Create a price matrix version

  • Release version: Washingtondc
  • Updated May 6, 2024
  • 1 minute to read

    • Create a version of a published price matrix when you need to update the matrix, for example to add or delete a context variable used in the price matrix.

    Before you begin

    Role required: sn_csm_pricing_pricelist_administrator, sn_csm_pricing_pricelist_manager

    About this task

    You can create a version of a published Standard Price Adjustment Matrix, Price List Defaulting Matrix, or Configuration Component Price Adjustment Matrix. When you create a matrix version, the new version becomes the active version. After creating the version, you update the decision table for the matrix, then save and publish the matrix.

    Procedure

    1. In the CSM Configurable Workspace, select the List Lists tab. view.
    2. Navigate to Pricing > Pricing Matrices.
    3. In the Pricing Matrices list, select the matrix to be updated.
    4. In the Details tab for the matrix, select Create new version.
      The following changes occur:
      • The new version of the matrix opens in another tab.
      • In the former matrix, the State changes from Published to Retired and the System System defined value changes to false.
    5. Change the matrix as needed.
      For example, if you're updating context variables used in the Standard Price Adjustment Matrix, you can add or delete context variables in the Context variables section of the matrix.
    6. Select Save.
    7. Update the decision table for the matrix by selecting Create rule.
      Add the decision rows in the decision table for the matrix. You can use the decision table export feature to edit the decision table for the previous matrix version in Excel, update the Excel file, then import the updated Excel table to populate the decision table for the new version. For details, see Manage decision tables in Excel.
    8. Select Save and then Publish.
      You can refresh the Pricing Matrices List to see the new matrix version.