Editing the Price List Assignment Details of an Account

Procedure

To edit the price list assignment details 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 edit.
    A menu appears.
  3. Click the Go To Price List Assignment menu option.

    The Price List Assignment screen appears. It contains the following zones:

    • Price List Assignments - Lists the price lists that are already assigned to the account.

    • Price List Price Items - Lists the price items that are assigned to the price list.

    • Search Price List for Assignment - Enables you to search for a price list that you want to assign to the account.

  4. Do either of the following:
    If you want to...Then...
    Edit the details of the price list assignment which is currently effective

    1. Select the Current Price List Assignments option from the Search By list.

    2. Enter the required search criteria and then click Search.

      The price lists which are currently assigned to the account appears in the search results.

    3. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the price list whose assignment details you want to edit.
    Edit the details of the price list assignment which is expired

    1. Select the Historical Price List Assignments option from the Search By list.

    2. Enter the required search criteria and then click Search.

      The price lists assigned to an account which are expired appears in the search results.

    3. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the price list whose assignment details you want to edit.

    The Price List Assignment screen appears. It contains the following sections:

    • Main - Used to specify basic information while assigning the price list to the account.

    • Characteristics - Used to define the characteristics for the price list assignment.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Account Information Indicates the account whose price list assignment details you want to edit. Not applicable
    Price List Information Displays the information about the price list. Not applicable
    Effective Start Date Displays the date from when the price list is assigned to the account. Not applicable
    Effective End Date Used to specify the date till when you want to assign the price list to the account.
    Note:

    The effective end date cannot be earlier than the effective start date.

    If the validity period is specified for the price list, the price list assignment end date should be earlier than or equal to the following whichever is earlier:

    • Price list assignment validity end date (which is price list assignment start date + validity period)

    • Price list effective end date

    Let us understand this with the help of the following example:

    Price List Effective Start Date 01-Jan-2015
    Price List Effective End Date 31-Jan-2015
    Validity Period 15 Days
    Price List Assignment Start Date 15-Jan-2015
    Price List Assignment Validity End Date 30-Jan-2015 (i.e. 15-Jan-2015 + 15 Days)

    In the above example, the price list assignment end date must be earlier than or equal to the price list assignment validity end date because the price list assignment validity end date is earlier than the price list effective end date.

    		 No
    Priority Used to specify the order in which the price list should be considered while determining the price item pricing for the account. Yes
    Price List Inheritance Used to indicate whether the account can avail the price item pricing listed on the parent or grandparent price list if it is not available on the price list. The valid values are:

    • Yes - Used to indicate that the account can inherit the price item pricing from the price list hierarchy.

    • No - Used to indicate that the account cannot inherit the price item pricing from the price list hierarchy.

    		 Yes
    Assignment Status Used to indicate the status of the price list assignment. The valid values are:

    • Active - Used to indicate that you want to use the price item pricing on the price list for billing. This value appears when you are editing an active and proposed price list assignment.

    • Proposed - Used to indicate that you want to use the price item pricing on the price list for quotations. This value appears when you are editing a proposed price list assignment.

    • Rejected - Used to indicate that you want to reject the price list assignment. This value appears only when you are editing a proposed price list assignment.

    • Inactive - Used to indicate that you no longer want to use the price list assignment. This value appears when you are editing an active price list assignment.

    Note: You cannot change the status of a rejected price list assignment.
    		 Yes
  5. Modify the required details in the Main section.
  6. Define, edit, or remove characteristics of the price list assignment, if required.
  7. Click Save.
    The changes made to the price list assignment are saved.

Related Topics

For more information on... See
How to search for an account Searching for an Account
Price List Assignment screen Price List Assignment
Price List Assignments zone Price List Assignments
How to define a characteristic for a price list assignment Defining a Characteristic for a Price List Assignment