Offer

The unique code that identifies the catalog, space, television advertisement or web site you use to accept orders.

Alphanumeric, 3 positions; optional.

Description

The description of the offer.

Alphanumeric, 30 positions; optional.

Type

The code that describes the type of offer. This is a user-defined code that is not validated against any table.

Use offer type codes for reporting and analysis.

Alphanumeric, 1 position; optional.

Begin (Begin date)

The first date when you can begin to accept orders for the offer.

Numeric, 6 positions (MMDDYY format); optional.

End (End date)

The last date that you can accept orders for the offer.

Numeric, 6 positions (MMDDYY format); optional.

Season

A code that represents a season to display offers; used for tracking and analysis.

Alphanumeric, 3 positions; optional.

Offer

The unique code that identifies the catalog, space, television advertisement or web site you use to accept orders.

Alphanumeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

The description of this offer.

Alphanumeric, 30 position; required.

Offer type

The code that describes the type of offer. This is a user-defined code that is not validated against any table.

Use offer type codes for reporting and analysis.

Alphanumeric, 1 position; required.

Offer date range

The start and end dates for the prices you define for this offer. Orders entered prior to the start date and after the end date will not use these prices. The system searches backwards by end date for the next most recent price and does not consider an offer with a start date greater than the order date. If the system can not find a price, it displays an invalid price message in Order Entry.

If you process orders in multiple currencies, the system searches for a price only in offers with the same currency. See the Currency of offer (when using multiple currency by offer) field.

Numeric 6 positions each (MMDDYY format); required.

Currency of offer (when using alternate currency pricing)

The currency for orders you process for this offer when using alternate currency pricing.

Note: Displayed only if the Use Alternate Currency Pricing (H89) system control value is selected.

If you enter a currency code in this field, you must enter a conversion rate in the Conversion rate (when using alternate currency pricing) field or an error message indicates Conversion rate required.

Leave this field blank if this offer is in your local currency (the currency code defined in the Local Currency Code (A55) system control value).

When you enter a source code associated with this offer in order entry, the system searches for a price only among offers that share this currency.

The currency and conversion rate used on an order are stored in the Order Header Extended table.

Currency codes are defined in and validated against the Currency table; see Working with Currency (WCUR).

See Using Alternate Currency Pricing for an overview and required setup.

Alphanumeric, 3 positions; required if you enter a conversion rate.

Conversion rate (when using alternate currency pricing)

The rate at which the currency defined for the offer is converted to and from the local currency if you are using alternate currency pricing.

Note: Displayed only if the Use Alternate Currency Pricing (H89) system control value is selected.

If you enter a conversion rate in this field, you must enter a currency code in the Currency of offer (when using alternate currency pricing) field or an error message indicates Offers require a currency when using multi-currency.

Leave this field blank if this offer is in your local currency (the currency code defined in the Local Currency Code (A55) system control value).

The system multiplies the amount in the local currency by the conversion rate to determine the amount in the alternate currency. Likewise, the system divides the amount in the alternate currency by the conversion rate to determine the amount in the local currency. The local currency is the currency code defined in the Local Currency Code (A55) system control value.

See Using Alternate Currency Pricing for an overview and required setup.

Numeric, 11 positions with a 7-place decimal; required if you enter a currency of offer.

Season

The code that represents the season associated with this offer. Season codes are defined in and validated against the Season table. See Working with Season Codes (WSEA).

Season codes are used for reporting and analysis.

Alphanumeric, 3 positions; optional.

Currency of offer (when using multiple currency by offer)

The currency for orders you process for this offer when using multiple currency by offer.

Note: Displayed only if the Multi Currency by Offer (E03) system control value is selected.

When you enter a source code associated with this offer in Order Entry, the system will search for a price only among offers that share this currency. Additionally, you cannot override the offer on an order detail line to one with a different currency.

The currency used on an order is indicated by the bank code on various screens and reports, such as those having to do with refunds. This is because each currency must be associated with at least one unique bank. When you create a source code, you must specify a division which links to a bank code that is consistent with the currency of the offer.

