Running the Sell Matrix Proof Report

Run the Sell Matrix Proof Report to review how your sell matrix cells are set up for any sell group and customer class combination.

To run the Sell Matrix Proof Report:

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

  2. In the Branch/Territory field, enter the branch to include in the report is to be run. Multiple and All branches are not options. If you have not set up branch specific matrix cells, the report is identical for every branch.

  3. In the Effective Date field, enter the date that the matrix cells are in effect.

  4. In the Start Price Class field, enter the first price class to include in the report.

  5. In the End Price Class area, enter the range of price classes to include in the report.

The report prints columns for five price classes in portrait orientation. The following are guidelines for entering price classes in this report:

  1. To present the report in a readable form, do not specify more than five price classes.

  2. If you enter a starting price class, you must enter an ending price class.

  3. If you do not enter a starting price class, you cannot enter an ending price class.

  4. If you leave the From and To fields blank, you must enter one or more customer type.

  1. In the Customer Types field, do one of the following:

  1. Set options, if needed, and generate the report.

What the Report Shows

The report sorts as follows:

Column

Description

Branch

The name of the branch on the matrix cell.

Price Group

The sell group associated with the matrix cell.

Description

Name of the sell group and its description.

Cls:

Names the customer price class in the column heading, and lists the basis and formula used by the matrix cell in the column.

Lvl

The status of the sell matrix cell as follows:

  • b - Branch specific

  • d - Default (no branch or territory specified)

  • t - Territory specific

  • g - Group = All

  • c - Class = All

  • a - All Class = All Group

  • ! - No matrix cell found

Tag Along Comment

Any comment attached to the matrix cell.

Note: If the price or cost matrix are overridden, the tag-along comment is removed.

See Also:

Creating Sell Matrix Cells

Creating Matrix Cells in Quick Sell Matrix

Pricing Matrix Overview