Create a report that shows which matrix cells expire in a time period. The report also displays sales summary information over a time period. This information helps you determine which matrix cell expiration dates to change.
To run the Matrix Cell Expiration report:
From the Maintenance > Price Maintenance > Reports menu, select Matrix Cell Expiration Report to display the Matrix Cell Expiration Report window.
In the Branch/Territory field, enter the branch or territory to include in the report. Enter ALL to include all branches and territories.
In the Select by field, select one of the following: Customer, In Salesperson, or Out Salesperson.
The Select by field name changes to your selection.
Enter the customer, inside salesperson, or outside salesperson in the specified field.
In the Cell Expiration area, enter the following:
Start Date - The earliest expiration date to include in the report.
End Date - The latest expiration date to display on the report.
In the SalesSummary area, enter the following:
Start Date - The earliest date for the sales summary information to include in the report.
End Date - The latest date for the sales summary information to include in the report.
What the Report Shows
The Product Matrix Cell Expiration Report shows the following information:
Column |
Description |
Branch |
Branch name on the matrix cell. |
Customer In Salesperson Out Salesperson |
The criteria displayed depending on what you entered in the Select by field. |
Product/Group
|
The product criteria used by the matrix cell, either product or group. |
Basis |
Basis used by the matrix cell. |
Formula |
Formula used by the matrix cell. |
UM Sales |
The amount in the Qty Brks field on the matrix cell. |
Expired Price |
Product list price before matrix cell was used. |
Sold Ratio |
This field prints only for group matrix cells. The number of products before expired date, divided by the number of products in the sell group. |
After viewing the Matrix Cell Expiration Report, you can use Matrix Cell Expire Date Maintenance to change multiple matrix cell expiration dates.
See Also: