Viewing a Price Item Pricing

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

Procedure

To view a price item pricing and assignment details:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Account) screen appears.
  4. Price assignments effective for the account appears in the Effective Price Assignments for Account zone.
  5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.
    The Price Item Pricing screen appears. It contains the following zones:

    • Price Item Pricing - Displays the price item pricing details. It contains the following sections:

      • Pricing Information - Displays the pricing information of the price item.

      • TFM Information - Displays the transaction feed management information of the price item.

      • Characteristics - Displays the details of price item pricing characteristics.

      • Price Item and Parameter Information - Displays the price item parameter details.

      • Record Actions - Displays the record actions of the price item pricing.

      • Record Information - Displays the record information of the price item pricing.

    • Rate and Price Component Summary - Displays the rate and price component summary of the price item.

    • Rate Components - Displays the rate components of the price item.

    • Price Components - Displays the details of price components of the price item.

    • Tiering Criteria - Displays the tiering criteria of the price item pricing.

      Note: This zone appears only when Tiering Type for the rate component is STEP or Threshold

    • Pricing Eligibility Criteria - Displays the pricing eligibility criteria of the price item pricing.

      Note: This zone appears when eligibility checkbox is selected in the Price Item Pricing screen and details for pricing eligibility criteria is added in the Price Component screen.
  6. View the basic details of price item pricing in the Price Item Pricing zone.
  7. View the rate and price component summary of price item in the Rate and Price Component Summary zone.
  8. View the rate components of price item in the Rate Components zone.
  9. View the details of price components of price item in the Price Components zone.
  10. View the tiering criteria of price item pricing in the Tiering Criteria zone.
  11. View the pricing eligibility criteria of price item pricing in the Pricing Eligibility Criteria zone.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Pricing (Account) screen Pricing (Account)
Effective Price Assignments for Account zone Effective Price Assignments for Account
Price Item Pricing screen Price Item Pricing (Used for Viewing)
Price Item Pricing zone Price Item Pricing
Price Assignment Tree zone Price Assignment Tree
Price Components zone Price Component