Bookshelf v7.5: Copying and Transforming a Rate List

Pricing Administration Guide > Creating and Assigning Rate Lists >

Copying and Transforming a Rate List

The Transform function allows you to transform a copy of an existing rate list by making sweeping changes to rates. It allows you to change every rate 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.

Caution: To transform a rate list, first make a copy of the Rate List, and then transform the copy.

To transform a rate list

Copy the rate list you want to transform, using the procedure in the section Copying and Modifying a Rate List, but do not modify the rate list.

Click the Transform button.

The Transform Rate List form appears.

Enter information in the Transform Rate List form, as described in Table 6, and then click the Transform button.

Table 6. Transform Rate List Form Fields
Field	Explanation
Transformed Rate List Name	Required. The name of the transformed rate list. The default is the name of the copied rate list that you are transforming.
Currency Code	Required. The currency to be used for prices in the transformed rate list. The default is the currency of the copied rate 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 rate 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.