Description:  Establish DLT Records - Deal Allowance Types

The K3S system comes pre-loaded with many different Deal Allowance Types.  However, your company may want to tailor these DLT
records to better fit your ERP system. Follow the steps below to establish DLT records for your company.


1)  From the K3S Main Menu take option 9. Operations, choose option 3. Table codes, then use option 1=Select on table code type DLT
Deal allowance types and press ENTER.                                                                        
                                                                               
You are now viewing a list of all the records within the DLT table code type. See example in the screen pictured below:



2)  Use option 4=Delete to delete all records in the list EXCEPT for the PI Price Increase record.

Once you are left with only the PI record in your list, press F6=Add to add your first Deal Allowance Type.
  
You will now be on an entry screen where you can enter your first Deal Allowance Type record. You will need to put the deal type code
into the Table Code Value field and a description into the Description 1 field. Once you have populated these fields, press ENTER to
add your Deal Allowance Type.

The screen pictured below shows a Deal Allowance Type record with value of OI for the allowance type of Off Invoice.

                                                                              
3)  When you are back to your listing of Table Code Records you will see your new Deal Allowance Type record appearing.  Continue
pressing F6=Add until you have added all necessary records for your company.

When you are done adding records, press F3=Exit to get back to the K3S Main Menu. 

Once you are at the Main Menu, take option 3. Deals. This will take you to the K3S_5040 screen as shown below. 


4)  Press F14=Entry template. This will take you to the K3S_5030 screen.

Change the Template Type to a ‘C’ for Company, clear the Buy Group field, and press ENTER. This will show all of your 'C' Company
deal template records. See example below:



5)  Use option 4=Remove on all of the existing records. Once there are no records for the 'C' Company template type, press F6=Add
and begin to add back the correct Company template entries (these entries should use the deal allowance type records you previously
entered).

       
Once you have added the appropriate records to the Company template, you are ready to call a program which will re-populate all
existing Buy Group templates with the new Company template.  To do this, enter this command (passing the company code parameter)
on a command line:

    CALL K3S_5035 PARM(&COMP)

(*Note that you will want to make sure all 'B' Buy group template types are cleared before calling K3S_5035)