This chapter provides an overview of promotion IDs and discusses how to:
Set up the promotion status.
Enter and update promotion information.
Associate promotion.
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.
Activate the Promotion Constants on the Pricing Constants form.
This section provides an overview of promotion status and discusses how to set up promotion statuses.
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.
Form Name |
FormID |
Navigation |
Usage |
Add Status |
W40P02C |
Pricing Constants (G4231111), Promotion Status Maintenance Click Add on the Search for Promotion Status form. |
Set up promotion statuses. |
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. |
This section provides an overview of setting up promotion information and discussed how to add a promotion.
Use the Promotion ID Maintenance program (P40P03) to define promotions, including promotion effectivity dates.
Form Name |
FormID |
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. |
Access the Add Promotion ID form.
Promotion Name |
Enter a name for the promotion. |
This section provides an overview of associating promotions and discusses how to:
Associate a promotion to an adjustment.
Associate a promotion to an order
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.
Form Name |
FormID |
Navigation |
Usage |
W4071A |
Adjustment Set Up (G4231112), Price Adjustment Definition Locate the adjustment to attach the promotion, and click Select. |
Associate the promotion to the adjustment. |
|
W4210A |
Sales Order Processing (G4211), Sales Order Detail. Click Add on the Customer Service Inquiry form. |
Enter sales order detail information. |
|
W4074D |
Select a detail line, and select Price History from the Row menu on the Sales Order Detail Revisions form. |
Associate a promotion to a sales order detail line. |
|
W4310A |
Purchase Order Processing (G43A11), Enter Purchase Orders Click Add on the Work With Order Headers form. Enter purchase order information and click OK. |
Enter purchase order information. |
|
Price History |
W4074D |
Enter purchase order detail information, select a detail line, and select Price History from the Row menu on the Order Detail form. |
Associate a promotion to a purchase order detail line. |
Access the Price Adjustment Definition form. Click the Additional Options tab.
Access the Price History form.
Sales order is used in this example.