Copying a Price Item Pricing
Prerequisites
To copy a price item pricing and assign it to a price list, you should have:
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Price list (to which you want to assign the price item pricing) defined in the application
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Price list associated with the division to which the user belongs
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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:
- Search for the price list in the Price List screen.
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In the Search Results section, click
the Price List Pricing () 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.
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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.
- 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.
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Click Search.
A list of price item pricing that meet the search criteria appears in the Search Results section.
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In the Search Results section, click
the Copy () icon in the Copy column corresponding to the price item pricing whose copy
you want to create.
The Price Item Pricing screen appears.
-
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.
- Edit the characteristics of the price item pricing, if required.
-
Click Save.
A new price item pricing is defined and assigned to the price list.
Related Topics
For more information on... | See... |
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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 |