Editing a Price List

Procedure

To edit a price list:

  1. Search for the price list in the Price List screen.
  2. In the Search Results section, click the link in the Price List Information column corresponding to the price list whose details you want to edit.
    The Price List screen appears.
  3. Click the Edit button in the Price List zone.

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

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

    • Hierarchy - Used to define parent price list to inherit price item pricing for the price list for a particular duration.

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

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

    • Characteristics - Used to define the characteristics (which are applicable across divisions) 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: The system will not allow you to change the effective start date when:

    • There is a price item assigned to the price list on that date.

    • The price list is assigned to an account or a person on that date.

    		 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

    		 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 product 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 product while assigning a price list to an account or a person. It is available for future use.

    		 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. This value appears when you are editing a proposed price list

    • 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: You cannot change the status of an active and a template price list.
    		 Yes
  4. Modify the details in the Main section, if required.
    Note: By default the Main section is displayed.
  5. Add, edit or remove parent price list from the price list hierarchy, if required.
  6. Associate or disassociate the price list from the divisions, if required.
    Note: You can only view those divisions to which you have access in the Division list. If the price list is associated to a division to which you do not have access, then the Divisions section is grayed out.
  7. Define, edit, or remove eligibility criteria from the price list, if required
  8. Define, edit, or remove characteristics of the price list, if required.
  9. Click Save.
    The changes made to the price list are saved.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
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 the price list Defining Eligibility Criteria for a Price List