Price List

The Price List zone displays the details of the price list. It contains the following sections:

  • Main - Displays basic information about the price list. It contains the following fields:

    Field Name Field Description
    Price List ID Displays the price list ID.
    Price List Description Displays the description for the price list.
    Effective Start Date Displays the date from when the price list is effective.
    Effective End Date Displays the date till when the price list is effective.
    Price List Type Indicates the type of the price list. The valid values are:
    • Standard

    • Promotional

    Global Price List Indicates whether the price list is a global price list. The valid values are:
    • Yes

    • No

    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.
    Available for Deal Pricing Indicates whether the price list can be assigned with a person or an account.
    Standard for Deal Pricing Indicates whether the price list can be considered to compare the average floor and ceil limit with the standard and avergae price of a price item associated with a price lisr.
    Validity Period (in Days) Displays the period in days for which the price list is valid. It is used to calculate price list assignment validity end date while assigning the price list to an account or a person.
    Status Indicates the status of the price list. The valid values are:
    • Active - Indicates that the price list is used for billing.

    • Inactive - Indicates that the price list is no longer used for billing.

    • Proposed - Indicates that the price list is used for quotations.

    • Template - Indicates that the price list is a template price list.

  • Hierarchy - Lists the parent price list from which the price list has inherited the price item pricing for a particular duration. It contains the following columns:

    Column Name Column Description
    Parent Price List ID Displays the ID of the parent price list.
    Parent Price List Effective From Date Displays the date from when the price list can inherit pricing from the parent price list.
    Parent Price List Effective To Date Displays the date till when the price list can inherit pricing from the parent price list.
  • Divisions - Lists the divisions to which the price list is associated. It contains the following column:

    Column Name Column Description
    Division Displays the division to which the price list is associated.
    Note: It has a link. On clicking the link, the Division screen appears where you can view the details of the respective division.
  • Characteristics - Lists the characteristics that are associated with the price list. It contains the following columns:

    Column Name Column Description
    Effective Date Displays the date from when the characteristic is effective for the price list.
    Characteristic Type Displays the characteristic type.
    Characteristic Value Displays the value for the characteristic type.
  • Record Actions - This section contains the following button:

    Button Name Button Description
    Edit Used to edit the details of the price list.
  • Record Information - This section contains the following field:

    Field Name Field Description
    Business Object Indicates the business object using which the price list is created. In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Business Object screen appears where you can view the details of the respective business object.

Related Topics

For more information on... See...
Price List screen Price List (Used for Viewing)
How to define a price list Defining a Price List
How to edit a price list Editing a Price List