Price List Assignments

The Price List Assignments zone allows you to view and filter price lists that are currently assigned to the account or person. You can also search for the price lists assigned to the account or person which are either inactive or expired. You will not find any records in this zone if the account does not have any price lists assigned to it. 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 for the current, inactive, or historical price list assignments. The valid values are: Current Price List Assignments Inactive Price List Assignments Historical Price List Assignments Note: By default, the Current Price List Assignments option is selected.	Yes
  Price List ID	Used to search a particular price list assigned to an account or a person. Note: The Search () icon appears corresponding to the Price List ID field. On clicking the Search icon, the Price List Search window appears.	No
  Price List Description	Used to search price lists which are assigned to the account or person having a particular description.	No
  Effective Start Date	Used to search price lists which are assigned to the account or person from a particular date.	No
  Effective End Date	Used to search price lists which are assigned to the account or person till a particular date.	No
  Assignment Status	Used to search price list assignments with a particular status. The valid values are: Active Rejected Proposed Inactive Note: The Inactive option is not available in the Assignment Status list when you have selected the Current Price List Assignments or Historical Price List Assignments option from the Search By list. This field is disabled, and by default, the Inactive option is selected when you select the Inactive Price List Assignments option from the Search By list.	No
  Price List Inheritance	Used to search price list assignments where the account or person inherits price item pricing from the price list hierarchy. The valid values are: Yes No	No

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

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  Price List Information	Displays information about the price list which is assigned to the account or person. Note: It has a link. On clicking the link, the Price List screen appears with the details of the respective price list.
  Effective Start Date	Displays the date from when the price list is assigned to the account or person.
  Effective End Date	Displays the date till when the price list is assigned to the account or person.
  Priority	Indicates the order in which the assigned price list must be considered while determining the price item pricing for the account or person.
  Assignment Status	Indicates the status of the price list assignment. The valid values are: Active Rejected Proposed Inactive
  Price List Inheritance	Indicates whether the account or person can avail the price item pricing listed on the parent or grandparent price list if it is not available on the assigned price list. In other words, it indicates whether the account or person can inherit the price item pricing from the price list hierarchy.
  Edit	On clicking the Edit () icon, the Price List Assignment screen appears where you can edit the price list assignment details.

  Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

On clicking the Broadcast () icon corresponding to the assigned price list, the Price List Price Items zone appears where you can view the price items assigned to the price list.

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