Coupon Code
How to use Coupon Code in Pricing & Promotions: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain price lists, item prices and applicable rules. Check currency, validity dates, quantity breaks and the selling or buying context. Verify a representative quotation before using a pricing change in live work.
This page is a record page in Sales & Marketing → Pricing & Promotions. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Coupon Name, Coupon Type.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Coupon Code from Sales & Marketing → Pricing & Promotions, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Coupon Namecoupon_name | Data Required | e.g. "Summer Holiday 2019 Offer 20" |
Coupon Typecoupon_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Coupon Codecoupon_code | Data Optional | unique e.g. SAVE20 To be used to get discount |
From External Ecomm Platformfrom_external_ecomm_platform | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Pricing Rulepricing_rule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Pricing Rule |
Valid Fromvalid_from | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Valid Up Tovalid_upto | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Maximum Usemaximum_use | Int Optional | Enter a whole-number value. |
Usedused | Int Optional · Read-only | Enter a whole-number value. |
Coupon Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Coupon Code |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.