Searching for and Displaying Price Lists
To Search for a Price List
- Click Price Lists in the Pricing Administration panel on the Comergent eBusiness System home page.
This displays the Price List Search Page (see Figure 376).
- Search for the price list(s).
- Enter search criteria. You can use an asterisk (*) wild card character with all criteria to perform a wild card search.
TABLE 39. Price List Search Fields
|
|
|
Enter the name of the price list. |
|
You can search for price lists by specifying an effectivity date. Only those price lists that are effective on that date are displayed. Click the calendar icon to select the date you want. |
|
You can search for price lists by one or more currency. |
|
You can search for price lists by one or more customer types: |
|
You can search for either active or inactive price lists or include both in your search. |
- Click Search.
You can also click Show All to display all the price lists in the system or you can click Advanced Search to perform a more custom search for a price list. See Advanced Search for Price Lists for more details.
The search results are displayed as a list on the Price List Search page.
|
Partner administrators will only see price lists created by partner administrators in their own organization. |
- In the list of results, find the list whose details you want to view.
- In the Price List Name column, click the name of the price list to view its details.
This displays the Price List Detail page for that list.
The Price List Detail page comprises the following tabs:
- Assign Products: use this tab to add products to the price list. You can search for a specific product or for products that belong to a specific product category.
- Mass Update: use this tab to perform bulk operations on the price list. For example, you can increase the prices on the price list by a fixed or percentage amount.
- View Organization Assignments: use this tab to view the assignment of this price list to partners.
You can use a business rule to set the number of rows that are displayed in the pricing list. See CHAPTER 38, Business Rules Administration.
Advanced Search for Price Lists
By clicking Advanced Search on the Price List Search page, you can perform a more detailed search for a price list.
You can search using the following criteria:
TABLE 41. Price List Advanced Search Criteria
|
|
|
Enter a string. You can use * to denote a wild card. The search will return all price lists whose name matches the search string. For example, if you enter Com*, then price lists with names such as Commercial and Communications are found. |
|
Enter a string. You can use * to denote a wild card. The search will return all price lists that are assigned to a partner whose name matches the search string. |
|
Select Active, Inactive, or Active and Inactive. |
|
Enter a product ID. You can use * to denote a wild card. The search returns all price lists that have a product whose product ID matches the search string. For example, if you enter MXWS*, then price lists with products such as MXWS-7500 and MXWS-OLP are found. |
|
Select one or more customer types. Price lists with these customer types are returned. |
|
Select one or more currencies. Price lists with these currencies are returned. |
|
Enter a Starting Date, Ending Date, or both. If you specify only a Starting Date, then all price lists whose start date is before the specified Starting Date are returned. If you specify only an Ending Date, then all price lists whose end date is after the specified Ending Date are returned. If you specify both, then all price lists that are effective between the your specified dates are returned. Note that price lists must be effective for the entire interval. |
If you provide more than one search criteria, then the search returns only those price lists that match all the specified criteria.