Searching Pricing Simulation for Account or Price List

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

Prerequisites

To search pricing simulation for an account or price list, you should have:

  • Price Item, Account or Person details defined in the application

Procedure

To search pricing simulation for an account or price list:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Pricing Simulation.
    The Pricing Simulation screen appears.
  3. In the Search Pricing zone, select Account or Price List depending on what you want search pricing simulation.
  4. Enter the additional search criteria, if required.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of pricing details that meet the search criteria appears in the Search Results section.

Related Topics

For more information on... See...
Pricing Simulation screen Pricing Simulation
Search Pricing zone Search Pricing