Viewing Price Items Assigned to a Price List
Prerequisites
To view the price items assigned to a price list, you should have:
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An algorithm defined using the C1-PLPINFO algorithm type and attached to Pricelist Products Assignment Information system event in the Algorithms tab of the Installation Options - Framework screen
Procedure
To view the price items assigned to a price list:
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Do either of the following:
If you want to view... Then... Price items assigned to the price list which is assigned to the account -
Search for the account in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu () icon corresponding to the account whose details you want to view.
A menu appears.
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Click the Go To Price List Assignment menu option.
The Price List Assignment screen appears.
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In the Price List Assignments zone, click the Broadcast () icon corresponding to the assigned price list whose price items you want to view.
Price items assigned to the price list which is assigned to the person -
Search for the person in the Customer 360° View screen.
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In the Search Results section, click the Show Context Menu () icon corresponding to the person whose details you want to view.
A menu appears.
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Click the Go To Price List Assignment menu option.
The Price List Assignment screen appears.
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In the Price List Assignments zone, click the Broadcast () icon corresponding to the assigned price list whose price items you want to view.
The Price List Price Items zone appears. -
- View the price items that are assigned to the price list in the Price List Price Items zone.
Related Topics
For more information on... | See... |
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How to search for an account | Searching for an Account |
How to search for a person | Searching for a Person |
Price List Assignment screen | Price List Assignment |
Price List Assignments zone | Price List Assignments |
Price List Price Items zone | Price List Price Items |