Eligible Accounts

The Eligible Accounts zone allows you to search for the accounts that are eligible for the price list assignment. It also allows you to assign the price list to one or more eligible accounts. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Division Used to indicate the division whose eligible accounts you want to search for the price list assignment.
    Note:

    You can view only those divisions to which you have access in the Division list.

    Also, the list shows only those divisions to which the price list is associated.

    Yes
    Effective Date Used to search accounts by specifying the date from when they are eligible for price list assignment. No
    Account ID Used to search a particular account to which you want to assign the price list.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Account ID field. On clicking the Search icon, the Account Search window appears where you can search for the respective account.

    On specifying the account, the account information appears corresponding to the Account ID field. The account information has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

    No
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Account Information Displays the concatenated string of information about the account separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Assigned Indicates whether the price list is assigned to the account or not. The valid values are:
    • Yes

    • No

    You can select one or more accounts for price list assignment by clicking the check box corresponding to the Account Information column.

    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

    In addition, the Search Results section contains the following button:

    Button Name Button Description
    Assign On clicking the Assign button, you can assign the price list to the selected account/accounts.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
How to view the accounts and persons eligible for price list assignment Viewing Accounts and Persons Eligible for Price List Assignment
How to define a characteristic for a price list assignment Defining a Characteristic for a Price List Assignment