A matrix is a lookup table the pricing/costing engine consults during order entry:
given two inputs (a width and a height, an option answer and a dealer group, …) it returns a
value — a price, a size adjustment, a commission rate, an error or warning, or a pointer to
another matrix. This screen builds and edits those tables in a spreadsheet-style grid.
Matrices are referenced from series headers (Qty Discount), option choices, designs, and
rules.

A matrix has two parts: a Header (name, matrix type, units, series, and what its
two axes mean) and a cell grid (the value returned for each row/column
combination).

What, where, who, when, why

What	The create/edit screen for matrix lookup tables: a Header (type, units, owning series, row/column axis definitions) and the generated cell grid of values.
Where	Administration → OJ Setup → Product Setup → Matrix.
Who	Pricing staff and the rules owner — matrices are referenced from series headers (Qty Discount), option choices, designs, and rules.
When	Whenever a value varies along two dimensions instead of being flat: size-based pricing, dealer-group×series discount grids, quantity breaks, commission tiers. A matrix replaces dozens of per-case rules with one editable table.
Why it matters	The pricing/costing engine consults these tables live during order entry; nothing else carries size- or group-dependent values. Editing a cell here reprices the next quote — and a wrong axis definition silently returns the wrong cell instead of erroring.

Layout

Left rail: a “Filter by name…” box (live filter over id - description),
a Type filter, and the matrix list with a count underneath. Right: the collapsible
Header panel, the Matrix grid panel, and a bottom action bar:
New / Edit / Copy / Save / Cancel / Delete.

The Header panel

• ID (read-only) and Description.
• Type — the matrix type; it controls which axis types are allowed.
  Commission-family types (Qty Discount, commissions, Sales Targets) enable the
  Commission cell type.
• Measure — units for dimensional axes; shown only when an axis is
  dimensional.
• Series — the owning series; also narrows series-scoped axes (opening class,
  shape, opening) to that series.
• Row Axis / Column Axis — each has a Type, plus an Option picker
  for option axes or Start / End / Step for numeric/date axes. The column-type
  list is filtered to combinations valid for the chosen matrix type and row
  type.
• Generate grid — builds the cell grid from the axis definition.

Axis types come in three flavors: enumerated (the rows/columns are an
existing list — option answers, opening class, shape, sealed unit, opening, SU family, grid,
partner/dealer, item type, series, price group), numeric / date (generated from
Start, End, Step), and None (a single wildcard row/column).

The cell grid

The first row and first column are band cells — the boundary each row/column stands
for (lower - upper for numeric axes, the entry’s description for enumerated
axes). The interior cells hold the returned values, color-tinted by cell type.
Right-click a cell to change its meaning:

Cell type	Meaning
Price	A plain value (price, adjustment, …).
SubMatrix	The ID of another matrix to look up next (pick from a list).
+Row / +Column	The value is multiplied by the row / column band value.
Error / Warning	The ID of a message to raise (pick from a list).
Title	Display text.
Commission	A percentage rate — only on commission-family matrices; must be 0 or greater.

The toolbar and context menu also offer Insert Row / Delete Row / Insert Column /
Delete Column to reshape the grid.

Worked example — a width × height price matrix

Slab doors are priced by united inches, in 6″ steps. A flat price can’t express
that; one matrix can:

Step	Where	Value	Why
1	New → Description	“Slab Door $ by W×H”	The name dealers and pricing staff will recognize in the filter list.
2	Type	Price	A pricing lookup — the type controls which axis types and cell types are allowed.
3	Row Axis	Type = Width, Start 24, End 96, Step 6, Measure = Imperial	Generates rows 24, 30, 36 … 96 — the numeric axis does the typing for you.
4	Column Axis	Type = Height, Start 60, End 96, Step 6	Columns 60, 66 … 96; the column list was already filtered to combinations valid for a Price matrix with a Width row.
5	Generate grid, fill cells	24×60 = 189.00 rising to 96×96 = 512.00	Each cell is the price returned for that band; the engine matches a 29⅝″ item into the 24–30 row.
6	Point something at it	Designs tab → the slab design’s Matrix combo	A matrix nothing references prices nothing — the last step is always wiring it into a series, choice, design, or rule.

Workflows

• Create a matrix: New → fill Description, pick Type and
  Series → pick the Row Type (the column types re-filter to valid
  combinations) and complete the axis → same for the column axis → Save once to
  store the header → Generate grid → type values into the interior cells, adjust
  bands, set cell types by right-clicking → Save (“Matrix saved.”).
• Edit: select → Edit → change header and/or cells → Save. If you
  change an axis type or option, regenerate the grid with Generate grid.
• Copy: select → Copy → the header and grid are cloned with no ID → adjust
  → Save creates it as a new matrix.
• Delete: select → Delete → confirm.
• Domain-drift warning: opening a matrix whose enumerated axis has changed since
  it was built (an option answer added or deleted) pops a warning that the axis now has
  n entries but the matrix was built with m — regenerate the grid to pick
  up the change.

