Customer Price List Change

Yahoo Archive
1
Hi Aaron,



What we usually do is name the price list by year. Therefore, in your
scenario, you would call it Standard 2013 and assign the new effective
dates to that price list. Did this not work for you because you have
the standard price list assigned to customers, as then you would have to
remove and assign the new price list to each customer. That is what we
ran into.



Regards,

Sigfredo.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Aaron
Sent: Friday, May 03, 2013 11:37 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Price List Change





Hi gang,

Groundwork first, we're running 9.05.700C.

We have a Price List called "Standard" that's slated to end on
6/30/2013. We have an Excel workbook with all the updated prices we
intend to use on 7/1/2013. BTW, it imports fine into our test
environment.

What's the best way to switch over to the new prices? We don't want to
have to change the Price List name. I don't see a way to pre-load the
new prices for an automatic switch over on 7/1.

-Aaron





[Non-text portions of this message have been removed]
2
Hi gang,

Groundwork first, we're running 9.05.700C.

We have a Price List called "Standard" that's slated to end on 6/30/2013. We have an Excel workbook with all the updated prices we intend to use on 7/1/2013. BTW, it imports fine into our test environment.

What's the best way to switch over to the new prices? We don't want to have to change the Price List name. I don't see a way to pre-load the new prices for an automatic switch over on 7/1.

-Aaron