Filtering the Effective Price Assignments of a Person
Prerequisites
To filter the effective price assignments of a person, 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 person either directly or through the customer hierarchy
Procedure
To filter the effective price assignments of a person:
- Search for the person in the Customer 360° View screen.
-
In the Search Results section, click the Context
Menu (
) icon corresponding to the person whose effective price assignments you want to view.
A menu appears. -
Click the Go To Effective Pricing menu option.
The Pricing (Person) screen appears.
-
Enter the search criteria in the Effective Price Assignments for
Person zone.
Note:
You can filter the list using various search criteria (such as, Assignment Level, Effective Pricing Date, Parent Person, Pricing Status, Show Product, Default and Global Pricing, Search Type and Description) available in the Filter area. By default, the Filter area is hidden. You can view the Filter area by clicking the Filters (
) icon in the upper right corner of this
zone.You can also filter the effective price assignments for the person by specifying the price item pricing parameters in the Price Item Parameters section of the Effective Price Assignments for Person zone.
The Price Item Parameters section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Parameter Used to filter the effective price assignments for the person by specifying the price item pricing parameter. Note: The Search (
) icon appears corresponding to the Parameter field. On
clicking the Search icon, the Parameter
Search window appears where you can search for the respective price item
pricing parameter.Yes (Conditional) Note: This field is required to filter the effective price assignments for the person using the price item pricing parameters.Parameter Value Used to specify the value of the price item pricing parameter. Yes (Conditional) Note: This field is required to filter the effective price assignments for the person using the price item pricing parameters.If you want to add more than one price item pricing parameter in the search criteria, click the Add (
) icon and then enter the parameter name and its value. However, if you want to
remove a price item pricing parameter from the search criteria, click the
Delete (
) icon corresponding to the price item pricing parameter.You can only use those price item pricing 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.
-
Click Search.
A list of price assignments which are effective on the specified date and that meet the search criteria are listed in the Search Results section of the Effective Price Assignments for Person zone.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a person | Searching for a Person |
| Pricing (Person) screen | Pricing (Person) |
| Effective Price Assignments for Person zone | Effective Price Assignments for Person |
