Restricting Price Changes in Order Entry

After setting up your matrix cells, you can keep users from changing prices affected by the matrix cell in Sales Order Entry. When this feature is activated for a matrix cell, and a user attempts to change the selling price of an item that uses that matrix cell, the system warns that products on the order belong to a restricted matrix cell, and no changes are allowed. If you have the assigned authorization key you can override the restriction in order entry.

You can restrict the order entry and then apply authorization keys to make sure that only those authorized can change prices on orders affected by the matrix cell you are managing.

To restrict price changes:

1. From the Maintenance > Price Maintenance menu, select Sell Matrix to display the Initial Matrix Information dialog box.

2. Enter customer/vendor, product/group, and branch information in the fields to display the matrix cell that you want to restrict price changes on.

   Field	Description
   Class	Enter a customer price class to assign pricing rules to customers in a class defined in the Valid Customer Price Classes control maintenance record. Generally, Class/Group matrix cells are used for most pricing combinations.
   Cust size/ Category	If you are using the Strategic Pricing companion product, select a customer size and category combination to assign pricing rules to customers that fall into that size and category.
   Customer	Enter a customer's name to assign pricing rules to this customer.
   Type/Quote	Enter a customer type or quotation to assign pricing rules to promotional or quotation pricing. The customer type is similar to the customer price class in that it also represents a column in the pricing matrix, but it is generally used for promotional pricing. The customer type is defined in the Valid Customer Type control maintenance record, and assigned to each customer on the Customer Pricing/Printing screen.
   Group	Enter a sell or buy group ID for matrix cells that are not product specific. Enter All to include all sell groups in the matrix cell. You cannot create a Group = All matrix cell in Quick Matrix Maintenance. Buy and sell groups identify groups of products that share the same pricing rules. Create buy and sell groups in Buy/Sell Group Maintenance. 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.
   Product	a product's name or ID to create a product-specific sell matrix cell.
   Branch/Territory	Enter one of the following to define which pricing branches or territories the matrix cell includes: A branch or territory ID -  Assigns costing or pricing rules specific to this branch or territory. DFLT  - Includes costing or pricing for branches and territories that do not require individual costing or pricing rules. When you enter an item on an order, and the system does not find a matrix cell with branch-specific costing or pricing, it uses this matrix cell. If the system matches a matrix cell to the information you entered, select an effective date to display the matrix cell, or select New to create a new matrix cell.

3. Click the Restrict Overrides tab.

4. Select Restrict Price Changes in Order Entry.

5. Use the Authorization Key table to enter the authorization keys you want to use to limit the users which have access to change prices for orders affected by this matrix.

You can use standard authorization keys or user-defined authorization keys. When creating your own authorization keys, we recommend using a standard naming convention, such as starting each key with UD.

If you do not assign an authorization key, but select the Restrict Price Changes in Order Entry check box, users must have the PRICE.CHANGE.OVRD authorization key to override the restriction in order entry. If you enter an authorization key, that authorization takes precedence to the PRICE.CHANGE.OVRD authorization key.

6. Save your changes and exit the window.

See Also:

Creating Individual Matrix Cells

Pricing Matrix Hierarchy Details