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<ManualTopic ID="/baanerp/td/onlinemanual/000028" xml:lang="en">
   <Header>
      <Title>To set up a promotion matrix</Title>
      <Keyword type="header" order="d1e1281664">
         <Level1>Pricing Control matrix</Level1>
         <Level2>promotion matrix</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1281669">
         <Level1>Promotion matrix</Level1>
         <Level2>setting up</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>In the <GUIRef href="/baanerp/td/pcg" role="module">Pricing</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,
		for example, the sales order match the properties of the promotion matrix, the
		promotion that is linked to the promotion matrix is applied to the sales order.</Paragraph>
   </GeneralSection>
   <ProcedureSection>
      <SectionTitle>To set up a promotion matrix</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>
            <Paragraph>Define the following fields in the <GUIRef href="/baanerp/td/pcg/tdpcg0100m000" role="session">Pricing Parameters (tdpcg0100m000)</GUIRef> session:</Paragraph>
            <TABLE border="1" borderstyle="default" space-and-orientation="indented-estimated">
               <TBODY noTR="6">
                  <TR no="1" isLast="false">
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF1" role="groupbox">General</GUIRef> tab</TH>
                     <TH rowspan="1" colspan="1">
                        <GUIRef href="/baanerp/td/pcg/tdpcg0100m000#tdpcg0100sDF4" role="groupbox">Promotions</GUIRef> tab</TH>
                  </TR>
                  <TR no="2" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngmd" role="formfield">Matrix Definition Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pmim" role="formfield">Promotions Implemented</Link>
                     </TD>
                  </TR>
                  <TR no="3" isLast="false">
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngds" role="formfield">Discount Schedule Number Group</Link>
                     </TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.ngpm" role="formfield">Promotion Number Group</Link>
                     </TD>
                  </TR>
                  <TR no="4" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.lpco" role="formfield">Line Promotion Control</Link>
                     </TD>
                  </TR>
                  <TR no="5" isLast="false">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.opco" role="formfield">Order Promotion Control</Link>
                     </TD>
                  </TR>
                  <TR no="6" isLast="true">
                     <TD rowspan="1" colspan="1">-</TD>
                     <TD rowspan="1" colspan="1">
                        <Link href="/baanerp/td/pcg/tdpcg0100m000#tdpcg000.pmdt" role="formfield">Promotion Date Type</Link>
                     </TD>
                  </TR>
               </TBODY>
            </TABLE>
         </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>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.maty#lineprom" role="option">Line Promotion</GUIRef>
               </ListItemHead>
               <ListItem>To define matrix
				attributes for sales order line promotions. 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.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.maty#ordprom" role="option">Order Promotion</GUIRef>
               </ListItemHead>
               <ListItem>To define matrix
				attributes for sales order header promotions. 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.</ListItem>
            </List>
            <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="option">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="manual">Discount Schedule Type</GUIRef> of a specific schedule code.</Paragraph>
            <List>
               <ListIntro>The schedule type can be one of the following:</ListIntro>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.scty#quantity" role="option">Quantity Break</GUIRef>
               </ListItemHead>
               <ListItem>If promotion agreements in your company are made based on
				the ordered quantity.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.scty#value" role="option">Value Break</GUIRef>
               </ListItemHead>
               <ListItem>If promotion agreements are made based on the order value.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/td/domains/pcg.scty#multiplier" role="option">Multiplier</GUIRef>
               </ListItemHead>
               <ListItem>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="option">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="formfield">Group Type</Link> and maintain the group type's promotion group
			 in the relevant session, which you can start from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu.</Paragraph>
            <Paragraph>For an overview of promotion groups, refer to the <Link href="/baanerp/td/pcg/tdpcg0515m000" role="session">Promotion Groups - Overview (tdpcg0515m000)</Link> session.</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="formfield">Default Promotion</Link> field of the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000" role="session">Promotions (tdpcg0140m000)</GUIRef> session, as LN 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="option">Line Promotion</GUIRef>, define the matrix definition MD1 (matrix definition one).
		Add the attributes delivery terms, 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="option">Line Promotion</GUIRef>, and select matrix definition MD1 and promotion PRO1. Enter
		  values for the matrix attributes, such as the following:</ListIntro>
         <ListItem>Delivery terms: 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>