Search Eligible Price Lists

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

The Search Eligible Price List zone allows you to search eligible price list for account and person. This zone contains the following two sections:

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

    Field Name Field Description Mandatory (Yes or No)
    Eligible Date Used to specify the date on which the eligibility check need to be searched. Yes
    Person ID Used to specify the person for which eligible price list to be searched.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the icon, the Person Search screen appears.
    No
    Account ID Used to specify the account for which eligible price list to be searched.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the icon, the Account Search screen appears.
    No
    Status Used to search eligible price list based on status. Yes
    Division Used to search eligible price list based on division. Yes
    Parameter Used to specify multiple parameter codes based on which you want to define the pricing.
    Note:

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

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the icon, the Parameter Search screen appears.

    No
    Parameter Value Displays the value of the parameter or used to specify multiple parameter value.
    Note: The Search (The Search Icon) icon appears corresponding to this field when the value type for the Parameter is defined as Reference or Predefined. If the value type of the Parameter is Reference then on clicking the search icon, the Reference Parameter Value Search screen appears else if the value type of the Parameter is Predefined then on clicking the search icon, the Predefined Parameter Value Search screen appears.
    No
    Note: To add more than one Parameter, click the add (The Add Icon) icon and to delete the parameters click the delete (The Delete Icon) icon corresponding to this 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 ID Displays the price list ID.
    Note: It has a link. On clicking the link, the Price List Price Item Assignments screen appears where you can view the details of the respective price list.
    Price List Description Displays the price list description.
    Note: It has a link. On clicking the link, the Price List Price Item Assignments screen appears where you can view the details of the respective price list.
    Status Indicates the status of the price list. The valid values are:
    • Active

    • Proposed

    Availability Start Date Used to search price lists which are available for assignment from a particular date.
    Availability End Date Used to search price lists which are available for assignment till a particular date.
    Effective Start Date Used to search price lists which are effective from a particular date.
    Effective End Date Used to search price lists which are effective till a particular date.
    Simulate On clicking the Simulate(The View Icon) icon, the Pricing Simulation Screen appears with the price list ID, account and person fields prepopulated.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
How to view price items assigned to a price list Viewing Price Items Assigned to a Price List
How to view the details of a price list Viewing the Price List Details
How to create a price list Defining a Price List
How to edit a price list Editing a Price List
How to copy a price list Copying a Price List