Copying a Price Item Pricing

Prerequisites

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

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

  • Price list 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 price list:

  1. Search for the price list in the Price List screen.
  2. In the Search Results section, click the Price List Pricing (The View Icon) icon in the Price List Pricing column corresponding to the price list to which you want to assign a price item pricing.
    The Price List Price Item Pricing screen appears.
  3. 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.
  4. 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 price list.
  5. Click Search.
    A list of price item pricing that meet the search criteria appears in the Search Results section.
  6. 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.
  7. 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, Proposed, or Template status.

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

Related Topics

For more information on... See...
How to search for a price list Searching for a Price List
Price List Price Item Pricing screen Price List Price Item Pricing
Search Price Item zone Search Price Item
How to edit a price item pricing Editing a Price Item Pricing
How to edit characteristics of a price item pricing Editing the Price Assignment Characteristics