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 that suits 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 you copy the rate list. This retains the original rate list and creates a new rate list with the same data.

Then you modify the data in the copy as necessary.

To modify the data in more elaborate ways, you should use the Transform button, described in the following section, rather than modifying the data manually. For example, you can use the Transform function 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. From the application-level menu, choose View > Site Map > Pricing Administration > Rate List.
2. In the Rate Lists list, select the rate list you want to copy.
3. In the Rate Lists list, click the menu button, 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, described in Table 4 and the rate list line items, described in Table 5.

   Either edit the fields directly or click the menu button, then click Change Records, and use 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.