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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

• Integration setup
  • Setting the Host system integration for SO Invoice to immediate or timed.

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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 Customers tab will display all customer addresses with a check box, allowing the user to select the address(es) to assign to the brokerageprogram. Each column within the list is filterable, allowing the user to easily narrow down the addresses that display to select the appropriate address(es) addresses to assign. Once finding an address to assign to the brokerage, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the brokerageTo assign addresses to a program, check the check box displayed before the Customer ID and click Mass Update.  This opens the mass update dialog, where addresses can be assigned. Set ‘Assign Addresses’ to ‘Yes’ and click Apply. Also the start date can be assigned on the mass update dialog, but this is not required. Multiple addresses can be assigned to the program simultaneously. To remove addresses from the program, check the check box and click Mass Update toolbar icon. Set ‘Remove Addresses’ to ‘No’ and click Apply. When an address is assigned to a program, the On Program column displays Yes. Addresses assigned to the program are displayed on top of the list view.

Step 2: Entering a transaction with the Promotion

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