Quick Copy Price Agreements to Update for a New Period

There is a need to routinely update some price agreements on a weekly, monthly, or yearly basis. The Copy to Next Period option is used to accomplish this quickly.

1) From any price agreements screen, select the agreements to be copied and updated, then select Copy to next period. 

Price agreements for a single product or multiple products can be selected, but a few rules apply: 

  • Selected price agreements must have a Valid from and Valid before date
  • Selected price agreements must have the same Valid from and Valid before dates
  • Selected price agreements must have a price 

2) Review the new Valid from and Valid before dates and add new prices.

The system will automatically set the next Valid from and Valid before dates based on the time between the previous dates:

  • If the day of Valid from and Valid before date is the same, the system counts the number of months between the two dates to create a new date range for the next period.

    01-Jan-15 -- 01-Feb-15 returns 01-Feb-15 -- 01-Mar-15 (one month period)

    01-Jan-14 -- 01-Jan-15 returns 01-Jan-15 -- 01-Jan-16 (one year period)

  • If the day of Valid from and Valid before date is different, the system counts the number of days between the two dates to create a new date range for the next period.

    03-Dec-15 -- 11-Dec-15 returns 11-Dec-15 -- 19-Dec-15 (one week period)
     

In the example above, the original price agreements had a valid range of 24 months, so the new agreements are created for the next 24 months.