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 Chargestab. 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.