Assigning a Proposed Price List to an Account

Procedure

To assign a proposed price list to an account:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal in which you want to assign a proposed price lists to an account.
    The Deal Information screen appears.
  3. In the Simulation Details zone, ensure that the customer hierarchy section is expanded when you are assigning a proposed price list to an account.
  4. Click the Edit (The Edit Icon) icon in the Price List Assignment column corresponding to the account to which you want to assign a proposed price list.
    The Price List Assignment screen appears. It contains the following sections:

    • Deal - Displays information about the deal or the deal version.

    • Proposed Price Lists - Lists the price lists which are already proposed for the account.

    • Assign Price List - Used to assign a proposed price list to the account.

    The Assign Price List section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price List ID Used to indicate a particular price list that you want to assign to a proposed price list of an account.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Price List ID field. On clicking the Search icon, the Fetch Eligible Price Lists window appears.

    On indicating the price list, the price list information appears corresponding to the Price List ID field separated by a comma (,).

    		 Yes
    Effective Start Date Displays the date from when the price list assignment is effective for the account.
    Note: By default this field is set to the deal start date and cannot be changed.
    		 Not applicable
    Effective End Date Used to specify the date till when the price list assignment is effective for the account.
    Note: The Effective End Date cannot be earlier than the Effective Start Date.
    		 No
    Priority Used to specify the order in which the assigned price list must be considered while determining the price item pricing for the account. Yes
    Price list Inheritance Used to indicate whether the account can avail the price item pricing listed on the parent or grandparent price list if it is not available on the assigned price list. In other words, it indicates whether the account can inherit the price item pricing from the price list hierarchy. The valid values are:

    • Yes - Used to indicate that the account can inherit the price item pricing from the price list hierarchy.

    • No -Used to indicate that the account cannot inherit the price item pricing from the price list hierarchy.

    		 Yes
  5. Enter the required details in the Assign Price List section.
  6. Click the Save and Select Price Item Group button.
    The Select Price Item Group screen appears.
  7. Select the price items whose pricing you want to inherit from the price list.
    Note: Only price list pricing of the selected price items is listed in the Pricing and Commitments screen.
    The proposed price list is assigned to the person.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Deal Dashboard screen Deal Dashboard
Search Deal zone Search Deal
Simulation Details zone Simulation Details
Price List Assignment screen Price List Assignment
Pricing and Commitments screen Pricing and Commitments