Feature - Sales Promotion Desk

Release Date - 8/30/16

Sales Promotion Desk


In Elliott Business Software, Item Master table, we have the following fields that allow users to put an item on sale:
  • Start Sale Date
  • End Sale Date
  • Sale Price
If customers purchase this item during the Start/End Sale Date range, then they will qualify for the Sale Price. In Elliott Order Entry, the system compares the “Order Date” against the Start/End Sale Date range. Generally speaking, the “Order Date” equals the “System Date” unless the user chooses to override the “Order Date.”

In addition, there are two related fields to determine how the price should be calculated when an item is put on sale:
  • Do Price Breaks Apply – default “N”
  • Do Discounts Apply – default “N”
Since the “Sale Price” may already be very low, should we further apply the additional discount percent as defined in the customer file or price code? The default is “N.”

Users currently manually update the Item Start/End Sale Date and the Sale Price to place an item on sale. The objective of this feature is to achieve the following goals:
  • Provide a friendly user interface so users can easily identify the items required to push the inventory that’s not moving.
  • Create a database to keep track of the effect of sales promotion history.
Once this project is implemented, we expect buyers will start to use the Promo Desk user interface to update an Item Master’s start/end sale date and sales price. On the other hand, even if your buyers directly update the Item Master’s start/end sale date, the system will still attempt to provide meaningful data whenever it is possible. This is important as the user transitions from the current practice of manually updating the Item Master start/end sale date and sale price.

This feature is a generic add-on feature. We will add the following flags under Global Setup -> Add-Ons -> Other Add-on License Setup

4. Use Promo Desk is subject to the licensing control. You must be registered for the Sales Promotion Desk add-on before you can enable this feature.

5. Promo Desk User-Defined Field Literal - This is the literal that will be displayed on the Item Review screen, which represents the minimum price for an item.

6. Promo Desk User-Defined Field - The option can be P=Item Minimum Price, U=Item User Amount, V=Item Volume or A=Attribute. If A=Attribute is chosen, the system will prompt for the which numeric field to use from the item attribute.  

7. Should Sales Price >= This User Defined Field? This field defaults to Y. When the user adds an item to the sales promotion, the price entered will be compared to the minimum price field chosen in option 6 above, item minimum price, and item cost (dependent on your cost method). If it is below any one of these values, then a warning message will be displayed asking if this is OK.

8. Past Days to Calculate Sales Rate - This is the number of days that will be used for the sales rate to predict future sales. This is the default value that will be used the first time that the user accesses the item selection criteria screen.

9. Default Past Days Qty Sold - Default number of days to use to forecast sales.

10. Default Locations - Currently, the Promo Desk is a two location application. In the example screen above, the locations default locations are LA and AT. These will be used to create location groups.

11. LA Loc Also Includes The Following Locations - This represents the additional locations that are included with first location selected in field 10. For example, when the quantities are shown for LA, they also include quantities from DA and PO.
12. AT Loc Also Includes The Following Locations - This represents the additional locations that are included with the second location in field 10. For example, When the quantities are shown for AT, they also include quantities from NY.

13. Update Released Items Start/End Sales Dates? This field defaults to N. When a user changes the start or end sales date in Promotion Batch Maintenance, the application will prompt the user to change the starting and ending sales dates for the items on the promotion batch. If the user answers Y, the application will look at all of the items on the batch. If the item is released and this this flag is set to Y, the sales starting and ending date for the released item will be updated on the Promotion Item file.    

User Interface of Promo Desk

This feature can be accessed from COP -> Maintenance -> Sales Promotion Maintenance. When a user chooses this function, he/she will see the following sub menu:

Promotion Batch Maintenance

Sales Promotions are organized by batch. A batch is like a flier, advertisement or marketing campaign. Instead of allowing you to perform ad hoc promotion on an item-by-item basis, Promo Desk is designed around the concept of batch. So before starting a promotion, we will require you to create a batch record to signify the marketing campaign. When a user chooses “Batch” from the menu, it will bring up a traditional maintenance user interface that allows users to maintain the COP Promotion Batch table. This Promotion Batch maintenance will allow users to add, change and delete a promotion batch, as well as printing of a batch edit list. The F6 notes and 5 Amigos are supported at the time of add, change and delete.

Promotion Batch maintenance:

1. Promotion Batch - This is the Promotion Batch Code. It is a 9-character field. F7=Search by Code and F8=Search by Date support is available in Change and Delete modes.

2. Description - Description of the promotion batch.

3. Sales Start Date – Default starting sales date for the promotion. This value can be overridden on an item-by-item basis.

4. Sales End Date – Default ending sales date for the promotion. This value can be overridden on an item-by-item basis.

5. Do Price Breaks Apply – When running the Release function and updating the Item Master File, the value in this field will used to update the Do Price Breaks Apply field on the Item Master file. This field cannot be overridden on an item-by-item level. It applies to every item on the promotion batch.

