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 allows you to 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% 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 model to a price list, changing some or all product prices depending on the model. For more information about pricing models, see Creating Pricing Models and Pricing Factors.
• Change certain types of attribute-based price adjustments by the percentage you specify, using the Deep Copy option. This option applies only to attribute-based pricing for customizable products. For more information, see Setting Up Attribute-Based Pricing.

The Transform function transforms the list price as well as the promotional price fields when the transformations do not include a pricing model. If a transformation includes a pricing model, then it applies to the list price field only. You can change the promotional prices manually.

NOTE:  If you use a pricing model to transform a price list, that pricing model should contain only single, matrix-based, or script-based type factors; it should not include any bundling or aggregate type factors. The purpose of a pricing model in the Transform operation is to modify the prices of single price list line items. Bundling or aggregate type pricing factors cannot do this because they apply to multiple line items.

CAUTION:  To transform a price list, first make a copy of the Price List, and then transform the copy.

To transform a price list

1. Copy the price list you want to transform, using the procedure in the section Copying and Modifying a Price List, but do not modify the price list.
2. Click the Transform button.

   The Transform Price List form appears.

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

   Table 3.  Transform Price List Form Fields

   Field	Explanation
   Transformed Price List Name	Required. The name of the transformed price list. The default is the name of the copied price list.
   Currency Code	Required. The currency to be used for prices in the transformed price list. The default is the currency of the copied price list; if you are not changing currencies, keep the default.
   Exchange Date	Required, 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.
   Prorate %	Required. 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%, you would enter 130. To decrease all list prices by 20%, you would enter 80. The default is 100%, and if you do not want to change prices, you should keep this default.
   Deep Copy Attribute Tables	Optional. Check this box to the attribute-based pricing tables associated with this price list and apply the Prorate % and currency conversion fields to them. For more information, see Using the Deep Copy Option to Transform Price Lists.
   Transforming Pricing Model	Optional. Select the name of the pricing model to be applied to all line items in the specified price list. For more information about pricing models, see Creating Pricing Models and Pricing Factors.
   Account	Optional. If you used the Transforming Pricing Model field to specify a pricing model that includes pricing factors based on an account, you must use this field to select the specific account.
   Additional Data for Transformation	Optional. The extra space on this form is provided so that you configure the form to add drop-down lists for selecting additional fields to be used by Pricing Factors, similar to the list provided for specifying Accounts. For more information, see Configuring the Transform Price List Form to Use Additional Data.

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