Promotion Records

This section describes how to configure the basic data for promotion records for use with quotations.

Promotions (sometimes called campaigns) provide a way of proving discount to the equipment (product) on the quotation. It is possible to have more than one promotion on a quotation.

Two types of promotions exist, claimable and non-claimable. Claimable indicates that the promotion will be refunded by an internal or external payer. When a quotation is released a one-time supplier rebate will be created, if the promotion is claimable. Quotation promotion basic data is defined in 'Quotation. Add Promotion' (QUS117).

Configuring the basic data for promotion records in EQM

  1. Enter the promotion code and optionally a product number and select New. Promotions without product number can be used generically.
  2. The description must be entered, the name is optional and will be copied from the description if left blank.
  3. Set the status of the record to

    • 20 to allow the sales executives to use this record when creating the quotation.

    • 10 if the record is still being prepared.

    • 90 to indicate if the record has expired or is no longer required.

    The responsible field indicates who is responsible for maintaining this record and is for information purposes only.

  4. Enter a valid date range to identify when this promotion can be used. These dates will be checked against the quotation from and to dates when the promotion record is linked to a quotation.
  5. Enter a discount amount (or percentage), or a discount model. These values are used to discount the equipment (product) when the promotion is liked to the quotation.
    Note: The discount base defines how the discount value will be calculated when a discount percentage is used. It allows you to use either the sales price, or the cost price as the basis of the discount calculation. The example below shows the effects of a promotion based on percentage and value and taking into account discount base and the reclaim parameter.
    Scenario Sales Price Sale Price Diff. Cost Price Cost Price Diff.
    No promotion $100 $90
    $10 promotion, reclaimable from OEM $90 -$10 $80 -$10
    $10 promotion, non-reclaimable $90 -$10 $90 $0
    20% promotion on sales price, reclaimable $80 -$20 $70 -$20
    20% promotion on sales price, non-reclaimable $80 -$20 $90 $0
    20% promotion on cost price, reclaimable $82 -$18 $72 -$18
    20% promotion on cost price, non-reclaimable $82 -$18 $90 -$0
  6. Enter the currency.
  7. If the claimable flag is set, enter an internal customer, defined in 'Customer.Open' (CRS610) or a supplier, defined in 'Supplier.Open' (CRS620).

    • A non-claimable promotion will not influence the cost price but indirectly on the margin as the sales price will be reduced. A claimable promotion will reduce the cost price (with the discount amount) and will also, by default, reduce the sales price with the discount amount. This is possible to change, that is, the customer is not awarded the full promotion discount.

      Note: An internal promotion affects the cost price.

    • When creating a claim record, the supplier identifies who will take responsibility for funding the promotion if it is reclaimable.

  8. You can assign an ID number to the promotion record that can be used, on the one-time supplier rebate, as a reference by the OEM. The one-time supplier rebate is then applied when a claim is made for reimbursement of the cost of the promotion.
  9. Enter Item group, product group, supplier, industrial application, environment, customer and customer group for the record. You can use these pieces of information as search criteria when looking for promotions.
  10. Select the field 'Default record' if the promotion record automatically should be added to the quotation upon creation.
  11. Click Next to save the record.