To duplicate and override a price:
- In the Reference Desk workspace, click Prices in the left navigation.
You see the Prices workspace with all the available price records. - Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
- From the Date drop-down list, select Effective Date or Process Date and then click on the Calendar icon and select a date.
- Select any additional search criteria and then click the Search button.
You see a list of price records based on the criteria you selected. - Select the price record you want to duplicate and from the right-click menu select Duplicate and Override.
You see the Duplicate & Override Price dialog box. - Use the calendars to find the most recent price to duplicate, and then click Find.
- Select a Reason Code from the drop-down list.
- Optionally, add any Comments and/or Attachments to the selected record.
- Click Save.
To duplicate and override all:
- In the Reference Desk workspace, click Prices in the left navigation.
You see the Prices workspace with all the available price records. - Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
- From the Date drop-down list, select Effective Date or Process Date and then click on the Calendar icon and select a date.
- Select any additional search criteria and then click the Search button.
You see a list of price records based on the criteria you selected. - Select the price record you want to duplicate and from the right-click menu select Duplicate and Override All.
You see the Duplicate & Override All Prices dialog box. - Use the calendars to enter the Copy Date.
- Select a Reason Code from the drop-down list.
- Optionally, add any Comments and/or Attachments to the selected record.
- Click Save.
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