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Documentation

Listing Pricelist Templates

You can view a list of your pricelist templates.

  1. Sign in as described in Signing In To the Partner Portal and navigate to Pricing > Transaction pricelist templates.

    The Transaction pricelist templates page appears.

    listing-pricelist-templates-flow-1.png
  2. Modify the display by doing the following:

    • To add or remove columns, click the Choose Columns icon at the top right. The icon has three vertical bars. On the Choose Columns drop-down, check the box for the columns you want to appear on screen and click Apply.

    • Click and drag the column headers in the Choose Columns drop-down to change the column order and click Apply.

  3. Other things you can do:

    • To filter the list, click the Search field at the top. Select a filter from the drop-down to the left of the search bar. Select a filter and type a value, or type a free text string. Then click the magnifying glass icon.

    • To clear a filter, delete the text in the Search field and click the magnifying glass icon.

    • To apply an advanced filter, click the Filter icon at the top right. In the Filter window, select a field and a condition, and enter a value. To define an additional filter, click + Add Filter and fill in the field, condition, and value. Then click Apply.

    • To clear an advanced filter, click the Filter icon, and click the Trash icon next to the listed filter. Then click Apply.

    • To view additional columns, move the horizontal scroll bar at the bottom of the page.

    • To scroll through the lines of the table, move the vertical scroll bar at the right side of the page.

The following table describes the fields in the Transaction pricelist template page.

Field

Description

Template token

ID of the template. String starting with ptmp_.

Pricelist Name

The name of the pricelist template. Defined by the partner.

Partner Pricing

ID of the pricing. A reference defined by the partner.

Transaction Type

The type of transaction associated with the pricelist.

Transaction Currency

The currency of the transaction. Defined by an ISO 4217 code.

Settlement Currency

The currency of the settlement. Defined by an ISO 4217 code.

Method

The method used for the pricelist template.

Created On

The date and time the pricelist template was created.

Created By

The user profile that created the pricelist template.

Updated On

The date and time the pricelist template was updated.