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• Program Class Setup
  • To assign to the Sales Program for categorical purposes.
• Item Setup
  • Specifically, an Item to code promotions as that will display on the invoice for promotions.
• Item Set Setup
  • To assign to the promotion, making all items on this item set eligible for the promotion to be applied when sold on a Sales Order transaction that is being sold to a customer also assigned to the Promotion.
• Customer Address Setup
  • To assign to the promotion, making the assigned customer addresses eligible for the promotion to be applied to any items sold to them that are also on the promotion’s assigned item set(s).
• UOM Setup
  • To assign the UOM for any promotion rate set to a calculation of $/UOM.

Optional Prerequisites

• Set the ‘Enable Real Time Transaction Integration’ Sales Order preference to ‘Yes’Integration setup
  • Setting the Host system integration for SO Invoice to immediate or timed.

Understanding the Data Flow

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• Description: Enter the description of the promotion. This will display in the Programs list view and will help differentiate the sales program from all other promotions.
• Class: Select the Program Class to assign to the promotion. This is for categorical purposes and the lookup will only include those program classes assigned a program type of ‘Promotions’. This field is required.
• From: Enter the date as of which the promotion is eligible. This field is required.
• To: Enter the date as of which the promotion is no longer eligible.  This field is required.
• Settle To: This field defaults to ‘Invoice’ and is not editable for Promotions.
• Frequency: This field defaults to ‘Invoice’ and is not editable for Promotions.
• Inactive: This field allows users to inactivate the program. When the program is set to inactive, it is not assigned to Sales Order transactions. 

Once completing the header fields, click Save.

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The promotion item will integrate to the host system the same as the other line items on the invoice, so long as the ‘Enable Real Time Transaction Integration’ Sales Order preference SO Invoice integration is set to ‘Yes’immediate or timed.