6. Do Discounts Apply – When running the Release function and updating the Item Master File, the value in this field will be used to update the Do Discounts Apply field on the Item Master file. This field cannot be overridden on an item-by-item level. It applies to every item on the promotion batch.

When in change mode, if the user changes the Starting or Ending Sales Date, the application will provide the following prompt:

If the user answers Y, the application will change the starting and ending sales dates for all of the items on the promotion batch. If an item on the batch has been previously released the dates will be changed but the item will be set to "Approved" instead of "Released". The user will need to run the Release application to apply the changes to the Item Master file for these items.

The Sales Promotion Edit List allows the following selection criteria:

1. Starting Promotion Batch - Enter the starting Promotion Batch Code. Entering spaces for All. F7=Search by Code and F8=Search by Date support is available.

2. Ending Promotion Batch - Enter the ending Promotion Batch Code. F7=Search by Code and F8=Search by Date support is available.

3. Starting Start Sale Date - Enter the starting start sale date. Press Return for all dates.

4. Ending Start Sale Date - Enter the ending start sale date.

5. Report Type - The Report Type can be “S” (Summary) and “D” (Detail). Summary format is the default. For the summary edit list, it will print one line per batch. Promotion Detail Edit List will print one item per line after each batch header is printed.

6. Print Notes - Print notes that are attached to the batch and batch/item with the edit list. The Default is N.

Here is an example of the summary edit list:

Promo Desk

The Promo Desk has a similar user interface to the PO Buyer Desk. It is a tool for the buyer to:
  • Check what inventory is left on hand and identify the excess.
  • See the aging information of an inventory item.
  • See the past promotion statistics and decide what the best promotion price would be to move the inventory of a particular item.

Like Buyer Desk, Promo Desk starts by prompting the user for the following:

Buyer Code - Enter the buyer to be used when selecting items to review. A blank value can be entered for All buyers.

Product Category - Enter the product category to be used when selecting items to review. A blank value can be entered for All product categories.

Then it will display a list of product categories similar to the Buyer Desk as follows:


The Age column shows the “weighted average age days.”

The total number of SKU refers to total number of items for the product category that’s not obsoleted. 

The “No of SKU on Promo” means the number of the item that is currently in the promotion period. We calculate this information from the Item Master.

 The “No of SKU Sched” means the number of the item that is scheduled for promotion in the future. We calculate this information from the Item Master and combine with records found in COP Promotion Item table.

If users press F1=Detail, the system will display the breakdown by user-defined code just like Buyer Desk:


This gives the user a breakdown by user-defined code so the buyer may get a better idea which user-defined code needs to be promoted.

In the previous window - Product Category List -- if a user chooses to “Review,” then the application will prompt for the the selection criteria to use when selecting items:

The following is an explanation of these parameters:

1. Promotion Batch – This is the 9-digit promotion batch ID. Any item put on promotion in this session will be added to the COP Promotion Item table by using this Promotion Batch. By default, they will have the same starting/ending sales date as the promotion batch. The last used “Promotion Batch” value will be stored as the default amount for the next time since most users tend to work on a promotion batch for different product categories many times before finishing it. The user must select a promotion batch that’s in the future.

2. Past Days to Calculate Sales Rate – Similar to Buyer Desk, we ask the user how many days will be used for the sales rate to predict future sales. The last entered value will be stored and used as the default the next time. Instead of using the last number indicated for how many days, the user can also enter a past date range instead (like last summer, for seasonable items.) The limitation is that the past date range needs to be within the last 365 days.

3. Show Past Days Qty Sold – Similar to Buyer Desk, the user can enter something like 30, 60 or 90. We will then show in the next window the forecast quantity to sell for the next 30, 60 and 90 days. The last entered value here will be stored and used as the default the next time.

4. Show Item Has Inventory > Days – Based on the value in the prior field, the system will be able to determine how many days it will take to sell the inventory available. You may decide that you don’t want to hold excess inventory for more than 90 days. In that case, you can enter “90” here. By doing so, you will not see items in the inventory that are forecast to be sold in 90 days. This allows you to focus on those items that you have an excess of. The last entered value will be stored and used as the default the next time.

5. Show Item Age Days > – If the item has been in stock for a while, and hence has the higher “age days,” you may want to consider promoting the item. However, if the item is newly received, you may not want to promote it yet. For example, if you just received this item one day ago, then the age day = “1.” In that case, the past sales history for the last 30 days will be very low. If you use the previous parameter, “Show Item Has Inventory > Days,” then this item will likely show up. But there’s really no need to promote this item yet since the past 30 days sales history has yet to be built. So you may want to enter something like “30” into this field, which means you will consider promoting this item after it has been in stock for more than 30 days. The last entered value will be stored and used as the default the next time.

6. Use-Defined Code (* Support) – Similar to Buyer Desk, this lets you enter a list of of user-defined codes to review. Wildcards are supported.

7. Include or Exclude Item Attribute – Similar to Buyer Desk, we allow you to include or exclude certain items based on attributes.

