Copy a pricing rule

A pricing organization user can create a new pricing rule from an existing pricing rule by copying it.

About this task

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

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

To copy a pricing rule:

Procedure

  1. Navigate to the Pricing Rule Search screen. To navigate to the 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 Pricing Rule in the Pricing dashlet. The 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 there is only one pricing rule matching the search criteria, the Pricing Rule Summary screen is displayed. Click the Copy Price List related task. If there are multiple pricing rules matching the search criteria, the list of pricing rules is displayed. Perform either of the following tasks:
    • Select the pricing rule you want to copy by selecting the corresponding check box, and click Copy.
      Note: You can copy only one pricing rule at a time.
    • Click the Rule ID hyperlink or double-click the row corresponding to the pricing rule you want to copy. In the Pricing Rule Summary screen, click the Copy Pricing Rule related task.
  4. The Copy Pricing Rule dialog box is displayed. In the New Rule ID* box, enter a unique identifier for the new pricing rule.
  5. Click Create.

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

    Note: * indicates that the field is mandatory.