Viewing Accounts and Persons Eligible for Price List Assignment

Prerequisites

To view accounts and persons eligible for price list assignment, you should have:

  • Accounts and Persons created in the application.

  • Price list defined in the application

Procedure

To view accounts and persons eligible for price list assignment:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Pricing Management and then click Price List.
    The Price List screen appears.
  3. You can search for a price list by entering the search criteria in the Search Price List zone.
    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.
  4. Click Search.

    A list of price lists that meet the search criteria appears in the search results.

  5. In the Search Results section, click the Eligible Accounts and Persons (The View Icon) icon in the Eligible Accounts and Persons column corresponding to the price list whose details you want to view.
    The Eligible Accounts and Persons screen appears.
  6. You can search for the accounts and persons which are eligible for Price List Assignment in the Accounts Eligible for Price List Assignment zone and Persons Eligible for Price List Assignment zone respectively.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
Eligible Persons zone Eligible Persons
Eligible Accounts zone Eligible Accounts
How to define a characteristic for a Price List Assignment Defining a Characteristic for a Price List Assignment