Viewing Effective Price Assignments of a Person
Note: This topic is not applicable for
the health insurance business.
Prerequisites
To view effective price assignments of a person, you should have:
-
Price items or price item bundles assigned to the person either directly or through the customer hierarchy
Procedure
To view effective price assignments of a 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 Effective Pricing menu option.
The Pricing (Person) screen appears.
- View the pricing for price items or price item bundles assigned to the person (either directly or through the customer hierarchy) in the Effective Price Assignments for Person zone.
- Filter the effective price assignments of the person, if required.
Related Topics
For more information on... | See... |
---|---|
How to search for a person | Searching for a Person |
Pricing (Person) screen | Pricing (Person) |
Effective Price Assignments for Person zone | Effective Price Assignments for Person |
How to filter effective price assignments of a person | Filtering Effective Price Assignments of a Person |