Viewing Effective Price Assignments of a Person

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

Prerequisites

To view effective price assignments of a person, you should have:

  • Price items or price item bundles assigned to the person either directly or through the customer hierarchy

Procedure

To view effective price assignments of 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. View the pricing for price items or price item bundles assigned to the person (either directly or through the customer hierarchy) in the Effective Price Assignments for Person zone.
  5. Filter the effective price assignments of the person, if required.

Related Topics

For more information on... See...
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 filter effective price assignments of a person Filtering Effective Price Assignments of a Person