Understanding the Price Matrix
Many companies use very intricate pricing for items using features of the JD Edwards EnterpriseOne Advanced Pricing System. Setting up pricing information can take considerable time to plan, enter, and maintain. To set up pricing information, you can create adjustment definitions and then can attach numerous adjustment details records to provide the parameters for calculating prices. Instead of using the Price Adjustment Detail Revisions program (P4072), you can use the Price Matrix program (P4590) to add and edit a multitude of adjustment detail records in the F4072 table. Using this program enables you to access a view to suit your needs and quickly enter and maintain pricing information. To create a price matrix, you use the Add Price Matrix Definition form. You choose the item price, customer price, or order detail group fields to display as row and column headings. Whichever group you choose for the row and column headings, you must also choose the related category code. On the Edit Price Matrix form, you must choose the hierarchy level and complete all of the fields in the header area. The hierarchy level you choose determines which fields and tabs appear for data entry. For example, if you choose the Customer Group hierarchy, the system does not display the Customer Only fields. The fields from the group you choose on the Add Price Matrix Definition form appear as the column headings in the detail area of the Edit Price Matrix form. To customize the view of these fields, select a different field from the column heading drop-down list box, using the next and prev (previous) links, or from the Select Column drop-down list box. You cannot save a customized view.
You can enter either a formula (a value of 7 in the Basis Code field) or a number (a value of 5 in the Basis Code field) in the fields on the Edit Price Matrix form. If you use formulas, you can toggle between formula results and formula names using the View drop-down list box. When you select Formula Values (View Only Mode), the system displays the results of the formulas in the fields. When you select Formula Names (Edit Mode), the system displays the formula, which you can add or change. You can also access the Price Formula Revisions form to create a formula and base a formula on an adjustment detail record using the Price Adjustment Detail Search and Select form. If the system recognizes a formula as unsolvable, it displays the formula as = #VALUE!.
The system saves the data for the structure of the price matrix in the Price Matrix Definition table (F4580) and the price matrix in the F4072 table. After you create a price matrix, you can edit the matrix using the same flexible format.
You might want to import pricing data from or export pricing data to a spreadsheet. You can import or export data to a form that contains a price matrix grid with 100 columns. Before you import data, you must set up the spreadsheet to include:
Existing values for the row and column headings.
The system does not accept new values for these fields.
Alpha or numeric values for the rows in the first column.
For example, receipt order detail group category codes. Do not include a header for this column.
Descriptions for the row values in the second column.
Do not include a header for this column.
For example, the spreadsheet might contain data in this format:
Business Unit |
Company 00001 |
Company 00002 |
Company 00003 |
|---|---|---|---|
30 |
Eastern Distribution Center |
||
20 |
Northern Distribution Center |
||
10 |
Western Distribution Center |
||
40 |
Southern Distribution Center |
Column headings 1 through 100 of the spreadsheet are the default display on the Import form. You cannot customize the fields on this form, although you can select different groups of fields to display from the Select Column drop-down list box. Nor can you make any changes to the data on this form. When you import data that the system does not recognize, such as a formula or number, the cell containing the data appears highlighted in red. You must click the Undo button to clear the Import form. Make corrections in the spreadsheet, and then import the corrected spreadsheet. To expedite the import process, you can create a price matrix definition with row and column headings, export the empty price matrix, create the spreadsheet, and then import the spreadsheet.
To copy price matrix records, you use the Price Adjustments Global Revisions program.
You can use the price matrix with JD Edwards EnterpriseOne Sales Order Management, JD Edwards EnterpriseOne Procurement, and Ship and Debit functionality.