Submitting a Price Item Pricing

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

Procedure

To submit pricing for a price item:

  1. Do either of the following:
    If you want to...Then...
    Submit pricing of a price item that is assigned to a person

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Person) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Person zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Submit pricing of a price item that is assigned to an account

    1. Search for the person in the Customer 360° View screen.

    2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.

      A menu appears.

    3. Click the Go To Effective Pricing menu option.

      The Pricing (Account) screen appears.

    4. Price assignments effective for the person appears in the Effective Price Assignments for Account zone.

    5. In the Search Results section, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
    Submit pricing of a price item that is assigned to a pricelist

    1. Search for the price list in the Price List screen.

    2. In the Search Results section, click the Price List Pricing (The Context Menu Icon) icon corresponding to the price list whose details you want to view.

      The Price List Price Item Pricing screen appears.

    3. Price items assigned to the price list appears in the Price List Price Items zone.

    4. In the Search Results section of Price List Price Items zone, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

      The Price Item Pricing screen appears.

    Tip: Alternatively, you can access the Price Item Pricing screen by:

    1. Search for a price item in the Search Price Item or Price Item Pricing zone.

    2. In the Search Results section, click the Assign (The Assign Icon) icon corresponding to the price item.

    3. Enter the required details in the Price Item Pricing screen and click Save.

    4. The Price Item Pricing screen appears.
  2. Click the Submit button in the Record Actions section.
    Note:
    When the price assignment is in Draft status and when the approval workflow is on and:

    • When the approval workflow is in Draft status then it is changed to Pending in Approval.

    • When the approval workflow is in Proposed status and on clicking the Submit button, the status does not change and remains the same.

    • When the approval workflow is in Template status and on clicking the Submit button, the status does not change and remains the same.

    When the price assignment is in Draft status and when the approval workflow is off and:

    • When the approval workflow is in Draft status then it is changed to Active.

    • When the approval workflow is in Proposed status then on clicking the Submit button, the status does not change and remains the same.

    • When the approval workflow is in Template status then on clicking the Submit button, the status does not change and remains the same.

Related Topics

For more information on... See...
360° Search zone 360° Search
How to search for a person. Searching for a Person
Pricing (Person) screen Pricing (Person)
Effective Price Assignments for Person zone Effective Price Assignments for Person
How to search for an account. Searching for an Account
Pricing (Account) screen Pricing (Account)
Effective Price Assignments for Account zone Effective Price Assignments for Account
Search Price List zone Search Price List
How to search for a price list. Searching for a Price List
Price List Price Item Pricing screen Price List Price Item Pricing
Price List Price Items zone Price List Price Items
Price Item Pricing screen Price Item Pricing (Used for Viewing)