The currency code is defined in and validated against the Currency table. See Working with Currency (WCUR).

Alphanumeric, 3 positions; required if it appears on the screen.

# of pages

The total number of pages in this (catalog) offer. Used in profitability analysis.

The number of pages should not include inserts, but should include front and back covers if the covers advertise items and/or the cost of covers are included in the overall cost.

Numeric, 5 positions; optional.

Square inches/page

The size of a (catalog) offer page. Used in offer square inch and profitability analysis.

Numeric, 3 positions; optional.

Conversion rate (when using multiple currency by offer)

The current conversion rate in effect for the currency, as specified in the Currency table.

Note: Displayed only if the Multi Currency by Offer (E03) system control value is selected.

The actual conversion rate displays only on the Change and Display Offer screens, once you have specified the currency for the offer.

Numeric, 11 positions with a 7-place decimal; display-only.

Publication cost

The overall cost of publishing this offer. Used in profitability analysis.

Numeric, 9 positions with a 2-place decimal; optional.

Insert cost

The cost to publish the insert included in this offer.

Numeric, 7 positions with a 2-place decimal; optional.

Flat freight rate

The amount of freight charged to the customer on each order placed against this offer. The system uses this rate if the Freight method for the source code is set to Flat Rt/Ship To.

Numeric, 7 positions with a 2-place decimal; optional.

Guaranteed order charge

The charge required to guarantee an order. If the Guaranteed Order Charge field in Order Entry is selected, the charge defined in this field will be added to the order as an additional charge.

You can exclude the Guaranteed Order Charge at the source code level. See the Excl serv chg (Exclude service charges) field.

Numeric, 7 positions with a 2-place decimal; optional.

Additional charge code (for Guaranteed service charges)

If you defined a Guaranteed Order Charge in the previous field, you must enter a code in this field that identifies the type of charge. This code is validated against the Additional Charges Code table; see Establishing Additional Charge Codes (WADC). This code points to the General Ledger account number to which these charges post.

Alphanumeric, 2 positions; required if Guaranteed order charge was entered.

Addl charge code (for Dollar chart charges)

A code that represents the type of additional charge on an order. The additional charge refers to a service charge, if you have set up a dollar chart through the Work with Dollar Chart by Offer Screen (Service Charges) screen or through Working with Dollar Chart by Source Code (WDCS).

This code is validated against the Additional Charges Code table; see Establishing Additional Charge Codes (WADC). This code points to the General Ledger account number for posting these charges.

Note: The Excl serv chg (Exclude service charges) flag for the source code does not control whether to apply these service charges to an order.

Alphanumeric, 2 positions; optional.

Curve

The projection curve that indicates the weekly percentage of response you expect to receive from this offer. Curves are used in the Forecasting system to predict the success and item requirements of an offer. The curve you enter is validated against the Projection Curve table; see Working with Projection Curves (WCRV).

Numeric, 3 positions; optional.

Report sort sub-total

The user-defined code that can be used as a report sort or subtotal.

Alphanumeric, 3 positions; optional.

Date of 1st order

The date you process the first order for this offer. The system creates this record.

Numeric, 6 positions (MM/DD/YY format); display-only, defined by the system.

Default source

A source code the system defaults to an order.

• If the Default Offer Source Code to Order Detail Line (G28) system control value is selected, the system defaults this source code to an order detail line when the offer on the detail line is not associated with the source code on the order header.

• If the Default Unknown Source Code (I58) system control value contains a source code, the system defaults this source code to the order header if the original source code entered on the order matches the source code in this system control value. Additionally, if this system control value contains a source code, the system requires you to enter a default source for the offer. If you haven’t created the source codes for the offer yet, you must enter a “dummy” source code until you create the actual default source code and then go back to the offer and enter the actual source code in the Default source field.

Source codes are defined in and validated against the Source Code table. See Working with Source Codes (WSRC).

Alphanumeric, 9 positions; required if the Default Unknown Source Code (I58) system control value contains a source code.

