Sales Mapping Matrix

Whereas the Cost Centre Mapping screen provides a ‘Load and Go’ option, this screen extends that basic functionality and allows a User to establish a more detailed structure covering the Sales area.  It consists of a hierarchical structure using

1 - Currency

2 - Invoice Customer Type

3 - Invoice Customer Region

4 - Order Customer Type

5 - Order Customer Region

6 - Order Class

7 - Order Type

8 - Sales Order Person

9 - Category

And mapping them to

In the above matrix the level 9 (Category) takes the most significant whereas Level 1 (Currency) takes the least significant.  For example:

If there are two mapping records containing:

The second mapping record would take priority over the first.

Entry and Display fields

Currency: From the drop-down list select the Currency to be used that relates to this Mapping

Site Name: From the drop-down list select the Site Name to be matched against the Site  Name held against the signed-in User (via File>System Configuration>User Security and Options).

Invoice Customer Type: From the drop-down list select the Customer Type to be matched against the Customer Type held against the Invoice Customer (I.e. the Billing Customer)

Invoice Customer Region: From the drop-down list select the Region to be matched against the Customer Region held against the Invoice Customer (I.e. the Billing Customer)

Order Customer Type: From the drop-down list select the Customer Type to be matched against the Customer Type held against the Order Customer

Order Customer Region: From the drop-down list select the Region to be matched against the Customer Region held against the Order Customer

Order Class: From the drop-down list select the Order Class to be matched against the Order Customer.  The options are:

Order Type: From the drop-down list select the Order Type to be matched against the Order Customer.  The available options in the drop-down are linked to the class of Order from where the Invoice originated (I.e. the Order Class)

Order Category: If the Order Class selected above is 'Job Orders' then you can make a further selection against the the Order Category.  From the drop-down list select the Order Category to be matched against the value held against the Job Order Header

Order Sales Person: From the drop-down list select the Sales Person to be matched against the Order Customer. 

Category: From the drop-down list select the Category to be mapped against the Item, Descriptor, or Labour Code’s Category at the Invoice Line level

Sub Category: From the drop-down list select the Sub Category to be mapped against the Item, Descriptor, or Labour Code’s Category at the Invoice Line level

Code Type: From the drop-down list select the code type (Item/Descriptor/Labour) .

Code: From the drop-down list select the item/descriptor/labour code.

Mapped Cost Centres

The above matrix combination is now mapped to Income and Cost Of Goods Cost Centres.  Cost Centres are maintained via General>Cost Centres.

Income Cost Centre: From the drop-down list select the Cost Centre that represents the Income side of the Journal for this matrix combination. 

Cost Of Goods Cost Centre: From the drop-down list select the Cost Centre that represents the COGS side of the Journal for this matrix combination. 

Buttons

Close: This will close the Sales Mapping 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: This will send the cursor to a new line for entry of a new Sales Mapping 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 Sales Mapping line from this table

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

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