
-
In the Search Results section, click
the Show Context Menu () icon corresponding to the account
whose details you want to view.
A menu appears.
-
Click the Go To Effective Pricing menu option.
The Pricing (Account) screen appears.
- View the pricing for price items or price item bundles assigned to the account (either directly or through the customer hierarchy) in the Effective Price Assignments for Account zone.
- Filter the effective price assignments of the account, if required.
Related Topics
For more information on... | See... |
---|---|
How to search for an account | Searching for an Account |
Pricing (Account) screen | Pricing (Account) |
Effective Price Assignments for Account zone | Effective Price Assignments for Account |
How to filter effective price assignments of an account | Filtering Effective Price Assignments of an Account |