Update offer/drop/ period at detail level

Defines whether the system tracks demand statistics at the order detail level or at the order level.

When you enter an order, the Order Async updates demand statistics (number of orders, number of units, and dollar value of merchandise) for offers. You can use this information for forecasting purposes.

Select this field if you want to track demand statistics separately for this offer on an order.

Do not select this field if you want to consolidate demand statistics for an entire order into the offer associated with the order header.

See Updates During Background Processing for background.

Alphanumeric, 9 positions; optional.

Offer

The unique code and description for the catalog, space, television advertisement or web site from which you accept orders.

Offer: Alphanumeric, 3 positions; display-only.

Description: Alphanumeric, 30 positions; display-only.

Allow multiple gifts?

Indicates if a customer can receive more than one free gift on an order.

• Selected = Apply more than one free gift on an order if the order qualifies.

• Unselected = Apply only free gift with the highest dollar level for which the order qualifies.

$ Required

The merchandise dollar amount required on an order for the customer to be eligible for the free gift. You must enter a dollar amount of $0.01 or higher. You cannot enter a negative amount.

Numeric, 11 positions with a 2-place decimal; required.

Item

The item to add as a free gift.

Alphanumeric, 12 positions; required.

Clr/Size/Wdth

If the specified item has SKUs, enter the SKU to add to qualifying orders.

Alphanumeric, three 4-position fields; required if the item has SKUs.

Qty (Quantity)

The number of units of the free gift item to add to the order.

Numeric, 5 positions; required.

Offer

The unique code and description for the catalog, space, television or web site advertisement from which you accept orders.

Offer: Alphanumeric, 3 positions; display-only.

Description: Alphanumeric, 3 position; display-only.

Merch amount

The merchandise total on the customer's order. When the merchandise total is equal to or greater than the dollar amount entered in this field, the customer is eligible for the standard and/or associate discount defined for this amount.

When evaluating an order to see if it meets the required merchandise total, the system includes sale items (based on the setting of the Sale item flag for the Item Offer or the Sale item flag for the SKU Offer). The system does not include non-discountable items (based on the setting of the Discountable flag for the item).

Numeric, 9 positions with a 2-place decimal; required.

Standard discount

The dollar amount to subtract from the customer's order when the merchandise total on the order is equal to or greater than the dollar amount entered in the Merch amount field.

Numeric, 7 positions with a 2-place decimal; optional.

Associate discount

The dollar amount to subtract from an associate customer's order when the merchandise total on the order is equal to or greater than the dollar amount entered in the Merch amount field.

Customers are identified as associates in the Customer record; the Assoc field in Order Entry must be selected for this discount to be applied.

Numeric, 7 positions with a 2-place decimal; optional.

Add'l code

A code that represents a type of additional charge on an order. The system uses this code only if the Prorate Dollar Discounts and Coupons (D90) system control value is unselected.

In this case, the additional charge refers to a discount, or negative charge, applied against the order. This code is validated against the Additional Charges Code table; see Establishing Additional Charge Codes (WADC). This table contains user-defined values to categorize the different types of charges that may be assessed or the discounts that may be applied against an order, and defines the G/L account numbers where these charges or discounts post.

If the Prorate Dollar Discounts and Coupons (D90) system control value is selected, the system does not use the additional charge code; instead, the discount amount is prorated against the order lines, as described in Prorating Logic.

Alphanumeric, 2 positions; required if the Prorate Dollar Discounts and Coupons (D90) system control value is unselected.

Offer

The unique code and description for the catalog, space, or television advertisement from which you accept orders.

Offer: Alphanumeric, 3 positions; display-only.

Description: Alphanumeric, 3 position; display-only.

Page #

The page number where the item appears. This does not need to be the same page number as specified for the item/offer or SKU/offer.

You cannot set up telemarketing specials for the same item/SKU and offer on different page numbers.

Numeric, 5 positions; required.

Item

The code for the unit of inventory that is available for this telemarketing special promotion.