Special cases and cautions

• Lookup matrices (SQL-driven) and sub-matrices (derived from another
  matrix via an operator) have no editable cells — the screen shows a read-only
  explanation and Save is disabled.
• Deleting is not blocked even if rules, options, or other matrices reference the
  matrix — check usage first.
• Saving is blocked when Description or Type is missing; when a numeric axis has Start ≥
  End, Step ≤ 0, or non-numeric values; or when a dimensional band cell is not numeric.
  A Commission cell only accepts a non-negative number.
• The Dealer Group axis type is not currently wired — matrices built on it render
  an empty grid. Avoid it for now.

Tables behind this screen

matrix_header (tenant) — one row per matrix: id, description, the matrix
type, the two axis definitions (axis type, option picker or start/end/step), units,
owning series, and flags marking lookup (SQL-driven) and sub-matrices. This is the Header
panel.

matrix (tenant) — one row per grid cell, keyed by a composite
(id, cell_no) where id is the header id. Each cell stores its
band bounds (rowL/rowU/colL/colU — member ids for enumerated axes, scaled
numbers for dimensional ones; the engine range-matches lower ≤ value ≤ upper), a cell type,
and a polymorphic price column (plain value, matrix id, message id, factor,
percent, or text, depending on the cell type). cell_no is the 1-based,
row-major layout ordinal — the engine never reads it, so reshaping rows and columns
in the editor is safe. Saving is a header upsert plus a delete-all/re-insert of the cells
in one transaction.

Matrix types — type_matrix

Global dictionary powering the Type combo and the list filter (all 28 rows;
ids 3 and 24–29 do not exist):

id	Name	What it is
1	Valid Products	Pricing matrix for valid product combinations.
2	Options/Answers	Prices option answers.
4	Sealed Units	Sealed-unit pricing.
5	Standard Grids	Standard grid pricing.
6	Custom Grids	Custom grid pricing; adds the Spokes ↔ Radii axis pairing.
7	Grid Templates	Same Spokes ↔ Radii addition as type 6.
8	Couplers/Mullions	Profile pricing; adds the Length axis with restricted pairings.
9	Designs	Design pricing.
10	Standard Products	Standard-product pricing.
11	SubMatrix	Grids-type-code × grids-type-code matrix used as a SubMatrix target.
12	Matrix For V	Width-driven matrix (Width axis required).
13	Matrix For H	Mirror of 12 with Height.
14	Product Type	None × Product Type only.
15	Part Matrix	Part selection/pricing; full axis set.
16	Profile Matrix	Profile pricing; full axis set.
17	Area Matrix	Area pricing; values stored raw — not unit-scaled.
18	Segment Matrix	Segment (sub-routine) pricing; full axis set.
19	AnswerId Matrix	Returns an answer id; full axis set.
20	Qty Matrix	Quantity lookup.
21	Warning	Warning-message matrix.
22	Error	Error-message matrix. ⚠ No define rows → empty axis combos for new matrices.
23	Adjustments	Size-adjustment matrix — the only type whose Value cells are unit-scaled. ⚠ No define rows → empty axis combos.
30	Part Cost	Part costing.
31	Part Price	Part pricing.
32	Qty Discount	Commission-family type (Commission cells allowed). ⚠ No define rows → empty axis combos.
33	commissions	Commission rate matrix; Commission cells allowed.
34	Sales Targets	Sales-target matrix; Commission cells allowed. ⚠ No define rows → empty axis combos.
35	Price Include	None × Prod. Series only.

Axis types — type_matrix_dictionary

Global dictionary powering the Row Type / Col Type combos. Kinds:
enumerated (the bands are an existing list), numeric (generated from
Start/End/Step — dimensional ones are unit-scaled), date, and
None.

