You use this program to define the setup options for the Trade Promotions system.
For this module to run efficiently, we recommend that you select the options you require before processing any transactions. However, most of the options can be changed later, if necessary.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Next reference number | This indicates the next reference number to be used by the Deduction Review program. This is used for internal purposes and should initially be set to 1. | ||||||
| Text for deduction amount | This text is used to label deduction entries processed in the Payments and Adjustments program. | ||||||
| Text for free goods | You use this field to enter the text to use as a prefix
to the stock code description of the free good(s) on a free
goods promotion line. This defaults to "Free:". However promotions which allow the addition of extra stock items to an order often carry a price, so the prefix of "Free" is not always appropriate. If you leave this field blank, then the default applies and the prefix remains as "Free:" If you enter {blank}, then the description of the free goods stock is entered without a prefix (i.e. only the stock description is used). Note that the word "blank" is not case-sensitive, but the curly brackets (braces) are required. If you enter text in this field, then that text is used as a prefix, followed by a space, followed by the stock code description. |
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| Next trade promotions journal | This indicates the next number that will be assigned to the journal for the next Trade Promotions transaction processed. | ||||||
| Deduction debit date |
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| Apply credit checking | Select this if you want to apply Trade Promotions credit checking after normal customer credit checking. This option is only relevant if credit checking is selected for Sales Orders (Sales Order Setup - Terms/Margins tab). | ||||||
| Kit components qualify for global promotions | Select this if you want to include kit components in the qualifying totals for the relevant global promotions. |
| Field | Description | ||||
|---|---|---|---|---|---|
| Automatically select line promotions | Select this to automatically select and apply all
qualifying tiered promotions for a sales order line. If you do not select this option, then when you process sales orders which qualify for promotions, you are prompted to manually select the qualifying promotions you want to apply from a list. Promotions are defined using the Promotion Code Maintenance program. |
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| Automatically select global promotions | Select this to automatically select and apply all
qualifying global promotions for a sales order line. If you do not select this option, then when you process sales orders which qualify for global promotions, you are prompted to select the qualifying global promotions you want to apply from a list. Promotions are defined using the Promotion Code Maintenance program. |
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| Ship line free goods if full quantity available | Select this to automatically ship free goods for a
sales order line that qualifies for a tiered free goods
promotion if the full quantity of the free good is available
and the parent item is also shipped. If you do not select this option, then free goods line quantities are automatically placed in backorder for later release. |
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| Ship global free goods if full quantity available | Select this to automatically ship free goods for a
sales order that qualifies for a global free goods promotion
if the full quantity of the free good is available and the
parent items are also shipped. If you do not select this option, then free goods global quantities are automatically placed in backorder for later release. |
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| Check order for promotions on loading in Sales Order Entry | Select this if you want the system to check if any trade promotions apply to existing sales orders that were created before the Trade Promotions module was installed or activated. This would typically apply when you upgrade your system from a previous version of the software. | ||||
| Allow selection of global promotions from edit in Sales Order Entry | Select this to be able to apply global promotions from
the Edit menu of the Sales Order Entry program while
adding or maintaining an order. In addition, selecting this
option enables you to apply/maintain line promotions against
an entered order line (using your right mouse button) while
adding or maintaining an order.
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| Apply order discounts for Trade Promotions customers | Select this to be able to apply order discounts in the
Sales Order Entry and Point of Sale Entry programs
to customers defined as Trade Promotions customers (AR Customer Maintenance).
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| Credit accruals from invoices |
Select this to reduce rebate accruals when credit notes are created from invoices against which Trade Promotions accruals apply. This paying out rebates on credited sales. When a credit note is built from an existing invoice (SO Order Lines for Credit Note or SO Dispatch Order Lines from Reprint), any Accrual type promotions applied on the invoice for the credited lines are recorded against the credit note. When the credit note is invoiced, the value of the accrual promotion for the original invoice is reduced based on the quantity credited, and a new transaction is created. Maintenance on credit note lines that were invoiced will affect accrual promotions, but additional lines will not. |
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| Credit off invoice lines from invoices |
This controls the creation and updating of Off invoice promotions on a credit note. When this option is enabled and a credit note is created from an existing invoice, any Off invoice promotions with an Off invoice allowance type of Line promotion that were applied to the invoice for the credited lines are recorded against the credit note. These lines do not have to be manually selected by the operator and will be ignored if they are selected. Any maintenance done on the credit note lines copied from the invoice will affect the off invoice promotions, but additional lines added to the credit note will not. When a qualifying credit note line quantity is changed, the value of the off invoice promotion miscellaneous line is reduced based on the quantity credited. If you previously credited part of the invoice, only the remaining quantities are used and the value of the off invoice and miscellaneous line added are reduced accordingly. The value of the promotion recorded on the miscellaneous line is calculated pro-rata based on the quantity credited (the original level of the promotion is not taken into account). If you cancel a credit note line, then the associated miscellaneous line is also cancelled and any relevant global miscellaneous promotion lines are updated. Note that credits do not affect any budget limits that may have been accrued on the promotion. |
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| Invoice discounts | This enables you to prevent Order discounts from being applied to certain Trade Promotions lines. | ||||
| Exclude free goods lines | Select this if you do not want to apply Order discounts to free goods lines. | ||||
| Exclude single qualifying lines | Select this if you do not want to apply Order discounts to any single qualifying trade promotions lines for stocked items. | ||||
| Miscellaneous line options | These options apply to miscellaneous promotion lines generated on a sales order for Off invoice and Free goods promotions. | ||||
| Miscellaneous cost zero | Select this to default the cost of a miscellaneous line
generated from an Off invoice or Free goods promotion to
zero. For example, when generating a promotion from a merchandise item which already carries a cost, you may want to process the promotion as a discount only, which does not carry a cost. This option enables you to generate such a promotion line with a zero cost.
