You can copy the special pricing of items on the current order into the pricing matrix for the customer. Subsequent orders for the customer continue to use the special pricing overrides specified in the Copy Override Pricing to Matrix window.
This is useful for customers with a purchasing commitment at your company. For example, many companies offer special pricing to customers who commit to purchase a certain quantity of products over a specified period of time. When this occurs, you can change prices using a pricing override when the first order is placed. Then copy the special override pricing to use as the remaining quantity gets purchased.
To copy override prices to a pricing matrix:
From the Edit Order menu, select Pricing to display the Order Pricing Override window.
From the Edit menu, select Matrix Creation to display the Copy Override Pricing to Matrix window.
Enter the following field information, as needed:
|
Field |
Description |
|
Copy To Entity |
Specifies whether to use the customer's Bill-To or Ship-To account in the matrix. |
|
Select Override Types |
Specifies whether to use all overrides in the current order, only the overrides specified in Dollar amounts, or only those in Formula changes. |
|
Force Matrix To |
Specifies whether to use overrides As-Is (with a combination of dollar amounts and formulas), Dollar overrides only, or Formula overrides only. Press F10 for list. |
|
Overwrite Existing |
Indicates whether to override the Price/Cost/COGS overrides in the matrix. If you selectYes, the system updates the matrix cell and replaces the existing overrides; otherwise, it creates a new cell and copies the Price/Cost/COGS overrides into it. If you select No, the system creates a new matrix cell and copies the Price/Cost/COGS overrides into it. The overrides information in any existing matrix cells for the branch, customer, and product remains intact. |
|
Copy Costs |
Specifies whether to use override costs, as well as override prices. Not usually needed. |
|
Matrix Type |
Specifies whether to use the overrides for this customer and this product at the current branch, the territory, or as the default for all authorized branches. Note: You can enter a territory only if it has the pricing branch as a valid branch. |
|
Expiration Date |
Specifies the date when the override expires. |
|
Expiration Qty |
Specifies the quantity after which the override expires. |
|
Expiration Qty Type |
Specifies the quantity type upon which the expiration quantity is based. Press F10 and select U-Unit, W-Weight, L-Load Factor, or D-Dflt List. |
|
Vendor |
The vendor to which the product and customer override costs in the vendor buy matrix is copied. A field entry is optional; but if a vendor exists, the costs are copied, regardless of Copy Costs (Y/N) setting. Note: When this screen is accessed from Purchase Order entry, this field is not accessible. |
Specify one of the following to determine how to copy the override prices:
From the File menu, select Begin to copy the override to the matrix, without opening Sell Matrix Maintenance, so you can confirm your changes.
From the File menu, select Step By Step to open Sell Matrix Maintenance so you can confirm your changes by stepping through them before the override copy is finalized.
Note: The system will not overwrite an existing matrix cell entry that shares the same date range as the override.
See Also: