Creating Matrix Cells in Quick Matrix Maintenance

The matrix cell defines parameters that determine how your products are priced. Matrix cells contain an x and a y axis, where x represents customer or vendor information, and y represents product information. Matrix cells can also be three-dimensional and contain an additional z axis that represents branch or territory information.

Important: If you receive an error when loading matrix cells in Quick Sell Matrix Maintenance, click Show Details. The details include a line starting with <message> that contains an error code number, a matrix ID, and the details of the matrix cell that the system cannot load. Review the matrix cell in question to ensure that the data contained in the cell is valid. If necessary, update the cell information, expire the cell, or delete and try loading cells in Quick Sell Matrix Maintenance again.

Use Quick Sell Matrix Maintenance and Quick Buy Matrix Maintenance when no special pricing arrangements are required, such as quantity breaks, or fixed sale price quantities. The Quick Sell Matrix Maintenance window allows you to create several simple matrix cells in one sitting, or displays a list of matrix cells that you can edit at the same time.

You must be assigned the SMATRIX.MAINT and the SMATRIX.MAINT.CUS.CLASS authorization keys to view or edit the Quick Sell Matrix Maintenance window.

You must be assigned the BMATRIX.MAINT and the SMATRIX.MAINT.CUS.CLASS authorization keys to view or edit the Quick Buy Matrix Maintenance window.

Note: In Sales Order Entry Inquiry, you can run a report on a line item that verifies how the system determined the selling price of that item.

To create a matrix cell in Quick Matrix Maintenance:

From the Maintenance > Price Maintenance menu, select one of the following:

Quick Buy Matrix - Displays the Quick Buy Matrix Maintenance window.
Quick Sell Matrix - Displays the Quick Sell Matrix Maintenance window.

Enter a value in either a customer/vendor field or a product/group field, as follows to determine the type of matrix cells to display.

Customer/Vendor:

Class - A customer price class to assign pricing rules to a class of customers. Generally, Class/Group matrix cells are used for most pricing combinations. Define customer price classes in the Valid Customer Price Classes control maintenance record, and enter a customer price class in Customer Maintenance pricing options.
Cust size/Category - If you are using the Strategic Pricing companion product, select a customer size and category combination to assign pricing rules to customers that fall into that size and category.
Vendor - A vendor's name to set up pricing rules and discounts you negotiate with this vendor.
Customer - A customer's name to assign pricing rules to this customer. Define customers in Customer Maintenance.
Type/Quote - A customer type or quotation to assign pricing rules to promotional or quotation pricing. The customer type is similar to the customer price class in that it also represents a column in the pricing matrix, but it is generally used for promotional pricing.

The customer type is defined in the Valid Customer Type control maintenance record, and assigned to each customer on the Customer Pricing/Printing screen.

Product/Group:

Product - A product's name or ID to create a product-specific sell matrix cell. Define products in Product Maintenance.
Group - A sell or buy group ID for matrix cells that are not product specific. Buy and sell groups identify groups of products that share the same pricing rules. Define buy and sell groups in Buy/Sell Group Maintenance.

Note: You can create a Group = All matrix cell in Matrix Maintenance only, not in Quick Matrix Maintenance.

If matrix cells exist for the above criteria the system displays those matrix cells as follows:

When creating a matrix cell for a...	The Defined Cells column lists matrix cells...
A customer price class	sell matrix cells for sell groups followed by product-specific matrix cells, both in alphabetical order. Classes sort first by size, listing those with the smallest number of characters first, and then alphabetically by length, or number of characters. For example, classes B, E display first, followed by AC, BC, and then followed by BBC, BCC, and DCR. In other words the system sorts these items B-E-AC-BC-BBC-BCC-DCR.
A customer
Promotional pricing for a customer
Promotional pricing for a quote	sell matrix cells for sell groups, in alphabetical order, followed by products, first sorted by sell group and then listed in order by sort code assigned to the product within the price line.
A vendor	buy groups followed by product-specific buy matrix cells, both in alphabetical order.
A group	matrix cells for vendor (buy matrix) or customer price classes in numeric order, followed by cells for customer types and quotes, both listed with the prefix of Type in alphabetical order, followed by cells for customers, in order by customer number.
A product

Complete the following fields, as needed:

Field	Description
Branch	Enter one of the following to determine whether to list branch-specific or system-wide matrix cells: A branch ID - Creates a branch-specific matrix cell. DFLT - Creates matrix cells where all branches use the same pricing. A territory ID - Creates matrix cells for branches in that territory. For a customer/vendor and product, the system looks for a branch-specific matrix cell, if it does not find one, it looks for a matrix cell for the territory that includes the branch. If it does not find one, it uses DFLT as the Branch entry.
Effective Date	Enter the date the system can begin using the matrix cells for pricing to display all matching matrix cells that include this date in their effective range. The default entry is the current date.
Expire Date	Do one of the following to determine which matrix cells display: Enter the expiration date - Displays only matrix cells that fall between the effective and expiration dates. Leave the field blank - Displays all matrix cells with the effective date, above.

