Buy and Sell Matrix Functions Authorization Keys

The following authorization keys apply to the buy and sell matrix functions.

SMATRIX.COGS.EDIT

Allows users to cost-of-goods-sold (COGS) costs on Sell Matrix Maintenance and Quick Sell Matrix Maintenance. ClosedMore

Job Roles

Purchasing agents.

Levels

None.

Dependencies

Users must also have the SMATRIX.MAINT set to level 4.

Required For:

Editing cost-of-goods-sold on Sell Matrix Maintenance and Quick Sell Matrix Maintenance.

 

SMATRIX.COST.EDIT

Allows users to edit costs on Sell Matrix Maintenance and Quick Sell Matrix Maintenance. ClosedMore

Job Roles

Purchasing agents.

Levels

None.

Dependencies

Users must also have the SMATRIX.MAINT set to level 4.

Required For:

Editing costs on Sell Matrix Maintenance and Quick Sell Matrix Maintenance.

 

BMATRIX.MAINT

Allows access to the Buy Matrix Maintenance and Quick Buy Matrix Maintenance programs. ClosedMore

Job Roles

Purchasing Agents

Levels

Level 1 - Allows access in view-only mode.

Level 2 - Allows access to create a new buy matrix cell. Also allows access to edit or delete buy matrix cells.

Level 3 - Functions the same as level 2, and allows view-only access to all cost and purchasing information. Allows update access to the purchasing information listed in level 1 for branches to which the user has access. The user can view cost overrides, but not edit them, using the Cost Ovrd option on the Buy Matrix Maintenance window and the Cost Override hot key on the Quick Buy Matrix Maintenance window.

Level 4 - Functions the same as level 2, and allows access to view and update all purchasing and cost information. Allows access to create and edit cost overrides using the Cost Ovrd option on the Buy Matrix Maintenance screen and the Cost Override option on the Quick Buy Matrix Maintenance window.

Dependencies

None.

Additional Information

When users access Buy Matrix Maintenance through purchase order entry, the information displays as view-only regardless of the level assigned with this authorization key.

Required For:

SMATRIX.MAINT

Allows access to the Sell Matrix Maintenance and Quick Sell Matrix Maintenance programs. ClosedMore

Job Roles

Purchasing Agents

Levels

Level 1 - Allows view-only access to sell information in Sell Matrix Maintenance and the following views in Quick Sell Matrix Maintenance:

  • Prices

  • Rebates

  • Direct Rebates

  • Price/Qty

The user cannot see cost information. The user has no update access.

Level 2 - Allows view-only access to sell and cost information in Sell Matrix Maintenance and the following views in Quick Sell Matrix Maintenance:

Prices

Gross Profit

Costs

Price/Qty

Direct Costs

Sell Price Override

Rebates

Cost Override Date

Direct Rebates

Direct Cost Override

Prices/Cost

 

The user has no update access.

Level 3 - Allows view-only access to all cost and sell information.

Allows update access to the sell information listed in level 1 for branches to which the user has access. The user can view cost overrides, but not edit them, using the Maintenance > Cost Override in Sell Matrix Maintenance and the Maintenance > Cost Override option in the Quick Sell Matrix Maintenance.

Level 4 - Allows access to view and update all sell and cost information.

Allows access to create and edit cost overrides using the Maintenance > Cost Override option in Sell Matrix Maintenance screen and the Maintenance >Cost Override option on the Quick Sell Matrix Maintenance screen.

Dependencies

In addition to assigning this authorization key, you must also assign the SMATRIX.MAINT.CUS.CLASS authorization key.

Additional Information

When users access Sell Matrix Maintenance through sales order entry, the information displays as view-only regardless of the level assigned with this authorization key.

Required For:

 

SMATRIX.MAINT.CUS.CLASS

Used in conjunction with SMATRIX.MAINT, this authorization key further restricts the ability to view, create, and edit matrix cells. ClosedMore

Job Roles

Purchasing Agents

Levels

  • Not Assigned - Allows access to matrix cells in view-only mode, as determined by the SMATRIX.MAINT authorization key.

  • Level 1 - Allows access to create or edit Customer matrix cells. Class and Type/Quote matrix cells are view-only, as determined by the SMATRIX.MAINT authorization key.

  • Level 2 - Allows access to create or edit Customer and Class matrix cells. Type/Quote matrix cells are view-only, as determined by the SMATRIX.MAINT authorization key.

  • Level 3 - Allows access to create and edit Customer, Class and Type/Quote matrix cells.

Dependencies

Assign this authorization key in addition to the SMATRIX.MAINT authorization key.

Access to Class matrix cells is also determined by the OE.PRICE.CLASS.LEVEL authorization key.

Additional Information

A user assigned SMATRIX.MAINT at level 3 cannot create or edit a cost override for a matrix cell. If the user is also assigned SMATRIX.MAINT.CUS.CLASS at level 1, they can create, edit, or delete a customer specific matrix cell, but still do not have access to the cost override functionality at the matrix cell level.

Required For:

UD.MATRIX.UPLOAD

Allows access to upload data for creating a buy or sell matrix to your Hold file and define a layout for creating matrix cells from the uploaded data. With this authorization key, users can select the Matrix Upload User Defined option using the Process option on the Spooler Control window.

Note:Matrix Upload User Defined is a user-defined option, which you set up on the User Defined Upload Processing window to call the MATRIX.USER.DEFINED subroutine.