Viewing Price Lists Assigned to an Account

Procedure

To view the price lists assigned to 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 view.
    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...Then
    If you want to view the price lists which are currently assigned to an account

    1. Ensure that the Current Price List Assignments option is selected 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.
    If you want to view the price lists assigned to an account which are inactive

    1. Select the Inactive 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 inactive appears in the search results.
    If you want to view the price lists assigned to an account which are 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.

Related Topics

For more information on... See...
How to search for a person Searching for an Account
Price List Assignment screen Price List Assignment
Price List Assignments zone Price List Assignments