Price List Assignment

The Price List Assignment screen enables you to view the existing and proposed price lists of the person or account in a deal. It also enables you to edit or assign proposed price list to the person or account in a deal. It contains the following sections:

• Deal - Displays basic information about the deal. It contains the following fields:

  Field Name	Field Description
  Deal Version Information	Displays the deal version to which the person or account belongs.
  Person ID	Displays the person whose price list assignment details you want to view or edit. Note: This field appears in the following scenarios: If you are viewing the existing price lists of a person. If you are editing the proposed price list of a person. If you are assigning a proposed price list to a person. This field appears when you are viewing, editing, or assigning a price list to a person in the customer hierarchy.
  Person Information	Displays the concatenated string of information about the person separated by a comma (,). Note: This field appears when you are viewing, editing, or assigning a price list to a person in the customer hierarchy.
  Account ID	Displays the account whose price list assignment details you want to view or edit. Note: This field appears in the following scenarios: If you are viewing the existing price lists of an account. If you are editing the proposed price list of an account. If you are assigning a proposed price list to an account This field appears when you are viewing, editing, or assigning a price list to an account in the customer hierarchy.
  Account Information	Displays the concatenated string of information about the account separated by a comma (,). Note: This field appears when you are viewing, editing, or assigning a price list to an account in the customer hierarchy.

• Existing Price Lists - Lists the price lists that are already assigned to the person or account of the customer hierarchy in a deal. It contains the following columns:

  Column Name	Column Description
  Price List ID	Displays the existing price list of the person or account of the customer hierarchy.
  Price List Information	Displays the description of the price list. Note: It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective price list.
  Effective Start Date	Displays the date from when the price list is effective for the deal. Note: By default, this date is set to the deal start date and cannot be edited.
  Effective End Date	Displays the date till when the price list is effective for the deal. Note: The Effective End Date cannot be earlier than the Effective Start Date.
  Price List Inheritance	Indicates whether the person or account can avail the price item pricing listed on the parent or grandparent price list if it is not available on the assigned price list. In other words, it indicates whether the person or account can inherit the price item pricing from the price list hierarchy.
  Assignment Status	Indicates the current status of the price list. The valid values are: Active Inactive
  Priority	Indicates the order in which the price list must be considered while determining the price item pricing for the person or account.

  Note: The Existing Price Lists section appears in the Price List Assignment screen when you are viewing the original pricelist assignment of the person or account from the customer hierarchy.
  Proposed Price Lists - Lists the price lists that are proposed for the person or account in the customer hierarchy of a deal. It contains the following columns:

  Column Name	Column Description
  Price List ID	Displays the price list that is proposed for the person or account of the customer hierarchy.
  Price List Information	Displays the description of the price list. Note: It has a link. On clicking the link, the details of the respective price list appears in the Assign Price List section for editing. You can activate or deactivate a proposed price list by editing its Effective End Date in the Assign Price List section.
  Effective Start Date	Displays the date from when the proposed price list is effective for the deal. Note: By default, this date is set to the deal start date and cannot be edited.
  Effective End Date	Displays the date till when the proposed price list is effective for the deal. Note: The Effective End Date cannot be earlier than the Effective Start Date.
  Price List Inheritance	Indicates whether the person or account can avail the price item pricing listed on the parent or grandparent price list if it is not available on the assigned price list. In other words, it indicates whether the person or account can inherit the price item pricing from the price list hierarchy.
  Assignment Status	Indicates the current status of the proposed price list. The valid value is: Proposed
  Priority	Indicates the order in which the price list must be considered while determining the price item pricing for the person or account.

  Note:

  The Proposed Price List section appears in the Price List Assignment screen when you are viewing, editing, or assigning a proposed price list to a person or an account of the customer hierarchy.

  You can delete a proposed price list by clicking the Delete () icon corresponding to the respective proposed price list.

  The Delete icon appears corresponding to only those price lists which are newly assigned to the customer or account in the deal.

  You cannot delete a proposed price list assignment which is created using the original price list assignments.

  If you delete a proposed price list, the price item pricing inherited from the price list is also deleted from the Pricing and Commitments screen. But, if you have created the customer or account agreed pricing using the price list pricing, then such customer or account agreed pricing is not deleted from the Pricing and Commitments screen.

  Assign Price List - Enables you to assign a proposed price list to a person or an account of the customer hierarchy in a deal. It contains the following fields:

  Field Name	Field Description
  Price List ID	Used to indicate a particular price list that you want to assign to the proposed price list of a person or account. Note: The Search () icon appears corresponding to the Price List ID field. On clicking the Search icon, the Fetch Eligible Price Lists window appears. On indicating the price list, the price list information appears corresponding to the Price List ID field separated by a comma (,).
  Effective Start Date	Displays the date from when the price list assignment is effective for the person or account. Note: By default this field is set to the deal start date and cannot be changed.
  Effective End Date	Used to specify the date till when the price list assignment is effective for the person or account.
  Priority	Used to specify the order in which the assigned price list must be considered while determining the price item pricing for the person or account.
  Price list Inheritance	Indicates whether the person or account can avail the price item pricing listed on the parent or grandparent price list if it is not available on the assigned price list. In other words, it indicates whether the person or account can inherit the price item pricing from the price list hierarchy. The valid values are: Yes - Used to indicate that the person can inherit the price item pricing from the price list hierarchy. No -Used to indicate that the person cannot inherit the price item pricing from the price list hierarchy.

  Note: You cannot assign a proposed price list to a person or account if a deal has reached the Finalized status.

In addition, the Price List Assignment screen contains the following button:

Related Topics

Parent topic: Deal Pricing Management