Customer Item pricing Search

Inorder to findout the Item pricing used for a particular customer, needs to create a customer saved search for the same. The saved search will shows the item pricing used for the customers on the Item pricing sub tab of financial tab in customer records.

Lists > Search > Saved Search > New > Customer

Criteria : Standard tab > Item pricing level

Results : Columns > Field > ID, Name (Summary type – Group), Item Pricing level, Pricing Item

Save and Run

Check the customer records under the Item pricing tab of the financial sub tab

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