Duplicate Prices

To duplicate and override a price:

1. In the Reference Desk workspace, click Prices in the left navigation.
   You see the Prices workspace with all the available price records.
2. Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
3. From the Date drop-down list, select Effective Date or Process Date and then click on the Calendar icon and select a date.
4. Select any additional search criteria and then click the Search button.
   You see a list of price records based on the criteria you selected.
5. 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.
   
6. Use the calendars to find the most recent price to duplicate, and then click Find.
7. Select a Reason Code from the drop-down list.
8. Optionally, add any Comments and/or Attachments to the selected security.
9. Click Save.

To duplicate and override all:

1. In the Reference Desk workspace, click Prices in the left navigation.
   You see the Prices workspace with all the available price records.
2. Click the View Data By drop down and select Vendor Prices or Gold Copy prices from the drop-down list.
3. From the Date drop-down list, select Effective Date or Process Date and then click on the Calendar icon and select a date.
4. Select any additional search criteria and then click the Search button.
   You see a list of price records based on the criteria you selected.
5. 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.
   
6. Use the calendars to enter the Copy Date.
7. Select a Reason Code from the drop-down list.
8. Optionally, add any Comments and/or Attachments to the selected record.
9. Click Save.