Pricing Matrix Hierarchy Details

Use the pricing matrix hierarchy to define the pricing rules the system uses for determining product prices for buying and selling products.

The Eclipse pricing hierarchy checks the matrix beginning with the standard matrix cells. If the system encounters a contract matrix cell while searching the standard matrix cells, the sequence is temporarily interrupted while it checks the list of contract customers for the correct matrix cell. The system then checks the promotional matrix cells, and finally the default matrix cell. This standard hierarchy is affected by whether your organization uses the Best Price Check functionality, including the Best Price Check Through Matrix Celland Stop Best Price Check At First Valid Sell Groupcontrol maintenance records.

Note: The system requires you set up both sell and buy All/All matrix cells to avoid pricing and costing errors.

The following table shows the sequence the system follows when determining the price to use when a product is entered on a transaction.

Note: If a price or cost comes back as zero ($0.00) dollars from a matrix cell, the system considers the matrix cell invalid and skips it. If the formula on the matrix cell is intentionallyset to zero ($0.00), then the system uses the matrix.

If your pricing varies by branch or territory, the system also checks the matrix cells for each branch or territory, and then the branch/territory default before moving on to the next matrix cell.

Sequence

X-Axis

Y-Axis

Z-Axis

Notes

Standard Matrix Cells

1

Quote

Product

Branch/Territory/Default

Quote is not a regular step in the hierarchy, but is entered as an override in sales order entry.

2

Group

Branch/Territory/Default

3

Ship-To Customer

Product

Branch/Territory/Default

 

4

Group

Branch/Territory/Default

 

5

Ship-To Customer Contract

Product

Branch/Territory/Default

The system checks the ship-to customer for contract customers.

6

Group

Branch/Territory/Default

7

Bill-To Customer

Product

Branch/Territory/Default

 

8

Group

Branch/Territory/Default

 

9

Bill-To Customer Contracts

Product

Branch/Territory/Default

The system checks the ship-to customer for contract customers.

10

Group

Branch/Territory/Default

11

Ship-To Customer Last Price Pricing

 

Branch/Territory/Default

The system finds the last order for this product sold to this ship-to customer, and uses the price on that order for the current order if Use Last Price is activated for that customer.

12

Class

 

Group

 

Branch/Territory/Default

 

13

Ship-To Customer

Group ALL

Branch/Territory/Default

 

14

Bill-To Customer

Group ALL

Branch/Territory/Default

 

15

Class ALL

Group

Branch/Territory/Default

 

16

Class

Group All

Branch/Territory/Default

 

Note: If you are using Strategic Pricing and the customer on an order has a size and category assigned, but the system cannot find a customer size/category matrix cell, it looks to the default strategic matrix values before continuing through the matrix hierarchy looking for a standard price. If a default strategic matrix value is not defined for the size/category combination, the system uses the standard price.

Promotional Matrix Cells

A

Web Order Entry

Product

Branch/Territory/Default

 

B

Customer Type

Product

Branch/Territory/Default

 

C

Class

Product

Branch/Territory/Default

 

D

Class All

Product

Branch/Territory/Default

 

E

Customer Type

Group

Branch/Territory/Default

 

F

Class All

Group (Promo)

Branch/Territory/Default

 

Default Matrix

*

Class All

Group All

Branch/Territory/Default

 

See Also:

Quote Pricing Overview

Assigning a Pricing Hierarchy for Branches and Territories