Extracting Effective Price Assignments of a Person

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

Prerequisites

To extract effective price assignments of a person, you should have:

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

Procedure

To extract effective price assignments of a person:

  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. Search for the effective price assignments of the person, if required.
  5. Click the Extract button in the Effective Price Assignments for Person zone.
    The Effective Pricing Extraction screen appears. It contains the following field:
    Field Name Field Description Mandatory (Yes or No)
    Extract Format Used to indicate the format in which you want to extract the effective price assignments of the person. The valid values are:

    • Excel

    • PDF

    		 Yes
  6. Click the Extract button.
    The effective pricing of the person is extracted in the selected format.
    Note: If you extract the effective pricing in the PDF format, the effective pricing window appears with the details of the effective pricing of the person. You can then download the file into your local system. However, if you extract the effective pricing in the Excel format, the details of the effective pricing of the person is automatically downloaded into your local system.

    The extracted Excel format contain the following fields:

    Field Name Field Description
    Extracted By Displays the user who has extracted the effective pricing of the person.
    Extracted On Displays the date of the extraction.
    Customer Displays information about the customer whose effective pricing is extracted.
    Account Displays information about the person's account whose effective pricing is extracted.

    In addition, the extracted Excel format contains the following columns:

    Column Name Column Description
    Price Item / Price Item Group Displays the price item or the price item bundle.
    Price Item Parameters Displays the parameters based on which the pricing of the price item is defined.
    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 Displays information about the effective price item pricing for the person.

    The extracted PDF format contain the following fields:

    Field Name Field Description
    Customer Displays information about the customer whose effective pricing is extracted.
    Account Displays information about the person's account whose effective pricing is extracted.

    In addition, the extracted PDF format contains the following columns:

    Column Name Column Description
    Price Item / Price Item Group Displays the price item or the price item bundle.
    Price Item Parameters Displays the parameters based on which the pricing of the price item is defined.
    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 Displays information about the effective price item pricing for the person.

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