Viewing the Effective Price Assignments of an Account

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

Prerequisites

To view the effective price assignments of an account, you should have:

  • Price items or price item bundles assigned to the account either directly or through the customer hierarchy

Procedure

To view the effective price assignments of an account:

  1. Search for the account in the Customer 360° View screen.
  2. In the Search Results section, click the Context Menu (The Context Menu Icon) icon corresponding to the account whose effective price assignments you want to view.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Account) screen appears.
  4. View the pricing of the price items or price item bundles assigned to the account (either directly or through the customer hierarchy) in the Effective Price Assignments for Account 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
How to filter the effective price assignments of an account Filtering the Effective Price Assignments of an Account