Search Price Item or Price Item Pricing

You can either assign a price item to a price list and then define pricing for the price item, or you can copy an existing price item pricing and assign it to a price list. The Search Price Item or Price Item Pricing zone allows you to search for a price item pricing which is assigned to an account, person, or a price list. You can then create a new price item pricing using an existing price item pricing through copying the price item pricing. Once you create a copy of an existing price item pricing, the new price item pricing is assigned to the price list. On copying a price item pricing, the pricing details including the price components, eligibility and tiering criteria for each price component, deal information, TFM information, pricing parameters, and characteristics and characteristics are copied to the new price item pricing. You can then edit the details, if required.

The system allows you to create a copy of active, proposed, inactive, rejected, and template price item pricing. Once you create the copy of a template price item pricing, you can save the new price item pricing in either Active or Proposed status.

The Search Price Item or Price Item Pricing zone contains the following two sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  Search By	Used to search whether you want to search price item pricing for a price item, account, person, or a price list. The valid values are: Price Item Search Price List Pricing Account Override Pricing Person Override Pricing	Yes
  Price Item	Used to search pricing for a particular price item or price item bundle. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Price Item Search window appears where you can search for the respective product. The search icon appears only when you select the Price List Pricing option from the Search By list.	No
  Description	Used to search price items or price item bundles with a particular description. Note: This field appears when you select the Price Item option from the Search By list.	No
  Global Price List	Used to search price items or price item bundles which can be assigned to a global price list. The valid values are: Yes No Note: This field appears when you select the Price Item option from the Search By list.	No
  Bundle	Used to search whether the price item is a bundle or not. The valid values are: Yes No Note: This field appears when you select the Price Item option from the Search By list.	No
  Hierarchy Entity	Used to search for price item pricing for a particular hierarchy entity. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Hierarchy Entity Search window appears where you can search for the respective hierarchy entity.	No
  Price List ID	Used to search for price item pricing which is assigned to a particular price list. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Price List Search window appears where you can search for the respective product. This field appears when you select the Price List Pricing option from the Search By list.	No
  Effective Start Date	Used to search price item pricing on price lists which are effective from a particular date onwards. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Effective End Date	Used to search price item pricing on price lists which are effective till a particular date. Note: You can either manually specify the date or select it using the Date Picker () icon corresponding to the field. This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Pricing Status	Used to search price item pricing which is in a particular status. The valid values are: Active Draft Inactive Pending In Approval Proposed Recommended Rejected Template Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Price Assignment Type	Used to search a particular type of the price item pricing. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based Note: This field appears when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.	No
  Account ID	Used to search price item pricing for a particular account. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears where you can search for the respective product. This field appears when you select the Account Override Pricing option from the Search By list.	No
  Person ID	Used to search price item pricing for a particular person. Note: The Search () icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears where you can search for the respective product. This field appears when you select the Person Override Pricing option from the Search By list.	No

  Note:

  You must specify at least one search criterion while searching for a price item or price item bundle.

  The Search () icon appears corresponding to the Price List ID, Price Item, Account ID, and Person ID fields. On clicking the Search icon, you can search for a price list, price item, an account, and person.

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The search results include only those price items or price item bundles that are associated with the division to which the account belongs. It may also include price items or price item bundles that are already assigned to the account in case those price items or price item bundles match the search criteria.

  The Search Results section contains the following columns:

  Column Name	Column Description
  Assign	On clicking the Assign () icon, the Price Item Pricing screen appears where you can define a new price item pricing for the account. Note: This column appears when you select the Price Item option from the Search By list.
  Price Item Information	Displays the concatenated string of information about the price item or price item bundle separated by a comma (,). Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item or price item bundle. This column appears only when you select the Price Item option from the Search By list.
  Copy	On clicking the Copy () icon, the Price Item Pricing screen appears where you can define a new price item pricing using an existing price item pricing.
  Pricing Information	Displays the concatenated string of information about the price item pricing separated by a comma (,). Note: This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Price List Information	Displays the concatenated string of information about the price list to which the price item pricing is assigned separated by a comma (,). Note: This column appears only when you select the Price List Pricing option from the Search By list. It has a link. On clicking the link, the Price List screen appears where you can view the details of the respective price list.
  Pricing Parameters	Displays a comma-separated list of parameters using which the price item pricing is defined. The order in which parameter values appear in this column is controlled by the display order (which is defined while associating a parameter with a price item or price item bundle). Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
  Effective Start Date	Displays the date from when the price item pricing is effective. Note: This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Effective End Date	Displays the date till when the price item pricing is effective. Note: This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Pricing Currency	Indicates the currency in which the price item pricing is defined. Note: This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Rate Schedule	Indicates the rate schedule which is used for defining the price item pricing. Note: It has a link. On clicking the link Rate Schedule screen appears where you can view the details of the respective rate schedule. This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Price Assignment Usage	Indicates whether the price item pricing is applicable to all customers or only to new customers. The valid values are: All Customers New Customers Note: This column appears only when you select the Price List Pricing, Account Override Pricing, or Person Override Pricing option from the Search By list.
  Price Assignment Type	Indicates the type of the price item pricing. The valid values are: Regular Post Processing Post Processing - Invoice Based Post Processing - Price Item Based Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
  Account Information	Displays the concatenated string of information about the account to which the price item pricing is assigned separated by a comma (,). In addition, this column has a context menu () icon which helps in navigating to other screens in the application. Note: This column appears only when you select the Account Override Pricing option from the Search By list. It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account. The account information string appears when an algorithm defined using the C1-AC-INFO algorithm type is attached to the Account Information system event in the Algorithms tab of the Installation Options - Framework screen.
  Person Information	Displays the concatenated string of information about the person to which the price item pricing is assigned separated by a comma (,). In addition, this column has a context menu () icon which helps in navigating to other screens in the application. Note: This column appears only when you select the Person Override Pricing option from the Search By list. It has a link. On clicking the link, the Person screen appears where you can view the details of the respective person. The person information string appears when an algorithm defined using the PERS-INFO algorithm type is attached to the Person Information system event in the Algorithms tab of the Installation Options - Framework screen.

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