Viewing the Price Item Pricing for an Account

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

Procedure

To view the price item pricing for an account:

Do either of the following:

If you want to view...	Then...
Viewing the Price item Pricing from Pricing (Account) Screen	Search for the account in the Customer 360° View screen. In the Search Results section, click the Context Menu () icon corresponding to the account whose details you want to view. A menu appears. Click the Go To Effective Pricing menu option. The Pricing (Account) screen appears. Filter the effective price assignments of the account, if required. In the Search Results section, click the Broadcast () icon corresponding to the price item whose price item pricing you want to view.
Viewing the Price item Pricing from Price Item Pricing Screen	Search for the account in the Customer 360° View screen. In the Search Results section, click the Context Menu () icon corresponding to the account whose details you want to view. A menu appears. Click the Go To Effective Pricing menu option. The Pricing (Account) screen appears. Filter the effective price assignments of the account, if required. Click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view. The Price Item Pricing screen appears.

If you want to view...

Then...

Viewing the Price item Pricing from Pricing (Account) Screen

Search for the account in the Customer 360° View screen.
In the Search Results section, click the Context Menu () icon corresponding to the account whose details you want to view.

A menu appears.
Click the Go To Effective Pricing menu option.

The Pricing (Account) screen appears.
Filter the effective price assignments of the account, if required.
In the Search Results section, click the Broadcast () icon corresponding to the price item whose price item pricing you want to view.

Viewing the Price item Pricing from Price Item Pricing Screen

Search for the account in the Customer 360° View screen.
In the Search Results section, click the Context Menu () icon corresponding to the account whose details you want to view.

A menu appears.
Click the Go To Effective Pricing menu option.

The Pricing (Account) screen appears.
Filter the effective price assignments of the account, if required.
Click the link in the Pricing Information column corresponding to the price item whose pricing details you want to view.

The Price Item Pricing screen appears.

View the basic details of price item pricing in the Price Item Pricing zone.
View the details about the rate components and its price components for the price item along with the tiering criteria and pricing eligibility details in the Price Assignment Tree zone.

Related Topics

For more information on...	See...
How to search for an account	Searching for an Account
Pricing (Account) screen	Pricing (Account)
Effective Price Assignments for Account zone	Effective Price Assignments for Account
Price Item Pricing screen	Price Item Pricing (Used for Viewing)
Price Item Pricing zone	Price Item Pricing
Price Assignment Tree zone	Price Assignment Tree
Price Components zone	Price Component