Creating User-Defined 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.

Important: Uploading user-defined matrix cells does not check to see if identical matrices exist. Running this function multiple times creates a duplicate matrix.

Complete the following tasks before running the update:

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.

To create buy or sell matrix cells during price updates:

  1. Display the character based system.

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

  1. Complete the required tasks described above.

  2. From the System > Printers menu, select Your Hold Entries to display the Spooler Control screen.

  3. Select the update file, and use the Process hot key to display the User Defined Upload Processing screen.

  4. In the Processing Type field, enter User Defined Matrix Upload and use the Begin hot key to display the User Defined Matrix Entry screen.

  5. In the Work ID field, Closedenter a selection.

    • Leave the field blank - Does not save the template after this update.

    • A name that identifies to the vendor who sent the file - Creates a new template.

    • The name of the price line being updated - Creates a new template.

    • Press F10 and select an ID - Uses an existing template.

     

  1. In the Desc field, enter a complete description for the update.

  2. In the Br/TR/ALL field, Closedenter a branch or territory selection.

    • Enter a branch ID - Creates branch-specific matrix cells for a single branch or territory.

    • Leave the field blank - Creates matrix cells that are not branch-specific, using the DFLT branch. This is the default.

    • Enter ALL - The DFLT branch option is used for the matrix cells created.

  1. In the MatrixType field, select which matrix type you want to create: Sell or Buy.

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

  1. In the Effective Date field, enter the date the matrix cell becomes effective.

  2. In the Expiration Date field, enter the date the matrix cell is no longer effective.

  3. In the Comment Type field, enter a comment type to attach a comment to the matrix cells. Press F10 to select from the same comment type selection screen displayed when you use the Comment hot key on the Matrix Maintenance screens. This field is required if you enter a Comment data point, below.

  4. In the Write Info to Customer Rebate Screen field, enter one of the following:

  1. In the Start or Elmt# field of the Data Format section of the screen, scroll the data format list to find the format you want to update, enter the column number of that data from the update file.

For blocked records:

For variable records:

Click here to see ClosedData Formats for matrix cells.

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 CalculationsEnable Exclusion Of Matrix Cells From Demand Calculationscontrol 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

  1. Use the File Format hot key to define the file format of the import file.

  1. Use the Begin hot key to run the update.

  1. Use the Delete hot key to delete the template, if necessary. The system prompts to confirm the deletion.

  2. Press Esc to return to a blank User Defined Matrix Upload screen.

See Also:

Preparing Vendor Update Files for the Matrix Upload Utility

Defining the File Format for Price Updates