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| Maintain miscellaneous line | Select this to be able to change a miscellaneous line
generated from an Off invoice or Free goods promotion.
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| Promotion limits | Promotions can have a budget limit based on value, quantity, mass or volume. The promotion will expire once the budget limit has been reached. These options apply to both sales orders and sales order lines. | ||||
| Reactivate promotion when limit utilization reduced | Select this to automatically reactivate the expired
promotion when a sales order is cancelled, deleted or changed
and the allocated amount falls below the budget amount.
If this option is not selected, the promotion will remain expired. |
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| Apply promotion if limit will be exceeded | Select this to apply the promotion to a sales order
even if a sales order line exceeds the budget amount. If
selected, the promotion will be set as expired immediately
after the sales order is added. If this option is not selected, the promotion will not apply to the sales order that exceeds the budget amount. This option also applies when called from the back order release program. |
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![[Note]](images/note.png)
| Field | Description |
|---|---|
| Promotions | |
| Deduction code | Indicate the default deduction code to use when adding
accrual promotions using the Promotion Code Maintenance
program. Deduction codes are used in the processing of accrual promotion rebates and deductions. |
| Off-invoice line product class | Indicate the default product class to use when adding off invoice tiered promotions using the Promotion Code Maintenance program. |
| Off-invoice global product class | Indicate the default product class to use when adding off invoice global promotions using the Promotion Code Maintenance program. |
| Free goods use merchandise line product class | Select this to use the same product class code applied to the merchandise line for its promotional free goods item. |
| Off invoice use merchandise line product class | Select this to use the same product class code applied to the merchandise line for its promotional off invoice value. |
| Deduction resolution codes | |
| Normal | Indicate the default resolution code to use when processing a normal approved deduction resolution using the Deduction Review program. |
| Write off | Indicate the default resolution code to use when writing off a deduction and when automatically writing off several deductions using the Deduction Review program. |
| Promotion match | Indicate the default resolution code to use when resolving deductions by offsetting them with accrued promotions using the Deduction Review program. |
| Promotion tax | |
| Tax code |
Indicate the default tax code applicable to taxable promotional transactions posted directly to a sales order as miscellaneous charge lines. The Descriptive tax code must be used if defined (Descriptive Tax Codes). If you are using tax by geographic area (Tax Options) and against the geographic area you select to Use the tax code from the stock item, then the tax code entered here is used for Trade Promotions. If no tax code is defined here, then no tax is applied to Trade Promotions, regardless of the Tax Options defined against the geographic area (Geographic Area Maintenance). |
| Use merchandise line tax code | Select this to use the same tax code applied to the
merchandise line for its promotional miscellaneous charge
line. Note that this does not apply to a Global off invoice line. A Global off invoice line cannot be based on a merchandise line as it is derived from any number of merchandise lines that may have different stock codes. The system therefore uses the default tax / GST code. When this is blank, no tax is calculated. |
| Deductions tax | These options apply if the tax regulations in your area require you to include tax when customers have applied deductions to your invoices and matched them to an accrual promotion. |
| Tax included in deductions and accruals | Select this if you want to include tax/GST in accrual
promotions. If you select this option, then you must enter a valid tax code in the Tax code field below. |
| Tax code |
Indicate the default tax code to use for deductions and accrual promotions. The Descriptive tax code must be used if defined (Descriptive Tax Codes). When you process an accrual promotion, the sales invoicing process calculates the tax portion of the transaction based on the default tax code entered here and adds it to the promotion accrual amount. When you use the Payments and Adjustments program to process a deduction, the tax portion of the deduction is automatically calculated and posted according to the rate defined against this tax code. |
| Field | Description |
|---|---|
| Number of days to retain | |
| Expired promotions | This indicates the number of days for which you want to
retain details of promotions that have expired. The validity dates for a promotion are defined against its promotion code (Promotion Code Maintenance). |
| Field | Description |
|---|---|
| Customized inventory qualifications | These options display the custom form fields defined
against any inventory form. They provide additional qualifying criteria when adding promotions in Promotion Code Maintenance. |
| Inventory qualification 1 | Select the stock custom form to be included in a promotion. |
| Inventory qualification 2 | Select a second stock custom form to be included in a promotion. |
| Customized customer qualifications | These options display the custom form fields defined
against any customer form. They will be used as variable customer qualifications in Promotion Code Maintenance. |
| Customer qualification 1 | Select the customized customer criteria to be included in a promotion. |
| Customer qualification 2 | Select a second customized customer criteria to be included in a promotion. |