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Can you please help me understand on how I can shift my status on Campaigns from Planned to Active?

 

 

 

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Best answer by Xavier Fernando 5 May 2021, 03:11

 

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

 

 

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Userlevel 7
Badge +11

 

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

 

 

Userlevel 1
Badge +1

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

 

Userlevel 7
Badge +11

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 ?

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