New features added, version 7.5.2, 7.5.3, 8.1
Program OEPM, Sales Order Promotions Maintenance, is used to set up sales order promotions.
The Order Promotions tab is used to set up sales order based promotions.
The Promotional Items - Item tab is used to set up promotions by item number.
The Promotional Items - Cust tab is used to set promotions by customer or customer price group.
For promotions set up by customer/customer price group and item, when the inventory item and sales unit of measure is entered on the sales order, the promotional item is also attached to the sales order, but cannot be maintained on the sales order. When the sales order is shipped, the promotional item is included in the inventory shipment.
The promotional item can be viewed using the [Promotions] button in the sales order entry programs.
When a promotional item has been linked to a sales order line, the words Promotional Items Available will be displayed in blue below the Qty Available field.
If a promotional item is backordered, its link to the original item will be removed and on the backorder, it will appear as a normal line item. This is to handle instances where the line item is shipped, but the promotional item is backordered.
For sales order based promotions, the promotion is set up according to sales order settings, and may or may not include promotional items or order discounts. These promotions can be restricted to specific customers, customer price groups, items, and item price groups, if desired.
When an order based promotion is entered in this program, a corresponding miscellaneous code is created in program SPMC, Miscellaneous Code Maintenance, with the miscellaneous code the same as the promotion ID.
When a sales order is created that matches the parameters for the order based promotion, the user can enter the miscellaneous code for the promotion to the sales order. The sales order will not receive the promotional discount or items until it is eligible for the promotion.
The sales order date must fall between the effective dates of the promotion in order for the promotion to be applied to the sales order.
If a sales order is a web order (determined by the WEB_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance), the promotions are included as a line item discount, and the calculation of the miscellaneous amount for the miscellaneous charges section of the order will not include it.
Promotional maintenance is manufacturing enterprise and plant specific. This means that if you are entering promotional information in plant 10, it will have no effect on orders placed in plant 20.
Non-stocked items and controlled items cannot be entered as promotional items.
Promotional items can be non-sellable items. See the Sellable Items section for more information.
Entering Promotions by Customer
1. On the Order Promotions Tab, in the Promotion ID field, enter the unique identifying code for this promotion.
2. In the Location field, from the list of values, enter the sales location from program ARLM, Location Maintenance, for which this promotion is valid. Promotions will only be applied to sales orders entered in the same location as the one entered here.
3. In the Promo Text field, enter the description of the promotion.
4. In the Min Order field, enter the minimum value that a sales order must have in order to be eligible for this promotion. The gross order value on the sales order must be this value or more for the promotion to be applied to the sales order. A 0 in this field indicates that all sales orders will have the promotion applied.
5. In the Disc Dollar field, this is the flat dollar amount that will be applied as a discount to eligible sales orders.
6. In the Disc Pct field, enter the percentage of the sales order value that will be deducted from eligible sales orders as a discount.
7. In the Effective From field, enter the first date in the range of dates for which this promotion is valid. The sales order date must fall on or after this date to receive the promotion.
8. In the Effective Thru field, enter the last date in the range of dates for which this promotion is valid. The sales order date must fall on or before this date to receive the promotion.
9. Set the Inactive flag to the desired setting. When this flag is set to on, the promotion is not active and will not be applied to any sales orders.
10. Set the Free Freight flag to the desired setting. When this flag is set to on, the freight amount will be deducted from the sales order.
11. Set the Web Only flag to the desired setting. When this flag is set to on, only sales orders that were entered from the web will be eligible to receive the promotion. Web only sales orders are those that are assigned the sales reason code defined by the WEB_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance.
12. Set the New Customer Only flag to the desired setting. When this flag is set to on, only new customers will receive the promotion. To be considered a new customer, the maximum high credit value in the customer's credit record in program CMCM, Customer Credit Maintenance, must be null or zero.
13. Set the First Order During Promotion flag to the desired setting. When this flag is set to on, the first order for the customer during the effective dates will receive the promotion.
