Calculate Sales Promotion

Explanation

This activity is used to manually include the calculations of the sales promotion either in a customer order or in a sales quotation. Generally the sales promotions are calculated at the release, i.e., when the header status is raised to Released.

It is also possible to clear the connected sales promotions to a particular customer order or sales quotation by right-clicking and then clicking Clear Sales Promotions.

It is possible to analyze the result of the calculation in more detail by right-clicking and then clicking Calculate and View Sales Promotions.

Note that the contribution margin for the entire customer order is not affected by charges. This means that the sales promotion charges are not reflected in the contribution margin. Also note that sales promotion charges calculated in the sales quotation are not carried on to the customer order when customer orders are created from sales quotations. The sales promotion charges have to be applied to the created customer order afterwards.

Prerequisites

System Effects

Window

Customer Order
Sales Quotation

Related Window Descriptions

Customer Order
Customer Order/Charges
Sales Quotation
Sales Quotation/Charges

Procedure

To calculate sales promotions:

  1. Open the Customer Order or Sales Quotation window and query for the required.
  2. Right-click in the header area, point to Sales Promotions, and then click Calculate Sales Promotions.
  3. Click the Charges tab, and check for the negative charge lines. You can analyze the result of the calculation by right-clicking in the header area, pointing to Sales Promotions, and then clicking Calculate and View Sales Promotions.

To clear sales promotions:

  1. Open the Customer Order or Sales Quotation window and query for the required.
  2. Right-click in the header area, point to Sales Promotions, and then click Clear Sales Promotions.
  3. Click the Charges tab, and check if the negative charge lines are removed.