<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/td/onlinemanual/000026" xml:lang="en">
   <Header>
      <Title>To set up a price matrix</Title>
      <Keyword type="header" order="d1e1281081">
         <Level1>Pricing Control matrix</Level1>
         <Level2>price matrix</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1281086">
         <Level1>Price matrix</Level1>
         <Level2>setting up</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>In the <GUIRef href="/baanerp/td/pcg" role="module">Pricing</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,
		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.</Paragraph>
   </GeneralSection>
   <ProcedureSection>
      <SectionTitle>To set up a price matrix</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>
            <Paragraph>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="6">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab</TH>
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.sales" role="groupbox">Sales</GUIRef> tab</TH>
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdgen.purchase" role="groupbox">Purchase</GUIRef> tab</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="formfield">Matrix Definition Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sprc" role="formfield">Price Control</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pprc" role="formfield">Price Control</Link>
                     </TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngpb" role="formfield">Price Book Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sdpb" role="formfield">Default Sales Price Book</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pdpb" role="formfield">Supplier Price Book</Link>
                     </TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.spdt" role="formfield">Sales Price Date Type</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ppdt" role="formfield">Purchase Price Date Type</Link>
                     </TD>
                  </TR>
                  <TR no="5" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpds" role="formfield">Recalculate Prices and Discounts</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.rpdp" role="formfield">Recalculate Prices and Discounts</Link>
                     </TD>
                  </TR>
                  <TR no="6" isLast="true">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.sudf" role="formfield">Use Derived from Item</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pudf" role="formfield">Use Derived from Item</Link>
                     </TD>
                  </TR>
               </TBODY>
            </TABLE>
         </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>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.maty#sobook" role="option">Sales Price</GUIRef>
               </ListItemHead>
               <ListItem>To define matrix attributes for sales prices.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.maty#pobook" role="option">Purchase Price</GUIRef>
               </ListItemHead>
               <ListItem>To define matrix attributes for purchase prices.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.maty#transfer" role="option">Transfer Price</GUIRef>
               </ListItemHead>
               <ListItem>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 set the order
			 for the matrix sequence and you classify the matrix definitions.</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="option">Standard</GUIRef>.</Paragraph>
            <Paragraph>For more information, refer to <Link href="/baanerp/td/onlinemanual/000019" role="manual">To set up a 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="option">Sales Price</GUIRef>, define the matrix definition MD1 (matrix definition one). Add
		the attributes sold-to, invoice-to, order origin, delivery terms, 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 1
		  September to 1 December.</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="option">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>Delivery terms: 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">To set up a 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>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000013" role="manual">Overview of Pricing</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>