Price Item Pricing (Used for Viewing)

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

Once the pricing is defined for a price item which is assigned to an account, person, or price list, the Price Item Pricing screen allows you to:

  • Edit the details of a price item pricing

    Note: You can edit the details of a price item pricing only when it is in the Draft, Proposed, or Template status.

  • Delete a price item pricing

    Note: You can delete a price item pricing only when it is in the Draft, Proposed, or Template status.

  • Submit a price item pricing for approval

    Note: You can submit a price item pricing for approval only when it is in the Draft, Proposed, or Template status.

  • View the details of price components of the rate component

  • View the details of tiering criteria, pricing eligibility criteria of a price component

  • Add price components of the rate components

    Note: You can add price components of the rate components for a price item pricing only when it is in the Draft, Proposed, or Template status.

  • Add tiering components, pricing eligibility criteria of the price components

    Note: You can add tiering components, pricing eligibility criteria of the price components for a price item pricing only when it is in the Draft, Proposed, or Template status.

  • Edit and delete the price components, tiering criteria, pricing eligibility criteria

    Note: You can edit and delete the price components, tiering criteria, pricing eligibility criteria for a price item pricing only when it is in the Draft, Proposed, or Template status.
Note:
When the price assignment is in Draft status and when:

  • Approval workflow is off then status is changed from Draft to Active.

  • Approval workflow is on then status is changed from Draft to Pending In Approval.

The Price Item Pricing screen contains the following zones:

  • Price Item Pricing

  • Price Item Pricing

  • Price Assignment Tree

  • Price Component
    Note: By default, the Price Component zone does not appear in the Price Item Pricing screen. It appears only when you click the Add (The Add Icon) icon corresponding to the rate component in the Price Assignment Tree zone and when the status of the price item pricing is Draft, Proposed, or Template.

  • Two-Dimensional Pricing

    Note: The Two-Dimensional Pricing zone appears in the Price Item Pricing screen only when the Two-Dimensional option is selected from the Pricing Rule Type field and when the tiering type of the rate component which is used while defining the price item pricing is not set to Flat.

Related Topics

For more information on... See...
How to define a price item pricing Defining a Price Item Pricing
How to edit the details of a price item pricing Editing a Price Item Pricing
How to delete the details of a price item pricing Deleting a Price Item Pricing
How to override a price item pricing Overriding a Price Item Pricing
How to edit a two-dimensional pricing Editing the Two-Dimensional Pricing
How to submit a price item pricing for processing Submitting a Price Item Pricing
How to view the details of price components of the rate component Viewing the Price Components of a Rate Component
How to view the details of tiering criteria of the price component Viewing the Tiering Criteria of a Price Component
How to view the details of pricing eligibility criteria of the price component Viewing the Pricing Eligibility Criteria of a Price Component
How to define the price components of the rate component Defining a Price Component for a Rate Component
How to define the tiering criteria of the price component Defining a Tiering Criteria for a Price Component
How to define the pricing eligibility criteria of the price component Defining a Pricing Eligibility Criteria for a Price Component
How to edit the price components Editing a Price Component
How to edit the tiering criteria Editing a Tiering Criteria of a Price Component
How to edit the pricing eligibility criteria Editing a Pricing Eligibility Criteria of a Price Component
How to delete the price components Deleting a Price Component
How to delete the tiering criteria Deleting a Tiering Criteria of a Price Component
How to delete the pricing eligibility criteria Deleting a Pricing Eligibility Criteria of a Price Component

Parent topic: Pricing Management