A simple pricing matrix includes customer and product information. You can also add a branch to introduce a third dimension to a matrix to control costing and pricing by branch.
At the time of order generation, the system looks for a branch-specific matrix cell. If none is found, the default branch costing is used.
You can use branch-specific matrix cells to simplify pricing throughout your organization. The following example describes how to assign branches that share similar pricing rules.
For example, you have branches 1, 2, 3, 4, and 5. Branch 4 is assigned to a matrix cell, and branch 5 uses the same costing rules as branch 4. You need only maintain the costing rules for branch 4 because branch 5 refers to branch 4 for its costing rules.
To create this scenario, the following set up applies:
Create a matrix cell using the default branch. This covers branches 1, 2, and 3.
Create a matrix cell for branch 4. This matrix cell is unique to branch 4.
Create a matrix cell for branch 5 using branch 4's pricing rules.
This topic includes the following procedures:
To assign a branch to a matrix cell:
Note: You can adapt this procedure for sell matrix cells.
From the Maintenance > Pricing Maintenance menu, select Buy Matrix Maintenance to display the Buy Matrix Maintenance window. You can adapt this procedure for sell matrix cells.
Populate the Vendor, and Product or Group fields as needed to create a matrix cell.
In the Branch/Territory field, do one of the following to set up branch costing rules:
Enter DFLT (default) - Includes costing for branches that do not require individual costing rules. When you enter an item on a purchase order, and the system does not find a matrix cell with branch-specific costing, it uses this matrix cell.
Enter a branch - Assigns costing rules specific to this branch.
In the Effective Date field, enter the date this matrix cell becomes effective.
Continue populating the fields to assign pricing rules for this branch or the default branch matrix cell.
To use a previously created matrix cell as costing for a branch:
From the Maintenance > Pricing Maintenance menu, select Buy Matrix Maintenance to display the Buy Matrix Maintenance window. You can adapt this procedure for sell matrix cells.
In the Branch/Territory field, enter the branch that shares costing rules with an existing matrix cell.
Enter the same effective date as the existing matrix cell.
Enter Yes at the prompt to use the previous matrix cell's set up as a prototype.
The system prompts to enter a reason for changing settings.
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