Use the pricing matrix hierarchy to define the pricing rules the system uses for determining product prices for buying and selling products.
The Eclipse pricing hierarchy checks the matrix beginning with the standard matrix cells. If the system encounters a contract matrix cell while searching the standard matrix cells, the sequence is temporarily interrupted while it checks the list of contract customers for the correct matrix cell. The system then checks the promotional matrix cells, and finally the default matrix cell. This standard hierarchy is affected by whether your organization uses the Best Price Check functionality, including the Best Price Check Through Matrix Cell and Stop Best Price Check At First Valid Sell Group control maintenance records.
Note: The system requires you set up both sell and buy All/All matrix cells to avoid pricing and costing errors.
The following table shows the sequence the system follows when determining the price to use when a product is entered on a transaction.
Note: If a price or cost comes back as zero ($0.00) dollars from a matrix cell, the system considers the matrix cell invalid and skips it. If the formula on the matrix cell is intentionally set to zero ($0.00), then the system uses the matrix.
If your pricing varies by branch or territory, the system also checks the matrix cells for each branch or territory, and then the branch/territory default before moving on to the next matrix cell.
|
Sequence |
X-Axis |
Y-Axis |
Z-Axis |
Notes |
|
0 |
Quote |
Product |
Branch/Territory/Default |
Quote is not a regular step in the hierarchy, but is entered as an override in sales order entry. |
|
0 |
Group |
Branch/Territory/Default |
||
|
1 |
Ship-To Customer |
Product |
Branch/Territory/Default |
|
|
2 |
Group |
Branch/Territory/Default |
|
|
|
3 |
Ship-To Customer Contract |
Product |
Branch/Territory/Default |
The system checks the ship-to customer for contract customers. |
|
3 |
Group |
Branch/Territory/Default |
||
|
4 |
Bill-To Customer |
Product |
Branch/Territory/Default |
|
|
5 |
Group |
Branch/Territory/Default |
|
|
|
6 |
Bill-To Customer Contracts |
Product |
Branch/Territory/Default |
The system checks the ship-to customer for contract customers. |
|
6 |
Group |
Branch/Territory/Default |
||
|
7 |
Ship-To Customer Last Price Pricing |
|
Branch/Territory/Default |
The system finds the last order for this product sold to this ship-to customer, and uses the price on that order for the current order if Use Last Price is activated for that customer. |
|
8 |
Bill-To Customer Size/Category |
Group |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
9 |
Ship-To Customer Size/Category |
Group |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
10 |
Customer Size-Category |
Product |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
11 |
Customer Size-Category |
Group |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
12 |
Default Matrix Values |
|
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
13 |
Class
|
Group
|
Branch/Territory/Default |
|
|
14 |
Ship-To Customer |
Group ALL |
Branch/Territory/Default |
|
|
15 |
Bill-To Customer |
Group ALL |
Branch/Territory/Default |
|
|
16 |
Bill-To Customer Size/Category |
Group ALL |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
17 |
Ship-To Customer Size/Category |
Group ALL |
Branch/Territory/Default
|
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
Note: If you are using Strategic Pricing and the customer on an order has a size and category assigned, but the system cannot find a customer size/category matrix cell, it looks to the default strategic matrix values before continuing through the matrix hierarchy looking for a standard price. If a default strategic matrix value is not defined for the size/category combination, the system uses the standard price. |
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|
18 |
Class ALL |
Group ALL |
Branch/Territory/Default |
|
|
19 |
Class |
Group All |
Branch/Territory/Default |
|
|
20 |
Web Order Entry |
Product |
Branch/Territory/Default |
|
|
21 |
Customer Type |
Product |
Branch/Territory/Default |
|
|
22 |
Class |
Product |
Branch/Territory/Default |
|
|
23 |
Bill-To Customer Size/Category |
Product |
Branch/Territory/Default
|
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
24 |
Ship-To Customer Size/Category |
Product |
Branch/Territory/Default |
You must be using the Strategic Pricing companion product to have these matrix cell types. If you are not using Strategic Pricing, the system skips these cells in the hierarchy. |
|
25 |
Class All |
Product |
Branch/Territory/Default |
|
|
26 |
Customer Type |
Group |
Branch/Territory/Default |
|
|
27 |
Class All |
Group (Promo) |
Branch/Territory/Default |
|
|
28 |
Best Price Check |
Branch/Territory/Default |
|
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See Also: