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Before you create coupons, you set up the app once. In the Coupon Codes Setup you define which account value coupons are posted to and how coupons are inserted as lines into sales quotes and sales orders.

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Quick start via assistant

For the initial start there is the dynamic commerce Coupon Codes setup assistant (accessible via Search). It guides you step by step through the basic setup and, if desired, directly creates a first coupon:
  • Discount coupon: You enter coupon code, coupon type (e.g. amount) and value. Discount coupons can be redeemed multiple times.
  • Value coupon: You enter coupon code and value. A value coupon can be redeemed across several orders until the amount is used up.
  • Posting settings: Afterwards you specify the posting accounts, the posting type and the VAT identifiers (the same fields as described below).
You can change all settings from the assistant later at any time in the Coupon Codes Setup. You then create additional coupons manually or have coupon codes generated automatically.

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Open the setup

Open the Coupon Codes Setup page via Search. The fields are organized into the General and Posting sections.

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General

1

Define posting accounts

  • Coupon Posting Account No.: The G/L account to which value coupons are posted.
  • Coupon Posting Account No. 2 and No. 3: Optional deviating accounts, in case posting should be made to a different account per VAT type. They belong to the VAT identifiers 2 and 3 in the Posting section.
2

Select journal

  • Coupon Journal Template: The journal template through which value coupons are posted.
  • Coupon Journal Batch: The journal batch name within this template.
3

Define split by VAT

Using the Split value coupon redemption by VAT toggle you control whether the redemption of a value coupon in the order is split across the VAT types. When it is active, the redeemed amount is distributed to the appropriate tax rates based on the VAT identifiers.

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Posting

1

Define posting type

In the Coupon Posting Type field you determine how a coupon is inserted as a line into the order. The options are G/L Account, Resource, Item and Charge (Item).
The posting type controls from which table the sales number (Sales No.) must originate that you specify in the following fields.
2

Specify sales number for discount coupons

In the Sales No. Discount Coupons field you enter the number with which a discount coupon is inserted into the order. It must match the selected posting type.
3

Assign VAT identifiers

In the VAT Identifier 1, VAT Identifier 2 and VAT Identifier 3 fields you specify three VAT product posting groups for the three VAT types, for example standard rate (19%), reduced rate (7%) and without VAT.Based on these identifiers, the app splits the coupon amount in the order across the appropriate tax rates.
4

Specify sales number per VAT identifier

In addition, you can define a separate sales number per VAT type: Sales No. Discount Coupons VAT Identifier 1, … 2 and … 3. This way the split coupon amount is posted with the correct number in each case.
Each Sales No. must match the configured posting type and must actually exist in the associated table (e.g. chart of accounts, resources, items or item charges). Otherwise the coupon cannot be inserted correctly into the order.
The app is set up. Next, you create a Coupon Code.

Create Coupon Codes

Create a new Coupon Code and define the value type.

Generate coupon lines

Generate coupon lines automatically with prefix, suffix and conditions.