Exporting Effective Price Assignments of a Person

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

Prerequisites

To export effective price assignments of a person in the CSV format, you should have:

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

Procedure

To export effective price assignments of a person in the CSV format:

  1. Search for the person 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 person whose details you want to view.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Person) screen appears.
  4. Filter the effective price assignments of the person, if required.
  5. Click the Export to Excel link in the Effective Price Assignment zone.
    A message appears confirming whether you want to open or save the EffectivePricing.csv file.
  6. Select the Save As option from the Save list.
    The Save As dialog box appears.
  7. Browse to the location where you want to save the file.
  8. Enter the file name in the respective field, and click Save.
    The search results are exported in the CSV format.
  9. Open the CSV file in Microsoft Excel.

    The sheet contains the following columns:

    Column Name Column Description
    Price Item Displays the price item or price item bundle code.
    Description Displays the description of the price item or price item bundle.
    Variance Indicates the variance parameter which is used for defining the price item pricing.
    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 False.
    Price Item Parameters Displays a comma-separated list of parameter values. The order in which parameter values appear in this column is controlled by the display order (which is defined while associating a parameter with a price item). A tool tip appears when you hover over this column corresponding to the price item. It indicates the price item parameters and their values which are used for defining the price item pricing.
    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:

    • Customer Agreed

    • Customer Price List

    • Customer Inherited Price List

    • Parent Customer Agreed

    • Parent Customer Price List

    • Parent Customer Inherited Price List
    Price List Description Displays the description of the price list.
    Note: The description appears when the assignment level is Customer Price List, Customer Inherited Price List, Parent Customer Price List, or Parent Customer Inherited Price List.
    Rate Description Displays the description of the rate schedule which is used for defining the price item pricing.
    Rate Component Information Displays a comma-separated string which consists of the following:

    • Rate Component Sequence

    • Tiering Setup of the Rate Component
    Price Component Sequence Indicates the sequence number of the price component.
    Price Component Description Displays the description of the price component.
    Rate Indicates the rate defined for the price component.
    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.
    From Displays the lower limit of the tiering range.
    To Displays the upper limit of the tiering range.
    Price Assignment Usage Indicates whether the price item pricing is applicable to all customers or only to the new customers. The valid values are:

    • AC

    • NC
    Price Assignment ID Displays the price assignment ID.
    Parent Level Indicates the numerical level of the parent in the customer hierarchy from whom the price item pricing is inherited.
    Price List ID Indicates the price list from where the price item pricing is inherited.
    Price List Start Date Displays the date from when the price list is effective.
    Parent Person Displays the name of the parent or grandparent customer from whom the price item pricing is inherited.
    Parent Pricelist Level Indicates the parent level when price item pricing is inherited from the price list hierarchy. If the pricing is inherited from the assigned price list, the parent price list level will be 0. However, if the pricing is inherited from the parent price list in the hierarchy, the parent price list level will be 1. And, if the pricing is inherited from the grandparent price list in the hierarchy, the parent price list level will be 2, and so on.
    Ignore Transaction Indicates whether the transactions mapped to the price item is considered for billing. The valid values are:

    • Y

    • N
    Aggregate Transaction Indicates whether the transactions mapped to the price item is aggregated for billing. The valid values are:

    • Y

    • N
    Aggregation Schedule Indicates the transaction aggregation cycle. The valid values are:

    • Daily

    • Weekly

    • Monthly

    • Quarterly

    • Yearly
    Tiering Criterion Indicates the tiering criterion which is used in the tiering range.
    Tiering Price Item Indicates whether the price item or price item bundle's total usage is considered for determining the rate.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Pricing (Person) screen Pricing (Person)
Effective Price Assignment zone Effective Price Assignments for Person