A separate record is generated in purchase transactions for each promotion applied to AR/AP. The Purchase promotion is used to record the material or material class to which the promotion is applied, the date range in which the promotion will be applied and the material quantity to be provided as promotion. The fields and functions of the purchase promotion are:
Code: The code of the purchase promotion. This field can contain up to 16 alphanumeric characters, and can be searched or sorted. This field is mandatory.
Description: The name or the description of the purchase promotion definition. Maximum 50 characters can be entered.
Status: Indicates whether or not the promotion will be used in slips or invoices. This field has two options: Active and Passive When active is selected, the promotion can be used in slips and invoices. When passive is selected, the promotion cannot be used in slips and invoices.
Aux. Code: A code field of 10 characters used to group the purchase promotions. This field is not mandatory; it can also be used to process information not contained on the slip. The Aux. Code is typically used to group the purchase promotions by company specific criteria.
Authorization Code: This field can contain up to 10 alphanumeric characters, and is used to define authorizations on a per record basis. This field is not mandatory.
In the LOGO application, each user may be authorized to access different records depending on the job definitions. Planning must be the first step in order to define authorizations by record. First the records that the users or user groups can access are specified. Then separate authorization codes are assigned to records accessible by each authorization group. The records are encrypted according to the information provided in this field so that only the users who log in with the specified authorization code can access and process the records.
Material (Class) Type: Indicates the type of promotion. The promotion may be applied to all materials under a specific material or material class. Hence, the type field contains two options:
- Material
- Material Class
The type to which the promotion will be applied is selected.
Material (Class) Code: The code of the material or material class to which the promotion is applied. For instance, soap will be given for free for two packs of detergent, the material code of the detergent is entered into this field.
The point to be taken into consideration is that each purchase promotion can only be applied to one material or material class. If the promotion will be applied to more than one material or material class, a separate purchase promotion with a different code must be generated for each.
The materials or material classes are listed depending on the selection made on the Type field, and a selection is made.
Material (Class) Description: The description of the material or material class to which the promotion is applied. The materials or material classes are listed depending on the selection made on the Type field, and a selection is made.
Unit Price: The unit price of the material or material class to which the promotion is applied. The price specified here is transferred into the Unit Price field of the slip during the purchases. In this way, the user does not have to remember or type the price of the material to which the promotion will be applied.
Start Date / End Date: Indicates the start and end dates of the promotion. The most important characteristic of promotion campaigns is that they are applied only for a certain period. The promotion for which the characteristics are specified on the record is applied to the transactions within the specified dates.
Usage Point (Dispatch/Receipt / Orders): The application section where the generated purchase promotion will be used is specified on this field. The usage point contains the Dispatch/Receipt and Purchase Orders options.
Both Usage Points are checked as default in the LOGO application.
The lower section of the Purchase Promotion is used to record the information of the material(s) provided as promotion.
Material Code: The code of the promotional material.
Material Description: The name or description of the promotional material.
Variant Code: In case the promotional material is configurable, it is the code of the promotional material variant.
Variant Description: The name or description of the promotional material variant.
Formula: The field used to record the calculation method of the purchase promotion. Since the parameters of the Formula field use arithmetical and logical operators, the operations are performed automatically, decreasing the error rate.
Logical operations are applied on the Formula field of the purchase promotion, and the defined promotion is specified to be applied or not according to the selected criteria. The usage of functions along with parameters is critical for the generation of detailed promotion calculation systems.
Round to: The rounding base to be used if the calculated promotion total is decimal.
Unit: Indicates the unit (quantity, parcel) of the promotional material.
Unit Price: The unit price of the promotional material.