Filter Price Lists According to Levels

To use the Price lists submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To filter the price lists according to levels:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click Price Lists & Activities > Price Lists.
  3. On the Price List Setup tab, select any of the following filters:
    • All: Use this filter to view all levels of price lists.
    • Basic: Use this filter to view all basic price lists.
    • Activity: Use this filter to view all activity price lists.
    • Exceptions: Use this filter to view all exception price lists. This includes price lists from all source types except Basic Price and Activity Price.