Promotion Analysis Report

How to print: Complete the Print Promotion Analysis Report Screen.

Based on Order Promotion table: This report is based on the records in the Order Promotion table. The system creates records in this table when a user applies a promotion to an order, or if the CWOrderIn message specifies the promotion when the order is created through the order API.

When a promotion applies automatically to an order, it does not create a record in the Order Promotion table, and it is not included in this report.

Required entry? A promotion is included in the report when you run the report by date range regardless of whether its Required entry flag is selected; however, you cannot run the report for a single promotion unless the promotion’s Required entry flag is selected.

For more information: See the sample report in PDF format.

Note: This report is also available as a spreadsheet file, which you can open in a spreadsheet application such as Microsoft Excel®. See Reports Available in Spreadsheet Format for more information.

Troubleshooting

Things to check if no report is generated, or if the report does not include all the promotions you expected:

Date range:

- Promotion start date must be within Start and End dates: When you generate the report for a range of dates, a promotion is included only if its current start date is within the Start date and End date selected at the Print Promotion Analysis Report Screen. For example, if the date range for a promotion is 6/30 through 7/31, and you generate the report for 5/15 through 7/31, the promotion is not included.

- If you change the promotion’s date range:

* If promotion is not included based on current start date: The report uses the promotion’s current start when determining whether to include the report. If you change the promotion’s date range, it might not be eligible for inclusion in the report, even if the promotion applied to orders during that period.

* If promotion is included based on current start date, but was applied to orders outside of that date range: If you have changed the date range for a promotion and the promotion was applied to orders outside of the current date range specified for the promotion, all orders are included on the report. For example, if the current date range for the report is 7/1 through 7/15, but the promotion was applied to orders during 6/1 through 6/12 before you set the current date range, the orders from 6/1 through 6/12 are included on the report.

Notes on Order Information Included in the Report

Automatically-applied promotions excluded: The report includes promotions only if they were entered manually in order entry or specified in the CWOrderIn message through the order API. Promotions that apply automatically are not included.

Canceled orders: If you cancel an order using a cancel reason code flagged to reduce demand, the ordered quantity for the order lines is set to zero. As a result, the order is still included in the # Orders and % Ord columns, but the order lines, units, merchandise, and discounts are not included in any of the other columns on the report.

If you cancel an order using a cancel reason code that is not flagged to reduce demand, the order is still included in all the columns on the report.

Canceled lines and units: If the cancel reason code is flagged:

To reduce demand: Lines and units are not included in the totals.

Not to reduce demand: Lines and units are included in the totals.

Other order and line statuses:

• Quotes are not included.

• Orders that are in error or suspended status are not included.

• Orders that are in open, held, and closed status are included, unless the order is in closed status because it was canceled with a reason code flagged to reduce demand, as described above.

• Sold out orders and lines are included.

Multi-recipient orders: Each ship-to on an order counts as a separate order on the report.

Message-only promotions: Promotions are included on the report even if they do not apply benefits such as discounts, freight upgrades, or free gifts, provided they meet the criteria described above.

When an order uses more than one promotion: The order is included in the totals for each promotion that applies. As a result, the report totals are increased for each order that uses multiple promotions, as in the following example.

Example:

An order promotion and a freight promotion apply to 3 orders:

• order 100001 uses the order promotion

• order 100002 uses the freight promotion

• order 100003 uses both the order and the freight promotion

Each order includes 1 line for 5 units for a merchandise total of $100 on each.

Result: The Promotion Analysis report includes the following totals for both the order promotion and the freight promotion, because each includes 2 orders:

# orders:

- order promotion: 2 (100001 and 100003)

- freight promotion: 2 (100002 and 100003)

# lines: 2 for each promotion

# units: 10 for each promotion

Merch $: $200 for each promotion

% Ord: 50% for each promotion

As a result, you cannot reconcile the report totals with the actual number of orders using the promotions. For example, if these were the only 2 promotions on the report, then the report totals would be:

# orders: 4

# lines: 4

# units: 20

Merch $: $400

Report Contents

Date range: The Start date and End date you entered at the Print Promotion Analysis Report Screen to specify the start dates to include. These fields are blank if you selected a promotion instead of a date range.

