| # Global Update of Prices via Price Matrices (tdpcg0230m300) Use this session to update prices in price matrices, or freight rates in freight rate matrices. To update prices or freight rates, proceed as follows: Select a Matrix Type and a Matrix Definition. As a result, you can update prices or freight rate books that are linked to price matrices or freight rate matrices that use the selected Matrix Type and Matrix Definition. For example, if you select Matrix Type, Sales Price and Matrix Definition MAX1001, you can update prices that are linked to price matrices that use this combination of Matrix Type and Matrix Definition. Specify your selection range in the General tab of this session. Specifying a currency range and an Effective Date range will narrow down the selection of freight rate matrices or price matrices selected in the previous step. Specifying a range of items will narrow down the selection of matrices further: only price matrices or freight rate matrices whose matrix attributes include an item of the specified range of items are selected. Specify the selection range for matrix attributes. By specifying a range of matrix attributes, you can fine-tune your selection of applicable price matrices or freight rate matrices: only matrices that have matrix attributes of the specified range are selected. As a result, only the prices or freight rates of the selected price matrices or freight rate matrices will be updated. To specify a range of matrix attributes, open the relevant tab in this session and specify the required range of matrix attributes. For example, to set a range of freight rate attributes, open the Freight tab in this session. Create a report to update the (ranges of) attributes. If you only want to simulate an update report, select the Simulation Only check box. Note Update the price in the General tab of this session. Enter the percentage or the amount by which the prices or the freight rates must be updated. Only the matrix attributes defined for the Matrix Definition selected in the General tab of this session are enabled. Related topics Matrix structure To set up a price matrix To set up a freight rate matrix An outline of the pricing information retrieval processes Matrix Type Defines the type of a matrix definition and is linked to a set of matrix attributes. The following matrix types are available in Pricing: Sales Price Sales Line Discount Sales Total Discount Purchase Price Purchase Line Discount Purchase Total Discount Transfer Price Line Promotions Order Promotions Client Freight Rate Carrier Freight Rate Each type has its own a selection of attributes. For a matrix type, the combination of a maximum of six attributes identifies the matrix definition. Note For global price or freight rate updates, only the following matrix types are available: Sales Price. Purchase Price. Transfer Price. Client Freight Rate. Carrier Freight Rate. Matrix Definition Defines the group of elements (matrix attributes) that a Pricing matrix uses to determine a price, discount, promotion, or freight rate. Imagine you are a furniture vendor and you decide to maintain your sales prices based on two elements: The specific item you sell. The way to handle payments. In this case, the matrix type is Sales Price, the matrix definition is Furni (this name is user-definable), and the matrix attributes are Item and Payment Method. Note Matrix definitions are maintained in the Matrix Definitions (tdpcg0110m000) session. You cannot enter matrix definitions without matrix attributes in this session. Related topics Matrix structure Update Price Use this field to update the price. You can update the price with a percentage or with a value. Select the By Percentage check box if you want to update the price with a percentage. As a result, the Percentage to Change By field is available. Select the By Value check box if you want to update the price with a value. As a result, the Value to Change By field is available. Percentage to Change By The percentage with which you can update the price. Note The price can either be updated with a percentage or with a value. Rounding Code Set of up to six ranges of values and their rounding values. Rounding codes can be linked to quantities and amounts. They are used when you calculate, for example, purchase prices and discounts, sales prices and discounts, and warehousing rates. Example A rounding code can define the following ranges with their rounding values: Up to 100: round to whole numbers From 100 to 100,000: round to a multiple of 5 From 100,000 onward: round to a multiple of 100. Value to Change By The value with which the price is updated. Note The price can either be updated with a percentage or with a value. Currency A generally accepted medium of exchange such as coins, treasury notes, and banknotes. The following currency types are available in ERP Enterprise: Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts Transaction currency, which is used in transactions with business partners, such as orders and invoices Note If you select a specific currency in the currency range, enter that currency in this field. Otherwise, the home currency is used in this field. New Effective Date The date and time as from which the updated price must become effective. New Expiry Date The date and time as from which the updated price expires. Simulation Only If this check box is selected, a report simulating the update of prices is displayed. The data update is only displayed, not processed. Print Changes If this check box is selected, a report can be displayed or printed and the updated or deleted data is processed. Fixed Amount If this check box is selected, fixed amounts are upgraded as specified in the Percentage to Change By field or the Value to Change By field. If the selected Matrix Type is Client Freight Rate, fixed amounts for client freight rates are upgraded. If the selected Matrix Type is Carrier Freight Rate, fixed amounts for carrier freight rates are upgraded. Amount by Additional Rate Unit If this check box is selected, amounts by additional rate units are upgraded as specified in the Percentage to Change By field or the Value to Change By field. If the selected Matrix Type is Client Freight Rate, amounts by additional rate units for client freight rates are upgraded. If the selected Matrix Type is Carrier Freight Rate, amounts by additional rate units for carrier freight rates are upgraded. Amount by Weight If this check box is selected, amounts by weight are upgraded as specified in the Percentage to Change By field or the Value to Change By field. If the selected Matrix Type is Client Freight Rate, amounts by weight for client freight rates are updated. If the selected Matrix Type is Carrier Freight Rate, amounts by weight for carrier freight rates are updated. Amount by Distance If this check box is selected, amounts by distance are upgraded as specified in the Percentage to Change By field or the Value to Change By field. If the selected Matrix Type is Client Freight Rate, amounts by distance for client freight rates are updated. If the selected Matrix Type is Carrier Freight Rate, amounts by distance for carrier freight rates are updated. Minimum Amount If this check box is selected, minimum amounts are upgraded as specified in the Percentage to Change By field or the Value to Change By field. If the selected Matrix Type is Client Freight Rate, minimum amounts for client freight rates are upgraded. If the selected Matrix Type is Carrier Freight Rate, minimum amounts for carrier freight rates are upgraded. |