Assigning a Price Item or Price Item Bundle to an Account

Prerequisites

To assign a price item or price item bundle to an account, you should have:

  • Price items or price item bundles defined in the application

  • Price item or price item bundle associated with the division to which the account belongs

Procedure

To assign a price item or price item bundle to an account:

  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. Enter the search criteria to search for the price item or price item bundle that you want to assign to the account in the Search Price Item zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of price items or price item bundles that meet the search criteria appears in the search results.
  6. In the Search Results section, click the Assign (The Assign Icon) icon in the Assign column corresponding to the price item or price item bundle that you want to assign to the account.
    The Price Item Pricing screen appears.
  7. Define the pricing for the price item or price item bundle in the Price Item Pricing screen.
    Note:

    You cannot assign a price item or price item bundle to an account until you define the pricing for the price item or price item bundle.

    You cannot assign different price item bundles with same price items and price item parameters combination to an account. However, you can assign different price item bundles with same price items and different price item parameters combination to an account.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Pricing (Account) screen Pricing (Account)
Search Price Item zone Search Price Item or Price Item Pricing
Price Item Pricing screen Price Item Pricing
How to define the pricing for a price item or price item bundle Defining a Price Item Pricing