Matrix subitems can be edited individually or as a group from the parent item record. Alternatively, you can use the Import Assistant to update matrix subitems by editing each subitem.
You can edit the following fields on matrix subitems:
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Item Name/Number
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Display Name/Code
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Vendor Name/Code
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Purchase Description
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Sales Description
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Shipping Cost
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Handling Cost
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Item Weight
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Purchase Price
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Sales Price
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Reorder Point
The remaining fields can only be edited on the parent matrix item. Fields edited on subitems are only changed for that item. Fields edited on the parent item can be applied to all or some of the subitems.
To edit a single matrix subitem:
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Go to Lists > Accounting > Items.
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Click Edit next to the matrix subitem you want to change.
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Make changes to any of the fields listed above.
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Click Save.
Only changes made to the fields listed above are saved on the individual subitem record. Any changes made to other fields are not saved.
To edit multiple matrix items:
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Go to Lists > Accounting > Items.
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Click Edit next to the parent matrix item for the matrix you want to change.
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Make changes to any of the fields for this matrix.
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Click Update Matrix.
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In the Include column, clear the boxes for any subitems you do not want to be updated with the new information.
If you have made changes to any fields that cannot be edited on subitems, these fields are updated regardless of whether the Include box is checked.
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Click Submit.
If you use the Multiple Vendors feature, you can set a vendor code and price for each vendor on each child item. You can also set a preferred vendor for each child item. When you update a matrix by editing the parent item and clicking Update Matrix, you must check the Include box next to vendor-related fields you want updated on child items.
Note
If you use the Multiple Units of Measure feature, you cannot edit the Units Type field on a parent item if any of its children items have a units type assigned.
To delete a matrix item:
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Go to Lists > Accounting > Items.
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Click Edit next to the matrix item for the matrix you want to change.
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Open the matrix you want to delete.
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In the Actions list, click Delete.
Note
You cannot delete a matrix item or matrix child item when the child item is referenced in a transaction.
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In the warning box, click OK.
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In the Mass Update Performed window, click OK.
To remove matrix options:
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Go to Lists > Accounting > Items.
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Beside the matrix item you want to change, click Edit.
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In the Matrix subtab, click Remove Matrix Options.
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In the Remove Matrix Options form, check the box beside the option you want to remove.
At least one option must remain in the matrix.
Note
You cannot remove matrix option items that are being used in other transactions.
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Click Next.
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After the matrix option has been removed, select the items you want to keep.
Unselected items will be deleted.
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Click Submit.
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In the warning box, click OK.