Defining Customer Size/Category Sell Matrix Cells

If you use Strategic Pricing, you can isolate price updates to a specific customer size and category combination using a customer size/category matrix cell. Customer size/category sell matrix cells are defined in the same way as you define other matrix cells, however, you need to specify the customer size and category for the cell. To use a strategic price, you need to use the Strategic List or Strategic Cost as your basis, however, the matrix cell does not require that you use the Strategic List or Strategic cost basis. If the system does not find a customer size/category matrix cell during order entry, it looks to the default strategic price matrix values for the pricing formula.

Note: You must have at least the Silver Service Level in order to create a sell matrix for Strategic Pricing. If you have the Strategic Costing service level, you are not required to define customer sizes or categories.

The customer must have a customer size and category assigned and the product must have a core status assigned for the system to use the customer size/category cell to price a product in sales order entry.

From the File > Price Maintenance menu, select Sell Matrix to display the Matrix Information screen.
In the Cust Size/Category field, select the customer size and category combination for which to create the matrix cell.
Select a sell group in the Group field to create the cell for a group of products, or select a product in the Product field to create the cell for a single product.
Continue defining the sell matrix cell as you would other individual cells, using the Strategic List or Strategic Cost global basis as your pricing basis.

From the File > Price Maintenance menu, select Quick Sell Matrix to display the Matrix Information screen.
In the Cust Size/Category field, select the customer size and category combination for which to create the matrix cell.
Select a sell group in the Group field to create the cell for a group of products, or select a product in the Product field to create the cell for a single product.
Use the CoRSt hot key to select a core status to limit the display to those core statuses. The C column displays an asterisk for any cells with core status overrides.

Note: This field only displays if you have Gold or Platinum level service.

Continue defining the sell matrix cell as you would other individual cells, using the Strategic List or Strategic Cost global basis as your pricing basis.

Note: You can also create customer size/category sell matrix cells using a different global basis if you do not want to create them using the strategic price.