Creating Matrix Cells in Quick Matrix Maintenance

A matrix cell defines parameters that determine how your products are priced. Use Quick Sell Matrix Maintenance and Quick Buy Matrix Maintenance when no special pricing arrangements are required, such as quantity breaks, or fixed sale price quantities. The Quick Sell Matrix Maintenance window allows you to create several simple matrix cells in one sitting, or displays a list of matrix cells that you can edit at the same time.

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

Note: In Sales Order Entry Inquiry, you can run a report on a line item that verifies how the system determined the selling price of that item.

To create a matrix cell in Quick Matrix Maintenance:

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

2. Use the fields to enter values in either a customer/vendor field or a product/group field to determine the type of matrix cells to display.

3. Customer/Vendor

   Field	Description
   Class	A customer price class to assign pricing rules to a class of customers. Generally, Class/Group matrix cells are used for most pricing combinations. Define customer price classes in the Valid Customer Price Classescontrol maintenance record, and enter a customer price class in Customer Maintenance pricing options.
   Cust size/Category	If you are using the Strategic Pricing companion product, select a customer size and category combination to assign pricing rules to customers that fall into that size and category.
   Vendor	A vendor's name to set up pricing rules and discounts you negotiate with this vendor.
   Customer	A customer's name to assign pricing rules to this customer. Define customers in Customer Maintenance.
   Type/Quote	A customer type or quotation to assign pricing rules to promotional or quotation pricing. The customer type is similar to the customer price class in that it also represents a column in the pricing matrix, but it is generally used for promotional pricing. The customer type is defined in the Valid Customer Typecontrol maintenance record, and assigned to each customer on the Customer Pricing/Printing screen.

4. Product/Group

   Field	Description
   Product	A product's name or ID to create a product-specific sell matrix cell. Define products in Product Maintenance.
   Group	A sell or buy group ID for matrix cells that are not product specific. Buy and sell groups identify groups of products that share the same pricing rules. Define buy and sell groups in Buy/Sell Group Maintenance.

   Note: You can create a Group = All matrix cell in Matrix Maintenance only, not in Quick Matrix Maintenance.

    

If matrix cells exist for the above criteria the system displays those matrix cells.

3. Complete the header fields, as needed, to narrow your search results and click Update.

   Field	Description
   Branch	Enter one of the following to determine whether to list branch-specific or system-wide matrix cells: A branch ID - Creates a branch-specific matrix cell. DFLT - Creates matrix cells where all branches use the same pricing. A territory ID - Creates matrix cells for branches in that territory. For a customer/vendor and product, the system looks for a branch-specific matrix cell, if it does not find one, it looks for a matrix cell for the territory that includes the branch. If it does not find one, it uses DFLT as theBranchentry. If you are using the Product Count column, use the Branch To Use For DFLT Branch Matrix Cell Product Groups control maintenance record to indicate which branch to use to populate that column when the Branch column is set to DFLT. For other options, see Creating Matrix Cells in Quick Matrix Maintenance.
   Effective Date	Enter the date the system can begin using the matrix cells for pricing to display all matching matrix cells that include this date in their effective range. The default entry is the current date.
   Expire Date	Do one of the following to determine which matrix cells display: Enter the expiration date - Displays only matrix cells that fall between the effective and expiration dates. Leave the field blank - Displays all matrix cells with the effective date, above.
   Core Status	If you are using the Strategic Pricing companion product, select a  product's core status for which you want to review sell matrix information. For more information, see Product Core Statuses in Strategic Pricing.
   Price Line	New in Release 9.0.5 Select a price line by which you want to sort the sell matrix information. If you set this to All, you can use the Price Line column to sort, group, and update the information by price line.

4. To refine your matrix search, do one of the following:

• Select Options >Search to view a matrix cell in the list.

• Select Options >Select Criteria to list the matrix cells according to selected criteria.

5. Complete the following fields as needed:

For other view options, see View Options for Quick Buy/Sell Matrix Maintenance in this documentation. You can also use User-Defined View Maintenance to create your own column view, as needed.

6. Save your changes and exit the window.

More Options for Matrix Cells in Quick Matrix

The following options are also available when creating matrix cells using Quick Matrix:

See Also:

Searching for Matrix Cells

Adjusting Formulas in Quick Matrix

Pricing Matrix Overview