Customer Price Matrix Inquiry

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Purpose

View price matrix records.

Overview

Use Customer Price Matrix Inquiry to display multiple price matrix records by price book, customer, product, style, or price class.

Make selections on the Select tab, then click the Show Data button in the ribbon to view the results on the Results tab.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Customer Price Matrix Inquiry window.

Show Data

Click this button to display price matrix information on the Results tab, based on the criteria selected on the Select tab.

Select Tab Fields and Buttons

Field or Button

Description

Price Matrix Option

Select one of the following options:

  • Price Book - Select price matrix records associated with price books.

  • Customer - Select price matrix records associated with customers.

  • Product - Select price matrix records associated with products.

  • Style - Select price matrix records associated with product styles.

  • Price Class - Select price matrix records associated with price classes.

All (Price Books)

Select this check box to display price matrix records for all price books. This check box is only available if you select the Price Book radio button.

Price Book

Enter a price book for which to display price matrix records, or click the Lookup button to select a price book. This field is only enabled if you clear the All check box.

Description

This field displays the description of the price book entered in the Price Book field.

All (Customers)

Select this check box to display price matrix records for all customers. This check box is only available if you select the Customer radio button.

Customer Code

Enter a customer code for which to display price matrix records, or click the Lookup button to select a customer code. This field is only enabled if you clear the All check box.

Name (Customer)

Enter a customer name for which to display price matrix records, or click the Lookup button to select a customer name. This field is only enabled if you clear the All check box.

All (Products)

Select this check box to display price matrix records for all products. This check box is only available if you select the Product radio button.

Product Code

Enter a product code for which to display price matrix records, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box.

Name (Product)

Enter a product name for which to display price matrix records, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box.

All (Styles)

Select this check box to display price matrix records for all product styles. This check box is only available if you select the Style radio button.

Style Code

Enter a product style for which to display price matrix records, or click the Lookup button to select a style. This field is only enabled if you clear the All check box.

All (Price Classes)

Select this check box to display price matrix records for all price classes. This check box is only enabled if you select the Price Book, Customer, or Style radio button.

Price Class

Enter a price class for which to display price matrix records, or click the Lookup button to select a price class. This field is only enabled if you clear the All check box.

All (Products)

Select this check box to display price matrix records for all products. This check box is only enabled if you select the Price Book, Customer, or Style radio button.

Product Code

Enter a product code for which to display price matrix records, or click the Lookup button to select a product code. This field is only enabled if you clear the All check box.

Name (Product)

Enter a product name for which to display price matrix records, or click the Lookup button to select a product name. This field is only enabled if you clear the All check box.

All (Price Regions)

Select this check box to display price matrix records for all price regions. This check box is selected by default.

Price Region

Enter a price region for which to display price matrix records, or click the Lookup button to select a price region. This field is only enabled if you clear the All check box.

All (Currency)

Select this check box to display price matrix records for all currencies. This check box is selected by default.

Currency

Enter a currency for which to display price matrix records, or click the Lookup button to select a currency.

All (Status)

Select this check box to display price matrix records for all pricing authorization levels. For more information, see Pricing Authorization Level FAQ. This check box is selected by default.

Plan

Select this check box to display price matrix records for Plan level price records. This check box is only enabled if you clear the All check box. For more information, see Pricing Authorization Level FAQ.

Review

Select this check box to display price matrix records for Review level price records. This check box is only enabled if you clear the All check box. For more information, see Pricing Authorization Level FAQ.

Active

Select this check box to display price matrix records for Active level price records. This check box is only enabled if you clear the All check box. For more information, see Pricing Authorization Level FAQ.

As Of

Enter a date for which to display active or expired price matrix records, or click the drop-down arrow to select a date. This field is only available if you select the Active or Expired radio button.

From

Enter the first date in a range of expiration dates for which to display price matrix records, or click the drop-down arrow to select a date. This field is only available if you select the Future Expired radio button.

To

Enter the last date in a range of expiration dates for which to display price matrix records, or click the drop-down arrow to select a date. This field is only available if you select the Future Expired radio button.

Price Effective Dates

Select the price matrix records to display. Select one of the following:

  • Active - Display price matrix records that are active as of the date entered in the As Of field (the start date is less than or equal to the entered date and the end date is greater than or equal to the entered date).

  • Expired - Display price matrix records that are expired as of the date entered in the As Of field (the start date and the end date are less than the entered date).

  • All - Display all price matrix records regardless of start or end date.

  • Future Expired - Display price matrix records that expire after today or a specific date range. When this option is selected, enter the date range (for the end date of a price matrix record). Price matrix records with an end date within the date range will display.

Results Tab Fields and Buttons

Field or Button

Description

Results

This grid displays data for price matrix records after you click the Show Data button in the ribbon, based on the criteria specified on the Select tab.

Double-click a price matrix record to display Price Book Price Maintenance, Customer Price Maintenance, or Product Price Maintenance, which allow you to view detailed information for the price matrix.