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Order Pricing Matrix

This screen is processed after Order Line Prices have been established to provide additional functionality that is applied to the Order as a whole.    It facilitates:

 

 

 

Entry and Display fields

 

Matrix Level: From the drop-down list select the level at which the matrix will be applied. The options are:

 

Matrix Level Name: From the drop-down list select the specific Level.  The content of the drop-down is derived from the 'Matrix Level' selection.  This drop-down is not active if the 'Matrix Level' selection is 'All'

 

Product Level: From the drop-down list select the Level to which this Pricing Matrix applies.   The options are:

 

Product Level Code: From the drop-down list select the specific Level.  The content of the drop-down is derived from the 'Product Level' selection.  This drop-down is not active if the 'Product Level' selection is 'All'

 

Product Level Unit: From the drop-down list select a specific Unit of Measure. All Product Level selections with this Unit will be addressed.

 

Based On: From the drop-down list select the criteria that will apply to this Matrix.  The options are:

 

Value From: This, combined with 'Value To' enables you to restrict this Matrix to a specific range of values.  Enter the start value of the 'Based On' selection for the range.  If nothing is selected then all values up to 'Values To' are assumed.  If both 'Values From' and 'Values To' do not have an entry then all values are assumed.

 

Value To: This, combined with 'Value From' enables you to restrict this Matrix to a specific range of values.  Enter the end value of the 'Based On' selection for the range.  If nothing is selected then all values from 'Values From' are assumed.  If both 'Values From' and 'Values To' do not have an entry then all values are assumed.

 

Style: This identifies the action to take place when the Matrix Conditions have been satisfied.  The options are:

 

Fixed Discount: Enter the Discount or Surcharge (-) percentage that will be applied if the 'Style' is 'Fixed Discount'.  Note: If the Discount% entered here is less that the Discount held against the Customer's master record then the master record's discount will override this value.

 

Start Date: Enter the date when the Matrix will become effective. If nothing is entered then any date equal to or earlier than the finish date will be assumed

 

Finish Date: Enter the date when the Matrix will become effective. If nothing is entered then any date equal to, or later than, the start date will be assumed

 

Matrix Description: Enter a brief description of this Matrix.  No checks are carried out

 

Sub Category: You have the option to select a Sub Category from the dropdown list that will apply to this matrix rule

 

 

Buttons

 

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

 

Add: If the cursor is in the upper part of the screen then clicking the 'Add' button will send the cursor to a new line in the upper panel for entry of a new Order Pricing Matrix record.

 

If the cursor is in the lower part of the screen then clicking the 'Add' button will send the cursor to a new line in the lower panel for entry of a new line.   This line will be added to the Order if the Matrix Style is 'Insert Lines'.  Fields in this lower panel are:

 

Line Type: From the drop-down list select the Line Type. The options are:

 

Line Code: From the drop-down list select the Code. The drop-down list will vary dependent upon the Line Type selection.

 

Unit: This is prefilled with the Unit for the Code. If this is an Inventoried Item with multiple Units then you can amend the Unit of Measure by clicking on the drop-down icon and selecting the Unit.

Description: This is prefilled with the description as held against the Item or Descriptor. It can be amended here if required.

Qty Method: From the drop-down list select the Method by which the Quantity of the Line will be calculated when added to the Order. The options are:

 

Qty: Enter the quantity of the Qty Method that will be added to the Order

Unit Price: This is prefilled with the base Price of the Code.  You may amend this to make it specific to this Order Matrix if required

Price Is: From the drop-down list select the Price/Tax relationship.  The options are:

 

Line Notes: This is prefilled with any ‘Notes’ that are held against the Code. It may be amended here and made specific to this Line. 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.

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 removes the current line from this screen

 

Related: This will bring up a list of functions that are related to Order Pricing Matrix. You may open and maintain information in those screens whilst still remaining in the Order Pricing Matrix screen.

 

Reports: This will bring up a list of Reports that are related to the Order Pricing Matrix.  You can immediately run the report whilst still remaining in the Order Pricing Matrix screen.