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<ManualTopic ID="/baanerp/td/onlinemanual/000028" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">To set up a promotion matrix</Title>
		<Keyword><Level1>matrix</Level1>
		</Keyword>
		<Keyword><Level1>promotion matrix</Level1>
		</Keyword>
		<Keyword><Level1>promotion</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>In the <GUIRef href="/baanerp/td/pcg" role="module">Pricing Control</GUIRef> module, a promotion matrix is a structure that offers flexible criteria to define and retrieve <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotions</Link>.</Paragraph>
		<List><ListIntro>Essentially, a promotion matrix consists of the following elements:</ListIntro>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link>.</ListItem>
			<ListItem>A set of <Link href="/baanerp/td/glossary/glossary#000366" role="glossary">matrix attributes</Link>.</ListItem>
			<ListItem>A <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotion</Link> or a <Link href="/baanerp/td/glossary/glossary#000365" role="glossary">promotion group</Link>.</ListItem>
		</List>
		<Paragraph>If the properties of the sales order match the properties of the promotion matrix, the promotion linked to the promotion matrix is applied to the sales order.</Paragraph>
	</GeneralSection>
	<ProcedureSection><SectionTitle>Settings</SectionTitle>
		<ProcIntro><Paragraph>To set up a promotion matrix, complete the following steps:</Paragraph>
		</ProcIntro>
		<Steps><Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</ListIntro>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="fieldhelp">Matrix Definition Number Group</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngds" role="fieldhelp">Discount Schedule Number Group</Link>
					</ListItem>
					<ListItemHead>On the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF4" role="groupbox">Promotions</GUIRef> tab:</ListItemHead>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pmim" role="fieldhelp">Promotions Implemented</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngpm" role="fieldhelp">Promotion Number Group</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.lpco" role="fieldhelp">Line Promotion Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.opco" role="fieldhelp">Order Promotion Control</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.aopr" role="fieldhelp">Apply Order Promotions</Link>
					</ListItem>
					<ListItem><Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pmdt" role="fieldhelp">Promotion Date Type</Link>
					</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef>
				</StepTitle>
				<List><ListIntro>Define a <Link href="/baanerp/td/glossary/glossary#MatrixDefini.td" role="glossary">matrix definition</Link> of the following matrix types:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#lineprom" role="enum">Line Promotion</GUIRef>: Use this matrix type to define matrix attributes for sales order line promotions.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/domains/pcg.maty#ordprom" role="enum">Order Promotion</GUIRef>: Use this matrix type to define matrix attributes for sales order header promotions.</ListItem>
				</List>
				<Paragraph>A line promotion is a special offer on a sales order line that reduces the price of the original item by a percentage or monetary amount, or that offers premiums with the purchase of the original item. An order promotion is a special offer on a sales order that reduces the total order price by a percentage, or that offers a premium.</Paragraph>
				<Paragraph>In the <GUIRef href="/baanerp/td/pcg/tdpcg0110m000" role="session">Matrix Definitions (tdpcg0110m000)</GUIRef> session, you must define the elements, which are matrix attributes, for which you want to set up a promotion.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define a <Link href="/baanerp/td/glossary/glossary#000101" role="glossary">matrix sequence</Link> for the matrix definition in the <Link href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</Link> session. In this session, you define your own search sequence to find a promotion.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0112m000" role="session">Discount Schedule Codes (tdpcg0112m000)</GUIRef>
				</StepTitle>
				<Paragraph>Define a discount schedule with origin <GUIRef href="/baanerp/td/domains/pcg.dsor#prom" role="enum">Promotion</GUIRef> in the <Link href="/baanerp/td/pcg/tdpcg0112m000" role="session">Discount Schedule Codes (tdpcg0112m000)</Link> session. In this session, you can also specify the <GUIRef href="/baanerp/td/pcg/tdpcg0112m000#tdpcg012.scty" role="formfield">Schedule Type</GUIRef> (quantity break, value break, or multiplier) of a specific schedule code.</Paragraph>