8. Require Location Minimum – This is a Y/N field with default as “N”. If user specify “Y,” then system will prompt for the minimum quantity for the the two location groups combined. The idea is if we don’t have extra quantity to a certain point, there’s no point of promoting the item.

Based on the parameters a user enters in the above screen, a list of items will be displayed in the item list window:

30, 60, 90 – These refer to the inventory that you expect to sell in the next 30-, 60- or 90-day period. This information is displayed separately for each location group.

XX Qty – This refers to the first location group’s quantity available. We show excess-qty, instead of on hand here. Same for the second location group quantity.

Sale C & F – C means Current and F means Future. So the C column indicates if the item is currently on sale. We can determine that by looking at the Item Master starting/ending sale date. The F column indicates whether or not the item is scheduled to be on sale in the future, which can be determined by looking at the Item Master, or the COP Promotion Item table.

If users press Enter on any item above, the system will drill down to the promotion item detail window as follows:

As you can see, the design is similar to the Buyer Desk to make sure your buyers find it familiar and easy to use.

ItemPrc – This is the item price in the item file.

MinPrc – This is the minimum price field that was chosen in the Promo Desk Global Setup.

AvgCst – This is the average cost of the Item Master, which reflects your inventory cost without considering all other expenses.

LstCst – This is the last cost of the Item Master, which can be used as replacement cost.

StdCst – This is the standard cost form the Item Master.

Lst/Cur/Fut Sale – The system breaks down the on-sale information into past, current and future, with three lines showing the on-sale information as follows:

Lst Sale – These are sales for which the current system date is > sale end date. The system finds this information from either the Item Master or the COP Promotion Item table where the item has been released.
  • Sale Price – Even though there is no title, the first field in each of the three lines represents “Sale Price.” The system gets this from the Item Master or the COP Promotion Item table.
  • Gross Profit% - The second field of each line represents “Gross Profit %,” which the system may get from either the COP Promotion Item Table table or from accumulating COP Invoice Line Item records that match the sale price.
  • QtySold – This means the quantity sold during the last sales period. If buyers use the Promo Desk, then the corresponding COP Promotional Item record would exist. As a result, we can easily retrieve this info. If not, this field is computed using information from invoice history. 

Cur Sale – This indicates those sales with the current system date within the sale period. The system finds this information from the Item Master. The system will not look at the COP Promotion Item table because any scheduled sales info in the COP Promotion Item file that’s not reflected in the Item Master is not considered as currently on sale.
  • Sale Price - This is the on-sale price in the Item Master.
  • Gross Profit% - Follow the same logic as previously stated.
  • QtySold – Similar to what was stated previously, the system can get this from the COP Promotion Item table or from invoice history.

Fut Sale – This is for those sales with a current system date that is < the sale start date. The system gets this information from the COP Promotion Item table regardless whether the item has been released or not. If there is an asterisk next to the "Fut Sale" literal, this means the Item Master file has a future sale date. Press the F2 key to see information on this future sale.
  • Sale Price - This is from either the Item Master or COP Promotion Item.
  • Gross Profit% - We calculate this figure using the current cost and the on-sale price
  • QtySold – This is the projected quantity that will sell base on the normal sales rate. Why should the system project the quantity that will be sold during the promotion period? The following are the reasons: 
  1. As the actual sale is completed, we will be able to see if the actual quantity sold. Maybe a successful promotion is 2 times or 4 times the regular sales rate? This can give the buyer feedback on how good his or her promotion campaign is, which will help them to properly price the promotion in the future. 
  2. When the supervisor releases a batch of promotion items, he/she should know the expected GP% for the whole batch. It is common practice to create “loss leaders” during promotions. You may lose money on those “loss leaders,” but the loss is limited by the quantity you have available for those items. By having a projected quantity (even though the actual quantity should be higher) for each promotion item, we can calculate the weighted promotion GP%, which will provide some guidance for the supervisor. 
Any given item may have all three lines, two, one or none of them. If the particular on-sale line does not exist, we simply show a blank.
  • The “Fut Sale” line is also a data entry line. 
  • Editing “Price” field at “Fut Sale” line: When the user gets into this screen, the cursor will first land on the “Price” field. In this field, the user may perform the following action: 
  1. F1=Skip – This will skip this item and bring up the next item in the list.
  2. F2=Promo Hist – This drill down to a new window which display the past promotion history of this item.
  3. F3=Stk Sts – This drills down to the stock status window like Buyer Desk.
  4. F4=Statistic – This drills down to the item location history like Buyer Desk. By default, the first location groups’s primary location information will show when you drill down.
  5. F5=Item Inquiry – Similar to the item inquiry in Buyer Desk, the system will let you drill down to the item inquiry screen.  
  6. Enter – Press Enter to skip, to add, to change or to delete depending on the following: If the “Price" field has zero value, press Enter to skip this item, which is like the F1 key. If the “Price” field is not zero, then press Enter to change or to add: If the “Price” field has zero value and you did not change it and left it at zero, pressing Enter means “skip.” If you change the value from zero to non-zero, Enter means “add.” If you change the value from non-zero to zero, Enter means “delete.” If you change value from non-zero to non-zero (or if the non-zero value is not changed), Enter means “change.”

