Create sell matrix cells in Quick Sell Matrix when no special pricing arrangements, such as quantity breaks, fixed sale price quantities, or rebate pricing are required. When you want more detailed pricing setups, edit matrix cells individually.
You must be assigned the SMATRIX.MAINT and SMATRIX.MAINT.CUS.CLASS authorization keys to view or edit the Quick Sell Matrix Maintenance window.
To create a sell matrix cell in Quick Sell Matrix Maintenance:
From the Maintenance > Price Maintenance menu, select Quick Sell Matrix to display the Quick Sell Matrix Maintenance window.
Enter a value in one of the following fields:
Class - Customer price class. Define customer price classes in the Valid Customer Price Classes control maintenance record.
Customer - Customer name. Define customers in Customer Maintenance.
Type/Quote - Customer type or quote for promotional pricing.
Group - Sell group. Define sell groups in Buy/Sell Group Maintenance.
Note: You can create a Group = All matrix cell in Sell Matrix Maintenance only, not in Quick Sell Matrix Maintenance.
Product - Product name. Define products in Product Maintenance.
If matrix cells exist for the above criteria, the system displays those matrix cells as follows:
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When creating a matrix cell for... |
The Defined Cells column lists... |
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A customer price class |
matrix cells for sell groups followed by product-specific matrix cells, both in alphabetical order. |
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A customer |
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Promotional pricing for a customer |
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Promotional pricing for a quote |
matrix cells for sell groups, in alphabetical order, followed by products, first sorted by sell group and then listed in order by sort code assigned to the product within the price line. |
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A group |
matrix cells for customer price classes in numeric order, followed by cells for customer types and quotes, both listed with the prefix of Type in alphabetical order, followed by cells for customers, in order by customer number. |
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A product |
In the Branch field, enter one of the following to determine whether to list branch-specific or system-wide sell matrix cells:
A branch name - Creates a branch-specific matrix cell.
Default - Creates sell matrix cells where all branches and territories use the same pricing.
A territory name - Creates sell matrix cells for branches in that territory.
For a customer and product, the system looks for a branch-specific matrix cell, if it does not find one, it looks for a matrix cell for the territory that includes the branch. If it does not find one, it uses default as the Branch entry.
In the Effective Date field, enter the date the matrix cells become effective. The default entry is the current date.
In the Expiration Date field, do one of the following:
Enter the expiration date - Displays only matrix cells that fall between the effective and expiration dates.
Leave the field blank - Displays all matrix cells with the effective date, above.
Select Options > Search to search for a matrix cell in the list.
Select Options > Select Criteria to list the matrix cells according to selected criteria.
In the Defined Cells column, do one of the following:
If the column displays a list of matrix cells, move the cursor to the first blank row at the bottom of the list to make an entry.
If no cells are defined and you entered a customer, class, or type in step 2, the system prompts you to enter a group or product; if you entered a group or product in step 2, the system prompts you to enter a customer, class, or type.
In the Type field, enter one of the following matrix cell types.
In the Price Basis field, enter a price basis for the matrix cell.
This entry works with the entry in the Price Formula field to determine the selling price for products referring to the matrix cell.
If this field is blank for a group matrix cell, no price line exists for that group.
In the Price Formula field, enter a formula to work with the entry in the Price Basis field.
These entries work with the value assigned to the price basis on the Product Price Sheet Maintenance dialog box. The system uses this value to determine the selling price for a product referring to the matrix cell.
The Effective and Expires columns display the dates the matrix cells become effective and the dates the matrix cells expire. You can change the dates in these columns.
The following inaccessible fields display details about product matrix cells:
PQty - The quantity assigned to the product unit of measure for sales orders, as defined on the Product Maintenance window.
UM - The product unit of measure for sales orders, as defined on the Product Maintenance window.
Note: For cells that are not product-specific, the PQty and UM fields display two asterisks (*).
For more information, see Units of Measure Guidelines for Pricing.
More Options for Quick Sell Matrix Cells
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To... |
Select this option... |
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save your entries periodically while making changes to matrix cells. |
Save Data button The Reason for Change dialog box displays, and your entry applies to all cells that you changed or created. |
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set a minimum number of matrix cells to display in the list. |
Options > Minimum Number of Display Lines Each user enters All or the number of cells to display each time that user access a matrix. The default is All. |
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view additional views. |
Options > Change View |
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copy matrix cells to a different vendor, product, or group. |
File > Copy |
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change the effective date of multiple matrix cells. |
Adjustments > Adjust Effective Dates |
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change the expiration date of multiple matrix cells. |
Adjustments > Adjust Expiration Dates |
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set up rebate information for matrix cells. |
Maintenance > Rebate Maintenance |
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change the formulas in the Price Formula field by adjusting multipliers and values. |
Adjustments > Adjust Formula |
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apply a cost override to matrix cells. |
Maintenance > Cost Override |
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display a list of contract customers linked to the customer, or to enter contract customers. Used only for customer matrix cells. |
Maintenance > Contract Maintenance |
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Options > Edit |
See Also: