Managing Coupons Paige Freeman May 17, 2023 13:37 Updated Coupons provide a way for an organization to convey a benefit of specific value that can be used when paying for the purchase of a product. Like discounts, coupons reduce the cost of a purchase. Coupons can be defined to reduce the cost of a product purchase by a specific amount, by a percentage of either an order line or an entire order, or can be defined at the time of order. From the Coupon Maintenance screen, you can create a new coupon, edit a coupon, view coupon usage, and view coupon linked products. To access the Coupon Maintenance screen: From the left navigation, select Manage Coupons from the Orders menu.ORFrom the Orders Central page, select Manage Coupons. The Coupon Maintenance screen displays as shown below: Create a New Coupon To create a new coupon: From the Coupon Maintenance screen, select New Coupon. The Add New Coupon screen displays, as shown below. From the Coupon Information section: Enter or edit the Coupon ID, if necessary. Select the Coupon Type. Enter the Description. Select the Value Rule. Depending on the Value Rule selected, enter the Percent or Amount. Select the Valid From date. Select the Valid Through date, if necessary. Select the Status. Select the Order Scope Rule.If you set the Qualifies for Free Shipping toggle to "Yes", this must be set to "Entire Order Coupon". Search for and select the Discount Account. Search for and select the Deferred Discount Account. By default, the Combine with Discounts toggle is set to "Yes".If this coupon cannot be combined with other discounts, switch the toggle to "No". Set the Qualifies for Free Shipping toggle to "Yes", if necessary.If you set the Qualifies for Free Shipping toggle to "Yes", search for the Free Shipping Rule to select the appropriate free shipping rule. From the Expiration Rules section: Select the Expiration Rule from the drop-down. If you selected "Generic" as the Coupon Type in the Coupon Information section, enter the Expiration Count. If you selected "Customer Specified" as the Coupon Type in the Coupon Information section, select a specific Expiration Date from the drop-down. From the Coupon Rules section: Select the Coupon Scope Rule from the drop-down. Select the Subsystem from the drop-down. Select the Product Type from the drop-down. Search for and select the appropriate Parent Product associated with the coupon rules. Search for and select the appropriate Product Code associated with the coupon rules. If necessary, set the Members Only toggle to "Yes". From the Special Instructions section: Enter any Instructions, if necessary. Click Save. Screen Element Description Coupon ID Text box. The coupon number assigned by the system. However, you can change this number according to your preferences. The coupons are established for the customer through the purchase of a product or some other process that might assign a coupon to a customer. Only the customer in possession of the coupon can use it once. Coupon Type Drop-down. The type of coupon. Values: Generic (default). General coupons can be used by anyone referencing the coupon number in an order. Customer Specified. These coupons are established for the customer through the purchase of a product or some other process that might assign a coupon to a customer. Only a customer with this coupon can use the coupon. The customer can use the coupon only once. Values in the drop-down are populated based on the fixed codes defined for the CPN "COUPON_TYPE" system type. Description Text box. The description of the coupon. If this coupon is a customer specified coupon that is linked to a product, it is recommended that you include the actual coupon code in the description of the coupon so that the customer can copy the coupon code from the invoice to be used for a purchase on the web. Value Rule Drop-down. Coupon is for some percentage of discount (default). This means that the coupon is valid for some percentage of discount. Coupon is for specific amount. This means that the coupon is valid for a specific amount. This is only allowed when the Order Scope Rule field is set to "LINE". CSR will make any price adjustment manually. This means that the CSR will make any price adjustment based on information in the “Instructions” section. Values in the drop-down are populated based on the fixed codes defined for the CPN "VALUE_RULE" system type. Percent Text box. The percentage off the cost of the product this coupon allows. This value is only needed if “Coupon is for some percentage of discount” is selected as the Value Rule. Max value: 100.000. Min value: 0. Negative numbers are not allowed. This value is only needed if “Percentage” is selected as the Value Rule. Amount Text box. The amount off the cost of the product this coupon allows. This value is only needed if "Coupon is for Specific Amount" is selected as the Value Rule. Max value: 99999999.99. Min value: 0. Negative numbers are not allowed. This value is only needed if “Amount” is selected as the Value Rule. Valid From Drop-down. The date the coupon goes into effect. This date must be less than or equal to the Valid Through date. Valid Through Drop-down. The late date the coupon is valid. This date must be greater than or equal to the Valid From date. Status Drop-down. Displays the status of the coupon. For example, active, expired, etc. Values in the drop-down are populated based on the fixed codes defined for the CPN "COUPON_STATUS" system type. Order Scope Rule Drop-down. This indicates whether the coupon is applicable to the entire order or to an order line item. Values in the drop-down are populated based on the fixed codes defined for the CPN "ORDER_SCOPE_RULE" system type. If