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 clicking Clear Sales Promotions command.
It is possible to analyze the result of the calculation in more detail by
clicking Calculate and View Sales Promotions command.
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 customers 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 on 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 clicking Clear Sales Promotions command, all the negative charge
lines will be removed from the tab.