v7 FreeBalance Help

The Promotion Reason screen holds the promotion rationales (reasons).

To CREATE a Promotion Reason, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Promotion Reason information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, as required.

• Code: Unique identification code of the Promotion Reason

4.   Click the Active and Policy Based checkboxes, as required.

• Active: By default, this field is true (ie. checkmarked). When false (unchecked), this rationale is not available for usage anymore
• Policy Based: By default, this field is false (unchecked). User will checkmark this field when creating a reason for the automatic promotions

5.   Select the Language from the drop-down menu.

• Language: Language used

6.   Enter the Title.

• Title: Name of the rationale (e.g. Temporary replacement, Seniority based promotion, etc.). A reserved value will be "Policy Based Promotion"

7.   Enter the Description.

• Description: Description of the rationale, if required

8.   Click on the Save icon  at the bottom of the Promotion Reason to save your new Promotion Reason information. A window will appear to confirm.