<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/pcg/tdpcg0140m000" xml:lang="en">
   <Header>
      <Title>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 <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu you can choose:</ListIntro>
            <ListItem>
               <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#disc.schedules.for.prom" role="command">Discount Schedules</GUIRef>, to link 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="command">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>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>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>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>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>Effective Date</Title>
         </Header>
         <FuncDesc>The first date and time on which the promotion becomes valid.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.exdt">
         <Header>
            <Title>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>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="command">Exclusion Periods</GUIRef> to define the list.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.dssc">
         <Header>
            <Title>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="option">Promotion</GUIRef>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.auto">
         <Header>
            <Title>Automatic Promotion</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, LN 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="manual">Automatic Promotion</GUIRef> check box and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="manual">Exclusive Promotion</GUIRef> check box are selected, and only one
			 promotion is present for the item or the business partner, LN 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="manual">Automatic Promotion</GUIRef> check box is selected nor the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="manual">Exclusive Promotion</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>Exclusive Promotion</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="manual">Automatic Promotion</GUIRef> check box and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="manual">Exclusive Promotion</GUIRef> check box are selected, and only one
			 promotion is present for the item or the business partner, LN 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="manual">Automatic Promotion</GUIRef> check box nor the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.excl" role="manual">Exclusive Promotion</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>Text</Title>
         </Header>
         <FuncDesc> 
            <Link href="/baanerp/ts/onlinemanual/000069" role="manual">Text (additional)</Link>
         </FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.itpg">
         <Header>
            <Title>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>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="manual">Qualifier</GUIRef> field, you can specify that the item is
		  eligible or ineligible for the promotion.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.itqr">
         <Header>
            <Title>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="manual">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="manual">Sales Item</GUIRef> field must be filled with A and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.bpqr" role="manual">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="manual">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="manual">Qualifier</GUIRef> field must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="tdpcg040.qtun">
         <Header>
            <Title>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>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>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="manual">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>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="manual">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="manual">Business Partner</GUIRef> field must be filled with A and the <GUIRef href="/baanerp/td/pcg/tdpcg0140m000#tdpcg040.itqr" role="manual">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="manual">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="manual">Qualifier</GUIRef> field must be set to <Emphasis>Ineligible</Emphasis>.</Paragraph>
         </SimpleSection>
      </FieldHelp>
   </Fields>
</Session>