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 View Calculated 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:

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 View Calculated 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.