Defining a Price List

Procedure

To define a price list:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Price List.
    A sub-menu appears.
  3. Click the Add option from the Price List sub-menu.

    The Price List screen appears. It consists the following sections:

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

    • Hierarchy - Used to associate the price list with one or more parent price lists for a particular duration.

    • Divisions - Used to associate the price list with one or more divisions.

    • Eligibility - Used to define eligibility criteria for the price list.

    • Characteristics - Used to define the characteristics for the price list.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price List Description Used to specify the description for the price list. Yes
    Effective Start Date Used to specify the date from when the price list is effective.
    Note: By default, the current date appears in this field.
    		 Yes
    Effective End Date Used to specify the date till when the price list is effective.
    Note: The effective end date cannot be earlier than the effective start date.
    		 No
    Price List Type Used to indicate the type of the price list. The valid values are:

    • Standard

    • Promotional

    Note: By default, the Standard option is selected.
    		 Yes
    Global Price List Used to indicate whether the price list is a global price list. The valid values are:

    • Yes

    • No

    		 Yes
    Availability Start Date Used to the specify the date from when the price list is available for assignment to an account or a person.
    Note: At present, the availability start date is not used in the price item while assigning a price list to an account or a person. It is available for future use.
    		 No
    Availability End Date Used to the specify the date till when the price list is available for assignment to an account or a person.
    Note:

    The availability end date cannot be earlier than the availability start date.

    At present, the availability end date is not used in the price item while assigning a price list to an account or a person. It is available for future use.

    		 No
    Available for Deal Pricing Used to indicate whether the price list is available for deal pricing or not. No
    Standard for Deal Pricing Used to indicate whether the price list is applicable for defining costs or floor and ceil limits or commitments at the time of deal pricing. No
    Validity Period (in Days) Used to specify the period in days for which the price list is valid. It is used to calculate price list assignment validity end date while assigning the price list to an account or a person. No
    Status Used to indicate the status of the price list. The valid values are:

    • Active - Used to indicate that the price list is used for billing.

    • Inactive - Used to indicate that the price list is no longer used for billing.

    • Proposed - Used to indicate that the price list is used for quotations.

    • Template - Used to indicate that the price list is a template price list.

    Note: By default, the Active option is selected.
    		 Yes
    Tip: Alternatively, you can access the Price List screen by clicking the Add button in the Page Title area of the Price List screen.
  4. Enter the required details in the Main section.
    Note: By default the Main section is displayed.
  5. Click the Show All link from the Section to view all the sections and define or associate the following:

    • Associate the price list with one or more parent price list, if required.

    • Associate price list with one or more divisions, if required.

    • Define eligibility criteria for the price list, if required.

    • Define characteristics for the price list, if required.

  6. Click Save.
    Note: The price list ID is generated automatically when the price list is created.

Related Topics

For more information on... See...
Price List screen Price List (Used for Viewing)
Price List screen Price List (Used for Searching)
How to define the price list hierarchy Defining the Price List Hierarchy
How to define a characteristic for a price list Defining a Characteristic for a Price List
How to associate a price list with a division Associating a Price List with a Division
How to define eligibility criteria for a price list Defining Eligibility Criteria for a Price List