Search Price List for Assignment

The Search Price List for Assignment zone allows you to search for a price list that you want to assign to the account or person. It contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to indicate whether you want to search against all price lists or against those price lists which are already assigned to an account or a person. The valid values are: Price List Assigned Price List Note: By default, the Price List option is selected.	Yes
  Price List ID	Used to search a particular price list.	No
  Price List Description	Used to search price lists with a particular description.	No
  Effective Start Date	If you have selected the Price List option from the Search By list, this field is used to search price lists which are effective from a particular date onwards. However, if you have selected the Assigned Price List option from the Search By list, this field is used to search price lists which are assigned to an account or a person from a particular date onwards.	No
  Effective End Date	If you have selected the Price List option from the Search By list, this field is used to search price lists which are effective till a particular date. However, if you have selected the Assigned Price List option from the Search By list, this field is used to search price lists which are assigned to an account or a person till a particular date.	No
  Account ID	Used to search price lists assigned to a particular account. Note: This field appears when you have selected the Assigned Price List option from the Search By list.	No
  Person ID	Used to search price lists assigned to a particular person. Note: This field appears when you have selected the Assigned Price List option from the Search By list.	No
  Status	Used to search price lists with a particular status. The valid values are: Active Proposed Note: This field appears when you have selected the Price List option from the Search By list.	No
  Price List Type	Used to search a particular type of price lists. The valid values are: Standard Promotional Note: This field appears when you have selected the Price List option from the Search By list.	No
  Only Eligible Price Lists	Used to search price lists which are eligible for the account or person. Note: This field appears when you have selected the Price List option from the Search By list.	No
  Eligibility Date	Used to search price lists which are eligible for the account or person from a particular date. Note: This field appears only when you have selected the Price List option from the Search By list. By default, the current date appears in this field when the Only Eligible Price Lists option is selected. You can change the value, if required.	No

  Note: You must specify at least one search criterion while searching for a price list.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The search results include only those price lists that are associated with the division to which the account belongs. It may also include price lists that are already assigned to the account in case those price lists match the search criteria.

  The Search Results section contains the following columns:

  Column Name	Column Description
  Assign	On clicking the Assign () icon, the Price List Assignment screen appears where you can assign the price list to the account or person.
  Price List Information	Displays the information about the price list. Note: It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective price list.
  Account Information	Displays the information about the account. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
  Person Information	Displays the information about the person. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person.
  Effective Start Date	If you have selected the Price List option from the Search By list, the date from when the price list is effective appears in this column. However, if you have selected the Assigned Price List option from the Search By list, the date from when the price list is assigned to the account or person appears in this column.
  Effective End Date	If you have selected the Price List option from the Search By list, the date till when the price list is effective appears in this column. However, if you have selected the Assigned Price List option from the Search By list, the date till when the price list is assigned to the account or person appears in this column.
  Availability Start Date	Displays the date from when the price list is available for assignment to an account or a person.
  Availability End Date	Displays the date till when the price list is available for assignment to an account or a person.

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