When the user chooses to add, the price entered will be compared to the user-defined minimum price, item minimum price, and item cost (dependent upon your cost method). If it is below any one of them, then a warning message will be displayed asking if this is OK.

Editing “Gross Profit %” field at “Fut Sale” line: A user may change the “Gross Profit %,” which results in the “Price” being recalculated and the cursor goes back to the “Price” field. If the user does not change the “Gross Profit %,” then the cursor goes to “Start Sale Date.” Pressing the ESC key will also go back to “Price” field.

Editing “Start Sale Date” field at “Fut Sale” line: If this is an “Add” action, by default the “Start Sale Date” will default to the promotion batch starting sale date. You may override it as long as the date you override to is in the future. Pressing the ESC key will go back to “Price” field.

Editing “End Sale Date” field at “Fut Sale” line: If this is an “Add” action, by default the “End Sale Date” will default to the promotion batch ending sale date. You may override it as long as it is greater or equal to the “Start Sale Date.” Pressing the ESC key will go back to “Price” field.

At this field, after users press the Enter key to save, an item can either be added or changed, and the next item in the list is displayed.

If there’s no next item, then the screen goes back to the item list window.

“QtySold” field at “Fut Sale” line: This field is not editable and is displayed for reference purpose only. This is the “projected qty” that will be sold for this item during the promotion period based on the past sales rate. In theory, we should sell more than this value due to the promotion. You can later on compare the actual qty sold vs. the projected qty to determine if the promotion is successful or not.
If this is a “Change” action, the system simply brings up the previously saved value in COP Promotion Item table.
If this is an “Add” action, then we by default project the quantity that can be sold as if the item is not on sale.
For example, if we sold 100 pieces in the past 30 days (which is the sales rate we calculate in the 30, 60 and 90 columns), and the promotion period is 15 days, then the application will calculate how many items were previously sold during the the first 15 days of the 30 day period. This amount will be displayed in the quantity sold field. Of course, we expect to sell more than this projected quantity because of the promotional price. The system provides the base line quantity for buyers’ reference. Buyer can use this value and compare with the actual quantity sold in the future to determine if the promotion is successful or not. Since you can’t sell more than you have available, the above algorithm is subject to the current quantity available. In addition, since the item promotion period starts in the future, the system will project the quantity available at time the sale starts, and use that as an upper limit.

Add Action – If the above activity results in adding a future sale, the system will add a record to the COP Promotion Item table.
Change Action – If the above activity results in changing a future sale, the system will either change the COP Promotion Item table.
Delete Action – If the above activity results in deleting a future sale, the system will delete the record from the COP Promotion Item table if it exists.

Promo History

The Promo History Drill Down shows past promotions as well as promotions entered manually in the Item Master file.

Promotion History Detail

Pressing Enter on a promotion in the Promotion History drill down will take the user to the Promotion History Detail screen. This screen shows invoices that have been posted for items.

Pressing Enter will drill down to Invoice Inquiry for invoice number selected.

Approve Promotion

When users choose the “Approve” menu item, the system will bring up the Approve Promotion function. Promo Desk & Approve Promotion have similar user interfaces. The difference is that the Promo Desk is designed to help buyers identify the items that need to be put on sale. As a result, a user may need to review a large number of items before deciding which items to put on sale. On the other hand, Approve Promotion is a review screen that should probably be used by supervisors only to make the final promotion decision on the items that buyers work on in Promo Desk. In this screen, a supervisor can modify the promotion period or the sales price, or reject the promotion. This screen is not designed to add promotion items, which should be handled through Promo Desk only.

When a user first enters into Approve Promotion, system will prompt for the following parameters:

The user can review one promotion batch at a time. The 2. “Show Past Days Qty Sold” field is similar to the Promo Desk parameters, and the value will be saved as the default for the next time. After entering the above parameters, a list of items scheduled to be on promotion will be displayed sorted by the following sequence:

Start Sale Date
Product Category
Item Number

Projected Qty upper limit will be recalculated again here. If the projected quantity for the particular item will exceed the calculated upper limit, then the system will automatically adjust it.

The significant features in the above screen are explained as follows:

Past Days to Calculate Sales Rate: As each promotion record is created, the “Past Days to Calculate Sales Rate” info is captured in the CPPROMIT table. This will help the supervisor to see what parameters the buyer was using.

30/60/90: Like Buyer Desk, this is the 30, 60 and 90 days quantity expected to sell. Both location groups' projected quantity sold are consolidated. Note: This may not be the same number as when buyers create the promotion record. It is quite possible that when a supervisor reviews this list a few days later, the latest sales condition may reflect a somewhat different scenario than buyers saw a few days ago.

