Multiple Price Item Pricing Selection

Until now, you were able to add an additional price item or price item pricing in the deal. If you wanted to add two or more additional price items in the deal, you had to add them one by one. Now, the system enables you to add multiple additional price items at the same time in the deal. To implement this feature, the following changes are made to the system:

• A new option named Multiple Price Item Pricing Selection is available in the Action list at the parent level in the Entity Hierarchy section of the Deal Information screen.

• A new screen named Price Item Pricing Selection is introduced in this release. It appears on clicking the Multiple Price Item Pricing Selection option from the Action list. It enables you to select one or more price item pricing at once which is assigned to a price list, person, or account in the system. It displays the price item pricing in the hierarchical manner (i.e., first root level hierarchy entity and then non root level hierarchy entity followed by the price item). You can manually select or deselect at any price item hierarchy level. In addition, this screen indicates the following:

  • Whether the price item is already selected in the deal.

  • Whether the price item is already assigned in the customer hierarchy of the deal, but not yet selected in the deal.

• A new option type named Assignment Limit for Multiple Price Item Pricing Selection is added in the C1-Deal feature configuration. It enables the system to determine the maximum number of price item pricing (assigned to a price list, person, or account) that you can add at once in the deal. If the number of price item pricing selected exceeds the specified count, an error occurs indicating that you cannot add more than the specified count at once in the deal. This helps to improve the system performance. You can repeat the action multiple times until all the required price items are assigned at the parent level in the deal.

On adding a price item pricing to the deal, the system creates a customer or account agreed proposed pricing for the respective price item at the parent level in the deal. If the price item is already assigned at the parent level in the deal, the system will override the existing pricing in the deal.