Search Price Item or Price Item Pricing

You can assign a price item or price item bundle to a price list and then define pricing for the price item or price item bundle, or you can copy an existing price item pricing and assign it to a price list. The Search Price Item or Price Item Pricing zone allows you to search for a price item pricing which is assigned to an account, person, or price list. You can then create a new price item pricing using an existing price item pricing through copying the price item pricing. Once you create a copy of an existing price item pricing, the new price item pricing is assigned to the price list. On copying a price item pricing, the pricing details including the price components, eligibility and tiering criteria for each price component, and characteristics are copied to the new price item pricing. You can then edit the details, if required.

The system allows you to create a copy of active, proposed, inactive, rejected, and template price item pricing. Once you create the copy of a template price item pricing, you can save the new price item pricing in either Active or Proposed status.

The Search Price Item or Price Item Pricing zone 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 price item, pricing assigned to price list and override pricing for an account, or person. The valid values are: Price Item Price list Pricing Account Override Pricing Person Override Pricing	Yes
  Price Item	Used to search a particular price item or price item bundle.	No
  Description	Used to search price items or price item bundles with a particular description. Note: This field appears when you select the Price Item option from the Search By list.	No
  Global Price List	Used to search price items or price item bundles which can be assigned to a global price list. The valid values are: Yes No	No
  Bundle	Used to indicate whether you want to search for price item bundles. The valid values are: Yes No	No
  Price List ID	Used to search pricing of price items or price item bundles which are assigned to a particular price list. Note: This field appears when you select the Price List Pricing option from the Search By list.	No
  Effective Start Date	Used to search price item pricing on price lists which are effective from a particular date onwards. Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Pricing Status	Used to search price item pricing with a particular status. The valid values are: Active Inactive Proposed Rejected Template Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Effective End Date	Used to search price item pricing on price lists which are effective till a particular date. Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Price Assignment Type	Used to search a particular type of the price item pricing. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Account ID	Used to search pricing of price items or price item bundles which are assigned to a particular account. Note: This field appears when you select the Account Override Pricing option from the Search By list.	Yes
  Person ID	Used to search pricing of price items or price item bundles which are assigned to a particular person. Note: This field appears when you select the Person Override Pricing option from the Search By list.	Yes
  Product Code

  Note:

  You must specify at least one search criterion while searching for a price item or price item bundle.

  You can search for an account, person by clicking the Search () icon corresponding to the respective field.

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

  The Search Results section contains the following columns:

  Column Name	Column Description
  Assign	On clicking the Assign () icon, the Price Item Pricing screen appears where you can define a new price item pricing.
  Price Item Information	Displays details of the price item or price item bundle. Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item or price item bundle.
  Copy	On clicking the Copy () icon, the Price Item Pricing screen appears where you can define a new price item pricing using an existing price item pricing.
  Pricing Information	Displays details of the price item pricing. Note: It has a link. On clicking the link, the View Price Item Pricing window appears with the details of the respective price item pricing.
  Account Information	Indicates the account to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: This column appears when you select the Account Override Pricing option from the Search By list. It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. The account information string appears when an algorithm defined using the C1-AC-INFO algorithm type is attached to the Account Information system event in the Algorithms tab of the Installation Options - Framework screen.
  Person Information	Indicates the person to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: This column appears only when you select the Person Override Pricing option from the Search By list. It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. The person information string appears when an algorithm defined using the PERS-INFO algorithm type is attached to the Person Information system event in the Algorithms tab of the Installation Options - Framework screen.
  Price List Information	Indicates the price list to which the price item pricing is assigned. In addition, this column has a context menu which helps in navigating to other screens in the application. Note: This column appears when you select the Price List Pricing option from the Search By list. It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective person.
  Variance Parameter	Indicates the variance parameter which is used for defining the price item pricing. Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
  Pricing Parameters	Displays a comma-separated list of parameter values. The order in which parameter values appear in this column is controlled by the display order (which is defined while associating a parameter with a price item or price item bundle). Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
  Effective Start Date	Displays the date from when the price item pricing is effective.
  Effective End Date	Displays the date till when the price item pricing is effective.
  Pricing Currency	Indicates the currency in which the price item pricing is defined.
  Pricing Status	Indicates the status of the price item pricing. The valid values are: Active Inactive Proposed Rejected Template
  Rate Schedule	Indicates the rate schedule which is used for defining the price item pricing.
  Price Assignment Usage	Indicates whether the price item pricing is applicable to all customers or only to new customers. The valid values are: AC NC
  Price Assignment Type	Indicates the type of the price item pricing. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
  Price Item	Displays the price item or price item bundle code. Note: It has a link. On clicking the link, the Price Item Pricing screen appears where you can define the pricing for the respective price item or price item bundle.
  Description	Displays the description of the price item or price item bundle.
  Global Price List	Indicates whether the price item or price item bundle can be assigned to a global price list. The valid values are: Y N
  Unit of Measure	Indicates the unit of measure associated with the price item or price item bundle.
  Bundle	Indicates whether the price item is a bundle or not. The valid values are: Y N
  Owner ID	Displays the ID of the person for whose account the price list is created.
  Party ID	Displays the third party ID.
  Price List ID	Indicates the price list to which the price item pricing is assigned. Note: This column appears when you select the Price List Pricing option from the Search By list.
  Price Assignment ID	Displays the price assignment ID.
  Price Assignment Owner Type Flag	Displays whether price list or party is the owner of the price assignment.
  Bundle Type	Indicates the type of the price item bundle. If the price item bundle is available for pricing and billing, the valid values are: Phantom Ratio Regular However, if the price item bundle is available for only pricing and the price item type is Fees then the valid value is Regular. Note: This column appears when you select the Yes option from the Bundle list.
  Price Item Type	Indicates the type of the price item or price item bundle. The valid values are: Rate Fees

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