Viewing Price Lists Assigned to a Person
Procedure
To view the price lists assigned to a person:
- Search for the person in the Customer 360° View screen.
-
In the Search Results section, click
the Show Context Menu (
) icon corresponding to the person
whose details you want to view.
A menu appears. -
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.
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Price List Price Items - Lists the price items that are assigned to the price list.
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Search Price List for Assignment - Enables you to search for a price list that you want to assign to the person.
-
-
Do either of the following:
If... Then If you want to view the price lists which are currently assigned to a person -
Ensure that the Current Price List Assignments option is selected from the Search By list.
-
Enter the required search criteria and then click Search.
The price lists which are currently assigned to the person appears in the search results.
If you want to view the price lists assigned to a person which are inactive -
Select the Inactive Price List Assignments option from the Search By list.
-
Enter the required search criteria and then click Search.
The price lists assigned to a person which are inactive appears in the search results.
If you want to view the price lists assigned to a person which are expired -
Select the Historical Price List Assignments option from the Search By list.
-
Enter the required search criteria and then click Search.
The price lists assigned to a person which are expired appears in the search results.
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Related Topics
| For more information on... | See... |
|---|---|
| How to search for a person | Searching for a Person |
| Price List Assignment screen | Price List Assignment |
| Price List Assignments zone | Price List Assignments |