Create Selection Matrix - Procurement

Description

This document describes how to configure Selection Matrix for the settlement specific requirements of some procurement processes.

This document explains:

  • How to configure the Matrix for procurement settlement purposes.
  • How this configuration impacts the procurement settlement process in industries such as agriculture with complex grower contract settlement requirements.

Restrictions

The following restrictions apply to Column Types Attribute and Formula:

Whilst different column types are available to product and procurement using Selection Matrix configuration, system enforced segregation does not exist. Where the Procurement Configuration Elements, Attribute and Formula are used in product configuration, or other areas where Matrix is used, a blank or zero key value, and corresponding matrix value, where one exists, will be returned.

Before you start

These prerequisites must be met:

  • Where attribute is being used in a Procurement Matrix, the required Attribute must be correctly configured in 'Attribute. Open' (ATS010).
  • Where formula is being used in a Procurement Matrix, the required formula must be correctly configured in 'Formula. Open' (CRS570).

Manually create selection matrix

  1. Start 'Selection Matrix. Open' (PDS090). Include panels E and 1 in the panel sequence.

  2. Specify a name for the new selection matrix.

  3. Specify Mtp = 1.

  4. Select Options \ Create. (PDS090/E) is displayed

  5. Specify the panel header information:

    • Description (required)
    • Matrix tp (required)
    • Name (default proposed by system / if not manually specified)
    • Matrix group (optional)

  6. Specify this information:

    • Responsible (defaults from user ID)
    • Basic U/M to be applied to the output / result of Matrix
    • Matrix Table. For 'Selection Matrix – Procurement'
      Note: For Matrix Table. For 'Selection Matrix – Procurement', the available options are attribute only, formula only, and a combination of attribute and formula.

Attribute only

This selection returns a result based on a measurement captured or reported manually through 'MO Operation. Report' (PMS070) or through the Quality Management System (QMS), based on the attribute key value specified in 'Column'.

The 'Attribute only' selection can be used as a single record Matrix, or as part of range. For example, protein levels in grain crop purchased may be analyzed after receipt at different points in time. By configuring the Matrix with multiple Attribute Ctp entries for each measurement range and result, all possible expected measurement values can be accounted for.

This procedure contains the available columns along with the instructions on the set-up of the Attribute Matrix using two Attribute key values in a range:

  1. Set 'Ctp' to Attribute.

  2. In the 'Column' field, specify the name of an existing attribute or use F4 to browse and select a predefined attribute.

  3. In 'Ran', select if the entry forms part of an Attribute range matrix. A selection matrix can be minimized by using ranges for columns containing only digits. A column can only be defined with range limits if it has a numeric column identity. To be defined with range limits means that the numeric values for the matrix line act as a From value for the line.

    The 'Name' field displays the name associated with the selected attribute.

  4. Repeat steps 1-3 for the second attribute.

  5. Click Next.

    'Selection Matrix. Enter Values' (PDS091) is displayed.

  6. Specify this information in PDS091:

    1. Valid From Date: Specify the date from which the matrix is active. Where used, this removes the need to edit and maintain existing matrices. A new Matrix can be created with a later valid from date that overrides previous versions of the same / similar matrix. Leave this blank if a date restriction does not apply.

    2. Values: Specify the values for the attribute key columns entered in step 2 and press enter. Where valid from dates apply to the Matrix lines, the entries valid at the current date are displayed.

      For example, where Water Content and Protein Content attributes have been selected as Matrix 'range' values, these values could be specified:

      Water content

      Protein content

      Val Fr

      Percent

      5

      22

      141001

      -8

      5

      22

      141101

      -3

      15

      33

      3

      25

      44

      6

      35

      55

      9
      • If Water Content is <= 15 and Protein Content is > 22, then the result is 3%.
      • If Water Content is < 15 and Protein Content is < 33, and the date is 141023, then the result is -8%.
      • If Water Content is > 15 and Protein Content is < 55, then the result is 6%.
      • If Water Content is > 25 and Protein Content is > 55, because the values are greater than the highest defined values, then the highest result is returned = 9.
      • If Water Content is < 5 and Protein Content is < 22, then the result is 0 because the values are smaller than the lowest entry

    3. If Simulation of the selection matrix is required, select option 13 'retrieve values'. Specify the appropriate values for simulation and begin the simulation.

