Effective Price Assignments for Account

The Effective Price Assignments for Account zone lists the price item pricing (i.e. price assignments) which are effective on the current date. In other words, it lists effective pricing for price items or price item bundles assigned to the account either directly or through the customer hierarchy. The order in which the price assignments are listed is controlled by the Price Assignment Search algorithm defined for the division to which the account belongs. If required, you can filter effective price assignments using various search criteria.

The Effective Price Assignments for Account zone contains the following two sections:

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

  Field Name	Field Description	Mandatory (Yes or No)
  Account ID	Indicates the account whose effective price assignments are listed in this zone.	Not applicable
  Effective Pricing Date	Used to search price assignments which are effective on a particular date. Note: By default, this field is set to the system date.	No
  Pricing Status	Used to search price assignments with a particular status. The valid values are: Draft Active Pending For Approval Proposed Note: By default, the Active option is selected.	No
  Show Product, Default, and Global Pricing	Used to search price assignments inherited from the default or global price list. The valid values are: Yes - Used when you want to search price assignments inherited from either of the following: Product-specific default price list defined for the division Default price list defined for the division Global price list No - Used when you do not want to search price assignments inherited from either of the following: Product-specific default price list defined for the division Default price list defined for the division Global price list Note: By default, the No option is selected.	No
  Price Item	Used to search price assignments of a particular price item or price item bundle. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears.	No

• Search Results - On clicking the Search button, the search results are filtered based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Pricing Information	Displays the concatenated string consisting of pricing information and pricing ID for the account. Note: It has a link. On clicking the link, the Price Item Pricing screen appears where you can view the details of the respective price item pricing.
  Price Item	Displays the price item or price item bundle code.
  Pricing Parameters	Displays multiple parameters based on which the pricing is defined for the price item or price item bundle for assignment. Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
  Price Assignment Type	Indicates the type of price assignment. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based
  Assignment Level	Indicates the level at which the price item pricing is defined in the customer hierarchy. The valid values are: Account Agreed Account Price List Account Inherited Price List Customer Agreed Customer Price List Default Price List Global Price List Customer Inherited Price List Parent Customer Agreed Parent Customer Price List Parent Customer Inherited Price List Product Default Price List
  Price List Information	Displays information about the price list which is assigned to the account. Note: It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective price list.
  Rate Schedule	Indicates the rate schedule which is used for defining the price item pricing. Note: It has a link. On clicking the link, the Rate Schedule screen appears where you can view the details of the respective rate schedule.
  View Rate	On Clicking the View () icon, the Effective Pricing Information screen appears where you can view the details of the persisted rate of the price item pricing. Note: The View icon appears when the Price Item Type is set to Rate.
  Edit	On clicking the Edit () icon, the Price Item Pricing screen appears where you can edit the details of the existing price item pricing. Note: The Edit icon appears when the assignment level is Account Agreed.
  Override	On clicking the Override () icon, the Price Item Pricing screen appears where you can override the price item pricing. Note: You can override a price item pricing assigned at any level in the customer hierarchy. On overriding a price item pricing, a new price item pricing which is specific to the account is defined at the account level and is then called account agreed pricing. A customer agreed or account agreed price assignments are effective for a particular duration and do not expire until you specify the end date manually. However, if you set the Expire Override Switch option type of the C1_​EXP_​OVRD feature configuration to Y, the system will automatically expire an agreed pricing when the agreed pricing of a customer or an account without end date is overridden. If you do not want an agreed pricing to automatically expire when it is overridden, you must set the Expire Override Switch option type of the C1_​EXP_​OVRD feature configuration to N.
  Effective Start Date	Displays the date from when the price item pricing is effective.
  Effective End Date	Displays the date till when the price item pricing is effective.
  Pricing Currency	Indicates the currency in which the price item pricing is defined.
  Parent Person	Displays the name of the parent or grandparent customer from whom the price item pricing is inherited.

  Note:

  Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.

  The number of records that can be displayed in the Search Results section is controlled via the C1_​PR_​REC feature configuration. You can change the number of records that can be displayed using the Effective Pricing RecordSet Limit option type of the C1_​PR_​REC feature configuration. For more information, refer to Setting the C1_​PR_​REC Feature Configuration

  By default, the Filter area is visible. You can hide the Filter area by clicking the Filters () icon in the upper right corner of this zone.

  Note: .

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