Alias

If you have the Display Item Alias (D56) system control value selected, and you have defined any aliases for this item in this offer, you can enter the actual item code in this field when creating a telemarketing special, or you can enter the alias code. The actual item code will display on the Work with Telemarketing Specials screen.

In order entry, the system searches alphanumerically for an item alias. The first alias it finds for this item/offer will display on the telemarketing specials screen. Aliases are alternate names for an item that you can use to track how demand varies based on how you display and position items within an offer.

Alphanumeric, 12 positions; required.

Clr/Size/Wdth (SKU codes)

Codes representing the item's unique characteristics, such as color and size.

Entry of the SKU field(s) is optional. If you enter the base item code only for an item with SKUs, the system creates a separate telemarketing special record for each SKU that is not already set up as a telemarketing special for this offer.

Alphanumeric, three 4-position fields; optional.

Tax incl sale prc (Tax-inclusive sale price)

The sale price to use for the item on orders which are subject to VAT. Displayed only if the Tax Included in Price (E70) system control value is selected. When the telemarketing specials screen displays on an order subject to VAT, the tax-inclusive sale price displays, and the markdown percentage that displays will be based on the difference between the tax-inclusive offer price and the tax-inclusive sale price.

Numeric, 8 positions; optional.

Sale price

The special price that is offered for the telemarketing promotion for this item.

You might set up a telemarketing special without specifying a sale price in order to upsell the item.

The system uses the price override reason code defined in the Telemarketing Special Price Override Reason (F36) system control value when you add the item to the order.

Numeric, 7 positions with a 2-place decimal; optional.

Offer Price

The regular price of this item (not the tax-inclusive price) as defined for the offer level.

Numeric, 7 positions with a 2-place decimal; display-only.

M/D % (Markdown percentage)

The difference between the regular price defined at the item/offer level (not the tax-inclusive price) and the regular sale price, expressed as a percentage. The system calculates the percentage as follows:

100 - (Sale price/offer price X 100)

The markdown percentage is rounded up or down to the nearest whole percent.

When the telemarketing specials display in order entry, the markdown percentage will be calculated based on the tax-inclusive price if the order is subject to VAT.

Numeric, 5 positions with a 2-place decimal; display-only.

Categ (Category)

The category of the item or SKU, such as petite or tall sizes. The items and SKUs sort by item category, with blank item categories appearing first, both on this screen and in order entry.

System Control Value

The Select Telemarketing Specials by Item Category (F35) system control value controls the option of displaying telemarketing specials for a selected category only in order entry. For example, if the customer wears petite sizes, you can display only SKUs flagged as petite by selecting the appropriate item category.

Example:

System Control Value is Set To: Selected

Setting Up Telemarketing Specials:

If you enter an item without specifying an item category, any category already assigned to the item or SKU will default. If the item has multiple SKUs with different item category settings (including blank settings), the system defaults the setting for each SKU.

Order Entry:

You can select which telemarketing specials to display by item category. You must select an item (or base item, if the item has SKUs) to advance to a screen which displays markdown information, and where you can add the item or SKU to the current order.

Example:

System Control Value is Set To: Unselected

Setting Up Telemarketing Specials:

The item category does not default; however, you can enter an item category for sorting purposes.

Order Entry:

You advance directly to a screen which displays markdown information for each item or SKU, and where you can add the item or SKU to the current order. The items and SKUs sort in order of the item categories you assigned at the Work with Telemarketing Specials screen.

Alphanumeric, 4 positions; optional.

Message

A persuasive or descriptive message to display for the telemarketing special in order entry. This message will display below the item description.

Alphanumeric, 70 positions; optional.

Offer

The unique code and description for the catalog, space, or television advertisement from which you accept orders.

Offer: Alphanumeric, 3 positions; display-only.

Description: Alphanumeric, 30 position; display-only.

Linked offer

The code for the sub-offer associated with this offer.

Alphanumeric, 3 positions; optional.

Sequence number

The sequence number determines the order in which the system looks at the sub-offers associated with this offer.

Numeric, 3 positions; optional.

Description

The description of the sub-offer associated with this offer.

Alphanumeric, 30 positions; display-only.