Use Sell Matrix Maintenance to assign price groups or products to a quote. By setting up a quote matrix cell for products or groups, with best price check inactive, the system selects the quote pricing without checking further in the pricing matrix hierarchy. This setup ensures that the price offered in the quote is used on the order.
To assign quotes to multiple matrix cells see Creating Matrix Cells in Quick Sell Matrix Maintenance.
To assign price groups or products to a quote:
From the Maintenance > Price Maintenance menu, select Sell Matrix to display the Initial Matrix Information dialog box.
In the Type/Quote field, enter the quote ID.
Enter a value in one of the following fields:
Group - Enter a sell group ID for matrix cells that are not product specific. Enter All to include all sell groups in the matrix cell.
Note: If you select a Type/Quote, you cannot use ALL in the Group field.
Note: If you use All, you can use only global basis names in the Basis field because All is not a sell group in a price line to which local basis names have been assigned.
Prod - Enter a product ID to create a product-specific sell matrix cell.
In the Branch/Territory field, enter one of the following:
A branch ID - Includes that branch in the matrix cell.
DFLT (default) - Includes all branches in the matrix cell.
Select NEW at the prompt.
In the Effective field, enter the date the matrix cell becomes effective.
Note: To display an existing matrix cell, enter the effective date for that cell.
In the Expires field, enter the date the matrix cell will expire.
If the matrix cell is in effect for a quantity, the cell will expire if the quantity of the item reaches zero before the expire date arrives.
If a matrix cell expires and there is not a new one to take its place, the system searches the pricing hierarchy until it finds the cell to use when pricing a product.
In the Expire Quantities area, enter the following:
Original field - Enter the product quantity available at the quote price.
The system populates the Exp Qty: Remaining field with the same quantity. As this item is purchased at the quoted price, the amount displayed in the Remaining field reduces. The quote pricing for the product expires either when the remaining amount reaches zero, or on the quote matrix expire date.
Type - Enter the quantity type. Quantity can be a dollar amount, the product's unit of measure, weight, or load factor.
In the Matrix Type field, enter a matrix type:
In the Best Price Chk field, enter N. When the system checks a price, it looks only at normal pricing, where quote pricing is at the top of the pricing matrix hierarchy.
In the Basis field, enter the basis name for this quote.
In the Formula field, enter the quote pricing formula.
Use the Comment hot key to add a comment to the quote for easy identification.
See Also:
Creating Matrix Cells in Quick Sell Matrix
Defining Expiration Quantities for Matrix Cells