Filters

The Filters section allows you to filter the pricing and commitments of a person or account in the customer hierarchy using various criteria. It contains the following fields in a grid:

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

Related Topics

For more information on... See...
Pricing and Commitments screen Pricing and Commitments