Siebel Pricing Administration Guide > Creating and Assigning Rate Lists >

Copying and Modifying a Rate List

After creating a rate list, you can copy and modify it to create a new rate list for different types of customers or markets. For example, you might use a rate list named United States Rate List as the starting basis for creating new rate lists for different countries.

First, copy the rate list. This retains the original rate list and creates a new rate list with the same data. Then, modify the data in the copy as necessary.

To modify the data in more elaborate ways, use the transform feature described in the following section, instead of modifying the data manually. For example, you can use the transform feature to convert all the currencies in a rate list to a different currency.

NOTE:  Do not edit the Currency field when you copy and modify a rate list. To modify this field, use the Transform function described in Copying and Transforming a Rate List.

To copy and modify a rate list

1. Navigate to the Administration - Pricing screen > Rate Lists view.
2. In the Rate Lists list, select the rate list you want to copy.
3. In the Rate Lists list, click the menu button, and then click Copy Record.

   A new Rate List record appears, with all of the data from the original rate list, except for the original rate list name.

4. Modify the information in the fields of the rate list record and the rate list line items.

   Either edit the fields directly or click the menu button, and then click Change Records, using the Change Records dialog box to modify the record.

   NOTE:  Do not edit the Currency field directly. To modify this field, use the Transform function, described in the following section.