Search Pricing

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

The Search Pricing zone allows you to search pricing for an account.

In case of bundles, the order in which the price item pricing is listed in this zone is based on the following condition:

  • If the system finds pricing for price items that belong to a bundle before finding pricing for the bundle, then the system lists the pricing for price items that belong to the bundle, and not the pricing for the bundle. For example, let say, B0001 is a bundle, and contains C0001 and C0002 price items. If the system finds pricing for B0001, it validates whether the pricing for C0001 and C0002 has already been found. If yes, then the system lists the pricing for C0001 and C0002. If the system does not find pricing for C0001 and C0002 before finding pricing for B0001, it lists the pricing for B0001.

Note: If the effective pricing is available for the price item, regular bundle (to which the price item belongs), and parent (regular) bundle (i.e. to which the regular bundle belongs) at the same level, the system lists the pricing depending on the value defined for the Prefer Price Item Over Bundle parameter in the price assignment search algorithm. If the value of the Prefer Price Item Over Bundle parameter is set to Y, the system lists effective pricing which is available for the price item. If the effective pricing is not available for the price item, then the system lists effective pricing which is available for the regular bundle at the same level. If the effective pricing is not available for the regular bundle, then the system lists effective pricing which is available for the parent bundle at the same level. However, if the value of the Prefer Price Item Over Bundle parameter is set to N, the system lists effective pricing which is available for the parent bundle. If the effective pricing is not available for the parent bundle, then the system lists effective pricing which is available for the regular bundle at the same level. If the effective pricing is not available for the regular bundle, then the system lists effective pricing which is available for the price item at the same level.

This zone contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following two options:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for pricing using price list or account or person details. The valid values are:
    • Price List

    • Account /Person

    Note: By default, Price List option is selected.
    Yes
    Price List ID Used to indicate Price List ID for which simulation must be created.
    Note:

    This field appears when the Price List ID option is selected for the Search By field.

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

    Yes
    Account ID Used to specify the account for which simulation must be created.
    Note:

    This field appears when the Account option is selected for the Search By field.

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

    Yes
    Person ID Used to specify the person for which simulation must be created. This field gets auto populated once the Account ID value is defined.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Person Search screen appears.
    Yes
    Simulation Date Used to search price simulations which are effective from a particular date onwards. Yes
    Pricing Status Used to search price assignments with a particular status. The valid values are:
    • Active

    • Proposed

    No
    Search Type Used to indicate whether you want to search the price list using the following values:
    • Best Fit

    • Exact Match

    Note: By default, Exact Match option is selected.
    No
    Show Default and Global Pricing Used to indicate whether the product is assigned to a default and global price list. The valid values are:
    • Yes

    • No

    No
    Price Item Used to specify the price items for pricing simulation.
    Note:

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

    No
    Description Used to search price assignments of a price item having a particular description. No
    View Type Used to indicate whether you want to view summary or tiering details of price components. The valid values are:
    • Detail - Used when you want to view the details of price component with pricing eligibility and tiering criteria.

    • Summary - Used when you want to view the summary of effective price component.

    No
    Parameter Used to specify multiple parameter codes based on which you want to define the pricing.
    Note:

    This field appears when the Multi Price Parameter option type of the Multi Parameter 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 Search 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 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.

    If the value type of the Parameter is Predefined then on clicking the Search icon, the Predefined Parameter Value Search screen appears.

    No

    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 the 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:

    Note: If default Price List ID is added to the Price List Value and if Yes is selected for Show Default and Global Pricing, also if Price List is added to the product for selected account then Search Results section will display price list assignments for the value and product will be displayed along with the default price list assignments.
    Column Name Column Description
    Price Item Displays the price item code.
    Note: It has a link. On clicking the link, the View Price Item screen appears with the details of the respective price item.
    Description Displays the description of the price item.
    Variance Parameters 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.
    Price Item Parameters Displays a comma-separated list of parameter values. The order in which parameter values appear in this field is controlled by the display order (which is defined while associating a parameter with a price item). A tool tip appears when you hover over this column corresponding to the price item. It indicates the price item parameters and their values 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 True.
    Price Assignment Type Indicates the type of price assignment. The valid values are:
    • Regular

    • Post Processing

    • Post Processing - Invoice Based

    • Post Processing - Price Item Based

    Assignment Level Indicates the level at which the price item pricing is defined in the customer hierarchy.
    Price List Description Displays the description of the price list.
    Note: The description appears when the pricing assignment type is Account Price List, or Account Inherited Price List.
    Rate Description Displays the description of the tiering setup of the rate component.
    Simulate On clicking the Simulate (The View Icon) icon, the Simulation - Effective Pricing Information screen appears where you can add the Price Item SQIs and Pricing Eligibility Parameters details that can be passed for pricing simulation.
    Note: This column appears when the price item is Rate and Fees.
    Effective Start Date Displays the date from when the pricing is effective.
    Effective End Date Displays the date till when the pricing is effective.
    Pricing Currency Indicates the currency in which the price item pricing is defined.
    Parent Person Displays the name of the parent or grandparent customer from whom the pricing is inherited.
    Note:

    The number of records that can be displayed in the Search Results section of the Search Pricing zone is controlled via the C1_​PR_​REC feature configuration. You can change the number of records that can be displayed using the Effective Pricing RecordSet Limit option type of the C1_​PR_​REC feature configuration. For more information, refer to Setting the C1_​PR_​REC Feature Configuration.

Related Topics

For more information on... See...
How to view effective pricing of a simulation Simulation - Effective Pricing Information