Promotions

Promotions in AX

This chapter contains only AX Connector specific information related to the promotions configuration. The general information about the promotions configuration can be found here.

If a fixed amount type is selected the fixed discount amount should be configured. A value including VAT or value excluding VAT can be set depending on the customer's settings. The appropriate value is retrieved for the promotion discount:

• Set 'Value including VAT' - when the 'Prices incl. sales tax' setting of the customer is enabled;
• Set 'Value excluding VAT' - when the 'Prices incl. sales tax' setting of the customer is disabled.

To enable or disable the 'Prices incl. sales tax' setting the 'Customers' form ('Setup' tab) is used.

Important: if you use promotions and thus allow your customers to enter a promotion code in the shopping basket to get a discount, then one more option should be enabled on the products in Microsoft Dynamics AX. When a promotion code is entered in the shopping basket and it is valid it will give a discount on the total order amount of the shopping basket. To correctly apply the promotion code to the total order amount and calculate it, in Microsoft Dynamics AX on the product details form you should select the 'Total discount' check box. Select this check box to include the product when the total discount on the sales order is calculated. This option should be enabled for the products if promotions are used: The 'Total discount' Option

The promotion discount is saved in the sales header table and accessible from the sales orders (sales quotations) forms in the 'E-Commerce' tab.
The discount is calculated in the same way as the invoice discount and is added to the basic invoice discount amount.