Dynamic Promotions: Set Up Options

Epicor Eagle™ Dynamic Promotions users only.

Set Up Standard Dynamic Promotion Options

Before you begin using Dynamic Promotions, you must set up the options that control how the application will work in your store. Follow these steps:

1. Display the Options Configuration window.

2. Click ID. Using the list below, enter the ID number of the option and click OK. Click in the Current Value column, select the desired setting, and click Change. Repeat this process for all options in the list. For more information about a particular option in the list, click on its blue underlined text.

• ID# 1081 Dynamic Promotions on SystemSet this option to Yes to run Dynamic Promotions. You will need an MSY password to change the option. Epicor must set up this option so that you can use Dynamic Promotions. Epicor must set up this option so that you can use Dynamic Promotions

• ID# 9558 Dynamic Promotions – What price do qualifiers receive?This option determines if an item(s) which qualifies an item or group of items for dynamic promotion pricing, but which itself does not receive dynamic promotion pricing, should receive a discounted price. (Excluding sale priced items - see Note 1 below.)
  
  Choose from Retail Price, Posted Price, or Customer Price:
  Set to A to always sell the qualifier(s) at the Inventory Maintenance Retail Price.  
  Set to R for Retail Price unless on promotion. Select R if you do not want the qualifier to get any discounts. Set to C if you want the qualifier to receive the customer's standard price, but not any manual discount given during posting the item using <Disc>, or <Promo>, or <Cntrl O>.
  Set to P if you want the qualifier to receive the customer's standard price plus any manual discount given during posting using <Disc>, or <Promo>, or <Cntrl O>.
  
  For example, an item is set up for 'buy one, get one free' and its retail price is $3.99. This item is on the customer's CPP plan for a 10% discount, so their price is $3.59. If this option is set to R, the resulting sale will be one at $3.99 and the second free. If this option is set to P, the resulting sale will be one at $3.59 and the second free.
  
  The difference between P and C is whether or not a manual override survives. For example, a clerk may post a CPP covered item using <Disc> to give an additional 10% off. When this option is set to P, the resulting sale will be one at $3.23 and the second free. With C, the resulting sale will be one at $3.59 and the second free.
  
  Note:
  
  • When set to R, a qualifier receiving a regular sale price (from Modify Item Promotions--MIP) will not be repriced to the Retail price from Inventory Maintenance.
  
  • This option does not apply to Dynamic Promotions that are recorded as a 'Regular Sale'. In this case the qualifier receives the posted price.
   

• ID# 9802 Dynamic Promotions - Default for 'Use Best Price'?Enter the desired default value for the Best Price field.
  Each eligible Dynamic Promotion (DP) can be set to a different value if 9802 = Yes.. The default comes from this option for Dynamic Promotions that support Best Price; currently Best Price applies to DP types 1, 2, 3, 13 and 14.
  "Best Price" is the total price of all items in the Dynamic Promotion is compared before and after the promotion is applied. The lowest price is taken. Either way, the items may not participate in another Dynamic Promotion.

• ID# 9807 Dynamic Promotions - print Return Price on receiptsSet this option to Yes to print the ‘Return Value’ with the return price beneath the qualifier item and recipient item.

• ID# 9812-9820. Use these options to set the default you want to use for Qualifying Purchases in Modify Dynamic Promotions (MDP). You can override one or more of these settings in MDP.

• ID# 9849 “Days to Keep Dynamic Promotions.” Use this option to control when inactive promotions are deleted by the monthly archive purge. An inactive promotion is deleted once its End Date is older than the number of days entered in this option.

• ID# 9850 “Days to Keep Dynamic Promotion Item Lists.” Use this option to control when Item Lists used by Dynamic Promotions are deleted by the monthly archive purge. The item list is deleted once its Date Last Updated is older than the number of days entered in this option AND the Dynamic Promotion(s) that use it are no longer in Maintain Dynamic Promotions (MDP).  

Dynamic Promotions respect the setting in the customer's "Allow Regular Promotion Pricing" field in Customer Maintenance.

Set Up Dynamic Promotion Return Options

Set up the following options to enable the system to prorate the return price for items purchased on a Dynamic Promotion. Example of prorated return priceThe return price of each item is based on its percentage of the total of the items' original price;

Buy a broom for $12 and get a $6 dustpan free (DP type 3)
Broom sells for $12, returns for $8
Dustpan sells for $6, returns for $4
Why?  The broom is 2/3 of the original total of $18 and the dustpan is 1/3.
 

• ID# 9528 Returns Validation – use Return Price for Dynamic PromotionsThis option only applies if option 8305 "Merchandise Returns Validation on System is set to Yes, and only applies to items that received a Dynamic Promotion (DP) price for a DP type 9 or 10.
  
  Set this option to Yes if you want the "Return Price" for a Dynamic Promotion to be used when the item is returned.
   You can view the Return Price in Quick Recall (DP Return Price)

• ID# 9806 Dynamic Promotions- Return Price for types 9 & 10 - Instant rebate itemsThis option tells the system what the return price should be for an item receiving an instant rebade (credit rebate or gift card rebate) This return price is calculated at the time of the original sale, and can be viewed in QuickRecall in the DP Return Price column.
  Set this option to 1 if you want the return price to be the original price less the amount of the rebate.
  Set this option to 2 if you want the return price to be the original price.
  Note: option 9528 must be set to Yes to have the system use the return price recorded on the original sale of an item that received a Dynamic Promotion.

• ID# 9804 Dynamic Promotions - DP Types 1, 2, 3 default to Prorated Return PriceSet this option to Yes to apply a prorated return price for both qualifier items and recipient items. You can
  override this in MDP by using <Change>. 

Set Up Purges for Dynamic Promotions and Item Lists

Note: This section only applies if you have Advanced Archive Management (option 7199 is set to Yes).

• ID# 9849 Days to Keep Dynamic PromotionsThis option allows you to control when inactive Dynamic Promotions are deleted by the monthly archive purge. A Dynamic Promotion will not be deleted if it is Active. An inactive promotion is deleted once its End Date is older than the number of days you enter in this option. Enter the minimum number of days to keep Dynamic Promotions. Note: If the inactive promotion's End Date is blank, it will not be deleted. Note: The file to which this option applies is SIF/DPF.
   
• ID# 9850 Days to Keep Dynamic Promotion Item ListsThis option allows you to control when Item Lists used by Dynamic Promotions are deleted by the monthly archive purge. An item list is deleted once its Date Last Updated is older than the number of days you enter in this option AND the Dynamic Promotion(s) which use it are no longer in the Dynamic Promotion file (MDP). Enter the minimum number of days to keep Item Lists which are used by Dynamic Promotions (In the LISTS function, the List Type = Dynamic Promotion). Note: The files to which this option applies are SIF/ICLH and SIF/ICLD.