This program is the basis for handling different kinds of sales promotions. You can:
- create and maintain sales prices through the Work with sales pricing methods program,
- create and enter forecast adjustment details on item/warehouse level.
Keys are provided to be used as the defining parameters of the sales promotion. By selecting one or several keys a selection criteria is created. The keys link the sales promotion to items, customers, warehouses, orders, etc. and for later creation of pricing methods and/or forecast details. The keys are defined in the DIS control keys table. You can select up to five sales related keys to be used in the promotion. The keys remain in the sequence in which they are entered.
Options
| Key values | Select this option to enter key values for the sales promotion. |
| Exceptions | Select this option to view/work with exceptions for a sales promotion. |
| Pricing method | Select this option to create a sales pricing method and connect it to the sales promotion. Note: Key values must be entered first. |
| Pricing details | Select this option to view the sales pricing method details for the sales promotion. |
| Forecast det | This option is only available if IBS Inventory Control is installed and activated. Select this option to work with forecast adjustment details for the sales promotion. Note: The sales promotion you are working with must be defined with an item related key. Or, if you have defined Warehouse as the individual order related key code, this is also valid. |
| Demand plan | Select this option to work with demand plans. |
Selection fields
- Prom
- Displays the unique code for this sales promotion.
- Description
- Displays the description for this sales promotion.
- Exceptions
- Displays if exceptions exist for this sales promotion.
- Valid from
- Displays the date from which this sales promotion is valid.
- Valid to
- Displays the date to which this sales promotion is valid.
Work with sales promotions (DIR84004)
On this panel you enter the details for the sales promotion. By selecting at least one key on this panel you can link the sales promotion to items, customers, warehouses, orders, etc. and connect them to prices and discounts.
- Promotion
- Mandatory entry. If a record already exists, it cannot be changed.
- Valid from
- Mandatory entry. Enter the date from which this sales promotion is valid.
- Valid to
- Mandatory entry. Enter the date to which this sales promotion is valid.
- Handler
- Enter a code from the Signature table identifying the person responsible for the promotion.
- Budget control
- Indicates the budget control check on the sales pricing method. If this field is set to YES, it signifies that the detail records of the sales pricing method are under the control of sales targets or discount budgets. If this field is set to NO, Budget control check is turned off regardless if target values or budget values are reached.
- Status
- Indicates if the sales pricing method is Open or Closed. The sales pricing method status automatically receives a Closed status if the budget exceeds the budget control value. You can change the status from closed to open in two ways:
- By manually increasing the target or budget value to a higher value than reached/consumed value.
- By changing the quantity of the sales order line if, e.g., the sales pricing method gets closed by mistake. For example, a sales order line with quantity 1000 has been entered instead of 100, which in turn closes the method. The user can change the quantity to re-open the sales pricing method.
- Sales target value
- Displays the sales target value for a sales pricing method.
- Target value reached
- Displays the sales target value reached for the received and processed orders. It is the net value of the sales order line after discounts (before VAT).
- Sales target qty
- Displays the sales target quantity to be sold for this sales pricing method. It is the quantity in stock units for all promotion items.
- Target qty reached
- Displays the target quantity reached for received and processed orders.
- Budget disc value
- Displays the budget discount value in system currency. The discount budget value is the same as the value of the given discount for the sales pricing method. A sales order line marked as free of charge is considered as 100% discount.
- Budget val consumed
- Displays the consumed value of the discount budget for a sales pricing method.
- Budget FOC quantity
- Displays the FOC item quantity to be given as discount for this sales pricing method. FOC item budget quantity and the follow up figures are defined in stock unit.
- Budget qty consumed
- Displays the consumed budget quantity of FOC items which is given as discount.
- Promotion pricing
- Mandatory entry. This is a YES/NO field. It indicates if this promotion will be used for promotion pricing, i.e. when a promotion can be manually selected in the sales quotation or sales order header to direct the price retrieval for pricing from that selected promotion. In the event that the directed pricing from this promotion fails the standard sales price calculation comes into effect.
- Incl in std pricing
- Mandatory entry. Indicate if promotions set for promotion pricing can also be used in the standard pricing routine.
- Keys 1-5
- Keys are the defining parameters of the sales promotion. By selecting one or more pricing keys a selection criteria is created. You define the values for the keys that you choose here on Detail level. The price or discount would only be applied if the values on a sales order/quotation match the criteria. Indicates the keys that are to be used in the promotion. Enter a valid key code from the DIS control keys table. You can enter up to five keys which remain in the sequence they are entered. Keys are numbered as Key 1, Key 2, Key 3, Key 4, Key 5.
Work with sales promotions, Copy (DIR84005)
- Promotion
- New promotion
- New valid from
- Enter the date from which the new sales promotion is valid.
- New valid to
- Enter the date to which the new sales promotion is valid.
Work with sales promotions, Deletion (DIR84008)
Work with sales promotions, Key values – Selection (DIR84011)
This panel displays the main key groups that exist in your system. These are preloaded at installation.
On this panel you enter the individual promotion key details for the selected key(s) that you specified for the sales promotion.
For example, if you specified Country as the customer related key, you must add at least one individual promotion key, i.e. a country, to the selected key from the Country table. The individual promotion key will then act as a search criteria for any action to which you connect this sales promotion.
Options
| Key values | Select this option to enter or delete the sales promotion key values. Only the key(s) defined for the sales promotion in the Work with sales promotions routine will be available for selection and entry. Note: If forecast details exist for the sales promotion, the key values cannot be deleted. |
- Promotion
- Displays the sales promotion that you are working with.
- Description
- Displays a description of the main key groups available in the DIS control keys file.
- Key
- Displays the key codes defined for the sales promotion.
- Key values
- Indicates if the key values exist for the actual key.