Copy a Price Record

Use the Price-Contract Maintenance (PCM) program to enter or change, copy, and delete price records. With the copy option, you can create a new record that has a different effective date, pricing branch, or currency, or is for a different item or customer. See Background and Road Map for more information.

  1. Select Prices and click OK. The program displays the pricing methods set up in the Price Hierarchy Maintenance (PHM) program.

  2. Select the pricing method for the record you want to copy.

  3. Select the price record that you want to copy and click Copy.

  4. Enter or change data in these fields for the new record:

Field Name

Type / Max Length

Action / Description

The name of the first field depends on your pricing hierarchy

Required

Enter the customer number or item number or click the Lookup icon and use the standard lookup options to select the customer from a list.

Select the customer price class, customer type, item price class, product class, or product subclass.

Branch

Required
4 alphanumeric

Accept the displayed branch or select another.

Sales UOM

Required
4 alphanumeric

Accept the displayed unit of measure or select another.

Currency

Required
2 alphanumeric

Accept the displayed currency or select another.

This field is available only if you activated the multi-currency feature during installation or conversion.

Effective date

Required
10 date

Accept the displayed date on which this pricing goes into effect, select a different date, enter a date shortcut, or leave blank to use 01/01/1900.

  1. Enter or change data in these fields for the new record:

Field Name

Type / Max Length

Action / Description

Expiration date

Optional
10 date

Select the date on which this pricing expires, enter a date shortcut, or leave blank to use 12/31/9999.

Sugg list price

Optional
14 numeric in the format 999999999.99999

Accept the displayed selling price or enter a different suggested list price. This field is not used by the system, but you can use it in custom reports.

No charge item?

Optional

Select if the price that you want to display for this item is 0.00 or leave blank if you want to set another price.

  1. Change the pricing structure fields that are different for this new record. See Enter a Price Record.