Purchase Cost Matrix Maintenance

Menu Path: Purchasing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Suppliers $Images\bluerarw.gif$ Purchase Cost Matrix Maintenance

Purpose

Set up and maintain cost matrixes for suppliers and products or cost classes.

Overview

Use Purchase Cost Matrix Maintenance to create a cost matrix for a supplier and product or a supplier and cost class. This window includes four tabs used to define the cost matrix. The Breaks - General tab defines breaks for the product or cost class. The Breaks - Misc tab defines breaks for miscellaneous charges (usually additional charges associated with a purchase order). The Breaks - Freight tab is used to identify if freight is free for a particular break. The Drop Ship tab defines breaks for a product or cost class for products that are drop shipped.

You can also import cost matrix data in Purchase Cost Matrix Import.

Defining Cost Matrixes

To define a cost matrix:

Enter a supplier code or name, or click the Lookup buttons to select a supplier.
Select whether to define the cost matrix for all cost regions or a specific cost region. If you want to define the matrix for all cost regions, select the All check box. If you want to define it for a specific cost region, enter it in the Cost Region field, or click the Lookup button to select a cost region.
If you are defining costs for a product, select the Product radio button, then enter a product code or name in the Product Code or Product Name field, or click the Lookup buttons to select a product.

If you are defining costs for a cost class, select the Cost Class radio button, then enter a cost class in the Cost Class field, or click the Lookup button to select a cost class.

Click the New button in the ribbon.
Enter the effective dates for the cost matrix in the Start Date and End Date fields.
Select whether to use a multiplier or actual cost.
Enter the cost matrix options on each of the four tabs.
Click the OK button in the ribbon. The cost matrix is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Purchase Cost Matrix Maintenance window.
New	Click this button to create a new purchase cost matrix.
Update	Click this button to edit the selected purchase cost matrix.
Delete	Click this button to delete the selected purchase cost matrix.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first purchase cost matrix record based on the selected Navigate by radio button.
Prev	Click this button to display the previous purchase cost matrix record based on the selected Navigate by radio button.
Next	Click this button to display the next purchase cost matrix record based on the selected Navigate by radio button.
Last	Click this button to display the last purchase cost matrix record based on the selected Navigate by radio button.

Fields and Buttons

Field or Button	Description
Supplier (Code)	Enter a supplier code, or click the Lookup button to select a supplier code.
Supplier (Name)	Enter a supplier name, or click the Lookup button to select a supplier name.
Navigate by	Select one of the following options for navigating with the First, Prev, Next, and Last buttons in the ribbon: All - Navigate all purchase cost matrix records for all suppliers by cost region/currency/cost class and then by cost region/currency/product. Supplier - Enter a supplier, then navigate the cost region/currency purchase cost matrix records by cost class and then by product for the supplier. Product - Enter a product, then navigate the supplier/cost region/currency purchase cost matrix records for the product. Cost Class - Enter a cost class, then navigate the supplier/cost region/currency purchase cost matrix records for the cost class.
All	Select this check box if the cost matrix is used for all cost regions. This check box is cleared by default.
Cost Region	Enter a cost region for the cost matrix, or click the Lookup button to select a cost region. For information on setting up cost regions, see Cost Region Maintenance.
Country	This field displays the country associated with the cost region entered in the Cost Region field.
Currency	Enter the currency for the cost matrix, or click the Lookup button to select a currency.
Define Costs for	Select whether to define a cost matrix for a specific product or cost class. The selected radio button may change based on the selected Navigate by radio button.
Product Code	Enter a product code, or click the Lookup button to select a product code. This field is only available if you select the Product radio button.
Product Name	Enter a product name, or click the Lookup button to select a product name. This field is only available if you select the Product radio button.
Product Unit of Measure	This field displays the default purchasing unit of measure for a product (and cost region if a cost region is specified). This field is only available if you select the Product radio button.
Cost Class	Enter a cost class ID, or click the Lookup button to select a cost class ID. This field is only available if you select the Cost Class radio button.
Cost Class Description	This field displays a description of the cost class entered in the Cost Class field. This field is only available if you select the Cost Class radio button.
Start Date	Enter the first date in a range of dates for this cost matrix, or click the drop-down arrow to select a date.
End Date	Enter the last date in a range of dates for this cost matrix, or click the drop-down arrow to select a date.
Multiply Against	Click the Lookup button to select the cost type to multiply against for the cost matrix. This field is only available if you select the Use Multiplier check box. Example If you select Wholesale at the Multiply Against field and enter 0.75 in the Multiplier 1 field, then the products will cost 75% of the wholesale cost.
Use Multiplier	Select this check box to use cost multipliers. When you select this check box, the Cost 1 - Cost 10 field labels change to Multiplier 1 - Multiplier 10. If you select this check box, enter cost multiplier values and enter a cost in the Multiply Against field.
Cost Includes VAT/Cost Excludes VAT	Select whether the costs for the cost matrix include or exclude VAT. These radio buttons are only enabled if the All check box is cleared, the Product radio button is selected, and VAT-inclusive costs are allowed for the selected cost region. Note These radio buttons are only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
Current VAT Rate	This field displays the current product/location VAT rate for the selected product. This field is only available if the Product radio button is selected, and VAT is tracked for the country of the selected cost region. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.

