Field reference
Promotional Scheme
How to use Promotional Scheme 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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Apply On, Company.
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 Promotional Scheme 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.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- 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 |
|---|---|---|
Apply Onapply_on | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Disabledisable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Pricing Rule Item Codeitems | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Item Code |
Pricing Rule Item Groupitem_groups | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Item Group |
Pricing Rule Brandbrands | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Pricing Rule Brand |
Mixed Conditionsmixed_conditions | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Cumulativeis_cumulative | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Rule On Otherapply_rule_on_other | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Item Codeother_item_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Groupother_item_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
Brandother_brand | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Brand |
Sellingselling | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Buyingbuying | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Applicable Forapplicable_for | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Customer Item |
Customer Groupcustomer_group | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Customer Group Item |
Territoryterritory | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Territory Item |
Sales Partnersales_partner | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Sales Partner Item |
Campaigncampaign | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Campaign Item |
Suppliersupplier | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Supplier Item |
Supplier Groupsupplier_group | Table MultiSelect Optional | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Supplier Group Item |
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. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Promotional Scheme Price Discountprice_discount_slabs | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Promotional Scheme Price Discount |
Promotional Scheme Product Discountproduct_discount_slabs | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Promotional Scheme Product Discount |
Child tables
Pricing Rule Item Code — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Pricing Rule Item Group — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Groupitem_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item Group |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Pricing Rule Brand — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Brandbrand | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Brand |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Customer — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
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 |
Customer Group — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Customer Groupcustomer_group | 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 Group |
Territory — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Sales Partner — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Sales Partnersales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Campaign — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Campaigncampaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Supplier — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Group — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Supplier Groupsupplier_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier Group |
Promotional Scheme Price Discount — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Disabledisable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Multiple Pricing Rulesapply_multiple_pricing_rules | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Rule Descriptionrule_description | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Min Qtymin_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Max Qtymax_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Min Amountmin_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Max Amountmax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount Typerate_or_discount | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Raterate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount Amountdiscount_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Discount Percentagediscount_percentage | Float Optional | Enter a numeric value using the required unit and precision. |
For Price Listfor_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Threshold for Suggestionthreshold_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Validate Applied Rulevalidate_applied_rule | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Prioritypriority | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Apply Discount on Rateapply_discount_on_rate | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Promotional Scheme Product Discount — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Disabledisable | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Apply Multiple Pricing Rulesapply_multiple_pricing_rules | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Rule Descriptionrule_description | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Min Qtymin_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Max Qtymax_qty | Float Optional | Enter a numeric value using the required unit and precision. |
Min Amountmin_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Max Amountmax_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Same Itemsame_item | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Item Codefree_item | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Qtyfree_qty | Float Optional | Enter a numeric value using the required unit and precision. |
UOMfree_item_uom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Ratefree_item_rate | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Round Free Qtyround_free_qty | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Warehousewarehouse | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Warehouse |
Threshold for Suggestionthreshold_percentage | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
Prioritypriority | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Is Recursiveis_recursive | Check Optional | Discounts to be applied in sequential ranges like buy 1 get 1, buy 2 get 2, buy 3 get 3 and so on |
Recurse Every (As Per Transaction UOM)recurse_for | Float Optional | Give free item for every N quantity |
Apply Recursion Over (As Per Transaction UOM)apply_recursion_over | Float Optional | Qty for which recursion isn't applicable. |
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.