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You should click New option in the Sales Campaigns browser to save a new campaign record.
You enter campaign start and end dates, campaign conditions and other related information under the following tabs in Sales Campaign definition window.
- General Info
- Conditions
Code: This is the system tracking code of the campaign. The Code field is mandatory. Alphanumeric characters can be used in Code field. Campaigns are sorted by their codes. Code information is the most basic information allowing the records to be used quickly and accurately in operations such as searching, sorting, selection, grouping and reporting.
Description: The name or the description of the campaign. The string is 50 characters long. The Description field is not mandatory. However, campaigns are also sorted by their descriptions. Transactions such as search, sorting, selection, grouping and reporting can also be performed by the first ten characters of the description info.
Auxiliary Code: A secondary coding field used to group the campaigns. The string is 10 characters long. Alphanumeric characters can be used when assigning auxiliary codes. The Auxiliary Code is used to group the campaigns by company specific criteria. The Auxiliary Code can be used as a filter in reports. Reporting requirements of the company should be considered while setting auxiliary codes for effective reporting. Auxiliary Code definitions are recorded in System Settings module. However, they can also be added by means of the Auxiliary Code fields that are available in cards. The information entered in the Auxiliary Code field does not necessarily have to be an existing Auxiliary Code.
Authorization Code: Used to define detailed authorizations. Each user may be authorized to use different records depending on their job definitions. The string is 10 characters long. Alphanumeric characters can be used to assign the authorization code. Authorization Code definitions are recorded in System Settings module. However, they can also be added by means of the authorization code fields that are available in cards. Records are encrypted by the information provided in Authorization Code field to ensure that only the users with the specified authorization code can access the related records.
Number of Applications for AR/AP: This field determines the upper limit for applying a campaign to the Accounts (Receivable/Payable) selected in the card and within the date range specified in the campaign card. For example, if you enter "1" in this field, each customer in the campaign card will be able to apply this campaign for once only. If you enter "3", customer can apply this campaign for three sales/purchasing transactions; and system warns the user when attempt to apply it for the fourth time. If you leave this field empty, customers can apply the campaign infinitely.
Partially Deliverable: This field is used to specify the delivery method default of the orders to which the defined campaign is applied. When Partially Deliverable is selected, orders related to the materials to which the campaign is applied can be delivered partially. The order of the material subject to the campaign is partially transferred into the invoice. When partial delivery is selected, partial delivery is allowed even if it's linked to the product. If the partial delivery field is not checked, the delivery is performed for the whole order.
General Criteria
This section is used to record the validity dates and conditions of the campaign and the materials to which they will apply.
Start / End Dates: Indicates the campaign start and end dates. Indicates the time range in which the campaign for which the characteristics are defined will be applied to transactions. These fields are mandatory.
The most important characteristic of campaigns is that they are applied only for a certain period. The dates entered in these fields designate the date range of the campaign. When campaigns are applied to transactions, the slip date of the material purchase/sales transaction is compared with the date on the campaign definition. Only the cards with compatible transaction date and campaign start and end dates are listed.
Priority Class: A Priority Class is defined to assure that the same promotion types are applied only once in accordance with the priority.
Order of Priority: Indicates the application order of campaigns within the same Priority Class.
AR/AP Code: This field is used to select the Account(s) Receivable/Payable for which the campaign conditions will apply. You can either select a single AR/AP or multiple AR/AP records by using *, ? and AR/AP code characters.
AR/AP Aux. Code (1-5): This field is used to specify the AR/AP records to which campaign conditions will apply by auxiliary code. The existing auxiliary codes for AR/AP records are listed. User can either select a single auxiliary code or have campaign conditions apply for the AR/AP records having the auxiliary code specified by using "*", "?" and characters in AR/AP auxiliary code.
AR/AP Authorization Code: This field is used to define detailed authorization on AR/AP basis. The existing authorization codes for AR/AP records are listed. User can either select a single authorization code or have campaign conditions apply for the AR/AP records having the authorization code specified by using "*", "?" and characters in AR/AP auxiliary code.
Payment Plan Code: This field is used to specify the payment conditions in which the campaign will be valid. A single definition can be selected by listing the existing payment/collection plans, or the campaign conditions can be applied to requested payment plans using "*", "?" and the characters of the payment/collection plan code.
Payment Plan Group Code: The field used to specify the payment plan groups to which the campaign conditions will be applied. A single definition can be selected by listing the existing payment/collection plans, or the campaign conditions can be applied to requested group using "*", "?" and the characters of the payment/collection plan code.
Trading Group: The field used to specify the trading groups to which the campaign conditions will be applied. A single definition can be selected by listing the existing trading groups, or the campaign conditions can be applied to requested group using "*", "?" and the characters of the group code.
