When cloning a product record, which one of the following statements is true?
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Price book entries must be activated
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Price book entries in price books that user does not have access to will be created
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Price book entries are not created in the standard price book
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Price book entries in price books that user does not have access to will not be created
I'm new to price books, and I'm not sure which statement is true.
Best Answer
First, to clone a pricebook entry, one needs to have the
“Create” on price books
permission enabled. So it's unlikely that you'd not have access to the Standard Pricebook if you have that permission on your profile.If a product already exists in the Standard Pricebook, then you'd be safe in cloning it to a Custom Pricebook provided you didn't make any changes to the
product
. If you make changes to the product, you'll first want to clone the entry in the Standard Pricebook, save the product changes, then clone the new entry to where you'd like to use them.When you clone a pricebook entry, only the following information can be updated as part of the cloning operation:
Be certain to Select Active so that users can add the Pricebook entry to opportunities, quotes, orders, or service contract before saving.
You could safely clone an existing entry to copy it to a Custom Pricebook, then change the list price in the new Pricebook, or clone it to copy it from one Custom Pricebook to another Custom Pricebook while changing the list price between the two.
Important Note from the Help: