This topic shows you how to copy the information from one price sheet to another. You can segment price sheets by discount class, and copy a discount class to another discount class. Copying allows you to maintain most information on a price sheet while changing only the information necessary.
Copy price sheet information for the following reasons:
You want to maintain the same pricing information from one price sheet to another, but change the effective date.
You want to offer promotional prices for a time, then return to charging the previous prices.
You want to copy pricing information from one discount classes to another.
This topic includes the following procedures:
To copy all price sheet information from one price sheet to another:
From the Maintenance > Price Maintenance menu, select Price Sheet Entry to display the Price Sheet Entry window.
In the Price Line field, enter the price line that contains the price sheet you want to copy.
Select File > Copy Pricesheet, and select the price sheet to which you want to apply the copied information, then select one of the following:
The effective date to which to copy the information. The system prompts you to enter the number of price or cost bases to copy.
NEW/CHANGE - To copy the information to a new effective date. Enter the Purge Age (days) in the field provided, then enter the new effective date in the first blank row.
Click OK to copy the information and return to the Price Sheet Entry window.
To copy the discount class from one price sheet to another:
From the Maintenance > Price Maintenance menu select Price Sheet Entry to display the Price Sheet Entry window.
In the Price Line field, enter the price line that contains the price sheet from which you want to copy the discount class.
Select File > Copy to Discount Class to display a list of discount classes applied to the price sheet.
Select the discount class to copy.
The system copies the discount class you entered in step 3 to the price sheet containing the discount class you select.
Make changes as necessary to any of the Price Sheet Entry fields.
See Also: