Filtering Effective Price Assignments of an Account

Note: This topic is not applicable for the health insurance business.

Prerequisites

To filter effective price assignments of an account, you should have:

  • Price items or price item bundles defined in the application

  • Parameters defined in the application (where the source entity is set to Transaction)

  • Price items or price item bundles assigned to the account either directly or through the customer hierarchy

Procedure

To filter effective price assignments of an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the account whose details you want to view.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Account) screen appears.
  4. Enter the search criteria in the Effective Price Assignments for Account zone.
    Note:

    You can search for a price item, parameter, or parameter value by clicking the Search (The Search Icon) icon corresponding to the respective field.

    If you want to add more than one parameter in the search criteria, click the Add (The Add Icon) icon and then enter the parameter name and its value. However, if you want to remove a parameter from the search criteria, click the Delete (The Delete Icon) icon corresponding to the parameter.

    You can only use those parameters where the source entity is set to Transaction.

    ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.

  5. Click Search.
    A list of price assignments which are effective on the specified date and that meet the search criteria are listed in the Effective Price Assignments for Account zone.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
Pricing (Account) screen Pricing (Account)
Effective Price Assignments for Account zone Effective Price Assignments for Account