Filtering the Price Items or Price Item Bundles Added to a Price Item Bundle

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

Prerequisites

To filter the price items or price item bundles added to a price item bundle, you should have:

  • Price item bundle associated with the division to which the user belongs

Procedure

To filter the price items or price item bundles added to a price item bundle:

  1. Search for the price item bundle in the Price Item screen.
  2. In the Search Results section, click the View (The View Icon) icon in the Price Item Relationship column corresponding to the price item bundle whose details you want to view.
    The Price Item Relationship screen appears.
  3. Enter the search criteria in the Assigned Price Items 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.
    The search results are filtered based on the specified criteria.

Related Topics

For more information on... See...
How to search for a price item bundle Searching for a Price Item or Price Item Bundle
Price Item Relationship screen Price Item Relationship
Assigned Price Items zone Assigned Price Items