TPM Promotion Query for Catalog Lines

This program lets you view the query the promotion detail to view discount percentages that are applied to the catalog line.

Exploring

This program can't be run standalone and is accessed from the following program(s):

  • TPM Catalog Maintenance

    From the Query hyperlink at the Promotion details field within the Catalog Stock Codes listview.

  • SO Catalog Query

    From the Query hyperlink at the Promotion detail field within the Catalog Details pane.

This is a collection of stock codes with prices derived from a price group or price list.

It is a snapshot of prices, typically for a certain time frame, that can be produced and distributed to customers.

The pricing engine is used to create flexible, multi-level pricing structures to manage a wide variety of price rules and methods. To facilitate this, a customer is linked to a price group which contains price rules. Price rules may refer to price lists or other configurations like invoice discounts or order discount breaks. Price lists can be created for stock codes, product classes, departments and price categories.

A stock code can exist on multiple price lists, which can have different price methods defined (e.g. flat price, price less %, etc.). In addition, multiple price lists can be linked to one price group, where each price list functions as a price rule.

Price groups are used to assign prices and discounts to commercial entities (e.g. customers, geographic areas or branches).

Price groups can have multiple price rules, which are linked to price lists.

You can create a hierarchical pricing structure by defining priorities and contracts against price rules. The price rule with the highest priority trumps other price rules and overrides the ‘best price’. When a contract is linked to a price group, it becomes a price rule that is included in the pricing hierarchy.

This indicates a list of prices for a grouping of stock codes, product classes, departments or price categories. A price method is specified for each price list, which may be a flat price, discounted price, or quantity discounted price.

You can define statuses against a price list, such as Blank - Active, R - In review or H - On hold.

Only price lists that have a status of Blank - Active are included when the Price Query determines the best price.

Starting

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

The following configuration options in SYSPRO may affect processing within this program or feature, including whether certain fields and options are accessible.

To use this feature, the following setup option(s) must be enabled/defined:

Setup Options > Configuration > Distribution > Sales Orders

  • Pricing method

    This must be defined as Price groups.

  • Price group level

  • Default uom for order quantity

  • Request uom for order quantity

Setup Options > History > Distribution > Inventory

  • Retain history of price changes

Solving

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Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

Referencing

This launches the TPM Promotion Selection for Catalog Lines program where you can view and select promotions and apply these against the stock code.

This option is only available when the program is accessed from the TPM Catalog Maintenance program.

Field Description

Promotion code

This indicates the promotion code of the promotion.

Description

This indicates the description for the promotion code.

Promotion type

This indicates the type of promotion, which is either Off invoice, Free goods or Accrual.

Global

This indicates whether this is a global promotion, which is defined within the Promotion Code program.

Tiered

This indicates whether this is a tiered promotion, which is defined within the Promotion Code program.

Start date

This indicates the date on which the promotion is effective.

Expiry date

This indicates the date on which the promotion comes to an end.

Date type

This indicates the date on which the promotion is based, either Requested delivery date or Order date.

Currency

This indicates the currency to which the promotion applies.

Only customers with matching currency are eligible for the promotion.
Field Description

Stock category selection

This section indicates the stock items that qualify for the promotion.

Secondary stock category selection

This section indicates the secondary stock category(ies) that qualify for the promotion.

The secondary category(ies) are available as alternative criteria for qualifying for the promotion.

Customer category selection

This section indicates the customer and currency that qualify for the promotion.

Secondary customer category selection

This section indicates the secondary customer(s) to qualify for a promotion.
Field Description

Stock code to be generated

This indicates the stock item that is given away for free or sold at a reduced price when the threshold is reached.
Stock code

This indicates the stock code that is given away (or to which a price reduction is applied).

This is typically used for 'buy one get one free' or a 'buy one get a discount on the second' types of promotions.

List of stock codes

This indicates the list of stock codes to which the promotion applies.

Method to apply

This indicates the method that was applied to the reduce the price for the promotion.

Invoice price

This indicates the price charged for the item.

Customer price

This indicates the net price (after promotional price reduction discounts) that is payable by the customer.

Free goods price list

This indicates the the price list used for the free goods promotion.

Free goods product class

This indicates the product class used for the free goods promotion.

In multiples of

This indicates the thresholds in multiples of the item sold.

Rounding

This indicates the rounding option selected if items are sold in multiples.

Threshold type

This indicates whether the stock item must be sold in a specified quantity, mass, volume or amount in order to qualify for the free promotion quantity.
Threshold This indicates the threshold that must be sold to qualify for the free promotion quantity.
Field Description

Off invoice

This section indicates the promotion percentage, price or value, as well as the product class, price code and price list to which it is applied.

Calculation type selection

This section indicates how the promotion is calculated.

Threshold selection

This section indicates how the threshold is defined, either by quantity, mass, volume or value.
Field Description

Accrual type

This indicates the accrual type for the accrual promotion.

Calculation

This section indicates the percentage, price or value accrued to the customer.

Threshold information

This section indicates the threshold type and value.

G/L accounts

This section indicates the ledger accounts that are used for the promotion transactions.

Tax

This section indicates the tax detail of the promotion transactions.