You use this program to manually apply promotions to a sales order or sales order line or to view details of promotions applicable to a sales order or sales order line.
This program can be accessed by clicking on a sales order line (Sales Order Entry - Entered Order Lines) and selecting the Promotions Query or promotions Selection option.
This program is displayed when you select the Save option after you add or change an order line (Sales Order Entry) if:
- the customer is defined as a trade promotions customer (AR Customer Maintenance)
- a tiered promotion exists which applies to the order line
-
you have not selected to automatically apply line promotions (Trade Promotion Setup - Options tab)
If you selected to automatically apply line promotions, then the promotions are applied to the order lines that qualify, without you having to individually select the promotions to apply.
In addition, the program is displayed when you select the:
- End Order option and you select to apply global promotions to the order
- Global Promotions option from the Edit menu
- Payment option from the Point of Sale Entry program
If you do not apply global promotions while adding a sales order, then you can only apply them by maintaining the order providing you selected the setup option: Allow selection of global promotions from edit in Sales Order Entry (Trade Promotion Setup - Options tab).
| Field | Description | ||||
|---|---|---|---|---|---|
| Exceptions | Select this to use the Promotion Code Maintenance program
to add a promotion which does not qualify as it falls outside
the date range and include it in the Promotion Selection
listview. This enables you to manually include an expired or
upcoming promotion.
This function only applies to tiered promotions and is therefore not enabled for global promotions. When you select the Global Promotions option from the Edit menu, then this option is enabled only if you selected the setup option: Allow selection of global promotions from edit in Sales Order Entry (Trade Promotion Setup - Options tab). This function is not enabled when you select to only query promotions. |
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| Select All | You use this function to select all promotions
displayed in the listview. You use this function if you want
to apply all qualifying promotions displayed in the listview
to the order or order line. If you do not want to apply all promotions, then you use your mouse button to select the individual promotions you want to apply. When you select the Global Promotions option from the Edit menu, then this option is enabled only if you selected the setup option: Allow selection of global promotions from edit in Sales Order Entry (Trade Promotion Setup - Options tab). This function is not enabled when you select to only query promotions. |
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| Accept | You use this function to apply the selected
promotion(s) to the order or order line.
Promotions are added to the order as either a price or discount change, a non-merchandise credit line or a free goods merchandise line depending on the type of promotion (see Promotion Code Maintenance). Accrual promotions are not displayed on the sales order, but are retained for processing at the time the order is invoiced. If a free good is a kit type, then only the parent item is given as the free good (the kit components are ignored). In addition, only the stock of the free good parent item is depleted. When you select the Global Promotions option from the Edit menu, then this option is enabled only if you selected the setup option: Allow selection of global promotions from edit in Sales Order Entry (Trade Promotion Setup - Options tab). |
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| Close | Select this to return to the previous screen. This function is displayed if the setup option: Allow selection of global promotions from edit in Sales Order Entry (Trade Promotion Setup - Options tab) is not selected. |
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![[Note]](images/note.png)
A listview displays all qualifying promotions.
| Column | Description | ||||
|---|---|---|---|---|---|
| Qualified |
This indicates whether the sales qualifies for the promotion. The order date/requested delivery date (depending on which is defined against the promotion) must fall within the promotion window. All other options define against the promotion (Promotion Code Maintenance) must be true for the sale to qualify for the promotion. Promotions that have expired or are upcoming can be added to the listview manually by selecting the Exceptions function. |
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| Selected |
This indicates whether or not you selected to apply the promotion line to the current sale.
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| Promotion | This indicates the promotion code of the promotion (see Promotion Code Maintenance) | ||||
| Promotion desc | This indicates the description for the promotion code. | ||||
| Start date | This indicates the date from which the promotion applies. | ||||
| Expiry date | This indicates the date on which the promotion ends (expires). | ||||
| Stock category | This indicates the stock category to which the promotion applies (see Promotion Code Maintenance). | ||||
| Stock code | This indicates the specific stock item to which the promotion applies. | ||||
| Customer category | This indicates the customer category to which the promotion applies (see Promotion Code Maintenance). | ||||
| Customer code | This indicates the specific customer to which the promotion applies. | ||||
| Price type | This indicates the calculation type defined against the promotion (see Promotion Code Maintenance). | ||||
| Threshold basis | This indicates the threshold quantity, mass or volume of the item that must be bought by the customer to qualify for the promotion. | ||||
| Value | The value of the promotion line is zero until a quantity is entered in the Ship quantity field of the order. The possible value of the promotion line, if all the quantity were moved to ship, is however displayed in the Max value to charge field in the Order Line Details pane. | ||||
| Off Invoice type | This applies to off invoice promotions. | ||||
| Accrual GL code | This indicates the accrual General Ledger code defined against the promotion. | ||||
| Expense GL code | This indicates the expense General Ledger code defined against the promotion. | ||||
| Deduction | This indicates the deduction code applicable to the promotion (see Deduction Code Maintenance) | ||||
| Prod | This indicates the product class for the promotion. | ||||
| Date type | This indicates whether the promotion dates are based on the customer request or the order date. | ||||
| Accrual type | This indicates the accrual type applicable to the promotion (see Accrual Type Maintenance) | ||||
| Apply sub | This indicates whether the promotion applies to sub account customers (see Browse on Master Sub-accounts). | ||||
| FG type | This applies to free goods promotions and indicates whether the free good is a specific stock item, or the same as the item being sold. | ||||
| FG stock code | This applies to free goods promotions and indicates which stock item is the free good. | ||||
| Global | This indicates whether the promotion is global. | ||||
| FG application | This indicates how the promotion applies. | ||||
| FG invoice price | This applies to free goods promotions and indicates the price that applies to the free good item. | ||||
| Currency | This indicates the currency in which the promotion applies. | ||||
| Tiered | This indicates whether or not the promotion is defined as tiered (see Promotion Code Maintenance) | ||||
| FG multiples | This applies to free goods promotions and indicates whether the thresholds are defined in multiples of the item sold. | ||||
| FG rounding | This applies to free goods promotions and indicates whether the quantity ordered by the customer must be rounded up or down to determine if the promotion applies. | ||||