Assigning a Price List to One or More Eligible Persons

Prerequisites

To assign a price list to one or more eligible persons, you should have:

  • Price list defined in the application

  • Persons created in the application

  • Price list associated with the division to which the person/persons belong.

  • 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 persons:

  1. Search for the eligible persons in the Eligible Persons zone of the Entities Eligible for Price List Assignment screen.
  2. In the Search Results section, click the check box corresponding to the person/persons to whom you want to assign the price list.
  3. 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:

    • Main - Used to specify basic details about the price list assignment.

    • 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 person/persons. Yes
    Effective End Date Used to specify the date till when the price list assignment is effective for the person/persons. No
    Priority Used to specify the order in which the price list is considered while determining the price item pricing for the person. No
    Price List Inheritance Used to indicate whether the person 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

    • No

    		 No
    Assignment Status Used to indicate the status of the price list assignment. The valid values are:

    • Active

    • 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 person, 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.

    • 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 person, 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
  4. Enter the required details in the Main section.
  5. Define a list of characteristics for the price list assignment in the Characteristics section, if required/
  6. Click Save.
    The price list is assigned to the selected person/persons.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
Eligible Persons zone Eligible Persons
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