Exporting Upcoming PB Changes

To copy upcoming changes for items between locations:

1. In the Import Tool, go to Price Book > Import Tool > Quick Operations > Copy Upcoming PB Changes to PIM.
2. At the Settings step, select the source and destination locations between which you want to copy upcoming changes:

• From the Source Location list, select the location from which you want to copy upcoming changes. You can select only one location as the source. To quickly find the location, start typing in the location name in the Source location field.
• In the Destination Locations list, expand the necessary tags nodes and select the check boxes next to one or more locations to which you want to copy upcoming changes. To quickly find the necessary locations, use the search field at the top of the locations lists. You can search locations by tag and location name.

3. In the right pane of the module, set up a filter for items whose upcoming changes you want to copy. Do the following:

• From the Category list, select one or more categories to which the items belong.
• From the Department list, select one or more departments to which the items belong.
• From the Promo Groups list, select one or more promo groups to which the items are included.
• Select the Active Items Only check box to copy upcoming changes only for active items.

4. In the right pane of the module, click the Next button.
   
5. At the Export (Draft) step, the Import Tool displays the list of items that meet the set filter and upcoming changes for these items. To view the upcoming changes of different types, expand the necessary item.

   

   You can filter and sort items in the list. For more details, see Processing Items with Upcoming PB Changes. You can also export items data to a file. For more details, see Exporting Items with Upcoming PB Changes to a File.

6. In the items list, the Import Tool highlights invalid items. Detailed information about errors in data setup for each item is displayed in the Errors column. For more details about invalid items, see Prerequisites and Rules for Copying Upcoming Changes.

   To filter out only valid or invalid items in the list, use the filter in the right pane of the module.

7. In the items list, select check boxes next to items whose upcoming changes you want to export.
8. To delete all upcoming values for items in the destination locations before exporting, in the right pane of the module, select the Delete upcoming price values at destination locations before export check box.
9. In the right pane of the module, click the Next button.

   

10. At the last step, the Import Tool displays the list of locations in which upcoming values for the selected items have been updated.

    At the bottom of the locations list, you can check the export status. The export process can complete with one of the following results:

    • Successfully completed: Upcoming changes are successfully exported.
    • Not completed: Export process has been interrupted for some reason, and the upcoming changes are not exported.
    • Completed with issues: Export process has been completed, but some upcoming changes are not exported.

    Review the list of locations and the number of changes that have been exported and not exported for each location. In the right pane of the module, click the Close button to close the current import session.