The Purchase Campaigns option is used to record campaigns such as promotion, discount, expense and point campaign applied to materials, their characteristics, dates and application methods. In addition to defining discounts and promotions applied by suppliers, campaigns are also used to record the expenses and apply them to material transactions. These conditions and applications can be applied to a material or service item, or to the invoice bottom.
Purchase Campaign is located under the Definitions menu of the Purchasing Management module. The buttons in Purchase Campaigns browser and Info menu and right click menu options are used to define new campaigns or to modify existing definitions.
| New | Used to define a new campaign. |
| Update | Used to modify campaign information. |
| Delete | Used to delete campaign records one by one or in batches. |
| View | Used to view campaign definitions. |
| Copy | Used to copy campaign definition information into a new card. |
Change Status | Used to modify the usage status of purchase campaigns. This field has two options: Active and Passive definitions cannot be used on slips and invoices. | |
| Info | |
|---|---|---|
Record Information | Displays the time and the user of the first registry and the last modification of the definition. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the purchase campaigns list. | |
Preferences | ||
Line Coloring | Used to color the lines of purchase campaigns list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save purchase campaign list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded purchase campaigns. | |
Reporting | ||
List Report | Used to report the records of purchase campaign list collectively. | |
Grouped List Report | Used to list the purchase campaign records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in purchase campaigns list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Used to record the columns to be displayed on the purchase campaigns List and their order. | |
