Description: These instructions will show you how to enter a deal template using F14=Entry template in the K3S_5040 screen. A deal template needs to be created for all types of deals your company would like to use in K3S. Deal templates can be created at the Company, Buy group, or Supplier level. 1. Start at the Main Menu and choose option 3. Deals and press Enter. 2. You are now on the K3S_5040 screen as shown below. Press F14=Entry template to get to the entry template screen.  3. You are now on the K3S_5030 screen. Locate the Template type field and press F4=Prompt on this field to get a window with your available options. You will see that you can enter a Buy group, Company, or Supplier template. Use 1=Select and press Enter to pick the type of template you would like to make. Example: In the screen below we are going to make a Buy group template.  4. After selecting the type of template you would like to create, utilize the Buy group or Supplier field to enter the number of the Buy group or Supplier you are creating the template for and press Enter. If you are creating a Company template, move on to the next step. Example: See in the screen below that we are creating a template for Buy group 02.  5. Now it is time to add the different deal formats to your template. Press F6=Add and you will see that you are in Add mode at the bottom of the screen.  6. The first field is for a Sequence number that will be sequentially assigned by the system.
7. The next field is for Deal allowance type. Press F4=Prompt on this field and a window like the one below will appear with your available choices. Use 1=Select and press Enter to pick a Deal allowance type. Example: We will select deal allowance type PR for Promotional.  8. After selecting your Deal allowance type, another window will automatically appear for you to pick Deal factor type. Use 1=Select and press Enter to choose the Deal allowance type. Example: We will choose type D for Dollar difference.  9. After selecting your Deal factor type, another window will automatically appear for you to pick the Deal application type. Use 1=Select and press Enter to choose the Deal application type. Example: We will choose type O for Off invoice.  10. After selecting the Deal application type you will return back to the K3S_5030 screen and the Deal format you just added will now be appearing. See example in the screen below.  11. You can continue to press F6=Add to add more Deal formats or press F3=Exit to return to the Main Menu. |
|
|
How to Enter a Deal Template |