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Status change

  • May 4, 2021
  • 3 replies
  • 209 views
U
Do Gooder (Customer)
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Can you please help me understand on how I can shift my status on Campaigns from Planned to Active?

 

 

 

Best answer by Xavier Fernando

 

Dear Urvakshh,

When sales campaign had all the basic data connected, such as parts , valid for site and valid for customer is connected , you will be able to see the “activate” option and then subsequently activate the campaign too.

 

At Aurena

 

At IEE

 

 

X
Asela Munasinghe

3 replies

X
Superhero (Employee)
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  • Xavier Fernando
  • Superhero (Employee)
  • Answer
  • May 5, 2021

 

Dear Urvakshh,

When sales campaign had all the basic data connected, such as parts , valid for site and valid for customer is connected , you will be able to see the “activate” option and then subsequently activate the campaign too.

 

At Aurena

 

At IEE

 

 

Vimukthi Mahakumbura
RanukaSerasinghe
U
U
Do Gooder (Customer)
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  • Urvakshh.Avari
  • Author
  • Do Gooder (Customer)
  • May 6, 2021

One more question, the proforma invoice is pulling 20 % discount on just one part instead of 50 % in the campaign.

 

Asela Munasinghe
X
Superhero (Employee)
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Dear Urvakshh,

It it bit strange, that Aurena client shows 50% and proforma invoice shows as 20%, as there Invoice print out should be inline with client values. Are you able to notice this issue more often or this is one time error ?

RanukaSerasinghe
Asela Munasinghe
D
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