Enter Campaign Header and General Terms
Explanation
This activity is used to enter the header and the general information on a
campaign.
Prerequisites
This activity has the following prerequisites:
- Information on the customer must have been entered
in the Customer window.
- Information on the coordinator must have been
entered in the Coordinators window.
- If the campaign is defined for an assortment, the
assortment should have been created using Assortment window.
System Effects
- A campaign header record will be created, in the Planned status, having a new campaign ID.
- If the company tax
regime is VAT, the price and tax calculations are controlled by the setting on
the Use Price
Incl Tax check box. The default setting of the check box is retrieved from
the
reference site mentioned in the campaign header.
Window
Campaign
Related Window Descriptions
Campaign
Campaign/General
Procedure
- Open the Campaign window and select
New.
- Enter an appropriate description for the campaign.
- If required, change the default currency and reference site.
- In the Coordinator field, enter the short
code, or use the List of Values to select a coordinator.
- If the campaign is defined for an assortment, specify the assortment.
- Click the General tab.
- Specify when the sales related to the campaign should start and end
under the Sales Start Date and the Sales End Date fields.
- Specify the date when the purchase of parts included in the campaign
should start and end, if required.
- Specify the date when the receiving of the purchased parts included in
the campaign should start and end, if required.
- Specify the shipment period for the parts included in the campaign
should start and end, if required.
- If required enter or select form the List of Values the supply site from
which the parts included in the campaign will be supplied from.
- The Rebate Builder check box is selected by
default for each campaign. Leave it as it is if rebate transactions should
be created when invoicing is done.
- The Ignore if Lower Price Found check box
is selected by default.
This will ignore the campaign price, in case the
price found in the next available price source in the price priority ladder
is lower than the campaign price.
- Enter any additional information in the Notes field.
- Save the information.