Copy prices to a worksheet

You can use the Sales price worksheets (AR202010) window to copy to a worksheet the price records of items that meet particular criteria.
For the copied price records, you can change the currency, price type, and code.

1. Go to the Sales price worksheets (AR202010) window.
2. By using the standard functionality of this window, create a new worksheet or open an existing one.
   For details, see: Create a worksheet.
3. Click Copy prices in the table toolbar.
4. In the Copy prices dialog box that is brought up, do the following:
   1. In the Source area of the dialog box, specify the selection criteria the system uses to window the list of stock items for which you want to copy price records:
      • In the Price type field, select one of the following options as the type of the price records to be copied:
        • Base:
          To copy base price records. For this price type, you do not need to specify a price code.
        • Customer:
          To copy customer-specific price records. For this price type, you must select a price code in the Price code field.
          In this case, the price codes are the identifiers of the customer accounts defined in the system.
        • Customer price class:
          To copy price records specific to a price class. For this price type, you must select a price code in the Price code field.
          In this case, the price codes are the identifiers of the customer price classes defined in the system.
      • If you have selected Base in the Price type field, skip this step; otherwise, in the Price code field, select a price code, as described above.
      • In the Source currency field, select the currency of the price records to be copied.
      • In the Effective as of field, select the date that the effective date of the item prices should match.
      • Optional: Select the Promotional prices check box if you want to copy promotional price records.
   2. In the Destination area, do the following:

      The values specified in this area will be applied to all new price records when you copy the prices.

      1. In the Price type field, select the type of the price, which is one of the following options:
         • Base:
           To add base price records.
           Base prices are used if there are no more specific prices defined (promotional or customer-specific).
           For this price type, you don't need to specify a price code.
         • Customer:
           To add customer-specific price records.
           For this price type, you must select a price code in the Price code field.
           In this case, the price codes are the identifiers of the customer accounts defined in the system.
         • Customer price class:
           To add price records specific to a price class.
           For this price type, you must select a price code in the Price code field.
           In this case, the price codes are the identifiers of the customer price classes defined in the system.
      2. If you have selected Base in the Price type field, skip this step; otherwise, in the Price code field, select a price code, as described above.
      3. In the Destination currency field, select the currency of the price.
   3. If the Source currency and Destination currency values differ, in the Currency conversion area, do the following:
      • In the Rate type field, select the rate type to be used for currency conversion.
      • In the Currency effective date field, select the date when the exchange rate for the destination currency becomes effective.
5. Do one of the following:
   • Click Copy to add to the worksheet the copied price records with the new values and close the dialog box.
   • Click Cancel to close the dialog box without adding price records.
6. In the window toolbar, click .