Creating a Matrix Series for a Property

The following procedure details how to create a matrix series record for which an account or segment matrix discount can be defined.

This task is a step in Setting Up a Matrix Series.

To create a matrix series for a property

1. Navigate to the Property Pricing Admin screen, then the Properties view.

2. In the Properties list, select the required property and click the link in the Property Name field.

3. Click the Matrix Series view tab.

4. In the Matrix Series list, create a new record, complete the fields, and save the record.

   The following table describes some of the fields.

   Field	Comments
   Series Name	Enter a name for the series.
   Start Date	The date from which the series will become effective.
   Start Day	This field is automatically populated after the Start Date field is completed.
   End Date	The date after which the series is no longer effective.
   End Day	This field is automatically populated after the End Date field is completed.
   Product Line	Select the product line to which this matrix series applies.
   Description	Enter a description of the series.

5. You must now create either an account or statement discount for the series.

   For more information, see Defining an Account Matrix Discount or Defining a Segment Matrix Discount as appropriate.