Creating User-Defined Buy or Sell Matrix Cells During Price Updates

Use the User-Defined Matrix Upload Utility to create buy or sell matrix cells directly from a vendor's price update file. You can set up the matrix cells to be branch-specific and for a variety of data, depending on the data included in the update file. You can also define your own layout for uploading data to the matrix cells.

You must have the UD.MATRIX.UPLOAD authorization key to access the User Defined Matrix Upload screen.

After running the update, verify that the matrix cells were created correctly by viewing them in Quick Sell or Quick Buy Matrix Maintenance.

Note: If there is only a cost in the upload, and no price, the created matrices are O types. If a price is included in the upload, the matrices are N types.

Note: The Matrix Upload Utility functionality has not been incorporated into Solar Eclipse as of this release.

The Data Format column below displays different items depending on which matrix type you select.

Data Format for Sell Matrix Cells	Sell Matrix Cells	Buy Matrix Cells	Description
Class			Price class for the matrix cell. Class or customer data are required.
Customer			Customer specified on the matrix cells. If you entered Sell in the Matrix Type field, above, Customer displays here. Class or customer is required. If left blank, class is used.
Vendor			Vendor specified on the matrix cells. If you entered Buy in the Matrix Type field, Vendor displays here. Vendor data are required.
Product Group			Product group specified on the sell matrix cells. Either a product group or a product is required. If both are entered, the system uses the product first.
Product			Product specified on the matrix cells. Either product group or product are required. If both are entered, the system uses the product first. The product information can be either the Eclipse ID or the primary UPC.
Basis			Price basis specified on the matrix cells. The basis used in the update file must be represented in Price Line Maintenance. You can also use one of the following the following basis names not represented in Price Line Maintenance: Lnd Cost Avg Land Ord COGS Ord Comm If you use one of these basis names, the format must be exactly as stated here.
Formula			Formula to apply to the basis.
Matrix Effective Date			Effective date specified for the matrix cells. This setting overrides the setting in the Effective Date field, above.
Matrix Expiration Date			Expiration date specified for the matrix cells. This setting overrides the setting in the Expiration Date field, above.
COGS Override Basis			Basis applied to COGS override. The basis used in the update file must be represented in Price Line Maintenance.
COGS Override Formula			Formula to apply to the COGS override basis.
COGS Override Code			Cost override code for COGS override.
COGS Override Effective Date			COGS price effective date override.
Comm-Cost Override Basis			Basis for Comm-Cost override basis. The basis used in the update file must be represented in Price Line Maintenance.
Comm-Cost Override Formula			Formula to apply to the Comm-Cost override basis.
Comm-Cost Override Code			Cost override code for Comm-Cost overrides.
Comm-Cost Override Effective Date			Comm-Cost price effective date override.
Rebate Contract			Contract number to use for rebate.
Rebate Vendor			Vendor to which the rebate applies.
Prc Eff Overide Date			Price effective date to use for rebates.
Rebate Expire Date			Date the rebate expires.
Comment			Adds a matrix comment to the matrix cells. You must populate the Comment Type field, above.
Price Per Qty			Price per for net pricing. If this quantity is assigned, the system converts the price using the current pricing unit of measure in the system. This setting affects products, not groups, which use net pricing. The default value is 1.
Price UOM			Pricing unit of measure for net pricing.
Price Sheet Date			Overrides the Prc Date field on the matrix cells.
Direct COGS Override Basis			Basis applied to direct COGS override. The basis used in the update file must be represented in Price Line Maintenance. The basis used in the update file must be represented in Price Line Maintenance.
Direct COGS Override Formula			Formula to apply to the direct COGS override basis.
Direct COGS Override Code			Cost override code for direct COGS override.
Direct COGS Override Effective Date			Direct COGS price effective date override.
Direct Comm-Cost Override Basis			Basis for direct Comm-Cost override basis. The basis used in the update file must be represented in Price Line Maintenance.
Direct Comm-Cost Override Formula			Formula to apply to the direct Comm-Cost override basis.
Direct Comm-Cost Override Code			Direct cost override code for Comm-Cost overrides.
Direct Comm-Cost Override Eff Date			Direct Comm-Cost price effective date override.
Direct Rebate Contract			Contract number to use for direct rebate.
Direct Rebate Vendor			Vendor to which the direct rebate applies.
Direct Rebate Effective Date			Price effective date to use for direct rebates.
Direct Rebate Expire Date			Date the direct rebate expires.
Rebate Multiplier			Populates the Rebate Multiplier column on the Rebate tab in Sell Matrix Maintenance on the Default mode line. For example, a sell price is increased by $1.00, the factor is applied to the increase, ($1.00 x .90), = .90. Costs will increase by ninety cents (.90). The imported value must have a decimal point defined on the import file, for example the rebate multiplier would be (.50) ;
Direct Rebate Multiplier			Populates the Rebate Multiplier column on the Rebate tab in Sell Matrix Maintenance on the Direct mode line.
Minimum COGS Threshold			Populates the Minimum COGS Threshold column on the Rebate tab in Sell Matrix Maintenance on the Default mode line. The imported value must have a decimal point defined on the import file, for example, 548.00. Even though there are no partial dollars, the zero cents must be defined.
Direct Minimum COGS Threshold			Populates the Minimum COGS Threshold column on the Rebate tab in Sell Matrix Maintenance on the Direct mode line.
Best Price Check			Selects or deselects the Best Price Check check box in Sell Matrix Maintenance when using Quick Sell Matrix. Enter Yes to select and No to deselect.
Best Cost Check			Selects how to handle best cost checks. Valid entries: Yes, No, All.
Split Quantity Pricing			Selects how to handle pricing for split quantities. Valid entries: Yes, No, Extendable
Enable Rounding Rules			Selects or deselects the Enable Rounding Rules check box on the Additional tab in Sell Matrix Maintenance when using Quick Sell Matrix. Enter Yes to select and No to deselect.
Restrict Price Changes in Order Entry			Selects or deselects the Restrict Price Changes in Order Entry check box on the Additional tab in Sell Matrix Maintenance when using Quick Sell Matrix. Enter Yes to select and No to deselect.
Exclude Items Using This Matrix			Selects or deselects the Exclude Items Using This Matrix check box on the Additional tab in Sell Matrix Maintenance when using Quick Sell Matrix. Enter Yes to select and No to deselect. Note: If you set this option to Y, and the Enable Exclusion Of Matrix Cells From Demand Calculations Enable Exclusion Of Matrix Cells From Demand Calculations control maintenance record is not activated, a prompt asks if you want to activate it.
Expiration Quantity Type			Populates the Type field in the Expire Quantities area in Sell Matrix Maintenance. Select one of the following: U - Unit, W - Weight, L - Load Factor, D - Default List.
Expiration Quantity			Populates the Original field in the Expire Quantities area Enter a value to expire this matrix cell after a quantity of product is sold

Creating User-Defined Matrix Cells During Price Updates