Configuring basic information for promotion records

  1. Open 'Quotation. Add Promotion' (QUS117).
  2. Specify the promotion code and, optionally, a product number, then click Create.

    Promotions without a product number can be used generically.

    The E panel is displayed.

  3. Specify a description and, optionally, a name.
    If you do not specify a name, then, when you save the record, the description is copied to the name.
  4. Specify the status of the record:
    Option Description
    20 When creating the quotation, the sales executives can use this record.
    10 The record is still being prepared.
    90 The record has expired or is no longer required.
    The Responsible field indicates who is responsible for maintaining this record. This field is only for information purposes.
  5. To identify when this promotion can be used, specify a validity period.
    When the promotion record is linked to a quotation, the validity period of the promotion is checked against the validity period of the quotation.
  6. Specify a discount amount or percentage, or a discount model.

    When the promotion is linked to the quotation, these values are used to discount the equipment, that is, the product.

    The discount base defines how the discount value is calculated when a discount percentage is used. You can use the sales price or the cost price as the basis of the discount calculation. This table shows the effects of a promotion based on percentage and value and taking into account the discount base and the reclaim parameter:

    Scenario Sales price Difference Cost price Difference
    No promotion $100 $90
    $10 promotion, reclaimable from OEM $90 -$10 $80 -$10
    $10 promotion, non reclaimable $90 -$10 $90 $0
    20% promotion on the sales price, reclaimable $80 -$20 $70 -$20
    20% promotion on the sales price, non reclaimable $80 -$20 $90 $0
    20% promotion on the cost price, reclaimable $82 -$18 $72 -$18
    20% promotion on the cost price, non reclaimable $82 -$18 $90 -$0
  7. Specify the currency.
  8. Optionally, to define the promotion as claimable, select the Claimable check box.
  9. If you have selected the Claimable check box, specify an internal customer, defined in 'Customer. Open' (CRS610), or a supplier, defined in 'Supplier. Open' (CRS620).
    A non-claimable promotion does not affect the cost price, but indirectly the margin, because the sales price is reduced. A claimable promotion reduces the cost price and, by default, the sales price with the discount amount. You can modify this behavior so that the customer is not awarded the full promotion discount.
    Note: An internal promotion affects the cost price.

    When a claim record is created, the supplier is connected to it, which identifies who takes responsibility for funding the promotion if it is reclaimable.

  10. 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.
    When a claim is created for reimbursement of the cost of the promotion, the one-time supplier rebate is applied.
  11. Specify the item group, product group, supplier, industrial application, environment, customer, and customer group for the record.
    When looking for promotions, you can use this information as search criteria.
  12. If you want a record to be automatically added to the quotation upon creation, select the Default record check box.
    To differentiate between new and used equipment, you can choose to use a default record based on the category of the equipment. To do this, select '2-New' or '3-Used' in the Default record field.
  13. To save the record, click Next.