Breaks - General Tab Fields and Buttons

Field or Button	Description
Break 1-10	Enter up to 10 cost break quantities. Example You enter 1000 in the Break 2 field, 10 in the Cost 1 field and 7 in the Cost 2 field. If you order 1-999 units, the cost is 10 for each unit. If you order 1000 or more units, the cost is 7 for each unit.
Cost 1-10/Multiplier 1-10	Enter costs or multipliers related to the cost break quantities. Enter costs if the Use Multiplier check box is cleared or multipliers if the Use Multiplier check box is selected.
VAT 1-10	These fields display the VAT for each cost break. These fields are only available if the Use Multiplier check box is cleared, and VAT is tracked for the country of the selected cost region. Note These fields are only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT-Inclusive Cost/VAT-Exclusive Cost 1-10	These fields display the cost including or excluding VAT for each cost break. These fields are only available if the Use Multiplier check box is cleared, and VAT is tracked for the country of the selected cost region. Note These fields are only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.

Breaks - Misc Tab Fields and Buttons

Field or Button	Description
Charge 1-10	Enter a purchase order additional charge related to the cost break quantity that will automatically be created during purchase order entry, or click the Lookup button to select an additional charge. For information on setting up purchase order additional charges, see Purchase Additional Charge Maintenance. Example Charge 2 relates to Break 2; there can only be one automatic charge per cost break quantity.
+/- Sign	Enter a + or - sign to designate the operation for the relevant charge.
Amount	Enter an amount or percentage, depending on the additional charge selected. If you are entering a per unit weight charge, you click the Lookup button to select the weight unit of measure.

Breaks - Freight Tab Fields and Buttons

Field or Button

Description

Freight Free - Break 1-10

Select this check box to indicate a cost break (specified on the Breaks - General tab) is freight free.

Note If this check box is selected, the check box is selected in the Freight Free column in PO Line Item Entry. For more information, see PO Line Item Entry Items Grid Columns.

Drop Ship Tab Fields and Buttons

Field or Button	Description
Break 1-10	These fields display the break points entered on the Breaks - General tab.
Cost 1-10/Multiplier 1-10	Enter costs or multipliers related to the cost break quantities for drop shipped orders. Enter costs if the Use Multiplier check box is cleared or multipliers if the Use Multiplier check box is selected. These costs are used for purchase orders that use a Drop Ship type purchase order class. For more information on purchase order classes, see Purchase Class Maintenance.
VAT 1-10	These fields display the VAT for each cost break for drop-shipped orders. These fields are only available if the Use Multiplier check box is cleared, and VAT is tracked for the country of the selected cost region. Note These fields are only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.
VAT-Inclusive Cost/VAT-Exclusive Cost 1-10	These fields display the cost including or excluding VAT for each cost break for drop-shipped orders. These fields are only available if the Use Multiplier check box is cleared, and VAT is tracked for the country of the selected cost region. Note These fields are only available if Show is selected for the VAT Display Level field in Tax Control Maintenance.