Pricing Administration Guide > Creating and Assigning Price Lists >

Copying and Transforming a Price List

The Transform function allows you to transform a copy of an existing price list by making sweeping price changes to product prices. It lets you change every list price without modifying each individual line item separately. Using the Transform options, you can:

  • Change all list prices by the percentage you specify. For example, you can increase all list prices to 130 percent of their previous value.
  • Convert all list prices to a different currency. You specify the currency and the conversion date, and the prices are converted automatically.
  • Apply a pricing procedure to a price list, changing some or all product prices depending on the design of the procedure. To do this, you must create the pricing procedure before you do the transformation. For more information on creating pricing procedures, see Siebel Order Management Infrastructure Guide.

The Transform function transforms the list price as well as the promotional price fields.

To transform a price list

  1. Select the price list you want to use as a basis for the new price list.
  2. From the Price List menu, select Transform.

    The Transform Price List form appears.

  3. Enter information in the Transform Price List form, as described in the following table, and then click Transform.

    Source Price List Name

    Enter the name of the price list to be transformed.

    Destination Price List

    Enter the name of the price list resulting from transforming the Source Price List.

    Currency Code

    Select the currency you want to use for prices in the transformed price list. The default value is the currency of the copied price list; if you are not changing currencies, keep the default.

    Exchange Date

    If you are converting currencies, enter the date for the currency exchange rate. The system will use the exchange rate on that day to convert currency.

    Markup or Discount %

    Enter a percentage to be applied to the list price for each product in the price list. For example, to increase all list prices by 30 percent, you would enter 130. To decrease all list prices by 20 percent, you would enter 80. The default value is 100 percent; if you do not want to change prices, keep this default.

    Pricing Procedure

    If you are using a pricing procedure to transform the prices, select the Workflow that calls the pricing procedure.

NOTE:  After clicking the Transform button to change the data, be sure to validate your results.

Pricing Administration Guide