Accounts where Price Item is Assigned

Note: This topic is not applicable for the health insurance business.

The Accounts where Price Item is Assigned zone lists the accounts for which the pricing is defined for the price item or price item bundle. It contains the following columns:

Column Name Column Description
Account ID Indicates the account where the price item or price item bundle is assigned.
Account Information Displays information about the account. In addition, this column has a context menu which helps in navigating to other screens in the application.
Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
Price Assignment Start Date Displays the date from when the price item is assigned to the account.
Price Assignment End Date Displays the date till when the price item is assigned to the account.
Division Indicates the division to which the account belongs.
Price Assignment ID Indicates the price item pricing which is assigned to the account.
Note: Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

You can filter the list using various search criteria (such as, Account ID, Price Assignment Start Date, Price Assignment End Date, and Division) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

You can change the layout of this zone. For more information on how to change the layout, see Changing the Layout.

Related Topics

For more information on... See...
Price Item Assignments screen Price Item Assignments
How to view the accounts where a price item is assigned Viewing the Price Lists, Persons, or Accounts where a Price Item is Assigned