Add Parts to Campaign

Explanation

This activity is used to add parts which are to be included in the campaign.

Prerequisites

This activity has the following prerequisites:

• A campaign header should have been created.
• Required sales parts should have been created in the reference site.

System Effects

The added parts can be handled according to the terms specified in the campaign.   

Window

Campaign

Related Window Descriptions

Campaign
Campaign/Parts

Procedure

1. Open the Campaign window, query for the required campaign and click the Parts tab.
2. Click New to add a new part to the campaign.
3. Enter manually or select from the List of Values, the part to be added in the campaign and the description will be displayed.
4. Enter a value for the sales price or the sales price inclusive of tax. If the Use Price Incl Tax check box is selected, the Sales Price/Curr field is non-editable and the sales price is calculated based on the sales price including tax value and the tax code. When a value is entered on one field, the other will be adjusted accordingly.
5. If you need to specify a sales discount rate, select a discount type and the appropriate rate will be fetched as the sales discount rate.

Note: Below steps 6-8 cannot be done for non-inventory and package parts. It is also a must to have a Supply Site is defined in the General Tab and at least a Supplier for Purchase Part record is defined on the supply site.

6. You can modify the default supplier in the Supplier ID field, if the supply site is defined on the General tab.
7. Optionally, enter the purchase price. If the Use Price Incl Tax check box is selected, the Purchase Price field is non-editable and the price is calculated based on the purchase price including tax value and the tax code. When a value is entered on one field, the other will adjust accordingly.
8. Optionally, you can specify a purchase discount rate.
9. Repeat steps 2-8 until all parts have been added and save when completed.