Select Options > Search to view a matrix cell in the list.
Select Options > Select Criteria to list the matrix cells according to selected criteria.
Complete the following fields as needed:

Column	Description
Defined Cells	Do one of the following to enter a new matrix cell: If the table displays a list of matrix cells, move the cursor to the first blank line at the bottom of the list to enter a new matrix cell. If you entered a vendor or a customer, class, or type in step 2, the system prompts you to enter a group or product. If you entered a group or product in step 2, the system prompts you to enter a vendor for a buy matrix cell or a customer, class, or type for a sell matrix cell.
Type	Enter one of the following matrix types to define how the system prices items according to quantity breaks: C - Combination quantity break D - Different Matrix G - Group quantity break M - Matrix quantity break N - No quantity break O - Override Cost Only (sell matrix only) P - Product level quantity break
Price Basis	Enter a basis name for the matrix cell. This entry works with the entry in the Price Formula column to determine the selling price for products referring to the matrix cell. If this field is blank for a group matrix cell, no price line exists for that group.
Price Formula	Enter a formula to work with the entry in the Price Basis column to determine a price. These entries work with the value assigned to the price basis on the Price Line Maintenance window. The system uses this value to determine the selling price for a product referring to the matrix cell.
Effective	Enter the date the system can begin to use the matrix cells for pricing items. The default entry is the current date.
Expires	If you want the matrix to be discontinued at a certain time, indicate what date the matrix is no longer valid.
PQty	The quantity assigned to the product unit of measure for sales orders, as defined in the product record. This column is view-only. Note: For matrix cells that are not product-specific, the PQty column displays two asterisks (**).
UM	The product unit of measure for sales orders, as defined in the product record. This column is view-only. Note: For matrix cells that are not product-specific, the UM column displays two asterisks (**). For more information, see Units of Measure Guidelines for Pricing.

Save your changes and exit the window.

More Options for Creating Matrix Cells in Quick Matrix

The following options are also available when creating matrix cells using Quick Matrix:

To...	Use this menu option...
save your entries periodically while making several changes to the matrix.	Save Data button
set a minimum number of matrix cells to display in the list.	Options > Minimum Number of Display Lines Each user enters All or the number of cells to display each time that user access a matrix. The default is All.
display the detailed matrix cell at the cursor's position.	Maintenance > Matrix Maintenance
display different views to enter additional matrix information. (Quick Sell Matrix only)	Options > Change View This option contains the following views: Prices - Price formulas and price basis names. Costs - Cost formulas and cost basis names. Direct Costs/Direct COGS - Cost formulas and cost basis names for direct orders. Rebates - Contract numbers and vendor names. Direct Rebates - Contract numbers and vendor names for direct orders. Prices/Cost or Prices COGS- Price and cost formulas and basis names. Gross Profit - Gross profit dollar amount and gross profit percent. Price/Qty - Expire quantity, expire type, and split quantity. The following three views display override fields, allowing you to change the override date of selected matrix cells: Cost Override Date or COGS Override Date - Cost information and the cost override date. This option is used primarily for handling vendor rebates. Direct Cost Override or Direct COGS Override Date - Direct cost information and the direct cost override date. This option is used primarily for handling vendor rebates.
copy matrix cells to a different vendor, product, or group.	File > Copy
reduce the number of matrix cells listed on the Quick Buy Matrix window.	Options > Select Criteria
look for a specific matrix cell in the Quick Buy Matrix list.	Options > Search
changes the effective date of multiple matrix cells.	Adjustments > Adjust Effective Dates
change the expiration date of multiple matrix cells.	Adjustments > Adjust Expiration Dates
change the formulas in the Price Formula field by adjusting multipliers and values.	Adjustments > Adjust Formula
enter the price line for the product groups or products to use for creating vendor matrix cells. This option is active only for vendor matrix cells.	Options > Include Line
add groups or products to the matrix cell from a price line.	Maintenance > Product Maintenance
view a record of changes to these matrix cells.	File > Maintenance Log