Copying a Price Item Pricing

Note: This topic is not applicable for the health insurance business.

Prerequisites

To copy a price item pricing and assign it to a person, you should have:

  • Person (to which you want to assign the price item pricing) defined in the application

  • Person associated with the division to which the user belongs

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

Procedure

To copy a price item pricing and assign it to a person:

  1. Search for the person in the Customer 360° View screen.
  2. In the Search Results section, click the Show Context Menu (The Context Menu Icon) icon corresponding to the person whose details you want to view.
    A menu appears.
  3. Click the Go To Effective Pricing menu option.
    The Pricing (Person) screen appears.
  4. In the Search Price Item zone, select the required option from the Search By list to indicate whether you want to search price item pricing assigned to an account, person, or a price list.
    The fields in the Search Criteria section change depending on the option that you select from the Search By list.
  5. Enter the search criteria in the Search Price Item zone to search for the price item pricing whose copy you want to create and assign it to the person.
  6. Click Search.
    A list of price assignments that meet the search criteria appears in the Search Results section.
  7. In the Search Results section, click the Copy (The Duplicate Icon) icon in the Copy column corresponding to the price item pricing whose copy you want to create.
    The Price Item Pricing screen appears.
  8. Modify the required pricing details.
    Note:

    If you change the effective start and end dates while copying a price item pricing, you need to specify the parameters which are effective during that date range.

    While copying a price item pricing, you can not only edit the existing tiering combination details, but can also add additional tiering combinations until the maximum tiering combinations limit is met.

    If you are creating a copy of active, proposed, inactive, rejected, or template price item pricing, you can save the new price item pricing in the Active orProposed status.

  9. Edit the characteristics of the price item pricing, if required.
  10. Click Save.
    A new price item pricing is defined and assigned to the person.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Pricing (Person) screen Pricing (Person)
Search Price Item zone Search Price Item or Price Item Pricing
How to edit a price item pricing of a person Editing a Price Item Pricing of a Person
How to define a characteristic for a price item pricing Defining a Characteristic for a Price Item Pricing