| To set up a price matrix |  |
| In the Pricing Control module, a price matrix is a pricing structure that offers flexible criteria to define and retrieve prices and discounts. Essentially, a price matrix consists of the following elements: A matrix definition. A set of matrix attributes. A price book. If the properties of, for example, 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. To set up a price matrix To set up a price matrix, complete the following steps: Step 1. Pricing Parameters (tdpcg0100m000) Define the following fields in the Pricing Parameters (tdpcg0100m000) session: On the General tab: Matrix Definition Number Group Price Book Number Group On the Sales tab: Price Control Default Sales Price Book, if you only want to use one price book for sales prices. Sales Price Date Type Recalculate Prices and Discounts Use Derived from Item On the Purchase tab: Price Control Supplier Price Book, if you only want to use one price book for purchase prices. Purchase Price Date Type Recalculate Prices and Discounts Use Derived from Item Step 2. Matrix Definitions (tdpcg0110m000) Define a matrix definition of the following matrix types: Sales Price To define matrix attributes for sales prices. Purchase Price To define matrix attributes for purchase prices. Transfer Price To define matrix attributes for transfer prices. In the Matrix Definitions (tdpcg0110m000) session, you must define the elements, which are matrix attributes, for which you want to set up a price book. Step 3. Matrix Sequences (tdpcg0120m000) Define a matrix sequence for the matrix definition in the Matrix Sequences (tdpcg0120m000) session. In this session, you set the order for the matrix sequence and you classify the matrix definitions. Step 4. Price Book Codes (tdpcg0111m000) Define price book codes in the Price Book Codes (tdpcg0111m000) session. Price book codes are used to identify price books and determine whether the price books are used in the Sales Control module or the Purchase Control module. A price book can have different origins, but if you want to use it in a price matrix, the origin must be Standard. For more information, refer to To set up a price book. Step 5. Price Books (tdpcg0131m000) In the Price Books (tdpcg0131m000) 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. Step 6. Price Matrices (tdpcg0130m000) Price matrices are defined in the Price Matrices (tdpcg0130m000) 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. Example For matrix type Sales Price, 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. Specify the price book SLS1 for a group of manufactured items with the following characteristics: Sold in USD. A minimum break of 2,500 pieces. A valid period from 1 September to 1 December. A price of $25 each. An additional discount schedule. Define a price matrix for matrix type Sales Price, and select matrix definition MD1 and price book SLS1. Enter values for the matrix attributes, such as the following: Sold-to: Tradex, Inc. Invoice-to: Tradex, Inc. Order origin: Sales. Terms of delivery: CoD (Cash on Delivery). Currency: USD. Item: Laptop computer A1. Related topics To set up a price book Price retrieval Discount retrieval Matrix structure Overview of Pricing Control |