AvlQty: This is a total quantity available for both location groups.

Days: This is the number of days we expect the combined location inventory to last based on the current sales rate.

SlsStart: This is the item start sales date. Most likely, all items will have the same sales start date. However, in the Promo Desk design, we allow users to override sales start date/end date to be different from the batch default period.

Days: Instead of displaying the end sales date, we calculate the number of days in the sales period, including the starting and ending date.

Price: This is the on-sale price.

GP%: This is the gross profit percent based on the current average cost. This value could change from the time buyers create the promotion record to the time a supervisor reviews it a few days later due to the fact that the current average cost could change. A recent big receiving could significantly change the current average cost.

Rel: This column indicates if this item has been released. If a promotion item is released, that means:
  • The Item Master record starting/ending sales date and sales price has been updated (including Price Code and Discount Apply flags).
  • The system will update the Release Date and Release By fields in the COP Promotion Item record.

The possible values are:
A – Approved – this item is approved to be released.
Y – This item is released. Users can’t release it through the “Approve” screen. A separate “Release” function is provided that can be deferred. It will convert all approved items to release when the start sales date is mature. In addition, the item start sales date, end sales date, and sales price will be updated. A report will be printed on a list of items that had been released.Once an item is released, the record is not editable anymore.
Blank – This item is not released
X = There’s a conflict and you can’t release this item. The conflict could happen because:
The item is currently on sale. If you proceed with releasing it, the current on-sale info for the item will be overridden. This is not desirable. Users should wait until the conflict period is over. A message “Item is on sale” will be displayed at the bottom of the screen.

There’s another promotion for this item on a different batch that has an overlapping period. You can release it until one of the promotion records is deleted. A message “Overlap with batch XXXXXX” will be displayed at the bottom of the screen.

The item is scheduled to be on sale. The period in the Item Master overlaps with this promotion record, and the starting/ending sales date and sales price does not match. A message “conflict with item future sales info” appears. You could ignore this condition and force the update of Item Master by approving it.

F2: This is a toggle key which allows users to approve an item or unapprove an item if it has been approved already.

Del: This will delete the promotion item. It means the supervisor disagrees with the buyer’s decision to put this item on sale. The system will delete the record from the COP Promotion Item table. A question will appear asking if user wishes to “Delete This Promotion Record?” The default is “No.” Users can’t delete a released item.

F3/F4/F5: Similar to Promo Desk and Buyer Desk, F3=Dill down to Stock Status Inquiry, F4=Drill down to Inventory Location History, and F5=Drill down to Item Inquiry.

F7: This option will allow the user to enter an item to go to in the list. the user will be positioned on the corresponding line in the list.

Enter: This will bring up the item detail window like Promo Desk. The same window will show up and the “Fut” line will have a value. When you drill down to the item detail window in this manner, the supervisor can either “Change” or “Delete.” To delete, the supervisor simply changes the promotion price to zero, and that signals the system to delete this promotion. A question will appear asking if the user wishes to “Delete This Promotion Record?” The default is “No.”


This application will release items that have been approved on a promotion batch. When an item is released, the sale price, starting sale date and the ending sale date are updated in the item master.

Promotion Batch - Enter the promotional batch to release or press enter for All batches.

Cutoff Date - Promotional items that are approved and have a starting sale date that is less than or equal to the cutoff date will be released.

Starting/Ending Item No - Enter the starting and ending item number range to be released.

Starting/Ending Product Category - Enter the starting and ending product category range to be released.

Stopping the Sale of a Promotional Item 

Release Date - 9/20/16
Once an item is released on a promotion batch, the starting sale date, ending sale date and sale price in the Item Master file are updated and the item will be considered on sale until the system date is past the ending sale date. Sometimes it is necessary to remove an item from a promotion. This may happen if you sell out of an item before the ending sale date. When this happens, any prior sales history for this promotional item needs to remain in the system but the item should no longer be marked on sale in the Item Master file. 

Use the Approve Promotion application yo stop the sale of a released item on a promotional batch.

Highlight the released item that should no longer be on sale. Press the Delete key. The application will prompt the user with the following question:

Click on the Yes button to remove the starting sale date, ending sale date, and sale price from the Item Master record for the item. The sales information for the item will remain on file with the promotion batch for reporting purposes. 

Promotion Summary Report

The “Promotion Summary Report” will print one promotion item per line.

The default for exporting to CSV and the CSV file name are stored in the registry and will default to the last value used. 

The sorting sequence “By Batch/Item” report is to give a breakdown by batch so you can see the how a batch has performed. A user can also use it as an edit list to show the yet-to-be-released items in a future batch. The asterisk in between the End Date and Qty Sold indicates that the record has not been released yet.

The “By Item/Batch” report is to compare within an item and see how the past sales promotion for each batch affects the quantity sold. The asterisk in between the End Date and Qty Sold indicates that the record has not been released yet. Not only does this report have a different sorting sequence, it also provides the projected quantity column to compare with the actual quantity sold. A buyer can use this report to focus on the promotion history of an item batch by batch and draw useful conclusions for future promotions.

