In This Topic
|
Menu Code: BPR
Sales/Pricing - Pricing |
A searchable list of Promotions.
Actions
Action |
Description |
Attachments |
View attachments for the selected customer |
Zoom Links
Column |
Zoom Link |
PromCode |
Promotions (PRO), for the selected promotion |
SuppCode |
Supplier Entry (SUP), for the specified supplier |
LeadCount |
Browse Sales Leads (BLE), focus on leads for the selected promotion |
QuoteCount |
Browse Quotes (BQU), focus on quotes for the selected promotion |
OrderCount |
Browse Orders (BOR), where order status is not X (not cancelled), focus on orders for the selected promotion |
DiscountCount |
Discounts (DIS), for the specified discount |
Columns
Index |
Visible |
Field Name |
Caption |
Usage / Description |
0 |
No |
PromID |
ID |
Promotion Identification Number (Systemic) |
1 |
Yes |
PromCode |
Code |
Promotion Code |
2 |
Yes |
PromDesc |
Description |
Promotion Description |
3 |
Yes |
PromType |
Type |
Promotion Type Code [Edit via Possible Values List = PromType] |
4 |
Yes |
PromTypeName |
Type Name |
Promotion Type Description [Edit via Possible Values List = PromType] |
5 |
Yes |
OrdType |
OrdType |
Order Type Code: May Be Different than Lead Type [Edit via Order Type in Support Menu] |
6 |
No |
OTDes |
OrdType Name |
Order Type Description |
7 |
Yes |
SuppCode |
Supp |
Supplier Code (AANNN) |
8 |
Yes |
SuppName |
Supplier Name |
Supplier Name |
9 |
Yes |
PromBudget |
Budget |
Promotional Budget Amount |
10 |
Yes |
PromSpend |
Spend |
Amount Spent on Promotion |
11 |
Yes |
EffectiveDate |
Effective |
Effective Date (Start) |
12 |
Yes |
ExpireDate |
Expires |
Expiration Date (End) |
13 |
Yes |
IsActive |
Act |
Active Checkbox (Green Check = True) |
14 |
Yes |
LeadCount |
Leads |
Number of leads using the promotion |
15 |
Yes |
LeadValue |
Lead Value |
Total value of leads using the promotion |
16 |
Yes |
QuoteCount |
Quotes |
Number of quotes using the promotion |
17 |
Yes |
QuoteSubTotal |
Quote Sub |
Pre-tax sub-total of quotes using the promotion |
18 |
Yes |
OrderCount |
Orders |
Number of active sales orders using the promotion (created from quotes) |
19 |
Yes |
OrderSubTotal |
Order Sub |
Pre-tax sub-total of active sales orders using the promotion |
20 |
Yes |
DiscountCount |
Discs |
Number of discounts associated with the promotion |
21 |
Yes |
AppliedDiscAmt |
Disc Amt |
Total applied discount value from active sales orders |
22 |
No |
AddWho |
AddWho |
Record Added by Who (FOURA User ID) |
23 |
Yes |
AddDate |
AddDate |
Add Date |
Security
The following default roles can use this form:
Role |
Allowed Actions |
rl_User |
View |
See Also