Price structure and Contracts within GoodX: Copy custom pricelist information between price list collections

Price structure and Contracts within GoodX

What this tool does

This tool allows the user to copy custom data from a source collection to target collection.

User selects a source collection, pricelists and data fields that need to be copied.

Use-case example

ICD-10 codes linked to tariff codes can be copied across calendar years.

Warnings and limitations

It is assumed that the source collection and target collection are of similar disciplines and that the price lists in the two collections match.
The changes made by this tool cannot be reversed.
Data is copied across entire price lists, specific codes cannot be selected. However the user can select which price lists to copy.
Data can only be copied across collections that are linked to the same country.
Tariff code data and modifier data must be copied in two separate steps.

How to use the tool

Log into the price manager for the price collection and year that you want to modify.

System displays an informational screen.
User prompted to type in the calendar year in which the source collection is stored (you can only select this calendar year or the previous calendar year)
System displays a list of collections that can be used as a source collection. Select the one you want to use.
System displays a list of data fields that can be copied. Tick the applicable fields. Note that the tariff code prices are not displayed on this screen.
For tariff-code data only:

System displays a screen on which the user must indicate how the prices must be copied from the source list.

Do not change the currently published price on the target price list. Flag as fixed price if necessary.
Recalculate the published price (unit price x no of units). This option will remove the fixed price tick on the target price list, unless the price item is linked to a DSP price.
Transfer this (source) published price. Flag as a fixed price if necessary.