				<List><ListItem>Select <GUIRef href="/baanerp/td/domains/pcg.scty#quantity" role="enum">Quantity Break</GUIRef> if promotion agreements in your company are made based on the ordered quantity.</ListItem>
					<ListItem>Select <GUIRef href="/baanerp/td/domains/pcg.scty#value" role="enum">Value Break</GUIRef> if promotion agreements are made based on the order value.</ListItem>
					<ListItem>Select <GUIRef href="/baanerp/td/domains/pcg.scty#multiplier" role="enum">Multiplier</GUIRef> if you want to offer <Link href="/baanerp/td/glossary/glossary#000318" role="glossary" Update="No">premiums</Link> based on a <GUIRef href="/baanerp/td/domains/pcg.scty#quantity" role="enum">Quantity Break</GUIRef>.</ListItem>
				</List>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0121m300" role="session">Discount Schedules for Promotions (tdpcg0121m300)</GUIRef>
				</StepTitle>
				<Paragraph>Define the promotion details for the discount schedule in the <Link href="/baanerp/td/pcg/tdpcg0121m300" role="session">Discount Schedules for Promotions (tdpcg0121m300)</Link> session.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0115m000" role="session">Promotion Groups (tdpcg0115m000)</GUIRef>
				</StepTitle>
				<Paragraph>If required, maintain promotion groups in the <Link href="/baanerp/td/pcg/tdpcg0115m000" role="session">Promotion Groups (tdpcg0115m000)</Link> session. Promotion groups enable you to link more than one promotion to a promotion matrix. You must select a <Link href="/baanerp/td/pcg/tdpcg0115m000#tdpcg015.grty" role="fieldhelp">Group Type</Link> and maintain the group type's promotion group in the relevant session, which you can start from the <GUIRef href="" role="menu">Specific</GUIRef> menu.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0140m000" role="session">Promotions (tdpcg0140m000)</GUIRef>
				</StepTitle>
				<Paragraph>Maintain promotions in the <Link href="/baanerp/td/pcg/tdpcg0140m000" role="session">Promotions (tdpcg0140m000)</Link> session. In this session, you must link the discount schedule to the promotion.</Paragraph>
			</Step>
			<Step><StepTitle><GUIRef href="/baanerp/td/pcg/tdpcg0130m200" role="session">Promotion Matrices (tdpcg0130m200)</GUIRef>
				</StepTitle>
				<Paragraph>Promotion matrices are defined in the <Link href="/baanerp/td/pcg/tdpcg0130m200" role="session">Promotion Matrices (tdpcg0130m200)</Link> session. In this session, you must link a matrix definition to a promotion or a promotion group and you must enter values for the matrix attributes. As a result, matrix attributes are linked to a promotion or a promotion group.</Paragraph>
				<Paragraph>You need not create a promotion matrix for default promotions, which you can define in the <Link href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.ibsp" role="fieldhelp">Default Promotion</Link> field of the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000" role="session">Promotions (tdpcg0140m000)</GUIRef> session, as SSA ERP automatically searches for these promotions.</Paragraph>
			</Step>
		</Steps>
	</ProcedureSection>
	<ExampleSection><SectionTitle>Example</SectionTitle>
		<Paragraph>For matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#lineprom" role="enum">Line Promotion</GUIRef>, define the matrix definition MD1 (matrix definition one). Add the attributes terms of delivery, and currency to the matrix definition.</Paragraph>
		<List><ListIntro>Specify a promotion discount schedule SLS1 for items with the following characteristics:</ListIntro>
			<ListItem>Currency USD.</ListItem>
			<ListItem>A minimum break of 10 pieces.</ListItem>
			<ListItem>A valid period from September 1 to December 1 2004.</ListItem>
			<ListItem>A keyboard as a premium.</ListItem>
		</List>
		<List><ListIntro>Specify a promotion PRO1 with the following characteristics:</ListIntro>
			<ListItem>Sales item: Laptop computer A1.</ListItem>
			<ListItem>Link the promotion discount schedule SLS1 to the promotion.</ListItem>
		</List>
		<List><ListIntro>Define a promotion matrix for matrix type <GUIRef href="/baanerp/td/domains/pcg.maty#lineprom" role="enum">Line Promotion</GUIRef>, and select matrix definition MD1 and promotion PRO1. Enter values for the matrix attributes, such as the following:</ListIntro>
			<ListItem>Terms of delivery: CoD (Cash on Delivery).</ListItem>
			<ListItem>Currency: USD.</ListItem>
		</List>
	</ExampleSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000385" role="manual">Promotion retrieval</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000323" role="manual">Promotion scenarios in ERP</Link>
		</RelTopic>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000011" role="manual">Matrix structure</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