Formula only

This selection returns a result based on a formula and result defined in 'Formula. Open' (CRS570).

The 'Formula only' selection can be used as a single record Matrix, or as part of range.

This procedure contains the available columns that can be used in a Formula Matrix, along with instructions on how the set-up should be completed:

  1. Set 'Ctp' to Formula.

  2. In the 'Column' field, specify the name of the predefined formula or use F4 to Browse and select the required formula.

  3. In the 'Res' field, specify the name of the Result variable to be used or use F4 to browse available results.

  4. In 'Ran', select if the selected formula forms part of a range matrix. A selection matrix can be minimized by using ranges for columns containing only digits. A column can only be defined with range limits if it has a numeric column identity. To be defined with range limits means that the numeric values for the matrix line act as a From value for the line.

    The 'Name' field displays the name associated with the selected formula.

  5. Click Next

    'Selection Matrix. Enter Values' (PDS091) is displayed.

  6. Valid From Date: Specify the date from which the matrix is active. This removes the need to edit and maintain existing matrices. A new Matrix can be created with a later valid from date that overrides previous versions of the same / similar matrix.

    'Selection Matrix. Enter Values' (PDS091) is displayed.

  7. Values: Specify the values for the formula key column/s entered in step 2. and press enter. Where valid from dates apply to the Matrix lines, the entries valid at the current date are displayed.

    For example, where a Formula for the calculation of fat content has been selected as a range Matrix, these values could be specified:

    Calc Fat In

    Val Fr

    Percent

    5

    3

    10

    6

    15

    8

    20

    141001

    -16

    20

    141101

    -18
    • If the formula result is > 15 and the date is >141001 and <141101 then the result is -16%
    • If the formula result is <10 but >5 then the result is 3%
    • If the formula result is <5 then the result is 0

  8. If Simulation of the selection matrix is required, select option 13 'retrieve values'. Specify the appropriate values for simulation and begin the simulation.

Combination of Attribute and Formula

It is also possible to create a Matrix with both Attribute and Formula column types(ctp). Each of these respective entries are created as per the steps listed against Attribute only and Formula only.

6 matrix records are available where required and any combination of attributes and formulas can be combined as a means to creating the key to the matrix.

Automatically generate matrix

  • Matrix values can be automatically generated based on manually specified values and a specified interval. Values for both the column key range and the corresponding results must be specified. For example, when using a Matrix to handle a water content attribute, the price deduction may change every 5%. Instead of specifying each value manually, start and end values with an interval can be specified for column key values and results.
  • When in 'Selection Matrix. Open' (PDS090), highlight the Matrix for which values should be generated and select Option 14='Generate Values'.
  • 'Selection Matrix. Create Values' (PDS092) is displayed.
  • Specify the values for the column key range in fields 'From', 'To' and 'Interval'.
  • If existing Matrix values must be cleared before generating the values, select 'Clear Matrix'
  • Specify the values for the Matrix results in fields 'Start Matrix Values' and 'Interval'.
  • Where a date restriction is required this can be specified in the 'Valid From' field
  • For example, where a Matrix has been set up with:
    • Attribute Water Content as key column
    • U/M as %
  • When the following values are specified on 'Selection Matrix. Create Values' (PDS092):
    • From / To / Interval entered as 1 / 51 / 10
    • 'Start Matrix Values' / 'Interval' as 3 / 6
    • 'Valid from' date as 141007
  • The corresponding Matrix values generated will be as per the below table. These can be viewed in 'Selection Matrix. Enter Values' (PDS091).

    Water content

    Val fr

    Result

    1

    141007

    3%

    11

    141007

    9%

    21

    141007

    15%

    31

    141007

    21%

    41

    141007

    27%

    51

    141007

    33%

Output

A selection matrix is created which can then be associated with an Item Lot. When an order is initiated for an item that is connected with the lot, the Matrix is referenced at the required points in the process to capture the deductions and additions applicable to the purchase order.

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