TPM Promotion Selection for Catalog Lines

This program lets you view qualifying trade promotions based on the customer and stock selection.

Exploring

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

  • TPM Catalog Maintenance

    From the Select hyperlink at the Promotion selection field within the Catalog Stock Codes listview.

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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* product-authoring@syspro.com

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 saves the details you have entered or changed.

This retrieves the currently highlighted entry into the calling program.

Field Description

Promotion code

This indicates the promotion code of the promotion.

Description

This indicates the description for the promotion code.

Global

This indicates whether this is a global 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.

Promotion type

This indicates the type of promotion, which is either Off invoice, Free goods or Accrual.
Price type This indicates whether the promotion is applied using a percentage, price or value.
Threshold basis 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.