Pricing Review Process groups 43 related components across Custom Lists / Custom Records / Custom Segments / Custom Transaction Types. The configuration centers on custom lists and includes configuration records that support the process.
How the pieces work together
- This configuration has 43 documented components, with the strongest activity in Custom Lists, Custom Records, Custom Segments.
- Review the scripts and workflows first when changing how pricing review process behaves.
- Use the fields, lists, records, and searches as supporting configuration for the process.
Components
| Component | Type | Role in this configuration |
|---|---|---|
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Pricing Review Process Status List | Custom List | Defines selectable values used by pricing review process. |
| Approval Matrix | Custom Record Type | Stores setup data used by pricing review process. |
| Processing Queue | Custom Record Type | Stores setup data used by pricing review process. |
| Demo Region | Custom Segment | Supports pricing review process. |
| Demo Channel | Custom Segment | Supports pricing review process. |
| Demo Adjustment | Custom Transaction Type | Supports pricing review process. |
| Demo Request | Custom Transaction Type | Supports pricing review process. |
| Pricing Review Process Review Search 150 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 42 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 242 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 34 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 221 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 123 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 254 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 227 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 187 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 182 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 194 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 155 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 60 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 65 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 35 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 186 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 125 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 61 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 68 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 66 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 168 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 7 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 5 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 154 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 77 | Saved Search | Surfaces records that need review for pricing review process. |
| Pricing Review Process Review Search 85 | Saved Search | Surfaces records that need review for pricing review process. |
What to review first
- Confirm the process owner understands the components listed above.
- Review scripts and workflows before changing supporting fields or searches.
- Validate saved searches and fields after any workflow or script change.