Copy a manual pricing rule

A pricing organization user can create a new manual pricing rule by creating a copy of an existing rule.

About this task

When a user copies a manual pricing rule, all the conditions and effects defined in the original manual pricing rule are copied to the new manual pricing rule.

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

To copy a manual pricing rule:

Procedure

  1. Navigate to the Manual Pricing Rule Search screen. To navigate to the Manual Pricing Rule 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 Manual Pricing Rule in the Pricing dashlet. The Manual Pricing Rule Search screen is displayed.
  2. 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 only one manual pricing rule matches the search criteria, the Manual Pricing Rule Summary screen is displayed. Click the Copy Manual Pricing Rule related task.

    If multiple manual pricing rules matches the search criteria, the list of manual pricing rules is displayed. Perform either of the following tasks:

    • Select the manual pricing rule you want to copy by selecting the corresponding check box, and click Copy.
      Note: You can copy only one manual pricing rule at a time.
    • Click the Rule ID hyperlink or double-click the row corresponding to the manual pricing rule you want to copy. In the Manual Pricing Rule Summary screen, click the Copy Manual Pricing Rule related task.
  4. The Copy Manual Pricing Rule dialog box is displayed. In the New Rule ID* box, enter a unique identifier for the new manual pricing rule.
  5. Click Create.

    The Manual Pricing Rule Summary screen pertaining to the new manual pricing rule is displayed.

    Note: * indicates that the field is mandatory.