Type: Indicates the campaign type. The conditions specified in the lines can be applied to the slip or invoice bottom, or only to the transaction in the line. This field contains the following options:
- To Bottom
- To Line
When To Bottom is selected, the campaign conditions are applied to the slip bottom.
When To Line is selected, the campaign conditions are applied to the material or service in the slip/invoice line.
Conditioning Material Code: The code of the material or class to which the campaign will be applied. The defined materials are listed by clicking on "..." icon, and the appropriate definition is selected. This field is filtered using "", "?" and the characters of the material code. If the campaign in the line will not use conditioning material code, "" must be entered into this field. In point type (+) campaign lines, the material code that provides points is recorded in this field.
Condition: Indicates the condition on which the campaign in the line will be applied. The required condition can be recorded as a specific value, or entered using a formula.
Formula: Indicates the calculation method of the campaign application. A formula is generated using the standard fields in the sales campaign, functions, variables, logical operators and arithmetical operations. The usage of functions along with parameters is critical for the generation and application of detailed calculation systems.
Type: The field used to specify the campaign type to be applied to the material. The type field contains the following options:
- Discount
- Surcharge
- Promotion
- Point (+)
- Point (-)
- Payment Plan
Material Class Code: The promotional material/material class code in promotion type campaigns.
Variant Code: The promotional material variant code in promotion type campaigns, in case the promotional material is configurable.
Description: It is the line description of the campaign.
Unit: The material unit used in campaign transactions.
G/L Code / Overhead Pool: Used to specify the G/L codes to be used to track the Surcharge, Discount and Promotion transactions when posted to G/L, and the overhead pools of the transaction.
The default G/L codes of the Surcharges, Discounts and Promotions are recorded by the following options located under the Material G/L Codes of General Ledger program section:
- Sales Discounts G/L Codes
- Sales Surcharges G/L Codes
- Sales Promotion G/L Codes
Payment Plan: Payment plan is used to apply a payment plan to the material in line. Depending on this option, the appropriate payment plan for the material is selected from "Payment Type" field.