14. In the Items section, if the promotion only applies to certain items or item price groups, enter the items to which it applies here with the Promotional Item flag set to off. If additional items are to be added to eligible sales orders, enter the items here, and set the Promotional Item flag to on.
15. In the Item No field, enter the item to which the promotion applies, or that should be added to sales orders eligible for this promotion.
16. In the Item Price Group field, enter the item price group to which the promotion applies.
17. In the Sales Um field, enter the sales unit of measure to which this promotion applies or that should be added to the eligible sales orders.
18. In the Disc Pct field, enter the discount percentage that should be applied to sales order lines entered for this item number or item price group on eligible sales orders.
19. In the Disc Dollar field, enter the flat dollar amount that will be discounted for sales orders lines entered for this item number or item price group on eligible sales orders.
20. In the Override Price field, enter the price that should be used for this item instead of the calculated unit price for this item on sales orders that are eligible for the promotion.
21. Set the Promotional Item flag to the desired setting. When set to on, this item is a promotional item that should be added as a line item to sales orders eligible for this promotion. When set to off, the promotion is only applicable to the item or item price group on this line.
22. In the Customer section, if the promotion only applies to a specific customer or customer price group, enter the customer or customer price groups here. If no customers or customer price groups are entered, then all customers are eligible to receive this promotion.
23. In the Cust No field, enter the customer number for the customers eligible to receive this promotion.
24. In the Cust Price Group field, enter the customer price group for the customers eligible to receive this promotion.
25. Press [Commit].
1. On the Promotional Items - Item tab, you can set up promotions by item.
2. In the top block, enter the criteria by which you wish to query items to which you will be adding or modifying promotional items.
3. If you wish to only view items that have already been assigned promotional items, set the Query only items with promotions attached flag to on.
4. Press [Execute Query].
5. In the lower block, any promotional items that have already been attached to the item will be displayed.
6. In the Promotional Item No field, enter the item number that is a promotional item.
When the customer or a customer assigned to the price group for this promotion orders the inventory item in the upper block, this item will be included on the sales order.
Controlled items, model items, and non-stocked items cannot be promotional items. Only kits and non-controlled items can be promotional items.
7. In the Description field, the item description from program ICMM, Inventory Master Maintenance, is displayed.
8. In the Sales U/M field, enter the sales unit of measure that will be entered on the sales order line for the promotional item.
9. In the Customer/Price Group field, enter the customer number or customer price group that will receive this promotion.
If you enter promotional information for a specific customer, that customer will not receive promotions for the customer price group to which the customer belongs.
10. In the Qty Per field, enter the quantity of the promotional item that will be shipped per inventory item. This number is also affected by the Fixed Qty flag discussed below.
For example, if the quantity per was 1, and the customer ordered 5 of the inventory item, five of the promotional item would be shipped.
The quantity per can be negative to assist in the use of promotional discounts. For example, a coupon might have a negative quantity per with a unit price of 3, for a total of 3 dollars off the sales order line.
11. Set the Fixed Qty flag to the desired setting. If this flag is set to off, the quantity per is the quantity of the promotional item shipped per inventory item. If this flag is set to on, the quantity per is the quantity of the promotional item per sales order line of the inventory item.
For example, if the flag was set to on, the quantity per was 3, and the customer ordered 5 of the inventory item, 3 of the promotional item would be shipped.
If the flag was set to off, the quantity per was 3, and the customer ordered 5 of the inventory item, 15 of the promotional item would be shipped.
If the flag was set to on, the quantity per was 3, and the customer ordered one sales order line of 5 and one of 10, then 3 of the promotional item would be shipped per line.
12. In the Price Override field, if the Override Price flag is set to on, enter the unit price override. The unit price override can be negative.
13. Set the Override Price flag to the desired setting. If this flag is set to on, you can enter an override price for the promotional item. If this flag is set to off, you cannot enter an override price.