For each promotion included on the report:

Promotion: The code identifying the promotion. The description of the promotion is to the right (unlabeled column), and is truncated if it exceeds the allotted space.

Type: A one-position code identifying the promotion type. Possible types are:

- A = additional freight

- B = BOGO

- C = item category

- F = freight

- O = order

- T = tiered

- ’ ’ (blank) = message-only

Start Dt: The current Start date specified for the promotion. A promotion is included in the report only if its current Start date is on or after the Start date from specified at the Print Promotion Analysis Report Screen, and not later than the End date specified.

End Dt: The current End date specified for the promotion.

Note: If you change the date range for a promotion, the orders included on the report might have been created in a different range than the range selected at the Print Promotion Analysis Report Screen or listed on the report for the promotion.

About the remaining fields: The following fields are based on orders that have had the promotion applied, creating a record in the Order Promotion table, provided the order is not a quote or in error or suspended status. See the Notes on Order Information Included in the Report for more background.

DFO: The date of the first order to have the promotion applied. Based on the order date (for example, the order_date specified in the CWOrderIn message, or the Order date specified at the Work with Order screen in order entry).

# Orders: The total number of orders that have had the promotion applied,. Includes canceled orders, regardless of whether the cancel reason codes were flagged to reduce demand. Excludes quotes and orders in error or suspended status.

Note: If more than one promotion is applied to the same order, the order is included in the # Orders, # Lines, # Units, and Merch $ total for each of the promotions.

# Lines: The total number of order lines on orders that have the promotion applied, Includes canceled orders or canceled lines only if the cancel reason codes were not flagged to reduce demand. This information is included even if the promotion does not discount an order line (for example, a freight or additional freight promotion, a discount applied through an additional charge code, or a free gift added through a tiered or BOGO promotion).

# Units: The total number of units on orders that have the promotion applied, Includes canceled orders, lines, or units only if the cancel reason codes were not flagged to reduce demand. This information is included even if the promotion does not discount items on order lines (for example, a freight or additional freight promotion, a discount applied through an additional charge code, or a free gift added through a tiered or BOGO promotion).

Merch Amount: The merchandise total of orders that have the promotion applied. This is the actual merchandise total after applying any discounts, including promotion discounts. Not restricted to items that were discounted through the promotion. Includes canceled orders, lines, or units only if the cancel reason codes were not flagged to reduce demand.

Avg Amount: The average merchandise total of orders that have the promotion applied. Calculated by dividing the Merch $ by the # Orders.

Avg Lns: The average number of order lines on orders that have the promotion applied. Calculated by dividing the # Lines by the # Orders.

Disc Amount: The total discount amount applied directly to order lines by the promotion, which typically is the difference between the extended pre-discount price and the selling price of the order lines. If the promotion did not apply any discount amount directly to order lines, the Disc $ is 0.00. This amount is 0.00 for:

- free gifts added through a BOGO or tiered promotion

- freight or additional freight discounts

- freight upgrades

- discounts applied through additional charge codes

% Ord: The percentage of orders whose totals are included on the report that have the promotion applied. Note:

- The percentage is 100.00 if you generated the report for a specified promotion rather than for a range of dates.

- The percentage calculation includes all orders that have the promotion applied, even if multiple promotions apply to a single order. See above under Notes on Order Information Included in the Report for a discussion and example.

% Dol: Includes canceled orders only if the cancel reason codes were not flagged to reduce demand. Note:

- The percentage is 100.00 if you generated the report for a specified promotion rather than for a range of dates.

- The percentage calculation includes all orders that have the promotion applied, even if multiple promotions apply to a single order. See above under Notes on Order Information Included in the Report for a discussion and example.

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