Copy a price list

A pricing organization user can create a new price list from an existing price list by copying it. When a user copies a price list, all the items and prices defined in the original price list are copied to the new price list.

About this task

Note: The status of the new price list created using the copying function will be set to INACTIVE even if the status of the price list from which it is copied is ACTIVE.

To copy a price list:

Procedure

  1. Navigate to the Price List Search screen. To navigate to the Price List Search screen, perform the following steps:
    1. Log in to Sterling Business Center as Pricing Administrator.
    2. The application home page is displayed. Click the Pricing tab.
    3. From the Pricing home page, click Find Price List in the Pricing dashlet. The Price List Search screen is displayed.
  2. In the Basic Price List Search panel, enter the search criteria and click Search to perform a basic search. Alternatively, click Advanced Search, enter the search criteria, and click Search to perform an advanced search.
  3. If there is only one price list matching the search criteria, the Price List Summary screen is displayed. Click the Copy Price List related task. If there are multiple price lists matching the search criteria, the list of price lists is displayed. Perform either of the following tasks:
    • Select the price list you want to copy by selecting the corresponding check box, and click Copy.
      Note: You can copy only one price list at a time.
    • Click the Price List ID hyperlink or double-click the row corresponding to the price list you want to copy. In the Price List Summary screen, click the Copy Price List related task.
  4. The Copy Price List dialog box is displayed. In the New Price List ID* box, enter a unique identifier for the new price list.
  5. Click Create.

    The Price List Summary screen pertaining to the new price list is displayed.

    Note: * indicates that the field is mandatory.