Report Final Fixed Costs and Deactivate a Promotion

This document explains how to report final fixed costs for a promotion and how to distribute the total cost across the included items.

Before you start

A promotion must be set up and it must run for the full period.

Follow these steps

Deactivate a Promotion

  1. Start 'Promotion. Open' (OIS840).

  2. Select the promotion that is to be closed. Select 'Open' and you will proceed to the E panel.

  3. On the E panel, set the promotion's status to 90=Ended to deactivate the promotion.

    If the promotion's 'Valid to' date has expired, it will already have been deactivated automatically, and the status change you make will be for informational purposes only.

  4. Specify the total final cost in the 'Actual fixed cost' field.

Distribute the Actual Fixed Cost by Distribution Methods 1–3

  1. On the E panel, select function F17=Distribute actual fixed cost, and the costs are distributed across all included items according to the chosen distribution method.

  2. The distributed value can be changed per item in 'Promotion. Open Lines' (OIS841/F)

    • If method 1 is chosen, the costs will be distributed equally among all included items.
    • If method 2 is chosen, the costs will be distributed according to the budgeted amount for each item in relation to the total budget amount.
    • If method 3 is chosen, the costs will be distributed according to the invoiced amount for each item in relation to the total invoiced amount.

Distribute the Actual Cost by Distribution Method 0

  1. When the distribution method is 0, the entered cost is only used to provide information about the promotion as a whole. If the costs need to be per item, proceed to 'Promotion. Open Lines' (OIS841) from the E panel in (OIS840).

    By entering 1 and 2 in the panel sequence in (OIS840), (OIS841) and (OIS842) will automatically start.

  2. On the B panel, select an item and select 'Open' to proceed to the F panel.

  3. Specify the cost in the 'Actual fixed cost' field. Press Enter and you will proceed to 'Promotion. Display Transaction' (OIS842).

Follow Up on the Promotion

  1. On the B panel in (OIS842), select a sorting order and a view that corresponds to your needs.

  2. Specify an sorting order that adds up all transactions per promotion. Then specify a view that includes columns with accurate information.

  3. Specify a value for promotion, item number, or customer order number.

    The value entered indicates a value from which the list of promotion transactions begins.

Outcome

The final fixed costs for a promotion are reported and the promotion is closed. When a promotion is closed it means that the promotion can no longer be used during order line entry and the costs will be distributed across the items included in the promotion.

Reporting the final fixed costs is the last step to be carried out before an active promotion is closed. Statistics regarding the promotion transactions can be monitored in 'Promotion. Display Transaction' (OIS842).

The following files are updated:

  • OPROMH – Promotion Header
  • OPROMC – Promotion Customer
  • OPROML – Promotion Lines
  • OPROMW – Promotion per Warehouse.
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