you checked the "Qualifies for Free Shipping" checkbox, this must be set to "Entire Order Coupon". Discount Account Search field. The account to which the coupon amount will be applied. Validations – The account must be active and must have an Account Class Code of "R" or "X". Deferred Discount Account Search field. The GL account to be used for deferred coupon expense (or revenue). If the GL account selected here is the same as the coupon discount account, the coupon expense (or revenue reduction) will not be deferred. Validations – The account must be active and must have an Account Class Code of "R", "X" or "L". To support this functionality, the CPNDISC and DEFCPNDS codes were added to the FAR "TXN_FUNCTION" system type. Combine with Discounts Toggle. This indicates that the coupon can be combined with other discounts. Please note that discounts get applied first. Qualifies for Free Shipping Toggle. Identifies that, if this coupon is applied to an order line, the order qualifies for free shipping. Only order-level coupons can be qualified for free shipping, regardless of the Value Rule selected. Free Shipping Rule Search field. User can link a free shipping definition to the coupon code, if desired. Expiration Rules Expiration Rule Drop-down. This indicates the pattern in which the coupon expires. This field is only available if the Coupon Type is Customer Specified. Values in the drop-down are populated based on the non-fixed codes defined for the CPN "EXPIRATION_RULE" system type. Expiration Count Text box. This controls how long the coupon is valid for customer use. This is enabled only for customer-specific coupons. Generic coupons are controlled specifically by the effective end date. It is used to set the CUS_Coupon table’s expiration date when a product is purchased or otherwise specifically granted to the customer. Valid values: Specific date (default). This means that the coupon will expire on a specific date. When selected, it will default the Expiration Date to the effective end date. However, this can be changed. Days. This indicates that the expiration number will indicate the number of days after the purchase that the coupon can be used. Months. This indicates the number of months after the purchase that the coupon can be used. Years. This indicates the number of years after the purchase that the coupon can be used. Expiration Date Drop-down. The specific date on which the coupons should expire. Coupon Rules Coupon Scope Rule Drop-down. This indicates the scope of the coupon. If you use Expiration Rule code as the unit of measure, you can determine the expiration date of a coupon. This is enabled if expiration rule code in [days, months, years]. Values: Subsystem. This enables the Subsystem field and makes it required. Disables Product_Type, Parent_Product, Product_Code. Product. This enables the Parent_Product and Product_Code and makes them required. Disables Subsystem and Product_Type. Product_Type. This enables the Subsystem and Parent_Product and makes them required. Disables Product_Type and Product_Code. Parent_Product. This enables the Parent_Product and makes it required. It also enables Product_Type but does not make it required. Disables Subsystem, Product_Code. Open. This disables Subsystem, Product_Type, Parent_Product, Product_Type. Values in the drop-down are populated based on the fixed codes defined for the CPN "COUPON_SCOPE_RULE" system type. Subsystem Drop-down. This indicates which subsystem the coupon is valid for. Product Type Drop-down. After selecting a subsystem, this indicates the product the coupon applies to. Parent Product Search field. Allows you to select the Parent Product to which the coupon applies. You must first select a subsystem for this field to be active. Product Code Search field. Allows you to select a product that falls under the Parent Product. Members Only Toggle. This indicates that the coupon is only valid for members. Special Instructions Instructions Text box. When “None” is selected as the Value Rule for the coupon, CSRs can make price adjustments and record the information here. Edit a Coupon To edit a coupon: From the Coupon Maintenance screen, click the edit pencil icon in the grid next to the discount you would like to edit. The Edit Coupon screen displays, as shown below. View Coupon Usage From the Coupon Usage screen, you can view information about the coupon, such as when it was used, the order number associated with the coupon, and the subsystem the coupon was used for. To view coupon usage: From the Coupon Maintenance screen, click the additional options menu in the grid next to the discount you would like view linked products for, then select Coupon Usage. The Coupon Usage screen displays, as shown below. View and Add Coupon Linked Products The coupon Linked Products screen is used to link a coupon to a product. It controls what coupons are earned by the customer with the purchase of a product. If the coupon is customer-specific, then when the product is ordered, that coupon will be stored with the customer in the CUS_Coupon table for specific use later. The link is recorded in the Product_Coupon table. To view and add linked products for a coupon: From the Coupon Maintenance screen, click the additional options menu in the grid next to the discount you would like view linked products for, then select Linked Products.. The Linked Products screen displays, as shown below. To add a new linked product, select New Linked Product. The Link Products to Coupon screen displays. Search for the product you would like to link to the discount, then select Add. Once you have selected your products, click the Link Products button to link the products to the coupon.