id	Name	Kind	Notes
1	Opening Class	enumerated, series-scoped	Opening types of the header series. Fully wired.
2	None	none	Single synthetic wildcard band; always matches.
3	Shape	enumerated, series-scoped	Shapes of the header series. Fully wired.
4	Options and Answers	enumerated	Answers of the option chosen in the Option combo; numeric instead when the option’s type ≥ 3. Fully wired.
6	SU Type	enumerated	Sealed-unit types. Fully wired.
7	User Def Opening Name	enumerated, series-scoped	The series’ opening/shape records (band shows the abbreviation). Fully wired.
8	SU Family	enumerated	Sealed-unit families. Fully wired.
11	Grids type-code	enumerated	Grid definitions. Fully wired.
12	Partner	enumerated	Partners; engine probes the current customer. Fully wired.
13	Partner Group ID	enumerated	⚠ Editor gap: the engine honors this axis at runtime, but the screen cannot enumerate partner groups — the grid renders empty.
14	Design	enumerated (engine-only)	Runtime-only; the grid renders empty in the editor.
15	Std Product	enumerated (engine-only)	Runtime-only; grid renders empty.
22	Width	numeric, dimensional	Fully wired.
23	Height	numeric, dimensional	Fully wired.
24	UI	numeric, dimensional	United inches; imperial-only in practice. Fully wired.
25	Area	numeric, raw	Never unit-scaled. Fully wired.
26	No. Grid W	numeric, raw	Grid bars across. Fully wired.
27	No. Grid H	numeric, raw	Grid bars high. Fully wired.
28	Date	date	String-range compare, not numeric. Fully wired.
29	No. Spokes	numeric, raw	Fully wired.
30	No. Radii	numeric, raw	Fully wired.
31	Product Type	enumerated	Order-item types. Fully wired.
32	length	numeric, dimensional	Profile length. Fully wired.
34	Quantity	numeric, raw	Wired; meaningful mainly in cart contexts.
35	Volume	numeric, raw	Same cart-context caveat as 34.
36	Prod. Series	enumerated	Editor wired; the engine probe is a stub.
40	LeftTopOpening	—	Unused/dead — no editor domain, no engine case, not in define rows.
41	rightBotOpening	—	Effectively dead, though one stray define row offers it as a column type (commissions).
42	Pricing Category	enumerated	⚠ The editor enumerates price groups, but the engine has no case for it — no runtime support.
43	Net List Ratio	numeric, raw	The realized net÷list discount factor (commission matrices). Fully wired.
44	Parent UI	numeric, dimensional	Frame UI. Fully wired.
45	Weight	numeric, raw	Engine-wired but in no define rows — not selectable in the editor.
50	Inertia	—	Engine-only; not selectable.
51	Tributary (Inertia)	—	Engine-only; not selectable.

Cell types — type_matrix_cell

Global dictionary behind the right-click Cell Type submenu (all 8 rows):

id	Name	Submenu label	What the engine does
1	Value	Price	Returns the cell value as the result. The only unit-scaled type, and only in Adjustments (type 23) matrices.
2	Matrix	SubMatrix	The value is another matrix id; the engine recurses into it.
3	Error	Error	The value is an error-message id; raises the message and returns 0.
4	Warning	Warning	Same, with a warning message.
5	Title	Title	Display text.
6	xC	+Column	Returns value × the column band value.
7	xR	+Row	Returns value × the row band value.
8	Commission	Commission	A percent rate (7.5 = 7.5%), never unit-scaled; authored only in matrix types 32/33/34.

Allowed axis combinations — type_matrix_define

Global table of (matrix_type, row_type, col_type) rows — “for this matrix
type, this row axis may pair with this column axis”. It is what re-filters the Col
Type combo when you change the Row Type. Summary of the live combinations
(axis ids per the table above):

Matrix type	Row types offered	Column rule
Most pricing types (1, 2, 4, 5, 9, 10, 15–21, 30, 31)	1, 2, 3, 4, 6, 7, 11, 13, 14, 15, 22–28	Nearly free pairing; exceptions: row 1 (Opening Class) excludes column 4 (Option), and row 28 (Date) excludes column 28 (no Date × Date).
6, 7 (Custom Grids / Grid Templates)	Base set + 29, 30	Spokes (29) pairs only with Radii (30) and vice versa; other rows pair freely.
8 (Couplers/Mullions)	Base set + 32 (Length)	Length (32) pairs only with None (2), Partner Group (13), Date (28); those pair only within {2, 13, 28, 32}.
11 (SubMatrix)	11 only	11 only — grids-type-code × grids-type-code.
12 (Matrix For V)	1, 2, 22	Rows 1/2 → column Width (22) only; row 22 → columns 1/2 only.
13 (Matrix For H)	1, 2, 23	Mirror of 12 with Height (23).
14 (Product Type)	2, 31	2 ↔ 31 only.
33 (commissions)	2, 4, 12, 13, 14, 15, 28, 34, 36, 42	Restricted cross-product of the same set, each row excluding itself. (Live data quirk: row 2 offers column 41 instead of 42 — a seeding error, as 41 has no support.)
35 (Price Include)	2, 36	2 ↔ 36 only.
22, 23, 32, 34	—	No rows at all → empty axis combos for new matrices of these types.

⚠ Cautions:

• Matrix types 22 (Error), 23 (Adjustments), 32 (Qty Discount), 34 (Sales
  Targets) have no define rows — a new matrix of one of those types shows
  empty Row/Col Type combos. Existing matrices of those types still load and work
  fine.
• The Dealer Group axis (13) has no editor support — the engine honors it, but
  the grid renders empty.
• The Pricing Category axis (42) has no engine support — the editor enumerates
  it, but the runtime cannot probe it.
• The matrix_series link table is legacy — this screen uses the
  header’s Series field directly and never reads or writes it.