Eligible Price Lists

Note: This topic is not applicable for the health insurance business.

The Eligible Price Lists zone allows you to search for an eligible price list for an account or a person. It contains the following sections:

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

    Field Name Field Description Mandatory (Yes or No)
    Division Used to search eligible price list based on the division. Yes
    Eligibility Date Used to search price lists which are eligible for the account or person from a particular date onwards.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    Yes
    Status Used to search eligible price list with a particular status. The valid values are:
    • Active

    • Inactive

    • Proposed

    No
    Person ID Used to search eligible price list for a particular person.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Person Search screen appears where you can search for the respective person.
    No
    Account ID Used to search eligible price list for a particular account.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search screen appears where you can search for the respective account.
    No
    • Price List Eligibility Parameters - The Price List Eligibility Parameters section contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Parameter Used to search eligible price list which are defined using a particular parameter.
      Note:

      The Search (The Search Icon) icon appears corresponding to the Parameter field. On clicking the Search icon, the Parameter Search window appears where you can search for the respective parameter.

      This field appears only when the MultiPrice Parameter option type of the MultiParameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.

      No
      Parameter Value Used to specify the value of the parameter using which you want to search the eligible price list.
      Note:

      If you select a predefined or a reference parameter, the Search (The Search Icon) icon appears corresponding to the Parameter Value field. On clicking the Search icon, the Predefined Parameter Value Search window or the Parameter Value Search window appears where you can select the respective parameter value.

      This field appears only when the MultiPrice Parameter option type of the MultiParameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.

      No
      Note: If you want to add more than one parameter in the search criteria, click the Add (The Add Icon) icon and then enter the parameter name and its value. However, if you want to remove a parameter from the search criteria, click the Delete (The Delete Icon) icon corresponding to Parameter field.
  • 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 the concatenated string of information about the price list separated by a comma (,).
    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.
    Status Indicates the current status of the price list. The valid values are:
    • Active

    • Inactive

    • Proposed

    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.
    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.
    Simulate On clicking the Simulate(The Simulate Icon) icon, the Pricing Simulation screen appears where you can simulate the price assignments for a person or account using the price list.
    View On clicking the View(The View Icon) icon, the Price List screen appears with the details of the respective price list.
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.

Related Topics

For more information on... See...
How to search for an eligible price list Searching for an Eligible Price List
How to view the eligible price list details for an account or a person Viewing Eligible Price List Details For Account Or Person
How to view the pricing simulation details of an account or a person Viewing Pricing Simulation Details Of Account Or Person