The purchase conditions and applications specified in Purchase campaigns are applied to order slips, dispatches and invoices. The campaigns can be applied using two methods:

  • Automatic Application
  • Using the “Apply Campaign” options located in the Operations menu 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 Purchasing management parameters of the System Settings section. The transactions to apply campaign rules are selected.

Certain points are important for automatic campaign application. Such as;

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 changed, campaign rules should be applied to Orders only.


Applying Campaigns to Orders, Dispatches and Invoices

The Apply Campaign option located in the Operations menu 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, expense and promotion lines of the campaign applied are located right under the relevant line on the slip.

Campaigns which are appropriate for the relevant slip/invoice can be listed using the "Apply Campaign" option located in the Operations menu of Orders, Receipts and Invoices. The required campaign(s) are selected to apply to the slip. In order to do so, the relevant slips types are selected in the "Control on Slips for Campaign Selection" parameter line under the System Settings module > Administration Defaults and Parameters > Purchasing Management Parameters tab > General title. In the relevant slips selected in this parameter line, the "Apply Campaign" option opens the Purchase Campaigns browser. The Purchase Campaigns browser lists campaigns complying with the slip lines or slip general, and the required campaigns are selected and applied to the slip. Maximum of 5 campaigns are applied to each slip line, and one-point campaign if available. In case that more than 5 campaigns are selected in campaign list (for each slip line), then the application applies only the first 5 campaigns.

The following points should be considered when Applying Campaigns.

  • To apply any campaign to the slip bottom and/or line, the slip and/or transaction in question must comply with the general criteria of the campaign.
  • The date of the slip to which the campaign will be applied must be in the range of start and end dates specified on the campaign card.
  • The AR/AP of the slip or invoice must be specified on the general criteria section of the campaign definition.
  • The shipment address of the slip or invoice should match with the city, town and district info specified in the campaign definition.
  • If a payment plan and a payment plan group is specified in the campaign as a general criterion, the payment plan code linked to slip/invoice bottom must match the linked group.
  • Transactions processed on the slip line must match the conditioning material class specified in the campaign definition.
  • If the campaign to be applied is a promotion and the promotional material is specified as a material class in the campaign card, any one of the materials within the material class in question is displayed as default on the promotion line during campaign application. However, if another material within the Material Class will be provided as promotion, the Select Alternative Promotion option located in the right click menu is used. The other child materials are listed and the related material is selected.
  • Maximum 5 campaigns can be applied per slip line.
  • Campaigns having the same priority group and order of priority in Sales Campaigns selection window that is opened with Apply Campaign option cannot be applied at once for the slips specified in Control on Slips for Campaign Selection parameter, andotherwiseuseris warned.