Dynamic Promotions: Limitations and Exclusions

Epicor Eagle™ Dynamic Promotions users only.

The following are limitations of Dynamic Promotions:

• Dynamic Promotion pricing does not appear in the Point-of-Sale posting grid. It is calculated when the transaction is totaled, so it is not normally seen until the receipt is printed. If you want to view the Dynamic Promotion pricing before finalizing the transaction, click Misc Menu while on the posting screen and select A -  Show Dynamic Promotions Pricing.

• Windows Labels does not pull in Dynamic Promotions information for promotional signage or other output at this time.

• Promotion-level sales history is available for Epicor Compass™ users only. (Data is stored in the ISX file.) Item-level promotions sales history (IMUH and ISH) is updated for Dynamic Promotions.

• There is no indication that an item is included in current or upcoming Dynamic Promotion when viewing it from POS. In IMU, indicators on the Promo Sales Code (Codes tab) and Promotion price (Pricing tab) show items that are included in upcoming Dynamic Promotions, but not current ones. If you click on IMU Misc Menu and choose "1 - Quantity Break and Promotion Pricing" you can see current and upcoming Dynamic Promotions. In MIP, you must click Misc Menu to see Dynamic Promotions; however, this allows you to see only items in current Dynamic Promotions. You may see “Nothing to Display” if the item is on an upcoming Dynamic Promotion.

• Calculated Dynamic Promotions prices always round to 2 decimal places. Option 8621 (Rounding rule for prices calculated by POS) doesn’t apply to calculated Dynamic Promotions prices.

The following items are excluded from all types of Dynamic Promotions except for “Type 7- Discount off discountable transaction total (tiered)” and “Type 8 – Discount off all item total (tiered)”:

• Bills of Material (BOMs)

• Tally 1, C, 3, 4, and 5  

• Special Record not blank (this excludes Freight, Labor, and Misc)

• Items posted with “Slash” pricing

• Items posted with manual price override

• Lumber-type items, specifically items whose Stk. Price and Alt unit of measures are not all the same

• Credit Items (return, defective exchange, return for defective)

When the Eagle calculates the “Discount off transaction total,” the discount is off the ‘discountable subtotal’ of the transaction, just like it does when you use the <Discount> key on the Totals screen. Items which are not included in the ‘discountable subtotal’ are:

• Item with the Discountable field set to No

• Item on Promotion and option 610 “Apply Trade Discount to Promotion Items?” is set to No

• Item posted in POS using the <Discount> key and option 630 “Apply Trade Discount to Discounted Items?” is set to No

• Item posted in POS using the <Cntrl O> key and Option 760 “Mark <Ctrl+O> Priced Items as Discounted?” is set to Yes AND option 630 is set to No

• Item receiving a Quantity Break and option 660 “Apply Trade Discount to Quantity Break Items?” is set to No (also applies to an MSU [multiple setting unit] item posted with an MSU unit that has a Price Factor less than 1)

• Item receiving a matrix price and option 680 “Apply Trade Discount to Pricing Matrix Items?” is set to No

• Item receiving an open quote price and option 700” Apply Trade Discount to Open Quote Items?” is set to No

• Item receiving a Category Pricing Plan (CPP) price and the CPP plan has the Trade Discountable flag set to No

Dynamic Promotions cannot be applied to the following types of transactions:

• Credit Memo

• Transaction Reversal

• Transfer

• Saved order, saved special order, saved estimate, or an order or special order created from a Bid and saved. (Dynamic Promotion pricing will be applied when the order, special order, or estimate is being invoiced.)

• Partial Invoicing does NOT support Dynamic Promotions.

• If a sale is totaled (receiving the Dynamic Promotion pricing) and is then suspended, saved as an order, or saved as an estimate, the items will be restored to the original, pre-Dynamic Promotion prices. Dynamic Promotion pricing will be applied when the transaction is being invoiced.