The purchase conditions and applications specified in sales campaigns are applied to order slips, dispatches and invoices. The campaigns can be applied using two methods:
- Automatic Application
- Using the “Apply Campaign” option located in the right mouse button menu of Operations of order slips, dispatches and invoices
Automatic Campaign Application
In orders, dispatches and invoices, campaigns defined for the slip line or bottom can be applied when the slip is recorded. This transaction is performed using the Transactions to Apply Campaign Rules parameter located in the Administration module. The transactions to apply campaign rules are selected.
Certain points are of importance for automatic campaign application.
If automatic campaigns are applied to both orders and invoices, automatic campaigns will also be applied while invoices are saved when the order is transferred into the invoice. If the campaigns are required to be sourced from the order and not to be modified, campaign rules should be applied to orders only.
Applying Campaigns to Orders, Dispatches and Invoices
The Apply Campaign option located in the right mouse button menu of Operations is used to apply campaigns to the slip line or bottom of order slips, dispatches and invoices.
When Apply Campaign is selected, the campaign can be applied to the slip line or bottom if the AR/AP of the slip or the Material on the lines is included in the campaign definition. The discount, surcharge and promotion lines of the campaign applied are located right under the relevant line on the slip.
When the campaign is applied to the slip bottom, the discount, surcharge and promotion and point lines defined in the campaign description will be located in the dashed section.
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The following points should be considered while Applying Campaigns:
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