12 Using Promotion IDs

This chapter contains the following topics:

12.1 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.

12.1.1 Prerequisite

Activate the Promotion Constants on the Pricing Constants form.

12.2 Setting Up Promotion Status

This section provides an overview of promotion status and discusses how to set up promotion statuses.

12.2.1 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.

12.2.2 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.

12.2.3 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.

12.3 Entering and Updating Promotion Information

This section provides an overview of setting up promotion information and discussed how to add a promotion.

12.3.1 Understanding Promotion Maintenance

Use the Promotion ID Maintenance program (P40P03) to define promotions, including promotion effectivity dates.

12.3.2 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.

12.3.3 Adding a Promotion

Access the Add Promotion ID form.

Promotion Name

Enter a name for the promotion.

12.4 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

12.4.1 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.

12.4.2 Forms Used to Associate Promotions

Form Name Form ID Navigation Usage
Price Adjustment Definition W4071A Adjustment Set Up (G4231112), Price Adjustment Definition

Locate the adjustment to attach the promotion, and click Select.

Associate the promotion to the adjustment.
Sales Order Detail Revisions W4210A Sales Order Processing (G4211), Sales Order Detail.

Click Add on the Customer Service Inquiry form.

Enter sales order detail information.
Price History 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.
Order Detail 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.

12.4.3 Associating a Promotion to an Adjustment

Access the Price Adjustment Definition form. Click the Additional Options tab.

Figure 12-1 Price Adjustment Definition form (1 of 2)

Description of Figure 12-1 follows
Description of ''Figure 12-1 Price Adjustment Definition form (1 of 2)''

Figure 12-2 Price Adjustment Definition form (2 of 2)

Description of Figure 12-2 follows
Description of ''Figure 12-2 Price Adjustment Definition form (2 of 2)''

12.4.4 Associating a Promotion to an Order

Access the Price History form.

Sales order is used in this example.

Figure 12-3 Price History form

Description of Figure 12-3 follows
Description of ''Figure 12-3 Price History form''