Running the Matrix Cell Expiration Report

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:

  1. From the Maintenance > Price Maintenance > Reports menu, select Matrix Cell Expiration Report to display the Matrix Cell Expiration Report window.

  2. In the Branch/Territory field, enter the branch or territory to include in the report. Enter ALL to include all branches and territories.

  3. 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.

  1. Enter the customer, inside salesperson, or outside salesperson in the specified field.

  1. In the Cell Expiration area, enter the following:

  1. In the Sales Summary area, enter the following:

  1. Set options, if needed, and generate 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:

Updating Matrix Expire Dates