<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/pcg/tdpcg0140m000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotions (tdpcg0140m000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to maintain <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotions</Link>.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>Promotions are price and discount constructions that are defined to promote the sales of an item or to influence commercial deals with a business partner. Promotions are used for sales orders. For example, a promotion is "buy two get one free" or "buy item A get item B 50% off".</Paragraph>
			<Paragraph>You must link a ( <Link href="/baanerp/td/glossary/glossary#000365" role="glossary">promotion group</Link> of) business partner(s) or a (promotion group of) item(s) to the promotion. The selected qualifier determines if the promotion is eligible or ineligible for this (group of) business partners or this (group of) items. If the promotion is eligible, the promotion is only valid for this (group of) business partner(s) or this (group of) item(s). If the promotion is ineligible, the promotion is valid for all (groups of) business partners and items except the selected (group of) business partners or items.</Paragraph>
			<List><ListIntro>On the <GUIRef href="" role="menu">Specific</GUIRef> menu you can choose:</ListIntro>
				<ListItem><GUIRef href="/baanerp/td/pcg/tdpcg0140m000#disc.schedules.for.prom" role="formcommand">Discount Schedules</GUIRef>, to link a a promotion discount schedule to the promotion in the <Link href="/baanerp/td/pcg/tdpcg0121m300" role="session">Discount Schedules for Promotions (tdpcg0121m300)</Link> session. If the promotion is a percentage, value off, or one free item (premium), it can be stored in the discount schedule itself. If it is a list of free items (premiums), the list can be stored in a premium promotion group and be linked to the discount schedule.</ListItem>
				<ListItem><GUIRef href="/baanerp/td/pcg/tdpcg0140m000#exec.user.0" role="formcommand">Exclusion Periods</GUIRef>, to define some exclusion dates for the promotion's effective period in the <Link href="/baanerp/td/pcg/tdpcg0141m000" role="session">Promotion - Exclusion Periods (tdpcg0141m000)</Link> session.</ListItem>
			</List>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000323" role="manual">Promotion scenarios in ERP</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000028" role="manual">To set up a promotion matrix</Link>
			</RelTopic>
			<RelTopic><Link href="/baanerp/td/onlinemanual/000385" role="manual">Promotion retrieval</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tdpcg040.prid"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotion</Title>
			</Header>
			<FuncDesc>The code that identifies a <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotion</Link>. You must select the code from the <GUIRef href="/baanerp/tc/mcs/tcmcs0150m000" role="session">First Free Numbers (tcmcs0150m000)</GUIRef> session. The number group for the first free number series is set in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.ibsp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Default Promotion</Title>
			</Header>
			<FuncDesc>If this check box is selected, the default promotion is used. One or more of the following fields must be filled for the default promotion:</FuncDesc>
			<SimpleSection><List><ListItem>Item.</ListItem>
					<ListItem>Item group.</ListItem>
					<ListItem>Sold-to business partner.</ListItem>
					<ListItem>Sold-to business partner group.</ListItem>
				</List>
			</SimpleSection>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>You need not link a default promotion to the promotion matrix in the <GUIRef href="/baanerp/td/pcg/tdpcg0130m200" role="session">Promotion Matrices (tdpcg0130m200)</GUIRef> session.</Paragraph>
			</Note>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.prty"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotion Type</Title>
			</Header>
			<FuncDesc>Select a value to indicate whether this promotion is:</FuncDesc>
			<SimpleSection><List><ListItem>An <Link href="/baanerp/td/glossary/glossary#000317" role="glossary">order-level promotion</Link>.</ListItem>
					<ListItem>A <Link href="/baanerp/td/glossary/glossary#000316" role="glossary">line-level promotion</Link>.</ListItem>
				</List>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.mngr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotion Manager</Title>
			</Header>
			<FuncDesc>The code of the employee who is responsible for the current promotion.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.efdt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Effective Date</Title>
			</Header>
			<FuncDesc>The first date and time on which the promotion becomes valid.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.exdt"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Expiry Date</Title>
			</Header>
			<FuncDesc>The expiry date and time of the promotion. If this field is not filled, the promotion is infinitely valid.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.excd"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Exclusion Periods</Title>
			</Header>
			<FuncDesc>If this check box is selected, you can define a list of dates for which the promotion is not valid. Choose <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#exec.user.0" role="form command">Exclusion Periods</GUIRef> to define the list.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.dssc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Discount Schedule</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000363" role="glossary">discount schedule</Link> that is linked to the promotion. The discount schedule has the origin <GUIRef href="/baanerp/td/domains/pcg.dsor#prom" role="enum">Promotion</GUIRef>.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.auto"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Automatic</Title>
