Assigning a Price List to a Person

Prerequisites

To assign a price list to a person, you should have:

  • Price list defined in the application

  • Price list associated with the division to which the person belongs

  • Value defined for the Default Price List Priority option type in the C1_​PRICING feature configuration

Procedure

To assign a price list to 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 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 person.

    • 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 person.

  4. In the Search Price List for Assignment zone, select the Price List or Assigned Price List option from the Search By list depending on whether you want to search against all price lists or against those price lists which are already assigned to an account or a person.
  5. Enter the search criteria in the Search Price List for Assignment zone.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  6. Click Search.

    A list of price lists that meet the search criteria appears in the Search Results section.

    Note: The search results include only those price lists that are associated with the division to which the person belongs. It may also include price lists that are already assigned to the person in case those price lists match the search criteria.
  7. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price list that you want to assign to the person.

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

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

    • 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)
    Person Information Indicates the person to whom you want to assign the price list. Not applicable
    Price List Information Displays the information about the price list. Not applicable
    Effective Start Date Used to specify the date from when you want to assign the price list to the person.
    Note: The price list assignment start date cannot be earlier than the price list effective start date or later than the price list effective end date.
    		 Yes
    Effective End Date Used to specify the date till when you want to assign the price list to the person.
    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 person. Yes
    Price List Inheritance Used to indicate whether the person 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 person can inherit the price item pricing from the price list hierarchy.

    • No - Used to indicate that the person 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.

    • Proposed - Used to indicate that you want to use the price item pricing on the price list for quotations.

    		 Yes
  8. Enter the required details in the Main section.
  9. Define characteristics for the price list assignment, if required.
  10. Click Save.
    The price list is assigned to the person.

Related Topics

For more information on... See
How to search for a person Searching for a Person
Price List Assignment screen Price List Assignment
Search Price List for Assignment zone Search Price List for Assignment
How to define a characteristic for a price list assignment Defining a Characteristic for a Price List Assignment
How to set the C1_​PRICING feature configuration Setting the C1_​PRICING Feature Configuration