Eligible Persons

The Eligible Persons zone allows you to search for the persons that are eligible for the price list assignment. It also allows you to assign the price list to one or more eligible persons. 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 persons 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 persons by specifying the date from when they are eligible for price list assignment. No
    Person ID Used to search a particular person to whom you want to assign the price list.
    Note:

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

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

    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
    Person Information Displays the concatenated string of information about the person 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 Person screen appears where you can view the details of the respective person.
    Assigned Indicates whether the price list is assigned to the person or not. The valid values are:
    • Yes

    • No

    You can select one or more persons for price list assignment by clicking the check box corresponding to the Person 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 person/persons.

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