Search Price Item
The Search Price Item zone allows you to search for a price item or price item bundle 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 item or price item bundle using the price item details. The valid value is: -
Price Item Details
Note: By default, the Price Item Details option is selected.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. No Division Used to search price items or price item bundles which are associated with a particular division. Note: You can only view those divisions to which you have access in the Division 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
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No
No Price Item Usage Used to search price items or price item bundles which is available for pricing or pricing and billing. The valid values are: -
Pricing
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Pricing and Billing
Note: By default, the Pricing and Billing option is selected.No Bundle Used to indicate whether you want to search a price item bundle. The valid values are: -
Yes
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No
No Price Item Type Used to search a particular type of price items or price item bundles. The valid values are: -
Fees
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Rate
Note: This field appears when the Pricing option is selected from the Price Item Usage list.No Note: You must specify at least one search criterion while searching for a price item or price item bundle. -
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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 Item Information Displays information about 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.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
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Ratio
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Regular
However, if the price item bundle is available for pricing and its price item type is set toFees, the valid value is:
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Regular
Price Item Type Indicates the type of the price item or price item bundle. The valid values are: -
Rate
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Fees
Price Item Usage Indicates whether the price item or price item bundle is available for pricing or pricing and billing. The valid values are: -
Pricing
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Pricing and Billing
Duplicate On clicking the Duplicate ( ) icon, the Price Item screen appears where you can create a new price item or price item bundle using an existing price item or price item bundle.
Price Item Assigned To On clicking the View ( ) icon in the Price Item Assigned To column, the Price Item Assignments screen appears where you can view the persons, accounts, and active price lists to which the price item or price item bundle is assigned.
Price Item Relationship On clicking the View ( ) icon in the Price Item Relationship column, the Price Item Relationship screen appears where you can view the list of the price items and price item bundles associated with the parent price item or added to the price item bundle.
Note: 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. -
Related Topics
For more information on... | See... |
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Price Item screen | Price Item (Used for Searching) |
How to search for a price item or price item bundle | Searching for a Price Item or Price Item Bundle |
How to view the details of a price item or price item bundle | Viewing the Price Item or Price Item Bundle Details |
How to copy a price item or price item bundle | Copying a Price Item or Price Item Bundle |
Price Item Assignments screen | Price Item Assignments |
Price Item Relationship screen | Price Item Relationship |