The information of the campaigns and sales conditions to be applied are recorded in the sales campaigns window accessed by clicking on "New" button located at the bottom of the sales campaigns list. The fields and functions of the Sales Campaigns window are are as follows:
Sales Campaigns General Info:
Code: The code of the sales campaign. This field can contain up to 16 alphanumeric characters, and can be searched or sorted. This field is mandatory.
Description: The name or description of the sales campaign definition. Maximum 50 characters can be entered.
Aux. Code: A code field of 10 characters used to group the sales campaigns. 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 sales campaigns by company specific criteria.
Auth. 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.
Status: Indicates whether or not the campaign will be used in slips or invoices. This field has two options: Active and Passive. When active is selected, the campaign can be used in slips and invoices. When passive is selected, the campaign cannot be used in slips and invoices.
Number of Applications for AR/AP: It is specified how many times the relevant campaign can be applied for Accounts (Receivable/Payable) selected in card within date range entered in campaign card. That is to say, it is used to determine application limit for campaigns based on campaign cards and AR/AP cards. For example when 1 is written to this field, each customer in campaign card can deserve related campaign only once; when 3 is written, the customer can take advantage of this campaign only for three sales/purchasing transactions; system warns the user for forth one. When number of applications is calculated, the campaign's total application number for orders (proposal, deliverable, undeliverable) + dispatches / receipts and invoices are taken into consideration. When this field left empty, relevant campaign can be applied to selected AR/AP in unlimited number.
Partially Deliverable: Indicates the delivery default of the orders to which a campaign is applied. If "partially deliverable" option is checked, the material orders to which a campaign is applied can be partially transferred into the distribution order or the invoice. In this case, even if other main lines are linked into the product line due to the campaign, the product can be partially delivered. If "partially deliverable" option is not checked, the delivery is performed when the quantity is completed.
General Criteria
Start Date / End Date: Indicates the start and end dates of the campaign. The most important characteristic of campaigns is that they are applied only for a certain period. The campaign of which the characteristics are specified on the record is applied to the transactions within the specified dates.
Priority Class: A Priority Class is defined in order to assure that the same promotion types within the campaign are applied only once in accordance with the priority.
Priority: Indicates the application order of campaigns within the same Priority Class.
Slip Document Number: Used to filter the slips according to their document numbers to which the related campaign will be applied.
AR/AP Code: The field used to specify the AR/AP or accounts to which the campaign conditions will be applied. A single AR/AP can be selected by listing the defined AR/AP, or the campaign conditions can be applied to requested AR/AP by using "*", "?" and AR/AP code characters.
AR/AP Auth. Code: The field used to specify the AR/AP to which the campaign will be applied by AR/AP Auth. Code.
AR/AP Aux. Code (1-5): The field used to specify the AR/AP to which the campaign will be applied by AR/AP Aux. Code.
Payment Plan Code: The field used to specify the payment plans to which the campaign conditions will be applied.
Payment Plan Group Code: The field used to specify the AR/AP to which the campaign will be applied by payment plan group.
Slip Aux. Code: Used to filter the slips according to their aux. codes to which the related campaign will be applied.
Trading Group: The field used to specify the trading groups to which the campaign will be applied.
City, Town and District: The field used to specify the settlement units to which the campaign conditions will be applied.
Slip Auth. Code: Used to filter the slips according to their authorization codes to which the related campaign will be applied.
Coding Examples for Campaigns
If application criteria field is left empty, it means that the criteria is not decisive.
"" character must be entered for such criteria, in order to indicate all criteria. "" character means that "any character may be inserted in that field", and can be used in the beginning, middle or end.
? character means a single character.
- 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 five 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 records 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.
? character in the middle: If the filter value is entered as TM?01, the transaction is applied to all five digit records that have TM as the first two, and 01 as the last two digits.
? 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.
Variables: Up to ten variables that are frequently used in the Formula and Factor fields of the campaign conditions can be recorded in the V1-V10 fields.
The columns of the sales campaigns window is used to record the materials within the campaign, campaign type, and application method information.