Price Item Pricing

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

The Price Item Pricing zone displays the basic information about the price item pricing. It contains the following sections:

  • Pricing Information - Displays information about the price item pricing. It contains the following fields:

    Field Name Field Description
    Pricing Status Indicates the current status of the price item pricing. The valid values are:

    • Draft - Indicates that the price assignment is created as a draft.

    • Active - Indicates that the price assignment is used for billing.

    • Inactive - Indicates that the price assignment is no longer used for billing.

    • Proposed - Indicates that the price assignment is to be used for quotations.

      Note: The Proposed status indicates that the price assignment is defined for a deal and awaiting approval.

    • Rejected - Indicates that the price assignment is rejected in the system.

    • Template - Indicates that the price assignment is created as a template.

    • Recommended - Indicates that the price assignment is a recommended price assignment.

      Note: The Recommended status indicates that the price assignment is recommended for a deal.
    Pricing Currency Indicates the currency in which the price item pricing is defined.
    Note: It has a link. On clicking the link, the Currency screen appears where you can view the details of the currency.

  • Record Actions - The Record Actions section contains the following buttons:

    Button Name Button Description
    Edit Used to edit the details of the price item pricing.
    Note: The Edit button appears only when the price item pricing is in the Draft status.
    Delete Used to delete the price item pricing.
    Note: The Delete button appears only when the price item pricing is in the Draft status.
    Submit Used to submit the price item pricing for validation and processing.
    Note: The Submit button appears only when the price item pricing is in the Draft status.