Copying Matrix Cells

Copy matrix cells to a similar or different customer, type, group, or product. You can copy matrix cells if the type, basis, formula, effective date, and expiration date fields contain complete information. After copying the matrix cells to the new location, make changes to them as needed.

For example:

Copy to Class - Creates a new customer class with matrix cells that are similar to those assigned to an existing class. In this case, create the new class and assign customers to that class. Then copy the matrix cells you want to the new class.
Copy to Customer - Copies the matrix cells from the existing customer to the new customer. Use this option if you get a new customer whose business is similar to that of an existing customer.
Copy to Type - Copy matrix cells to a customer type for promotional pricing. Use this option when you assign a special price that is in effect over a time period. After the special expires, you can change the effective and expiration dates and run the special in the future.

To copy matrix cells:

From the Maintenance > Price Maintenance menu, select Quick Buy Matrix or Quick Sell Matrix to display the Quick Buy or Quick Sell Matrix Maintenance window.
Enter the required information to display the list of matrix cells that contain those you want to copy.
Select the matrix cell to copy.
Select File > Copy to display the Quick Matrix Copy dialog box.
At the prompt, enter the number of the last line to copy.

The system copies the matrix cells from the line the cursor is on to the line that you enter.

Depending on how the matrix cell was set up (vendor, customer/type, group/product), different fields display on the Quick Buy Matrix Copy window and the Quick Sell Matrix Copy window. The table below describes which fields display for which matrix cells.

Matrix cells set up by:	Displayed Fields for each window:
Matrix cells set up by:	Quick Buy Matrix Maintenance	Quick Sell Matrix Maintenance
Group Product	Copy to Group : Copy to Product :	Copy to Branch : Copy to Group : Copy to Product : Effective Date : Expires :
Vendor	Copy to Branch : Copy to Class : Copy to Vendor :	N/A
Class Customer Type Quote	N/A	Copy to Branch: Copy to Class : Copy to Customer : Copy to Type : Copy to Quote : Effective Date : Expires :

Enter data in the Copy window's fields, as needed:

Copy to:	Field entries:
Copy to:	Quick Buy Matrix Maintenance window	Quick Sell Matrix Maintenance window
Branch	Enter a branch name to copy matrix cells to a branch. Enter ALL to create a default branch matrix cell that does not copy to a target branch. An entry in this field is required.
Class	N/A	Enter the target class or select from a list.
Cust Size/ Category	N/A	Enter the customer size or category or select from a list. Use this option when using Strategic Pricing functionality.
Customer	N/A	Enter a target customer or select from a list.
Vendor	Enter a target vendor.	N/A
Type	N/A	Enter the target customer type or select from a list.
Quote	N/A	Enter the target quote or select from a list.
Group	Enter the target group, or select from a list.
Product	Enter the target product, or use the quick access list.

In the Effective Date field, enter the date the matrix cell becomes active for the parameters defined.
In the Expires fields, enter the date the matrix cells expire.
To copy or enter rebate information for sell matrix cells, select the View Rebate button, , as needed, to display the Matrix Cell Rebate Maintenance screen. This is the same screen used to enter rebate information in individual matrix cells.

Click the Begin button to copy the matrix cell.

If the system prompts you to overwrite cells that already exist, enter one of the following:

Y - Copies the cell displayed in the prompt and overwrites the existing cell. The prompt displays for any other existing cells.
N - Does not overwrite the cell displayed in the prompt. The prompt displays for any other existing cells.
C - Continues the operation, copying and overwriting any existing cells without prompting you.
A - Aborts the operation without copying any cells.