The CSV columns will be the same regardless of the sorting sequence.

CSV File Columns:


Promotion History Report

The “Promotion History Report” will print at the detail level to show each promotion history sales transaction per line. It can be helpful for the buyers to see the sales detail of the promotion like which location, customers and salesman made the sale. It will prompt for the following parameters:

The purpose of this report is to give a detail of the performance for a batch. The layout of this report is as follows:

CSV File Columns:

StartDate (from COP Promotion Item)
EndDate (from COP Promotion Item)

COP Invoice Posting

This feature is designed to keep track of sales promotion data regardless the sales promotion is created through the promotion batch process or not. Therefore, during the COP Invoice Posting, the system will determine if an item is on sales by determining if the line item unit price is equal to the item on sale price and if the order date is within the start sales date and end sales date. If the item is on sale, then the system will create records in COP Promotion Item Detail table for history tracking purposes. However, it is possible a corresponding promotion batch does not exist. In that case, the COP invoice program posting will create a promotion batch automatically by assuming default value. For example, the batch number will be the item start sales date in YYYYMMDD format. If the on sales batch record already exist, it will simply update the existing promotion batch total fields for statistical analysis purposes.

For the Credit Memo invoice date in the date range, if the unit-price = sale-price, and qty return to stock is greater than zero, then that credit memo will be used to update the COP Promotion Detail file as a negative quantity. The TOTAL-QTY and amount will be deducted from the COP Promotion Item and Batch tables. This principle also applies to regular invoices with negative quantity orders, which are treated like credit memo line items.


