Copy prices to a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/copy-prices-to-a-worksheet
section
You can use the Sales price worksheets (AR202010) window to copy to a worksheet the price records of items that meet particular criteria.
2026-02-19T17:09:06+01:00
# 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 more information: [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/).
You can use the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the standard functionality of this window, create a new worksheet or open an existing one. For details, see: [Create a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet/).
1. Click **Copy prices** in the table toolbar.
1. 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.
1. 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.
1. 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.
1. In the **Destination currency** field, select the currency of the price.
1. 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.
1. 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.
1. In the window toolbar, click .
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