Assigning promotions

Assign promotions to a dataset as part of the M3 DMP workflow by specifying the UCPIDE and UCITNO keys. Assigned promotions are automatically updated when the value of UCPIDE is not blank.

These options are available for assigning promotions to a dataset:

Generate promotions that are exported to the M3 dataset.
Select Set change mark to enable this feature. This option exports the assigned promotion budget quantity to an M3 dataset for follow-up and reporting purposes. If you do not select Set change mark, the promotion headers and lines are exported.
Insert missing keys
Use this option to create the keys for assigning and updating promotion values. If the PIDE (promotion ID) is defined as a key in the dataset, Insert missing keys is required and cannot be changed.
Assign and refresh promotions
Use this option to assign all new promotions and refresh updated promotions.

From the menu, select Lists > Promotion.
The Promotion grid is displayed.
Select Assign Promotions from the promotion grid toolbar.
The Assignment of promotions dialog box is displayed.
In Configuration,specify this information:

Name

Specify the configuration name for the promotion.
In Assignment, specify this information:
Dataset
Select the applicable dataset from the list. Then select an option to apply to the promotion. Select one of these options:
- Assign selected promotions
- Reverse assign process of promotions by subtracting
- Assign all not assigned promotions
- Reverse all assigned promotions
- Refresh all assigned promotions
- Refresh all assigned and assign all unassigned promotions
- Assign all promotions
In Options, select the applicable action to assign promotions to a dataset. Select Set change mark, Insert missing keys, or Overwrite cell value.
Select Set Key State to mark promotion quantities as changed so they are exported to M3 for follow-up and reporting. Then select the applicable option from the list.
Click Assign.
Click Close.