State / Region: State / region information of the campaign definition is entered in this field.
City / Town / District: The field used to specify the settlement units to which the campaign conditions will be applied.
Organizational Unit: This field is used to specify the relevant organizational units for which campaign conditions will apply. The existing organizational unit definitions are listed. User can either select a single definition, or have campaign conditions apply for the units specified by using "*", "?" and group code characters.
Criteria on AR/AP, payment/collection, trading group, city, town and district fields are specified as follows:
"" character is used to select a group of information through a filter. "" character refers to "any character", and can be used in the beginning, middle or end. "?" character means a single character.
Examples on use of these characters can be found below.
- character in the beginning: If the filter value is entered as **{}M.001, the transaction is applied to all records that have M.001 as last four digits, regardless of the first digit.
- character in the middle: If the filter value is entered as TM*01, the transaction is applied to all records that have TM for the first two digits and 01 as the last two digits. The number of digits between the first two and last two digits is not important.
- character in the end: If the filter value is entered as TM*, the transaction is applied to all cards that have TM for the first two digits.
? character in the beginning: If the filter value is entered as ?M.001, the transaction is applied to all five digit records that have M.001 as last four digits regardless of the first digit.
? character in the middle: If the filter value is entered as TM?01, the transaction is applied to all records that have TM for the first two digits and 01 as the last two digits regardless of the middle digit.
? character in the end: If the filter value is entered as TM?, the transaction is applied to all three digit records that have TM for the first two digits.
If an application criterion is left blank, it means that the criterion is not decisive. For example, if the AR/AP code is not entered, it would mean that the campaign is applied to any AR/AP.
Campaign Conditions
Conditions tab is used to record frequently used variables, the campaigns to be applied and application conditions.
Variables: This field is used to record the values frequently used in formula and coefficient fields of campaign conditions as user defined variables. A maximum of 10 variables can be defined.
Campaign Type / Class / Condition Information
The lines in the campaign definition window are used to record the materials within the scope of the campaign, campaign type and campaign application method info.
Type: Indicates the campaign type. The conditions specified in lines can be applied to slip or invoice total, or only to the transaction in line. The field lists the following options: - To Bottom
- To Line
When To Bottom is selected, the campaign conditions are applied to the slip total. When To Line is selected, the campaign conditions are applied to the material in the slip/invoice line.
Condition Material (Class) Code: The code of the material or material class to which the campaign will be applied. The existing materials are listed, and the appropriate definition is selected.
"*" sign is used if Condition Material will not be used in campaigns of "To Line" type.
In campaign lines of Point 
type, the Material Code that provides points is recorded on this field.
Condition: Indicates the condition for applying the campaign in line. The required condition can be recorded as a specific value or be entered using a formula.
Formula: Indicates the calculation method of the campaign application. Standard fields are formulated using functions and variables along with logical operators and arithmetical operations. The usage of functions along with parameters is critical for the generation and application of detailed calculation systems.
Material point information in lines of Point type is recorded in the Formula field.
Type: Used to specify the campaign type to be applied to the material. The type field consists of the following options:
- Discount
- Expense
- Promotion
- Point
- Point
Material (Class) Code: The code of the Material or Material Class to which the promotion campaign is applied. It indicates the code of the material provided as a gift in exchange of the points collected in campaigns of Point type.
Variant Code: This is the variant code of the configurable material which is used in campaigns of promotion type. When you select a configurable material, variant info is transferred into this field automatically.
Variant Description: This is the variant description of the configurable material which is used in campaigns of promotion type. When you select a configurable material, variant info is transferred into this field automatically.
Unit: Indicates the unit of the material to be used in the campaign. Units included in the unit set of the material are listed and the related unit is selected. The definition containing the information regarding the campaign to be applied to purchase/sales transactions is recorded by clicking the Save button.
Description: The description of the campaign line.
Discount / Expense Code: This field shows the relevant sales discount which applies for the defined campaign. If "Net Discount" field is checked in the selected discount card, "Net Discount" field in the campaign card is automatically checked and it cannot be changed. If "Net Discount" field is not checked in the selected discount card, "Net Discount" field in the campaign card is automatically shown as unchecked and it cannot be checked. Accordingly, it is possible to apply net discount from campaign card's discount lines or by discount cards.
Net Discount: Net Discount is the ratio or amount that is applied to the invoice over net total. This box appears checked or unchecked depending on whether it is checked in the selected discount card. If "Net Discount" field is checked in the discount card that is selected in campaign card, the amount calculated by formula is transferred to the Net Discount Amount field in the slip automatically while the ratio is transferred to the Net Discount % field likewise. Net Discount field is also checked automatically in invoice. Afterwards, invoices are calculated over the gross discount as well.