Viewing the Pricing Eligibility Criteria of a Price Component

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

Procedure

To view the pricing eligibility criteria of a price component:

  1. Do either of the following:
    If you want to view...Then...
    Pricing eligibility criteria of Price Item Pricing assigned to an account

    1. Search for the account 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 account whose price item pricing 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 account 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.
    Pricing eligibility criteria of Price Item Pricing 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 price item pricing 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.
    Pricing eligibility criteria of Price Item Pricing assigned to a price list

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

    2. In the Search Results section, click the View (The View Icon) icon corresponding to the price list whose price item pricing 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, click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.
  2. The Price Item Pricing screen appears.
  3. Ensure that the Price Assignment Tree zone is expanded.
  4. Click the Expand All button to expand all the price components for which the pricing eligibility criteria is defined.
    View the details of the pricing eligibility criteria of a price component in the Price Assignment Tree zone.
    Note:

    You can view the details of the pricing eligibility criteria of a price component only when the Pricing Eligibility check box is selected in the Price Item Pricing screen and the details of the pricing eligibility criteria is added in the Price Assignment Tree section.

Related Topics

For more information on... See...
How to search for an account Searching for an Account
How to search for a person Searching for a Person
How to search for a price list Searching for a Price List
Customer 360° View screen Customer 360° View
Pricing (Account) screen Pricing (Account)
Effective Price Assignments for Account zone Effective Price Assignments for Account
Pricing (Person) screen Pricing (Person)
Effective Price Assignments for Person zone Effective Price Assignments for Person
Price List screen Price List (Used for Searching)
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)
Price Assignment Tree zone Price Assignment Tree