Matrix Headings

<< Click to Display Table of Contents >>

Navigation:  Setup > Sales Opportunity >

Matrix Headings

Sales Opportunities can be used to enter pricing based on a single quantity and value. If the user needs to create pricing based on a price break matrix, this screen allows for the definition of multiple matrix headings. The headings are just narratives, and a single price can be assigned to the sales opportunity line.




Create a new record and enter the title for the matrix header, the heading definitions (up to a maximum of 15) can then be defined to hold the quantity breaks. As shown in the image above, the quantities can be as required and may differ depending on the type of matrix title you create.


Using this method, the user doesn't need to enter multiple lines on a sales opportunity related to a price based on the amount ordered. The line can be linked to a matrix type, and then the unit prices are entered from the matrix screen within the sales opportunity module.