| To set up a promotion matrix |  |
| In the Pricing module, a promotion matrix is a structure that offers flexible criteria to define and retrieve promotions. Essentially, a promotion matrix consists of the following elements: A matrix definition. A set of matrix attributes. A promotion or a promotion group. 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. To set up a promotion matrix To set up a promotion matrix, complete the following steps: Step 1. Pricing Parameters (tdpcg0100m000) Define the following fields in the Pricing Parameters (tdpcg0100m000) session:
General tab | Promotions tab
--- | ---
Matrix Definition Number Group | Promotions Implemented
Discount Schedule Number Group | Promotion Number Group
- | Line Promotion Control
- | Order Promotion Control
- | Promotion Date Type
Step 2. Matrix Definitions (tdpcg0110m000) Define a matrix definition of the following matrix types: Line Promotion 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. Order Promotion 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. In the Matrix Definitions (tdpcg0110m000) session, you must define the elements, which are matrix attributes, for which you want to set up a promotion. Step 3. Matrix Sequences (tdpcg0120m000) Define a matrix sequence for the matrix definition in the Matrix Sequences (tdpcg0120m000) session. In this session, you define your own search sequence to find a promotion. Step 4. Discount Schedule Codes (tdpcg0112m000) Define a discount schedule with origin Promotion in the Discount Schedule Codes (tdpcg0112m000) session. In this session, you can also specify the Discount Schedule Type of a specific schedule code. The schedule type can be one of the following: Quantity Break If promotion agreements in your company are made based on the ordered quantity. Value Break If promotion agreements are made based on the order value. Multiplier If you want to offer premiums based on a Quantity Break. Step 5. Discount Schedules for Promotions (tdpcg0121m300) Define the promotion details for the discount schedule in the Discount Schedules for Promotions (tdpcg0121m300) session. Step 6. Promotion Groups (tdpcg0115m000) If required, maintain promotion groups in the Promotion Groups (tdpcg0115m000) session. Promotion groups enable you to link more than one promotion to a promotion matrix. You must select a Group Type and maintain the group type's promotion group in the relevant session, which you can start from the appropriate menu. For an overview of promotion groups, refer to the Promotion Groups - Overview (tdpcg0515m000) session. Step 7. Promotions (tdpcg0140m000) Maintain promotions in the Promotions (tdpcg0140m000) session. In this session, you must link the discount schedule to the promotion. Step 8. Promotion Matrices (tdpcg0130m200) Promotion matrices are defined in the Promotion Matrices (tdpcg0130m200) 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. You need not create a promotion matrix for default promotions, which you can define in the Default Promotion field of the Promotions (tdpcg0140m000) session, as ERP LN automatically searches for these promotions. Example For matrix type Line Promotion, define the matrix definition MD1 (matrix definition one). Add the attributes delivery terms, and currency to the matrix definition. Specify a promotion discount schedule SLS1 for items with the following characteristics: Currency USD. A minimum break of 10 pieces. A valid period from September 1 to December 1 2004. A keyboard as a premium. Specify a promotion PRO1 with the following characteristics: Sales item: Laptop computer A1. Link the promotion discount schedule SLS1 to the promotion. Define a promotion matrix for matrix type Line Promotion, and select matrix definition MD1 and promotion PRO1. Enter values for the matrix attributes, such as the following: Delivery terms: CoD (Cash on Delivery). Currency: USD. Related topics Promotion retrieval Promotion scenarios in ERP Matrix structure |