Effective Price Assignments for Account

The Effective Price Assignments for Account zone lists the price item pricing (i.e. price assignments) which are effective on the current date. In other words, it lists effective pricing for price items or price item bundles assigned to the account either directly or through the customer hierarchy. The order in which the price assignments are listed is controlled by the Price Assignment Search algorithm defined for the division to which the account belongs. If required, you can filter effective price assignments using various search criteria.

This zone contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Account ID	Indicates the account whose effective price assignments are listed in this zone.	Not applicable
  Effective Pricing Date	Used to search price assignments which are effective on a particular date. Note: By default, this field is set to the system date.	No
  Assignment Level	Used to search price assignments at a particular level in the customer hierarchy. The valid values are: Account Agreed - Means price item pricing is agreed for the account. Account Price List - Means price item pricing is defined in the price list which is assigned to the account. Account Inherited Price List - Means price item pricing is inherited from the parent price list hierarchy defined for the price list which is assigned to the account. Customer Agreed - Means price item pricing is agreed for the main customer in the customer hierarchy. Customer Price List - Means price item pricing is defined in the price list which is assigned to the main customer. Default Price List - Means price item pricing defined in the price list is available in the default price list. Global Price List - Means price item pricing defined in the price list is available in the global price list. Customer Inherited Price List - Means price item pricing is inherited from the parent price list hierarchy defined for the price list which is assigned to the main customer. Parent Customer Agreed - Means price item pricing is agreed for the parent customer in the customer hierarchy. Parent Customer Price List - Means price item pricing is defined in the price list which is assigned to the parent customer. Parent Customer Inherited Price List - Means price item pricing is inherited from the parent price list hierarchy defined for the price list which is assigned to the parent customer. Product Default Price List - Means product defined in the price list is available in the default price list.	No
  Parent Person	Used to search price assignments which are inherited from a particular parent customer.	No
  Pricing Status	Used to search price assignments with a particular status. The valid values are: Active Proposed Note: By default, the Active option is selected.	No
  Show Default and Global Pricing	Used to search price assignments inherited from the default or global price list. The valid values are: Yes - Used when you want to search price assignments inherited from either of the following: Product-specific default price list defined for the division Default price list defined for the division Global price list No - Used when you do not want to search price assignments inherited from either of the following: Product-specific default price list defined for the division Default price list defined for the division Global price list Note: By default, the No option is selected.	No
  Price Item	Used to search price assignments of a particular price item or price item bundle.	No
  Description	Used to search price assignments of a price item or price item bundle having a particular description.	No
  Search Type	Used to search the price list using the following values: Best Fit Exact Match Note: By default, the Exact Match option is selected.	No

  Note: The Search () icon appears corresponding to the Price Item field. On clicking the Search icon, you can search for a price item.

  • Price Item Parameters - The Price Item Parameters section contains the following fields:

    Field Name	Field Description	Mandatory (Yes or No)
    Parameter	Used to search price assignments which are defined using a particular parameter. Note: This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.	No
    Parameter Value	Used to search price assignments which are defined using a particular parameter value. Note: This field appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.	No

    Note:

    The Search () icon appears corresponding to the Parameter field. On clicking the Search icon, you can search for a parameter.

    You can only use those parameters where the source entity is set to Transaction.

    The Search () icon appears corresponding to the Parameter Value field when the value type of the parameter is Predefined or Reference. If the value type of the parameter is Predefined then on clicking the Search icon, you can search for a predefined parameter value. However, if the value type of the parameter is Reference then on clicking the Search icon, you can search for a reference parameter value.

• Search Results - On clicking the Search button, the search results are filtered based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Pricing Information	Displays the concatenated string consisting of pricing information and pricing ID for the account. Note: It has a link. On clicking the link, the View Price Item Pricing screen appears with the details of the respective price item pricing.
  Price Item	Displays the price item or price item bundle code.
  Pricing Parameters	Used to specify multiple parameters based on which you want to determine the pricing utilization. Note: This column appears only when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
  Price Assignment Type	Indicates the type of price assignment. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based
  Assignment Level	Indicates the level at which the price item pricing is defined in the customer hierarchy. The valid values are: Account Agreed Account Price List Account Inherited Price List Customer Agreed Customer Price List Default Price List Global Price List Customer Inherited Price List Parent Customer Agreed Parent Customer Price List Parent Customer Inherited Price List Product Default Price List
  Rate Info	Displays the rate of the price item. Note: If the price assignment has only one price component, you can view the rate defined in the pricing directly through the Rate Info column. However, if the price assignment has more than one price components, then the Rate Info column contains a string indicating the tiering type and pricing currency. It also contains "..." which indicates that for more information about the pricing you should navigate to the Price Item Pricing screen.
  Price List Information	Displays the information about the price list which is assigned to the account.
  Rate Schedule	Indicates the rate schedule which is used for defining the price item pricing.
  Edit	On clicking the Edit () icon, the Price Item Pricing screen appears where you can edit the details of the price item pricing. Note: The Edit icon appears when the assignment level is Account Agreed.
  Override	On clicking the Override () icon, the Price Item Pricing screen appears where you can override the price item pricing. Note: You can override a price item pricing assigned at any level in the customer hierarchy. On overriding a price item pricing, a new price item pricing which is specific to the account is defined at the account level and is then called account agreed pricing. A customer agreed or account agreed price assignments are effective for a particular duration and do not expire until you specify the end date manually. However, if you set the Expire Override Switch option type of the C1_​EXP_​OVRD feature configuration to Y, the system will automatically expire an agreed pricing when the agreed pricing of a customer or an account without end date is overridden. If you do not want an agreed pricing to automatically expire when it is overridden, you must set the Expire Override Switch option type of the C1_​EXP_​OVRD feature configuration to N.
  Effective Start Date	Displays the date from when the price item pricing is effective.
  Effective End Date	Displays the date till when the price item pricing is effective.
  Pricing Currency	Indicates the currency in which the price item pricing is defined.
  Parent Person	Displays the name of the parent or grandparent customer from whom the price item pricing is inherited.

  Note: The number of records that can be displayed in the Search Results section is controlled via the C1_​PR_​REC feature configuration. You can change the number of records that can be displayed using the Effective Pricing RecordSet Limit option type of the C1_​PR_​REC feature configuration. For more information, refer to Setting the C1_​PR_​REC Feature Configuration.

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