This feature allows promotional items to have prices that are not set up in the system. It also allows negative prices to be entered.
If the flag is set to off, pricing for the promotional item will be determined using normal the pricing matrix. For more information on Pricing, see the Pricing section.
14. In the Effective From/Thru fields, enter the range of dates for which the promotion is active. The sales order date must fall on or between these dates to receive the promotion.
15. Press [Commit].
16. To update existing open sales orders and backorders that meet the criteria for the promotion, press the [Update Existing Orders] button.
1. On the Promotional Items - Cust tab, you can set up promotions by customer or customer price group.
2. In the top block, enter the criteria by which you wish to query customers or customer price groups to which you will be adding or modifying promotional items.
3. If you wish to only view customers or customer price groups that have already been assigned promotions, set the Query only items with promotions attached flag to on.
4. Press [Execute Query].
5. In the lower block, any promotional items that have already been attached to the customer or customer price group will be displayed.
6. In the Promotional Item No field, enter the item number that is a promotional item.
When the customer or a customer assigned to the price group for this promotion orders the inventory item in the upper block, this item will be included on the sales order.
Controlled items, model items, and non-stocked items cannot be promotional items. Only kits and non-controlled items can be promotional items.
7. In the Description field, the item description from program ICMM, Inventory Master Maintenance, is displayed.
8. In the Sales U/M field, enter the sales unit of measure that will be entered on the sales order line for the promotional item.
9. In the Item No field, enter the item number that the customer must order to receive the promotional item.
10. In the Sales U/M field, enter the sales unit of measure for the item that the customer must order to receive the promotional item.
11. In the Qty Per field, enter the quantity per for the promotional item. This is the quantity of the promotional item that will be shipped per inventory item. This number is also affected by the Fixed Qty flag discussed below.
For example, if the quantity per was 1, and the customer ordered 5 of the inventory item, five of the promotional item would be shipped.
The quantity per can be negative to assist in the use of promotional discounts. For example, a coupon might have a negative quantity per with a unit price of 3, for a total of 3 dollars off the sales order line.
12. Set the Fixed Qty flag to the desired setting. If this flag is set to off, the quantity per is the quantity of the promotional item shipped per inventory item. If this flag is set to on, the quantity per is the quantity of the promotional item per sales order line of the inventory item.
For example, if the flag was set to on, the quantity per was 3, and the customer ordered 5 of the inventory item, 3 of the promotional item would be shipped.
If the flag was set to off, the quantity per was 3, and the customer ordered 5 of the inventory item, 15 of the promotional item would be shipped.
If the flag was set to on, the quantity per was 3, and the customer ordered one sales order line of 5 and one of 10, then 3 of the promotional item would be shipped per line.
13 In the Price Override field, if the Override Price flag is set to on, enter the unit price override. The unit price override can be negative.
14 Set the Override Price flag to the desired setting. If this flag is set to on, you can enter an override price for the promotional item. If this flag is set to off, you cannot enter an override price.
This feature allows promotional items to have prices that are not set up in the system. It also allows negative prices to be entered.
If the flag is set to off, pricing for the promotional item will be determined using normal the pricing matrix. For more information on Pricing, see the Pricing section.
15. In the Effective From/Thru fields, enter the range of dates for which the promotion is active. The sales order date must fall on or between these dates to receive the promotion.
16. Press [Commit].
17. To update existing open sales orders and backorders that meet the criteria for the promotion, press the [Update Existing Orders] button.
The MURMS tab allows you to maintain the parameters in program MURM, Initialization Parameter Maintenance that affect sales order promotions.
1. In the WEB_CRDR_CODE field, enter the sales reason code that indicates that the sales order is a web sales order. Corresponds with WEB_CRDR_CODE parameter in program MURM, Initialization Parameter Maintenance.
2. Press [Commit].
Press this button to update existing open orders and back orders that meet the criteria for the promotion.