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
- A customer order or a sales quotation must be saved.
- No invoice has been created for the customer
order.
- The campaign needs to be in the Active
status.
- The currency of the campaign and the customer order or sales quotation
must be the same.
- The site of the customer order or the sales
quotation need to be included in the
target sites of the campaign.
- The customer should be included in target customer
of the campaign.
- The order line should not be previously connected
to another overlapping sales promotion deal.
- The entered order lines should fulfill the Buy conditions
specified in sales promotion. Note that order lines with net price, the
items not charged, exchanged or self-billed are excluded.
- The entered order lines should fulfill the Get conditions
specified in sales promotion. Note that order lines with net price, the
items not charged, exchanged or self-billed are excluded.
- Customer must benefit from the sales promotion
i.e. the special price must be better than the customer's normal price.
- All lines connected to sales promotion should have
the same tax condition.
System Effects
- As a result of this activity, calculation of possible sales promotions are performed accordingly and negative
charge lines will be added in the
Charges tab. Unutilized deals are
notified if the deal is defined to do this in the basic data of the sales
promotion deal.
- If you have opted to clear the sales promotions
from the customer order by selecting Clear Sales Promotions from the
right-mouse button option, all the negative charge lines will be removed
from the tab.
Window
Customer Order
Sales Quotation
Related Window Descriptions
Customer Order
Customer Order/Charges
Sales Quotation
Sales Quotation/Charges
Procedure
To calculate sales promotions:
- Open the Customer Order
or Sales Quotation window
and query for the required.
- Right-click in the header area, point to Sales
Promotions, and then click Calculate Sales Promotions.
- 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:
- Open the Customer Order
or Sales Quotation window
and query for the required.
- Right-click in the header area, point to Sales
Promotions, and then click Clear Sales Promotions.
- Click the Charges tab, and check if the negative charge lines are removed.