Customer Order Processing

  1. CP0000 Customer Order Processing Overview
  2. Common Reasons Why Pick Ticket Does Not Print
  3. How Do You Purge Quote Type Orders?
  4. Order Lookup by Customer and Ship-To
  5. Btrieve Error USE on COP Lock File
  6. How to Send Shipping Confirmation Email to Customer
  7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
  8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
  9. How Do I Remind Salesmen to Send Order Acknowledgment?
  10. Is There a Way to Export and Import Price Code Files?
  11. Can a Credit for Kits on an Order Return Components to Inventory?
  12. How to Add System Date and Time on Laser Pick Ticket
  13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
  14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
  15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
  16. Can Item Lead Time Be Added to the Sales Desk Screen?
  17. All of a Sudden COP Open Order Report Takes Forever to Complete
  18. Purge COP Sales Order with No Line Item
  19. The Top Barcode Will Not Scan on Pick Ticket
  20. Invoice Only Prints First 10 Characters of Purchase Order Number
  21. Why Would Invoice Balance Due Field Be a Credit?
  22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
  23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
  24. How to Lock a Sales Order from Being Changed
  25. What Do I Do With "Invoice Printed But Not OK" Orders?
  26. Warn Users When Entering COP Orders for Items Below a Certain Margin
  27. Can Elliott Support Gift Cards or Gift Certificates?
  28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
  29. Received Message "Must Run COP Setup First"
  30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
  31. Restrict User from Changing Price in COP Line Item Screen
  32. How to Determine Who Receives Shipping Confirmation Email
  33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
  34. Feature - Print Outstanding Transfers Through Invoice Edit List
  35. Feature - Date Used to Determine Price When Adding Item to Existing Order
  36. Feature - Order Release Time by Warehouse Location
  37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
  38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
  39. Feature - Order Release Log File
  40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
  41. Feature - Receive COP Transfer Order Event
  42. Feature - Location Mask Added To Label File Name
  43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
  44. Feature - Added Customer Type to Invoice Print Programs
  45. Feature - Order Acknowledgment Email Contacts
  46. How to Correct Wrong Invoice Date Once It is Posted
  47. Feature - Show Previous Qty OH in Newly Receive Inquiry
  48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
  49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
  50. CP07S1 Customer Order Processing Backorder Audit Trail Report
  51. CP0102 Customer Order Processing Copy Order
  52. CP0308S1 Customer Order Processing Purge Invoice History
  53. CP0400M Customer Order Processing Order Inquiry
  54. CP0400V Customer Order Processing Void Invoice
  55. CP0406 Customer Order Processing Freight Calculation Inquiry
  56. CP0500 Customer Order Processing Sales History Processing
  57. CP0501 Customer Order Processing Sales History Trx Processing
  58. CP0502 Customer Order Processing Post/Purge Sales History Trx
  59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
  60. CP0300 Customer Order Processing Order Billing
  61. CP0503 Customer Order Processing Sales History Reports
  62. CP0504 Customer Order Processing Sales Analysis Reports
  63. CP0507 Customer Order Processing Sales History Period File Maintenance
  64. CP0600 Customer Order Processing Order Status Reports
  65. CP0800 Customer Order Processing COP Setup
  66. CP0701 Customer Order Processing Fill Backorders
  67. CP0901 Customer Order Processing Price Code File Maintenance
  68. CP1001 Customer Order Processing Ship-To File Maintenance
  69. CP01012 Customer Order Processing Newly Received Item Inquiry
  70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
  71. CP1200 Customer Order Processing Mass Price Change
  72. CP1400 Customer Order Processing Price List Report
  73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
  74. CP1700 Customer Order Processing Invoice History Inquiry
  75. CP1720 Customer Order Processing Invoice History Report
  76. CP1725S Customer Order Processing Print Duplicate Invoice
  77. CP1800S1 Customer Order Processing Purge Line Item Audit
  78. CP1900 Customer Order Processing Line Item Auditing Inquiry
  79. CP1920 Customer Order Processing Line Item Auditing Report
  80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
  81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
  82. CPCNLORD Customer Order Processing Cancel Order
  83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
  84. CPCONMNT Customer Order Processing Contract Pricing
  85. CPCUSITM Customer Order Processing Customer Item File Maintenance
  86. CPCWLPSN Customer Order Processing Purge Customer Wish List
  87. CPCWLSCN Customer Order Processing Customer Wish List Report
  88. CPEXPMNU Customer Order Processing Sales Order Export
  89. CPFUTMNU Customer Order Processing Future Price File Maintenance
  90. CPIMPMNU Customer Order Processing Sales Order Input
  91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
  92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
  93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
  94. CPPAYSCN Customer Order Processing Payment History Report
  95. CPPICMNU Customer Order Processing Pickup Processing
  96. CPPORGSN Customer Order Processing Generate P/O Reference
  97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
  98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
  99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
  100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
  101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
  102. CPRECMNU Customer Order Processing Recurring Order Processing
  103. CPRESORD Customer Order Processing Release Held Orders
  104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
  105. CPROIMNU Customer Order Processing Recurring Order Inquiry
  106. CPSBMENU Customer Order Processing Shipment Confirmation
  107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
  108. Feature - ACH Warning When Changing Order Terms
  109. CPSLSDSK Customer Order Processing Sales Desk
  110. CPFRMMNT Customer Order Processing Invoice Form Setup
  111. Feature - Transfer Qty On Order Status Reports
  112. Feature - Shipping Verification Item Event
  113. Why Does the Sales Order Date Not Match the Entered Date?
  114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
  115. Feature - Purge WMS Staging Batches
  116. Feature - Sales Order Import Line Item Event
  117. SCLAYOUT Sales Desk Change Customer Data Window
  118. SDLAYOUT Sales Desk Screen Layout
  119. XCP0352 Customer Order Processing Print Invoices
  120. Global Setup for Invoice Printing Time Release Flags
  121. Feature - Order Ship Status Auditing Report
  122. Feature - Check for Duplicate PO During Sales Order Import
  123. Feature - Print Staging Slip by Range Selection of Bin Numbers
  124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
  125. My Users Are Not Able to Void COP Invoice After Elliott Update
  126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
  127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
  128. Close Transfer Order Requires Resetting ATP and Qty. on Order
  129. Feature-Change EDI Flag in Order Entry
