Promotions Configuration Overview

This article summarizes all the configuration possibilities for Promotions.

Logics

Using logics you can implement all the calculations of prices and conditions you need.

• Contract Item Logic – Creates input fields and calculates the results. This is a mandatory logic for promotions calculation.

• Contract Header logic – Prepares header inputs and calculates promotion contract overall summaries. This is optional.

• New Condition Type Picker Filter Logic

• Contract Entitlement Filter – Limits access to the document detail screen.

Configuration

The pre-configured header types of promotions are stored in:

• Configure header types for promotion agreements in Contract Header Type (CTHT)

• Configure types of promotion conditions in Contract Term Type (CTT)

• Configure the Price Record (PR) columns, into which the Contract Line Items will be converted after the agreement is approved

Advanced Configuration Options

There are many options, which can be set up in Configuration pages under Administration › Configuration and influence behavior of the application.

Values of those options are then stored in Advanced Configuration Options, which can be fetched to the project configuration files.

• Advanced Configuration Options (Contracts)

Feature Flags

Feature flags are settings in key-value form, which influences the application’s front-end behavior and appearance.

To change them, navigate to Administration › Feature Flags. Once modified, feature flags values are stored in advanced configuration option crm_config.

• Page Feature Flags (Promotions/Contracts) contains a list of feature flags related to Contracts.

Approval Workflow

Contract is an approvable document and it can have an approval workflow. For details see Approval Workflow Configuration Overview.

Access

You can configure access to:

• List of Promotion Contracts, via:

  • Assignment of user roles.

• Detail of Contract, via:

  • See User Group View/Edit

  • Contract Entitlement Filter logic

Interceptors

Interceptor is a mechanism developed mainly for integration of Unity UI with CRM systems. It allows the developer to enrich Unity UI with additional Javascript code which is called pre or post certain actions.