Assigning a Price List to One or More Eligible Accounts
Prerequisites
To assign a price list to one or more eligible accounts, you should have:
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Price list defined in the application
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Accounts created in the application
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Price list associated with the division to which the account/accounts belong.
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Value defined for the Default Price List Priority option type in the C1_PRICING feature configuration
Procedure
To assign a price list to one or more eligible accounts:
- Search for the eligible accounts in the Eligible Accounts zone of the Entities Eligible for Price List Assignment screen.
- In the Search Results section, click the check box corresponding to the account/accounts to which you want to assign the price list.
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Click the Assign button available
in the upper left corner of the Search Results section.
The Price List Assignment screen appears. It contains the following two sections:
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Main - Used to specify basic details about the price list assignment.
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Characteristics - Used to define a list of characteristics for the price list assignment.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Price List Information Displays the concatenated string of information about the price list separated by a comma (,). Not applicable Effective Start Date Used to specify the date from when the price list assignment is effective for the account/accounts. Yes Effective End Date Used to specify the date till when the price list assignment is effective for the account/accounts. No Priority Used to specify the order in which the price list is considered while determining the price item pricing for the account. No 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 price list. The valid values are: -
Yes
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No
No Assignment Status Used to indicate the status of the price list assignment. The valid values are: -
Active
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Proposed
No Priority Indicator Used to set the priority of the price list assignment. The valid values are: -
Highest - Used when you want the price list assignment to have the highest priority. It checks whether there are any other price list assignments for the account, derives the priority of each such price list assignment, and then sets the priority of the new price list assignment to the existing price list assignment with highest priority minus one.
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Lowest - Used when you want the price list assignment to have the lowest priority. It checks whether there are any other price list assignments for the account, derives the priority of each such price list assignment, and then sets the priority of the new price list assignment to the existing price list assignment with lowest priority plus one.
No -
- Enter the required details in the Main section.
- Define a list of characteristics for the price list assignment in the Characteristics section, if required/
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Click Save.
The price list is assigned to the selected account/accounts.
Related Topics
For more information on... | See... |
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How to search for a price list | Searching for a Price List |
Eligible Accounts zone | Eligible Accounts |
Entities Eligible for Price List Assignment screen. | Entities Eligible for Price List Assignment |
How to define a characteristic for a Price List Assignment | Defining a Characteristic for a Price List Assignment |
How to set the C1_PRICING feature configuration | Setting the C1_PRICING Feature Configuration |