Matrices

This screen allows you to create and maintain Matrices.  These Matrices are used in the Purchase and Sales Order screens to facilitate the entry of multiple Order Lines using a single order entry panel.  It is directed at those Businesses that have multiple variants of the same 'theme' (For example: Apparel Style) and each variant combination is a unique Item Code in the Inventory module

 

List Tab

 

Display fields

 

Matrix Style: This is display only that shows the current Matrix Styles that exist in Ostendo.   

 

Description: Description of the Matrix Style taken from the Matrices record.

 

Matrix Type: The Matrix Type taken from the Matrices record.  The displayed options are:

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XY for a two dimensional array

•

XYZ for a three dimensional array

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Matrices screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will bring up the ‘Detail’ tab for entry of a new Matrix Style.

 

Save: Not applicable to the List panel

 

Cancel: Not applicable to the List panel

 

Delete: This removes the current Matrix Style record from this table

 

 

Detail Tab

 

This tab enables you to maintain the Master record for this Matrix Style.  The variables and their related Item Code are added in the ‘Lines’ tab

 

Entry and Display fields

 

Matrix Style: Enter a Matrix Style Identity.  Duplicate Matrix Styles are not allowed

 

Matrix Type: Select the Matrix Type.  The Options are

•

XY if the Matrix comprises of two variables

•

XYZ if the Matrix comprises of three variables

 

Description: Description of the Matrix Style.  A description must be entered.  However, no checks are made on the entry content

 

X Axis: From the drop-down list select the Matrix Code that represents the first Variable.  Matrix Codes are maintained via screen (Inventory>Settings>Matrix Dimensions).

 

Y Axis: From the drop-down list select the Matrix Code that represents the second Variable.  Matrix Codes are maintained via screen (Inventory>Settings>Matrix Dimensions).

 

Z Axis: Only visible if Matrix Type XYZ (above) has been selected).  From the drop-down list select the Matrix Code that represents the third Variable.  Matrix Codes are maintained via screen (Inventory>Settings>Matrix Dimensions).

 

Notes: You can enter unlimited amount of Notes that are related to this Matrix Style.  Whenever you click on this field an icon will appear in the top-right.  By clicking on this Icon you can bring up the Frequently Used Text table.  Select the text to be copied and either press the OK Button in that screen or double-click the selected record.

 

 

Buttons

 

Close: This will close the Matrices screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will present this screen in preparation for entry of a new Matrix Style record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: Not applicable to the Detail panel

 

 

Lines Tab

 

This tab facilitates the entry and maintenance of all the variants that apply to this Matrix Style.  It allows you to associate X, Y and Z variant combinations to specific Item Codes or Descriptors. 

 

Entry and Display fields

 

Code Type: From the drop-down list select the line type that the variant combination will relate to.  The options are:

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Item Code

•

Descriptor Code

 

Line Code: From the drop-down list select the Item or Descriptor Code to which the variant combination will apply.

 

Unit: For Descriptors this is a display only field.  For Item Codes this is prefilled with the Item's base Unit.  You may select any other Unit currently valid for this Item from the drop-down list.

 

(X Axis): The column heading is the X-Axis Matrix Code selected in the 'Details' tab.  Select the specific variable within this Matrix Code from the drop-down list.   Note: This list is maintained via Inventory>Settings>Matrix Dimensions.

 

(Y Axis): The column heading is the Y-Axis Matrix Code selected in the 'Details' tab.  Select the specific variable within this Matrix Code from the drop-down list.   Note: This list is maintained via Inventory>Settings>Matrix Dimensions.

 

(Z Axis): The column heading is the Z-Axis Matrix Code selected in the 'Details' tab.  Select the specific variable within this Matrix Code from the drop-down list.   Note: This list is maintained via Inventory>Settings>Matrix Dimensions.

 

 

Buttons

 

Close: This will close the Matrices screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new Variant.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the screen was opened or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This will remove the current Variant from this Matrix Style