			</Header>
			<FuncDesc>If this check box is selected, the promotion is automatically offered when you enter a sales order for the items or business partners that are specified in this promotion.</FuncDesc>
			<SimpleSection><Paragraph>If more than one automatic promotion for this item or business partner is created, SSA ERP selects the first eligible promotion, or a promotion from the list of all eligible promotions in the defined sequence. The sequence for the promotion matrices is defined in the <GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef> session.</Paragraph>
				<Paragraph>If both the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.auto" role="formfield">Automatic</GUIRef> check box and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="formfield">Exclusive</GUIRef> check box are selected, and only one promotion is present for the item or the business partner, SSA ERP automatically links the promotion to the order line or order header during sales order entry. If multiple promotions are created, you must select one of the exclusive/automatic promotions manually.</Paragraph>
				<Paragraph>If neither the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.auto" role="formfield">Automatic</GUIRef> check box is selected nor the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="formfield">Exclusive</GUIRef> check box, you must select one of the promotions from the list of eligible promotions. The promotion matrices must be ranked in sequence in the <GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef> session. The lower the number, the higher the priority of the promotion for the sales order or order line. For example, a multiple promotion sequence value of 1 indicates that this promotion is first applied to the sales order. You can select all, none, or a combination of eligible promotions.</Paragraph>
				<Paragraph>If you select multiple eligible promotions with various combinations of automatic and exclusive, or no selection at all, you must select promotions from the eligible promotions list. You can either select multiple nonexclusive eligible promotions or you can select one exclusive promotion. If you select multiple nonexclusive eligible promotions, a sequence number must be linked to the promotions. Promotions that are not ranked, cannot be selected.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.excl"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Exclusive</Title>
			</Header>
			<FuncDesc>If this check box is selected, and you use this promotion, you cannot use other valid promotions during sales order entry.</FuncDesc>
			<SimpleSection><Paragraph>The promotion is not automatically linked to a sales order or sales order line. You must select the exclusive promotion manually. If you have created more than one exclusive promotion, you must select one to link to a sales order or sales order line.</Paragraph>
				<Paragraph>If both the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.auto" role="formfield">Automatic</GUIRef> check box and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="formfield">Exclusive</GUIRef> check box are selected, and only one promotion is present for the item or the business partner, SSA ERP automatically links the promotion to the order line or order header during sales order entry. If multiple promotions are created, you must select one of the exclusive/automatic promotions manually.</Paragraph>
				<Paragraph>If neither the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.auto" role="formfield">Automatic</GUIRef> check box nor the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="formfield">Exclusive</GUIRef> check box are selected, you must select one of the promotions from the list of eligible promotions. The promotion matrices must be ranked in sequence in the <GUIRef href="/baanerp/td/pcg/tdpcg0120m000" role="session">Matrix Sequences (tdpcg0120m000)</GUIRef> session. The lower the number, the higher the sequence for applying the promotion to the sales order or order line. For example, a multiple promotion sequence value of 1 indicates that this promotion is first applied to the sales order. The user can select all, none, or a combination of eligible promotions.</Paragraph>
				<Paragraph>If you select multiple eligible promotions with various combinations of automatic and exclusive, or no selection at all, you must select promotions from the eligible promotions list. You can either select multiple nonexclusive eligible promotions or you can select one exclusive promotion. If you select multiple nonexclusive eligible promotions a sequence number must be linked to the promotions. Promotions that are not ranked, cannot be selected.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="txta.yn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Text</Title>
			</Header>
			<FuncDesc><Link href="/baanerp/ts/onlinemanual/000069" role="manual">Text (additional)</Link>
			</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.itpg"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotion Group</Title>
			</Header>
			<FuncDesc>The code that is used to identify the sales item promotion group.</FuncDesc>
