If you use supplier purchase prices, the prices can automatically be allocated (copied) to your matrix items either when you create the items from your matrix base item, or from a specific matrix item after the matrix items have been created.
Procedure when you create the items from your matrix base item:
During the process of creating the matrix base item, (i.e. completing all item information that the individual matrix items will inherit), the supplier purchase price information for the matrix base item can be attached to the item. This is done via Work with items. If a supplier purchase price has been set up for your matrix base item, this information will automatically be allocated (copied) to the matrix items when they are created.
Procedure after the matrix items have been created
This would be applicable for any of the following reasons if you want to use supplier purchase prices for your matrix items:
- you did not allocate the prices to the individual matrix items during the creation process from your matrix base item
- a new price is in effect
It can be done from a matrix base item and/or from a specific matrix item:
- Access the Work with items menu item. Select the matrix base item or the specific matrix item and navigate to the Purchase prices panel. Highlight the applicable record and click Prices.
To allocate the price, do as follows:
- On the Purchase price per period, Current panel, highlight the applicable pricing record and click the Allocate matrix price option. Alternatively, drill down to the Purchase price per period, Details panel via the Change option. Keep or change the price and click the Allocate matrix price function key.
- You access the Allocate matrix purchase price panel.
- When a price is to be allocated from a matrix base item, all matrix items that have been created based on the current base item will be displayed. By default, all matrix items will be marked as selected. You can clear the selection and choose only those applicable to receive the allocated price, or keep all selected.
- When a price is to be allocated from a specific matrix item, only those matrix items with the same segment 2 value will be displayed. By default all matrix items with the same segment 2 value will be marked as selected. You can clear the selection and choose only those applicable to receive the allocated price, or keep all selected.
Click the Allocate function key to allocate the price.