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.
• 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

1. Open the Campaign window and select New.
2. Enter an appropriate description for the campaign.
3. If required, change the default currency and reference site.
4. In the Coordinator field, enter the short code, or use the List of Values to select a coordinator.
5. If the campaign is defined for an assortment, specify the assortment.
6. Click the General tab.
7. Specify when the sales related to the campaign should start and end under the Sales Start Date and the Sales End Date fields.
8. Specify the date when the purchase of parts included in the campaign should start and end, if required.
9. Specify the date when the receiving of the purchased parts included in the campaign should start and end, if required.
10. Specify the shipment period for the parts included in the campaign should start and end, if required.
11. 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.
12. 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.
13. 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. 
14. Enter any additional information in the Notes field.
15. Save the information.