Filtering the Pricing of a Person or an Account

Procedure

To filter the pricing of a person or an account:

  1. Search for the deal in the Search Deal zone of the Deal Dashboard screen.
  2. In the Search Results section, click the link in the Deal Information column corresponding to the deal whose persons or accounts pricing you want to filter.
    The Deal Information screen appears.
  3. Ensure that the Customer Hierarchy section is expanded in the Simulation Details zone.
  4. Click the Edit (The Edit Icon) icon in the Pricing and Commitments column corresponding to the person or account whose pricing you want to filter.
    The Pricing and Commitments screen appears.
  5. Ensure that the Filters section is expanded in the Pricing and Commitments screen.

    The Filters section contains the following fields:

    Field Name Field Description
    Search Used to search for the pricing and commitments of a price item associated with a person or account using a specific search criteria.
    Effective Date Used to search for price items pricing whose effective date is later than the deal start date.

    In addition, the Filters section contains the following buttons:

    Button Name Button Description
    Search Used to search for price item pricing as per the criteria specified in the Search or Effective Date fields.
    Show All Pricing Used to show all the pricing and commitments of the price items associated with the person or account in the customer hierarchy.
    Show Customer or Account Level Pricing Used to filter customer agreed or account agreed price item pricing for the person or account in the customer hierarchy.
    Show Changed Data Used to display the following for the existing customer, account, or prospect:

    • Agreed pricing of a price item assigned to the customer, account, or prospect in the deal

    • Seasonal pricing of a price item assigned to the customer, account, or prospect in the deal

    • Proposed pricing of a price item from the price list with higher priority when the pricing is inherited from two or more price lists assigned to the customer, account, or prospect

    • Proposed pricing of a price item which is edited in the deal

    • Price item pricing whose default or reference commitments are edited in the deal

    • Price item pricing for which commitments are added in the deal from the Pricing and Commitments screen

    • Price item pricing where there is difference between original and proposed cost

    • Price item pricing where there is difference between original and proposed average price

    • Price item pricing where there is difference between original and proposed revenue
  6. Enter the required details in the Filters section.
  7. Click Search.
    The pricing of the person or the account is filtered in the Pricing and Commitments section.

Related Topics

For more information on... See...
How to search for a deal Searching for a Deal
Search Deal zone Search Deal
Deal Dashboard screen Deal Dashboard
Deal Information screen Deal Information
Simulation Details zone Simulation Details
Pricing and Commitments screen Pricing and Commitments
Filters section Filters
Pricing and Commitments section Pricing and Commitments