11 Using Promotion IDs
This chapter contains the following topics:
11.1 Understanding Promotion IDs
Promotion IDs enable you to associate advanced pricing adjustments, sales order lines, and price history to trade promotions. If you have a promotion that is available for a limited time, you can set up a promotion, including effectivity dates, and then either associate it to the adjustment or directly to the sales order detail line. The system then tracks the promotion information in the Price Adjustment Ledger File (F4074) table.
You can use promotions in JD Edwards EnterpriseOne Procurement as well. If suppliers are offering you promotions, you can set up and define the promotion information and associate the promotion to the adjustment or directly to the purchase order detail line. The system then tracks the promotion information in the F4074 table.
11.1.1 Prerequisite
Activate the Promotion Constants on the Pricing Constants form.
11.2 Setting Up Promotion Status
This section provides an overview of promotion status and discusses how to set up promotion statuses.
11.2.1 Understanding Promotion Status
Set up statuses to organize and control promotions. Only one promotion status can be active at a time. When you define promotions, you specify the promotion status.
11.2.2 Forms Used to Set Up Promotion Status
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Add Status | W40P02C | Pricing Constants (G4231111), Promotion Status Maintenance
Click Add on the Search for Promotion Status form. |
Set up promotion statuses. |
11.2.3 Adding a Promotion Status
Access the Add Status form.
- Status Description
-
Enter a remark which defines the meaning of a promotion status code.
- Active Status
-
Select if the promotion status is active. Only one promotion status can be active at a time.
11.3 Entering and Updating Promotion Information
This section provides an overview of setting up promotion information and discussed how to add a promotion.
11.3.1 Understanding Promotion Maintenance
Use the Promotion ID Maintenance program (P40P03) to define promotions, including promotion effectivity dates.
11.3.2 Forms Used to Add Promotions
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Add Promotion ID | W40P03B | Adjustment Setup (G4231112), Promotion ID Maintenance
Click Add on the Search for Promotion ID form. |
Enter and update promotion information. |
11.3.3 Adding a Promotion
Access the Add Promotion ID form.
- Promotion Name
-
Enter a name for the promotion.
11.4 Associating Promotions
This section provides an overview of associating promotions and discusses how to:
-
Associate a promotion to an adjustment.
-
Associate a promotion to an order
11.4.1 Understanding Promotion Association
You can associate promotions, for JD Edwards EnterpriseOne Sales Order Management and JD Edwards EnterpriseOne Procurement, using one of these methods:
-
Attaching the promotion ID to the adjustment definition.
When you enter a sales or purchase order, the system first validates the adjustment effectivity dates and then validates the promotion effectivity dates. If the promotion is active, the system records the promotion information in the F4074 table.
-
Entering the promotion ID on the sales order or purchase order detail line.
You can attach multiple promotions to each detail line.
The system copies the promotion information if you copy detail lines that include promotions or if you release blanket or quote orders that contain promotions.
11.4.2 Forms Used to Associate Promotions
11.4.3 Associating a Promotion to an Adjustment
Access the Price Adjustment Definition form. Click the Additional Options tab.
Figure 11-2 Price Adjustment Definition form (1 of 2)
Description of "Figure 11-2 Price Adjustment Definition form (1 of 2)"
Figure 11-3 Price Adjustment Definition form (2 of 2)
Description of "Figure 11-3 Price Adjustment Definition form (2 of 2)"
