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<ManualTopic ID="/baanerp/td/onlinemanual/000026" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up a price matrix</Title>
		<Keyword><Level1>matrix</Level1>
		</Keyword>
		<Keyword><Level1>price matrix</Level1>
		</Keyword>
		<Keyword><Level1>price</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>In the <GUIRef href="/baanerp/td/pcg" role="module">Pricing Control</GUIRef> module, a price matrix is a pricing structure that offers flexible criteria to define and retrieve prices and discounts.</Paragraph>
		<List><ListIntro>Essentially, a price matrix consists of the following elements:</ListIntro>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link>.</ListItem>
			<ListItem>A set of <Link href="/baanerp/td/glossary/glossary#000366" role="glossary">matrix attributes</Link>.</ListItem>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#PriceBook.td" role="glossary">price book</Link>.</ListItem>
		</List>
		<Paragraph>If the properties of the sales order match the properties of the price matrix, the price from the price book that is linked to the price matrix is applied to the sales order.</Paragraph>
	</GeneralSection>
	<ProcedureSection><SectionTitle>Settings</SectionTitle>
		<ProcIntro><Paragraph>To set up a price matrix, complete the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</ListIntro>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="fieldhelp">Matrix Definition Number Group</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngpb" role="fieldhelp">Price Book Number Group</Link>
					</ListItem>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.sales" role="groupbox">Sales</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sprc" role="fieldhelp">Price Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sdpb" role="fieldhelp">Default Sales Price Book</Link>, if you only want to use one price book for sales prices.</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="fieldhelp">Price Date Type</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpds" role="fieldhelp">Recalculate Prices and Discounts</Link>
					</ListItem>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.purchase" role="groupbox">Purchase</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pprc" role="fieldhelp">Price Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pdpb" role="fieldhelp">Supplier Price Book</Link>, if you only want to use one price book for purchase prices.</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ppdt" role="fieldhelp">Price Date Type</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpdp" role="fieldhelp">Recalculate Prices and Discounts</Link>
					</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define a <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link> of the following matrix types:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#sobook" role="enum">Sales Price</GUIRef>, to define matrix attributes for sales prices.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#pobook" role="enum">Purchase Price</GUIRef>, to define matrix attributes for purchase prices.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#transfer" role="enum">Transfer Price</GUIRef>, to define matrix attributes for transfer prices.</ListItem>
				</List>
				<Paragraph>In the <GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef> session, you must define the elements, which are matrix attributes, for which you want to set up a price book.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define a <Link href="/baanerp/td/glossary/glossary#000101" role="glossary">matrix sequence</Link> for the matrix definition in the <Link href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</Link> session. In this session, you define your own search sequence to find a price book.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0111m000" role="session">Price Book Codes (tdpcg0111m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define price book codes in the <Link href="/baanerp/td/pcg/tdpcg0111m000" role="session">Price Book Codes (tdpcg0111m000)</Link> session. Price book codes are used to identify price books and determine whether the price books are used in the <GUIRef href="/baanerp/td/sls" role="module">Sales Control</GUIRef> module or the <GUIRef href="/baanerp/td/pur" role="module">Purchase Control</GUIRef> module.</Paragraph>
				<Paragraph>A price book can have different origins, but if you want to use it in a price matrix, the origin must be <GUIRef href="/baanerp/td/domains/pcg.pbor#stnd" role="enum">Standard</GUIRef>.</Paragraph>
				<Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000019" role="manual">Price book</Link>.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0131m000" role="session">Price Books (tdpcg0131m000)</GUIRef>
				</StepTitle>
				<Paragraph>In the <Link href="/baanerp/td/pcg/tdpcg0131m000" role="session">Price Books (tdpcg0131m000)</Link> session, you can define price books. In price books, you link item prices to a price book. You can define price ranges by means of break types and break values. You can also link a discount schedule to the price book. The discount schedule must have the same origin as the price book.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0130m000" role="session">Price Matrices (tdpcg0130m000)</GUIRef>
				</StepTitle>
				<Paragraph>Price matrices are defined in the <Link href="/baanerp/td/pcg/tdpcg0130m000" role="session">Price Matrices (tdpcg0130m000)</Link> session. In this session, you must link a matrix definition to a price book code and enter values for the matrix attributes. As a result, matrix attributes are linked to price books.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<ExampleSection><SectionTitle>Example</SectionTitle>
		<Paragraph>For matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#sobook" role="enum">Sales Price</GUIRef>, define the matrix definition MD1 (matrix definition one). Add the attributes sold-to, invoice-to, order origin, terms of delivery, currency, and item to the matrix definition.</Paragraph>
		<List><ListIntro>Specify the price book SLS1 for a group of manufactured items with the following characteristics:</ListIntro>
			<ListItem>Sold in USD.</ListItem>
			<ListItem>A minimum break of 2,500 pieces.</ListItem>
			<ListItem>A valid period from September 1 to December 1 2004.</ListItem>
			<ListItem>A price of $25 each.</ListItem>
			<ListItem>An additional discount schedule.</ListItem>
		</List>
		<List><ListIntro>Define a price matrix for matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#sobook" role="enum">Sales Price</GUIRef>, and select matrix definition MD1 and price book SLS1. Enter values for the matrix attributes, such as the following:</ListIntro>
			<ListItem>Sold-to: Tradex, Inc.</ListItem>
			<ListItem>Invoice-to: Tradex, Inc.</ListItem>
			<ListItem>Order origin: Sales.</ListItem>
			<ListItem>Terms of delivery: CoD (Cash on Delivery).</ListItem>
			<ListItem>Currency: USD.</ListItem>
			<ListItem>Item: Laptop computer A1.</ListItem>
		</List>
	</ExampleSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000019" role="manual">Price book</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000381" role="manual">Price retrieval</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000382" role="manual">Discount retrieval</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000011" role="manual">Matrix structure</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
