Add Matrix Entries
Add Matrix Entries
On selection of the ‘Add’ entry the matrix entry screen is displayed.
Account Group or A/c Code
Stock Group or Stock Code
You are only offered the ‘Account Group’ option if the Database Profile for the sales/purchase ledger defines this data item. If so, you may choose an account group, otherwise you may only give a specific account code for which this entry is to apply. Similarly you must give the stock group (if defined in the stock file Datafile Profile) or the stock code to complete the look-up code for this matrix entry.
You may use the <F4–Select> function key to help find the specific account / stock codes you want and, if using table data items for the groups you can use F4-Select here as well.
Delivery Address Accounts
If using Delivery Addresses then you normally enter matrix entries for the main invoice account (head office). However, parameters in the sales/purchase system profiles control whether to look to the main invoice account or to use the delivery account.
If using multi location stock then, unlike in other areas, the system prompts for the location and stock code as one item rather than in their separate components of location and stock code.
The option exists when using multi-location stock with the discount matrix to enter a location for a main (termed ‘global’ in the sales/purchase system profiles) and have it apply for that stock item regardless of the location actually used.
There are three types of discount matrix entry and you now enter the appropriate discount to apply to this matrix entry, the price to use for this entry, or reply Y <Enter> to denote that quantity breaks are to apply. You may not have a combination of these factors.
If you enter a discount then this discount is applied against the standard stock price for that item, if you enter a price then this overrides the standard price for the item.For quantity break details see below.
Note that if this matrix entry refers to an individual stock, then you may use the <F4–Select> key to display the price structure from the stock record for this item.Also note that if Foreign Currency is in use the price entered is taken to be in the currency of the account.
If you reply Y <Enter> to the "Qty Break” question above, then you are given a quantity and discount table to complete, otherwise this is bypassed.
The quantity represents that at which the matrix entered is applied. If you enter a quantity of 10 as the first entry in the file, then standard pricing applies for quantities up to 9.99. After entering the quantity you are given the option to enter either a price band, price each or discount percentage.
Note that for Invoicer you cannot mix and match entries – i.e. you cannot for quantity of 10 apply a discount percentage and for a quantity of 14 apply a price-each, nor can you enter a value for more than one of the which-price/price-each/discount options.
Also note that the table must be completed in ascending order of quantity values, and no validity check is made. If you fail to complete this table correctly, therefore, you may not get the results you were expecting.
Quantity Breaks within the Supplier Matrix do not offer the option for price bands.
If you only want this discount structure to apply up to a specific date, then enter the date after which it is to be void. This date is compared against the invoice date (invoicer program) or to the order date (sales order processing)
Up to three lines of thirty characters are available for you to enter comments concerning the discounts offered by this entry. If any comments at all are present, then these comments are displayed in a small window and the operator alerted when using the invoicer or sales order processing and this discount matrix entry applies.
Should you want the decision of whether or not to apply the discount matrix facilities at the time an invoice or order is entered, then you should enter a comment here to force the display.
Alternate Entry Options
In addition to the standard matrix options above there are various alternate configurations that provide different pricing options.
Matrix by Expiry Date (Order Processing Only)
Although the price matrix does allow an expiry date option as standard this means that you can only have one entry per account/stock combination – i.e. if the price/discount changes after a certain date you cannot enter/amend the matrix entry until that date is reached. This option for expiry dates builds the date into the prime-index of the matrix entry allowing more that one matrix entry for account / stock code.
Note that you can have nested dates and dates that overlap – i.e. have one price for the 01/01/03 to 31/01/03, have a different price for 07/01/03-15/01/03 and a third price for 30/01/03 to 07/02/03 – the system will look for an applicable entry with the ‘earliest’ expiry date and apply this.
Implementing Matrix Entries by Expiry Date
Implementing this option invalidates all the existing matrix entries as the prime-index code of the matrix entry changes from account-stock to account-stock-date. We recommend you clear all existing entries from the file and recreate entries required.
Price by Date Band
This option is similar to the option for ‘Matrix by Expiry Date’ but applies equally to Invoicer and Order Processing. This option adds a date table, similar to the quantity breaks table to the price option allowing entry of prices for differing date ranges.
After entry of the ‘normal’ discounted price you have the option to enter a date/price table. This asks for a ‘from/to’ date and the price that applies within that range. When the matrix is applied the system checks to see if one of the entries in the date/price table will apply before applying either this price or the ‘normal’ discounted price.
Staged Discounts (Order Processing Only)
In some distribution industries prices are largely based on applying discounts against a fixed retail price – and more than one discount may apply in combination. For example a manufacturer may give 40% off standard retail to wholesalers but an additional 15% for their main stockists. The multiple discounts facility allows up to four such chained discounts for use within the Order Processing applications.
In this configuration you can enter up to four discounts that are applied consecutively. You are also asked after the discount for the price band to apply these discounts to.
- Release ID: Standard