Copying a Price List

Instead of creating a price list from scratch, you can create a new price list using an existing price list. This is possible through copying a price list. On copying a price list, the details including the pricing parameters, divisions, characteristics, eligibility criteria, and the assigned price items are copied to the new price list. You can then edit the details, if required.

Prerequisites

To copy a price list, you should have:

  • Price list (whose copy you want to create) defined in the application

  • Price list (whose copy you want to create) associated with the division to which the user belongs

Procedure

To copy a price list:

  1. Search for the price list in the Price List screen.
  2. In the Search Results section, click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the price list using which you want to define a new price list.

    The Price List screen appears. It contains the following sections:

    • Main - Used to specify basic details about the price list.

    • Hierarchy - Used to define parent price list for the price list for a particular duration.

    • Divisions - Used to associate price list with one or more divisions.

    • Eligibility Criteria - Used to define eligibility criteria for price list.

    • Characteristics - Used to define the characteristics (which are applicable across divisions) for the price list.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Price List Description Used to specify the description for the price list. Yes
    Effective Start Date Used to specify the date from when the price list is effective Yes
    Effective End Date Used to specify the date till when the price list is effective. No
    Price List Type Used to indicate the type of the price list. The valid values are:

    • Standard

    • Promotional

    		 Yes
    Global Price List Used to Indicate whether the price list is a global price list. The valid values are:

    • Yes

    • No

    		 Yes
    Availability Start Date Used to specify the date from when the price list is available for assignment to an account or a person. Yes
    Availability End date Used to specify the date till when the price list is available for assignment to an account or a person. No
    Available for Deal Pricing Used to indicate whether the price list is available for deal pricing or not. No
    Standard for Deal Pricing Used to indicate whether the price list is applicable for defining costs or floor and ceil limits or commitments at the time of deal pricing. No
    Validity Period (in Days) Used to specify the period in days for which the price list is valid. It is used to calculate price list assignment validity end date while assigning the price list to an account or a person. Yes
    Status Used to indicate the status of the price list. The valid values are:

    • Active

    • Proposed

    • Template

    		 Yes
    Copy Pricing Used to indicate whether you want to copy the pricing information to the price list. The valid values are:

    • All

    • None

    		 Yes (Conditional)
  3. Enter the required details in the Main section.
  4. Add, edit, or remove the parent price list details, if required.
  5. Associate or disassociate the price list from the required divisions.
  6. Define, edit, or remove the price list eligibility criteria and parameter eligibility criteria for price list in the, if required.
  7. Define, edit, or remove characteristics of the price list, if required.
  8. Click Save.
    The new price list is defined.
    Note: The price list ID is generated automatically when the price list is defined.

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
How to define the price list hierarchy Defining the Price List Hierarchy
How to define a characteristic for a price list Defining a Characteristic for a Price List
How to associate a price list with a division Associating a Price List with a Division
How to define eligibility criteria for the price list Defining Eligibility Criteria for a Price List