A matrix type is a required field that determines how the system prices quantity breaks and price overrides. Matrix types are defined from the Group field on the Buy or Sell Matrix Maintenance windows.
Matrix Type C - Combination Quantity Break
Assign type C, combination quantity break, if the buy or sell group meets the following criteria:
Part of a combination group.
Quantity breaks are based on the combined purchase of all items within all buy or sell groups included in the combination group.
Use Combination Group Maintenance to define the following:
Combination groups.
Quantity breaks.
The common unit of measure used to determine break points for products included in a combination group. Each buy or sell group in the combination group must have common units of measure.
Assign the buy or sell groups to a combination group in the Buy/Sell Group Maintenance.
Matrix Type D - Different Matrix
Assign type D, different matrix, when creating a customer-specific matrix cell that points to another matrix cell (class/group) for its pricing rules.
For example, a customer is in the A2 price class for most products. This customer sometimes buys products from a different price group. For that group of products, assign the D-type matrix cell to point to a class/group matrix cell that offers a better price.
If the pricing rules for the referenced cell changes, the customer receives correct pricing without additional file maintenance.
Note: When a D-type matrix cell is displayed in Quick Sell Matrix Maintenance it displays the price basis and formula of the matrix cell to which it points for its pricing rules.
To create a type D matrix cell:
From the Maintenance > Price Maintenance menu, select Sell Matrix to display the Sell Matrix Maintenance window.
In the Customer field, enter the customer ID.
In the Group or Product field enter the ID of the sell group or product that will get special pricing.
In the Matrix Type field, enter D.
In the Different Matrix area, enter the following:
Branch - Do one of the following:
If all branches use the same price rules, enter default.
To point this matrix cell to a matrix cell in another branch, enter the branch, or select a branch from the list.
Class - Enter the customer class assigned to the matrix cell that provides the pricing rules for this cell.
Group - Enter the group assigned to the matrix cell that provides the pricing rules for this cell. Buy and sell groups identify groups of products that share the same pricing rules. Create buy and sell groups in Buy/Sell Group Maintenance.
Keep the following information in mind when assigning groups to D type matrix cells:
The group for the referenced matrix cell must be part of the price line to which the product in the D type matrix cell belongs. If it does not, you cannot exit the Branch, Class, or Group fields.
If this product was part of a group, because it has override pricing, the price does not change when a quantity break point is reached, although other products in the group still contribute to reaching break points.
The system populates the basis and formula information on the Quantity Breaks tab from the referenced matrix cell.
Note: Items on the Sales Order Entry window that are subject to override pricing display *Customer Specific* in the Class/Type field in the Audit Pricing view.
Matrix Type G - Group Quantity Break
Assign type G, group quantity break, when the following criteria are met:
Quantity breaks are defined for products in the matrix cell.
Quantity breaks are based on the combined purchase of all items on an order assigned to the buy or sell group on the matrix cell.
The system looks to all items that fall within the group to determine if the quantity break has been met.
Note: The unit of measure used with the quantity breaks for the G group is the unit of measure defined for the group on the Buy/Sell Group Maintenance window.
Matrix Type M - Matrix Quantity Break
Assign type M, matrix quantity break, when the following criteria are met:
Quantity breaks are defined on the matrix cell.
Quantity breaks are based on multiple purchases of the same product.
The system looks at the line item on the order to determine if the product has met the quantity break, unlike a group quantity break where the system looks to all items that fall within the group to determine if the quantity break was met.
Matrix Type N - No Quantity Break
Assign type N, no quantity break, when you do not want quantity breaks assigned to the matrix cell. The matrix cell's formula does not change regardless of the quantity purchased.
Matrix Type O - Override Cost Only
Assign type O, override cost only, to assign a price date or cost override to the normal COGS cost for the matrix cell. For example, a class or product, O-type matrix cell might be used when a special purchase of a product is tied to customer/product-level matrix cells.
A matrix cell for a cost override is independent of any sales pricing configuration. The O-type cell must be at a different matrix hierarchy level from the pricing cells for the system to detect it. Multiple O-type matrix cells follow the same pricing hierarchy that sell matrix cells follow.
Note: When a new O-Type matrix cell is being created for rebates through an EDI 845, if there is an existing N-Type that is still active (non-expired) with matching rebate information, the system automatically expires that N-Type cell and creates a new N-Type with the cost and pricing information intact.
With the exception of an O-type matrix, expiration quantities are designed to work only with pricing and not costing. Therefore, if an O-type matrix cell contains expiration quantities on it and is being used for costing, the remaining quantities should be reduced. However, if the costing comes from an N-type matrix cell and that matrix cell is not used for pricing, then the remaining quantity is not reduced.
Matrix Type P - Product-level Quantity Break
Assign type P, product level quantity breaks, when the following criteria are met:
Quantity breaks are defined in the matrix cell.
Quantity breaks are based on multiple sales of the same product.
The system looks to the quantity breaks set up in Product Maintenance (Maintenance > Product >Pricing> Product Price Maintenance > Pricing >Quantity Breaks) when this matrix type is selected. When defining a P-type matrix cell, the fields in the Quantity Breaks column are inaccessible in Sell or Buy Matrix Maintenance.
Use product-level quantity breaks to promote the sale of box quantities of a product by setting the quantity break amount at the box quantity.
Note: The
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