			<SimpleSection><Paragraph>A promotion group consists of a set of items, sold-to business partners or <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotions</Link> that share the same set of promotion attribute values. Promotion groups enable you to link more than one promotion to a promotion matrix.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>The promotions A, B, C, and D obtain their discount, value off, or premiums on sales orders based on the Item and Area attributes. The value for the attribute item is Red Chair Type 101, the value for the area is Ba1. You can group these promotions in the C01 item promotion group.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.item"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales Item</Title>
			</Header>
			<FuncDesc>The eligible/ineligible item to which the promotion applies. In the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="formfield">Qualifier</GUIRef> field, you can specify that the item is eligible or ineligible for the promotion.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.itqr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Qualifier</Title>
			</Header>
			<FuncDesc>Select a value to indicate whether the sales item or sales item group is applicable for the promotion or not.</FuncDesc>
			<SimpleSection><SectionTitle>Eligible/ineligible sales item</SectionTitle>
				<Paragraph>If the promotion is created specifically for item A, which implies it is disabled for all other items, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="formfield">Qualifier</GUIRef> field for the promotion must be set to <Emphasis>Eligible</Emphasis>. If the promotion is applicable for all items except for item A, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.item" role="formfield">Sales Item</GUIRef> field must be filled with A and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="formfield">Qualifier</GUIRef> must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Eligible/ineligible sales item group</SectionTitle>
				<Paragraph>If the promotion is created specifically to the item promotion group A, and it is disabled for all other items, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="formfield">Qualifier</GUIRef> field for the promotion must be set to <Emphasis>Eligible</Emphasis>. If the promotion is applicable for all items except the specific item promotion group A, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="formfield">Qualifier</GUIRef> field must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.qtun"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Qualifying Unit</Title>
			</Header>
			<FuncDesc>The unit in which the item must be ordered to be eligible for the promotion.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.bppr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Promotion Group</Title>
			</Header>
			<FuncDesc>The code that is used to identify the business partner promotion group.</FuncDesc>
			<SimpleSection><Paragraph>A promotion group consists of a set of items, sold-to business partners or <Link href="/baanerp/td/glossary/glossary#000319" role="glossary">promotions</Link> that share the same set of promotion attribute values. Promotion groups enable you to link more than one promotion to a promotion matrix.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>The promotions A, B, C, and D maintain their discount, value off, or premiums on sales orders based on the Business Partner <Link href="/baanerp/td/glossary/glossary#000059" role="glossary">line of business</Link> and Area attributes. The value for the attribute line of business is Chair, the value for the area is Ba1. You can group these promotions in the C01 sold-to business partner promotion group.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.ofbp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Business Partner</Title>
			</Header>
			<FuncDesc>The eligible/ineligible business partner to which the promotion applies. In the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="formfield">Qualifier</GUIRef> field, you can specify that the business partner is eligible or ineligible for the promotion.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tdpcg040.bpqr"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Qualifier</Title>
			</Header>
			<FuncDesc>Select a value to indicate whether the sold-to business partner or the sold-to business partner promotion group is applicable for the promotion or not.</FuncDesc>
			<SimpleSection><Paragraph>For example, if the promotion is created specifically for sold-to business partner A, which implies it is disabled for all other sold-to business partners, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="formfield">Qualifier</GUIRef> field for the promotion must be set to <Emphasis>Eligible</Emphasis>. If the promotion is applicable for all sold-to business partners except for sold-to business partner A, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.ofbp" role="formfield">Business Partner</GUIRef> field must be filled with A and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="formfield">Qualifier</GUIRef> field must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
			</SimpleSection>
			<SimpleSection><SectionTitle>Example</SectionTitle>
				<Paragraph>If the promotion is created specifically for the business partner promotion group A, and it is disabled for all other business partners, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="formfield">Qualifier</GUIRef> field for the promotion must be set to <Emphasis>Eligible</Emphasis>. If the promotion is applicable for all sold-to business partners except the specific business partner promotion group A, the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="formfield">Qualifier</GUIRef> field must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
			</SimpleSection>
		</FieldHelp>
	</Fields>
</Session>
