Setting Up Financial Management › Financial Matrices › Assign Columns to the Matrix

Assign Columns to the Matrix

Decide which columns are needed in the matrix. Determine the column order of the matrix so that evaluation of the transaction is performed correctly.

To set up the conditions under which rates are applied, assign up to ten columns to the cost/rate matrix. Transactions are processed using the matrix columns to determine the rates and costs.

The order of the columns determines the weighting and filtering driving the costs and rates. Transaction processing reads the columns from left to right. For example, if the first column is Client and the second is Project only projects that are associated with the client run against this matrix.

Follow these steps:

1. Open Administration, and from Finance, click Manage Matrix.
2. Click the matrix name to which you want to assign columns.
3. Assign columns to the matrix as follows:
   1. Select the column from the Available list of columns and add to the Selected list.
   2. Change the order of selected columns by moving them up or down in the list. Up corresponds to left and down corresponds to right in the matrix.
4. Click Save

More information:

Create the Cost/Rate Matrix