Retail:Business Partner Set in Discounts and Promotions
Contents |
Business Partner Set and Discount and Promotions
 | This feature is available starting from 3.0RR19Q2. |
The Business Partner Set concept allows you to create lists of business partners which can then be used within Discounts & Promotions definition.
Defining Business Partner Sets and Uploading Business Partners
A business partner set consists of a header with the business partners as content within the header. To maintain business partner sets go to the Business Partner Set window and create a record. The Business Partner subtab allows you you to enter business partners directly or upload them through a txt/csv file.
The business partners tab within the business partner has the following fields:
- Business Partner: the business partner which is part of the set
- Starting Date: the date from which this business partner is considered to be part of the set. If not set then this means there is no limit.
- Ending Date: the date to which this business partner is considered to be part of the set. If not set then this means there is no limit.
As there can be many business partners there is also an import/upload button to allow you to upload a txt/csv file with business partners into the set.
The txt file is expected to have one business partner 'Search Key' on each line. For example:
WVG/C0002 WVG/C0004
When clicking the button a popup appears with the following fields:
- select local file to upload
- Import Mode: this field allows you to either add the products defined in the txt file to the current list of products, or replace the current list of products with the list of products in the file.
- Import Error Handling: this has two values, 'Stop at Error' means that the import will not make any changes to the product list of the discount if an error is encountered in the txt file. Still the system will try all the lines in the file to be able to report all the issues. 'Continue at Error' means that the system will import the correct lines and report the error lines, if the import mode is 'Import and Replace All' then the current product list in the discount is removed and replaced with the data from the file.
- Starting Date: the same meaning as the corresponding field in the Business Partner subtab, all the imported lines will get this starting date. If a business partner is already in the set then its starting date will be updated to this date.
- Starting Date: the same meaning as the corresponding field in the Business Partner subtab, all the imported lines will get this ending date. If a business partner is already in the set then its ending date will be updated to this date.
After the upload the system will show a popup with the result and a result file is send to your browser with the details. In the example screenshot we added one error line for illustration purposes.
The returned file contains the overall message and shows the lines with an error:
Your file has been processed, total lines processed: 3, number of error lines: 1 ABCDEF --> Business Partner not found
Using Business Partner Sets within the Discount Definition
The Business Partner Set allows you to more easily include or exclude (larger) lists of business partners in a specific discount.
The Discounts & Promotions tab has a field 'Included BP Set' which can have either of two values with the corresponding meaning:
- 'All Excluding Defined': this means that all the business partners except the business partners in the linked business partners sets are eligible for the discount.
- 'Only Those Defined': this means that only the business partners in the linked business partner sets are eligible for the discount.
The discount definition has several fields related to including or excluding business partners: 'Included BP Category', 'Included BP Set', 'Included Business Partners'. You can use these field in combination to for example include a large list of business partners through the business partner set but exclude specific business partner categories.
Upload Products in the discount definition
| | This feature is available starting from 3.0RR19Q2. |
Within the Discounts & Promotions definition you can define which products are included or excluded from the specific discount. The products can be entered individually or you can upload a csv/txt file with the product codes.
The txt file is expected to have one product 'Search Key' on each line. For example:
PCG/15 PCG/17 Nylon Rope
To upload products into the discount definition first select the product subtab. This will show the import upload button.
When clicking the button a popup appears with the following fields:
- select local file to upload
- Import Mode: this field allows you to either add the products defined in the txt file to the current list of products, or replace the current list of products with the list of products in the file.
- Import Error Handling: this has two values, 'Stop at Error' means that the import will not make any changes to the product list of the discount if an error is encountered in the txt file. Still the system will try all the lines in the file to be able to report all the issues. 'Continue at Error' means that the system will import the correct lines and report the error lines, if the import mode is 'Import and Replace All' then the current product list in the discount is removed and replaced with the data from the file.
After the upload the system will show a popup with the result and a result file is send to your browser with the details. In the example screenshot we added one error line for illustration purposes.
The returned file contains the overall message and shows the lines with an error:
Your file has been processed, total lines processed: 4, number of error lines: 1 ABCDEF --> Product not found
