Viewing the Effective Price Assignments of a Person
Note: This topic is not applicable for
the health insurance business.
Prerequisites
To view the effective price assignments of a person, you should have:
-
Price items or price item bundles assigned to the person either directly or through the customer hierarchy
Procedure
To view the effective price assignments of a person:
- Search for the person in the Customer 360° View screen.
-
In the Search Results section, click the Context
Menu (
) icon corresponding to the person whose effective price assignments you want to
view.
A menu appears. -
Click the Go To Effective Pricing menu option.
The Pricing (Person) screen appears.
- View the pricing of the price items or price item bundles assigned to the person (either directly or through the customer hierarchy) in the Effective Price Assignments for Person zone.
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a person | Searching for a Person |
| Pricing (Person) screen | Pricing (Person) |
| Effective Price Assignments for Person zone | Effective Price Assignments for Person |
| How to filter the effective price assignments of a person | Filtering the Effective Price Assignments of a Person |