  130. Feature - Control Packing List Print Depending on Work Order Creation
  131. Feature - Sales Promotion Desk
  132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
  133. Feature - Stock Analysis Processing
  134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
  135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
  136. Security Flag to Allow User to Change COP Incomplete Order to Complete
  137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
  138. Feature - Ability to Change EDI Import Path
  139. Feature - Two-Location Support In Sales Desk
  140. Feature - Print Packing List by Box Number
  141. What Do the Statuses Mean on the Order Inquiry Screen?
  142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
  143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
  144. Feature - Auto Release Held Order Utility
  145. What Other Programs Can Update Order Date Picked Field?
  146. Feature - Added "Put Away Slip" Section to Staging Slip
  147. Feature - COP Custom Product Structure to Show Price & Cost
  148. Feature - Not Allowing All Customers When Printing Pick Ticket
  149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
  150. Feature - Add First Line Bin Number Sort to Picking Ticket
  151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
  152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
  153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
  154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
  155. How to Export Price Codes to CSV File
  156. How to Create Credit Memo from Invoice History
  157. Feature - Drop Ship Enhancement
  158. Feature - Negative Discount Percent Support
  159. Automatically Create Invoice History Summary by Date Through Defer Processing
  160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
  161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
  162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
  163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
  164. Feature - Shipment Data Update Event
  165. Feature - Override or Filter Invoice Form Number
  166. Feature - Create ASN Label Records in Order Inquiry
  167. Feature - Print One Invoice with Form Selection
  168. Laser Form Templates Are Missing When Printing Duplicate Invoice
  169. Change - Shipping Verification Box Edit Serial Numbers
  170. Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
  171. Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
  172. Feature - Add Order Date and Product Category Options for Staging Slip
  173. Feature - Add Product Category Selection to Line Item Audit by Date Screen
  174. Feature - Add Customer Change Option to Order Entry
  175. Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
  176. How to Print Pick Ticket Default to Proper Destination by Location
  177. Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
  178. Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
  179. Feature - Print Total Number of Cases on Packing List
  180. Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
  181. Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
  182. Feature - Add Wish List Access to Order Entry Line Item Search
  183. Feature - Add Printing by First Line Bin to DYO Packing List
  184. Feature - Allow Invoice History Inquiry to Drill Down to Order Inquiry
  185. Feature - Added Parameters to Mass Billing by Range Criteria
  186. Feature - Added Global Setup Field "Print Total Weight On Packing Slip?"
  187. Feature - Convert F4=Custom Prod Stru Window's Components to Regular Line Items
  188. Feature - Add Serial Number to Mass Billing CSV Import
  189. Change - Price Recalculation When Quantity Changes
  190. Feature - Password Protect Erase Shipment Option in Shipping Verification
  191. Feature - Validate PO Number for EDI Orders
  192. Legend for SCN Column in Order Inquiry Shipment Verification Window
  193. Feature - Add Drill Down to Invoice When Searching Invoices by Customer
  194. Feature - PO Number Validation for EDI Customers
  195. Feature - Order Salesman Change Event
  196. Can I Get Alert When Sales Order Ship Date Is Changed?
  197. Feature - Sales Order Import Error Directory Support
  198. How to Fix COP Lock File Error When Printing Invoice
  199. Feature - Print Pick Ticket by Ship-To State
  200. Feature - Checking Restrictive Attribute for Bill to Customer
  201. How to Skip Range of Orders in COP Order Inquiry
  202. Feature - Override Ship-To Cross Reference When Exporting EDI 810 (Invoice) from History
  203. Feature - Order Inquiry Pick Date Status Notation
  204. Feature - Add "Only Release PT-C Orders ?" to Release Held Orders
  205. Feature - Invoice History Printing with Currency Conversion
  206. Feature - Add "F2 = System Date - 1" to Release Held Orders
  207. Feature - New Default Options for Line Item Request Date Cutoff
  208. Feature - Order Inquiry Revision Drill Down
  209. Feature - Erase Order Header Job Number When Convert Quote to Order
  210. Feature - Move Successful Order Import Files to Separate Directory
  211. Feature - COP Transfer Order - Skip Transfer If Transit Days Equal Zero
  212. Feature - Show Collect/Prepaid On Customer Information Screen In Sales Desk
  213. Feature - Support Bill Of Lading Shipping Label by Item Sequence
  214. Feature - Move Successful Mass Billing Import Files to Separate Directory
  215. Feature - Sales Order Import to Support Turnaround Exporting of Order Immediately
  216. Feature - BOL PRO Number Requirements for Printing and Completion
  217. Print Pick Ticket Gradual Slowdown Over the Years
  218. Feature - Trigger an Event When Printing Duplicate Posted Invoices
  219. Feature - Add SHIP-TO-XREF-NO-2 Field for EDI Processing
  220. Feature - Add VICS BOL Confirmation Number to Shipment Tracking Note
  221. Feature - Support Lower Case Purchase Order Numbers
  222. How Is Number of Boxes (Cartons) in an Order Calculated in Elliott?
  223. Feature - Shipment Verification For Pallet or Box
  224. Feature - Skip Box Data Collection Screen
  225. Feature - Sales Order Import Request Date Warning
  226. Feature - Sales Order Import ATP Quantity Warning
  227. Feature - Change Customer Data Option in Release Held Orders
  228. Feature - Sales Order Import Not To Warn If Request/Promise Date > ??? Days
  229. Support FFL Number & Expiration Date with Ship-To CSV Import Utility
  230. Post Kit Components Behavior
  231. Sales Order Import Interrupt Error Message
  232. Feature - Prompt Password in WMS/Shipment Verification When Wrong Item or Over Shipment Happens
  233. Feature - Prevent Drill Down Newly Received Item Inquiry from Sales Desk If User Does Not Have Menu Access
  234. Feature - Only Show Active Items in Newly Received Item Inquiry
  235. Issues Creating PO Requisitions After Running Out Of Order Numbers
  236. Feature - Export Serial Number with ASN (Advanced Shipping Notice / 856)
  237. Feature - Print Item Notes on Staging Slip
  238. What Are the Possible Values for the COP Order Release Flag?
  239. Feature - Added the Ability to Create an Event in COP Void Invoice
  240. Feature - Added Global Setup Field to Allow Ship-To Salesman Default to Spaces
  241. Feature - Add Update to Item Audit File When Running Future Price Posting
  242. Feature - Add Support for Import of Shipment Tracking Number for Sales Order Through CSV File
  243. Feature - Print Pick Tickets Using a Ship Via Group
  244. Feature - Sales Desk Trial Lock Logic to Prevent Locking Storm
  245. Feature - Prompt Addr & Phone in Order Ack and Email
  246. Feature - Customer File "Backorder OK?" to Add "A" (Always) Option

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