Editing Matrix Cells in Quick Sell Matrix Maintenance

Edit several sell matrix cells at once to avoid having to display each matrix cell to make changes. For example, if you need to change the formula and basis name on all of your Class 1 matrix cells, you can change them all in one operation from Quick Sell Matrix Maintenance. Select all or a portion of the cells listed in Quick Sell Matrix Maintenance, and then use Quick Sell Matrix Edit to change the field entries.

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

To edit a matrix cell in Quick Sell Matrix Maintenance:

  1. From the Maintenance > Price Maintenance menu, select Quick Sell Matrix to display the Quick Sell Matrix Maintenance window.

  2. Enter the necessary information to display the matrix cells you want to edit.

At this point, you can include additional groups and products in the matrix.

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.

  1. Select the first matrix cell that requires editing.

  2. Select Options > Edit to display the Quick Sell Matrix Edit dialog box.

Note: If the matrix is a special pricing agreement set up through EDI, you can double-click the matrix and the system displays the contract in the SPA Matrix Review Queue.

  1. In the Matrix Type field, enter the matrix type that applies to the cells you are editing.

  2. For each mode, enter the new values that apply to the matrix cells you are editing, as needed:

For the value..

Enter...

Date

a price date to override the matrix cells' effective dates. You can use this

field to apply an earlier price sheet to the matrix cells.

Basis

the global basis name.

Formula

the formula to use with the basis to determine the price for the product or products associated with the matrix cell.

Code

a cost code override if needed. This feature is not active unless you have the Prompt For Cost Code On Cost Override In Matrix Maintenance control maintenance record set to Yes.

Use the following table to determine if this change should affect direct sales items:

If you select...

and a direct cost override...

and a default cost override..

then the system...

Default

is not set

is set

uses the default cost override on direct and non-direct orders.

Default

is set

is not set

uses the direct cost override for direct orders only.

Default

is set

is set

uses the direct cost override for direct orders, and default cost overrides for non-direct orders.

Direct

N/A

N/A

uses the direct cost override for direct orders, if one exists.

  1. Click OK to display the Edit Lines Through prompt, and enter the last line in the series of matrix cells through which to apply your changes, and click OK. For example, to make changes from line 5 through line 15, your cursor is currently on line 5, so enter 15.

  1. Enter Yes to apply your changes to the selected matrix cells, and return to the previous window.

See Also:

Creating Matrix Cells in Quick Sell Matrix

Creating Sell Matrix Cells