Question

Customer Agreement Discount vs Promotion

  • 12 October 2021
  • 9 replies
  • 319 views

Userlevel 3
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Our customer use “Customer Agreement” with a “Deal per Sales Group” discount.

 

When setting up a “Promotion” in the “Campaign” routine (“Buy 3, pay for 2”) the Promotion kicks in, but the customer also get the “Deal per Sales Group” discount.from the “Customer Agreement” which gives the customer double discounts.

Any ideas on how to avoid the “Deal per Sales Group” discount.from Agreemnet when setting up a Promotion ? 


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9 replies

Userlevel 6
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Hi @Magnus Svensson, have you checked “Ignore if Lower Price/Higher Discounts Found” box in your Campaign?

 

 

 

Userlevel 3
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Yes - it is ticked in !

Userlevel 6
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Can you please try again unchecking it?

Userlevel 7
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Do you have multiple campaigns with overlapping periods?

If multiple campaigns are created with overlapping periods the Ignore If Lower Price/Higher Discount Found check box will not be considered within the same price source. Here the user should specify a Priority in Campaign header. The Ignore If Lower Price/Higher Discount Found check box is only considered when comparing prices and discounts between 2 price sources. e.g. customer agreement and campaign.

Userlevel 7
Badge +15

What is your discount setting on your Site Record, Single or Multiple Discounts?

The discount on customer order line is selected depending on the data entered. It is possible to apply either a single discount or multiple discounts and this is decided in the site entry.

 Ignore Campaign if Lower Price/Higher Discount Found

In some instances, when a campaign is ongoing, there could be customer agreements connected to a customer which provides a better discount for the customer, in comparison with the campaign. The Ignore If Lower Price/Higher Discount Found check box in the Campaign/General tab enables the user to control the above condition.

With Multiple Discount strategy, if this check box is selected, when searching for one further discount source for assortments in the ‘stand-alone discount’ priority ladder, the system will search next discount source for a higher discount value in comparison with the campaign.
 

With Single Discount strategy, if this check box is selected, when searching for next discount source for assortments (if required) in the discount priority ladder, the system will search next discount source for a higher discount in comparison with the campaign.

Userlevel 3
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1 Have tried with “Ignore If Lower Price/Higher Discount Found” ticked in/empty. No difference.

2 Customer will use “Single Discount” but have tried “Multiple Discount” and no difference

3 No double Campaigns/Promotions for the part/customer

Userlevel 6
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Hi @Magnus Svensson, I believe then we need to investigate this further. Sometimes this could be a bug regarding Sales Promotion. Could you please send a Support case?

Userlevel 3
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Have created G2292996 (Customer Agreement Discount vs Promotion)

Userlevel 7
Badge +15

Per Case# G2292996: Please note that there seems to be some wrong assumption here. Sales Promotions have no impact on price and discount retrieval. It is purely an incentive for the customer to buy more.

It is only if you have data entered in the Sales Part or Assortments tab of a Campaign, that you have any impact in the price and discount retrieval, which also applies to the checkbox for Ignore if Lower Price/Higher Discount found.

In your case you have Single Discount defined on your site, which implies that only one discount can be retrieved. And the Price Source for your CO line is Sales Part, which implies that there can never be a discount retrieved from the Price Source itself, which otherwise is always the priority one to retrieve the discount from. Hence the system follows the priority ladder, and in this case, it retrieves the discount as stated in 3.2 as follows:

3.       From agreement**

3.1.    Discount per part without price

3.1.1.        Discount per part from customer agreement in customer hierarchy. (Hierarchy level upwards.)

3.2.    Discount per sales group or assortment node without price from Agreement (sales group or assortment is dependent on the usage of assortment field in agreement header)

The only way you can control whether an Agreement will be used on not on the CO line is by using the Exclude from Auto-pricing checkbox in the Customer Agreement. Then always you have to manually select the Agreement in the CO header for the discount to be considered for the CO line.

As per your example in your promotion the discount is only applicable to the get part and the price of the buying part is not mentioned in the campaign. Therefore, it is not added as per the price hierarchy.