You use this program to view details of the promotions used in the Trade Promotions module.
Promotion codes are used to define the rules for applying both line and global promotions to a sales order.
| Field | Description |
|---|---|
| Edit | |
| Copy | Select this to use the Copy Promotion Code program to create a copy of the promotion code currently highlighted in the listview. |
| Include | |
| Include Expired Promotion Codes | Select this to display promotion codes which have
expired in the listview. This option is selected by default. If you deselect this option, then your selection applies for the current run of the program only. |
| Column | Description |
|---|---|
| Promotion code | Indicates the code of the promotion. |
| Description | Indicates the description for the promotion code. |
| Promotion type | Indicates the type of promotion. |
| Global promotion |
Indicates whether or not the promotion is a global promotion. Global promotions are applied at sales order level (i.e. over the entire sales order as line items are added). |
| Tiered | Indicates whether the promotion is a tiered promotion. |
| Start date | Indicates the date from which the promotion applies. |
| Expiry date | Indicates the date to which the promotion applies. |
| Date type | Indicates whether the promotion is based on the customer's request date or on the sales order date. |
| Currency | Indicates the currency in which the promotion applies. |
| Stock category |
Indicates the stock item(s) to which the promotion applies. For example, All indicates that the promotion applies to all stock items. Stock indicates that the promotion applies to a single stock item. Stock list indicates that the promotion applies to a number of stock items, which are defined in a list against the promotion code. |
| Customer category | Indicates the category of customers to whom the promotion applies. |
| Calculation type |
Indicates whether the promotion is a value, a percentage or a price. This only applies to Off invoice and Accrual promotion types. |
| Value type | Indicates whether the promotion applies to the gross or the net value of the order line(s). |
| Threshold type |
Indicates the basis of the threshold for Off invoice and Accrual promotion types. The threshold defines the quantity, mass or volume of the item that must be bought by the customer to qualify for the promotion. |
| Customer | Indicates the code of the single customer to whom the promotion applies. This is only displayed if the promotion applies to a single customer. |
| Stock code | Indicates the code of the single stock item to which the promotion applies. This is only displayed if the promotion applies to a single stock item. |
| Value | Indicates the percentage, price or value for the promotion according to the price type selected. |
| Budget limits | Indicates that limits are required for this promotion. |
| Status | The status of the promotion. |
| Limit type | The budget type that the limit is based on. |
| Limit | The budget limit for the promotion. |
| Assoc department, product class, product group, stock code | The associated stock items that qualify for the promotion. |
| Assoc stock custom entry 1, stock custom entry 2 | The associated custom form items that qualify for the promotion. |
| Customer custom entry 1, custom entry 2 | The customer custom form items that qualify for the promotion. |
| Secondary cust custom entry 1, custom entry 2 | The secondary customer custom form items that qualify for the promotion. |
| Secondary customer, customer branch, customer class, geographic area | The secondary customer category items that qualify for the promotion. |
| Secondary product class, product group, stock code, department | The secondary stock category items that qualify for the promotion. |
| Secondary stock custom entry 1, custom entry 2 | The secondary stock custom form items that qualify for the promotion. |
| Stock custom entry 1, custom entry 2 | The stock custom form items that qualify for the promotion. |
You can only generate a report of TPM promotion codes if you have access to the List of Promotion Codes program.
You cannot delete a promotion which is currently on an active sales order (i.e. a sales order that has not yet been invoiced).
Changes made to promotion codes are not automatically reflected on existing sales orders.
If you want to change existing sales orders to reflect the rules for the changed promotion code, then you need to change each line item on the order to which the promotion applies and reselect the promotion for the change to take effect.
It is not recommended that changes are made to promotion codes which have already been used on sales orders.