Price Services tab

Use the Price Services tab to view and manage the implementation specific configuration of the real time Price and Availability web services. See Back Office

Note: The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?

To access the Price Services tab, on the Back Office detail view, click the Price Services tab. See Using the Back Office detail view

On this page, you can:

  • View the Price Service details: Click the Name to access the Price Service detail view. See Using the Price Service detail view
  • Add a price service:
    1. Click Add BOE PA Service.
    2. Follow these steps for adding a price service. See Modifying or customizing a Price Service
  • Modify a Price Service:
    • Select Customize to unlock and modify the Price Service content.
    • Select the Price Service name to access the Price Service detail view. (Customized price services are editable in the Price Service detail view. For more information, see Using the Price Service detail view.)
    • However, content is not modifiable in the Price Service tab grid.

  • This view contains the following columns:

    Field Name Description
    Customize or Edit Unlock the out-of-the-box default price services by clicking the Customize link for the price service.
    Name The Name of the Price service.
    Description A description of the price service.
    Action ERP specific action string for the specific Price Service.
    Custom This check box is selected if the record is customized.
    Active This check box is selected to enable the price service.
Note: To implement Prospect Pricing for opportunities, quotes, and sales orders of unpromoted accounts, in the Add/Edit Back Office Accounting Entity dialog box, you must define the Default Customer ID field with the ERP-based customer number to use for price service requests of opportunities, quotes, and sales orders of unpromoted accounts. See Editing an Accounting Entity (Back Office Extension)