Setting up a promotion matrix

In Pricing, a promotion matrix is a structure that offers flexible criteria to define and retrieve promotions.

Essentially, a promotion matrix consists of the following elements:

If the properties of, for example, the sales order match the properties of the promotion matrix, the promotion that is linked to the promotion matrix is applied to the sales order.

To set up a promotion matrix, complete the following steps:

Step 1. Pricing Parameters (tdpcg0100m000)

Define the following fields in the Pricing Parameters (tdpcg0100m000) session:

General tabPromotions tab
Matrix Definition Number GroupAttribute Set for Line Promotions
Discount Schedule Number GroupAttribute Set for Order Promotions
-Promotions Implemented
-Promotion Number Group
-Line Promotion Control
-Order Promotion Control
-Promotion Date Type

 

Step 2. Matrix Definition (tdpcg0610m000)

In the Matrix Definition (tdpcg0610m000) session:

  1. Define a matrix definition of the following matrix types:

    • Line Promotions
      To define matrix attributes for sales order line promotions. A line promotion is a special offer on a sales order line that reduces the price of the original item by a percentage or monetary amount, or that offers premiums with the purchase of the original item.
    • Order Promotions
      To define matrix attributes for sales order header promotions. An order promotion is a special offer on a sales order that reduces the total order price by a percentage, or that offers a premium.
  2. Define the elements, which are matrix attributes, for which you want to set up a promotion.
  3. Define a matrix priority for the matrix definition, which is used as a search priority to find a promotion.
Step 3. Discount Schedule (tdpcg0612m000)

In the Discount Schedule (tdpcg0612m000) session, define a discount schedule that is allocated to a promotion, which means it has the Used for Promotions check box selected. In the discount schedule, you specify the promotion details, which include the discount amount, percentage, or premium, and the order quantity or amount to which the promotion applies. You can also specify the break type for the schedule type.

For more information, refer to Setting up a discount schedule.

Step 4. Promotion Groups (tdpcg0115m000)

If required, maintain promotion groups in the Promotion Groups (tdpcg0115m000) session. Promotion groups enable you to link more than one promotion to a promotion matrix. You must select a Group Type and maintain the group type's promotion group in the relevant session, which you can start from the appropriate menu.

For an overview of promotion groups, refer to the Promotion Groups - Overview (tdpcg0515m000) session.

Step 5. Promotions (tdpcg0140m000)

Maintain promotions in the Promotions (tdpcg0140m000) session. In this session, you must link the discount schedule to the promotion.

Step 6. Promotion matrices

Specify order and line promotion matrices in these sessions:

In these sessions, you must link a matrix definition to a promotion or promotion group and you must enter values for the matrix attributes. As a result, matrix attributes are linked to a promotion or promotion group.

You need not create a promotion matrix for default promotions, which you can define in the DefaultPromotion field of the Promotions (tdpcg0140m000) session. LN automatically searches for these promotions.

Example

For matrix type Line Promotions, specify the matrix definition MD1. Add the attributes delivery terms, and currency to the matrix definition.

Specify a promotion discount schedule SLS1 for items with the following characteristics:

  • Currency USD
  • A minimum break of 10 pieces
  • A valid period from September 1 to December 1
  • A keyboard as a premium

Specify a promotion PRO1 with the following characteristics:

  • Sales item: Laptop computer A1
  • Link the promotion discount schedule SLS1 to the promotion

Define a promotion matrix for matrix type Line Promotions and select matrix definition MD1 and promotion PRO1. Enter values for the matrix attributes, such as the following:

  • Delivery terms: CoD (Cash on Delivery)
  • Currency: USD

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