Trade Promotions Preferences

Setup Options > Preferences > Distribution > Trade Promotions

This automatically selects and applies all qualifying tiered promotions for a sales order line. Otherwise, you will be prompted to manually select the qualifying promotions you want to apply from a list.

This automatically selects and applies all qualifying global promotions for a sales order line. Otherwise, you will be prompted to manually select the qualifying global promotions you want to apply from a list.

This enables the system to check if any trade promotions apply to existing sales orders that were created before the module was installed or activated (i.e. typically when you upgrade your system from a previous version of the software).

This enables you to apply global promotions from the menu of the Sales Order Entry program while adding or maintaining an order. It also enables you to apply/maintain line promotions against an entered order line (using your right mouse button) while adding or maintaining an order. If you don't enable this option and you don't apply global promotions to an order before ending the order, you won't be able to apply global promotions when maintaining the order.

This automatically reactivates an expired promotion when a sales order is cancelled, deleted or changed and the allocated amount falls below the budget amount. Otherwise the promotion will remain expired.

This applies the promotion to a sales order even if an order line exceeds the budget amount. The promotion is set to expired immediately after the sales order is added. Otherwise the promotion won't apply to the sales order that exceeds the budget amount. This option also applies when called from the Back Order Release program.

This enables you to change a miscellaneous line generated from an Off invoice or Free goods promotion. Only the Cost and the Tax values may be changed. If the cost is changed, then any subsequent recalculation of the promotion does not change the cost.

Enable this for the cost of a miscellaneous line generated from an Off invoice or Free goods promotion to default to zero. For example: When generating a promotion from a merchandise item that already carries a cost, you may want to process the promotion as a discount only, which does not carry a cost. This option enables you to generate such a promotion line with a zero cost. If you also select the Maintain miscellaneous line option, then the operator can change the cost from zero.

Indicate the default deduction code to use when adding accrual promotions using the Promotion Code program. Deduction codes are used in the processing of accrual promotion rebates and deductions.

Indicate the default resolution code to use when processing a normal approved deduction resolution using the Deduction Review program.

Indicate the default resolution code to use when writing off a deduction and when automatically writing off several deductions using the Deduction Review program.

Indicate the default resolution code to use when resolving deductions by offsetting them with accrued promotions using the Deduction Review program.