Walkthrough: Free Promotion; 1 free crate for each 40 zero or low alcohol beers

We want to promote our beers with zero or low alcohol. With the Guildford Wholesalers (50000), we agreed that they get 1 crate for free with every 40 crates that they order.

1. Select the Search icon , enter Sales Orders, and then choose the related link.
2. Select New to create a new entry.
3. In the Customer field, enter the name Guildford Wholesalers.
4. Enter an External Document No.
5. Fill in lines:

   Item	Quantity
   1010	40
   1310	40
   1325	20

6. Choose the Release action.
7. Verify that:
   • There is no free item for 1010. It is not a zero or low alcohol product.
   • There is a free item for 1310. It meets the minimum criterium (quantity 40) and has FREE_PROM as Reason Code.
   • There is no free for 1325. It not meet the minimum criterium.
8. Choose the Reopen action and change the Quantity for 1310 to 100.
9. Choose the Release action again.
10. Verify that there a now 2 free crates for item 1310.

Explanation

The promotion in this exercise is defined in a Condition Rule. This Rule can be verified:

11. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link..
12. Select Rule No. 36 and choose the Edit action.
13. In the Calculation Code field on the General FastTab, the PROM_DISC code is selected. We use this code for our “same item” promotions.
    • The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
14. The Description (General FastTab) makes clear what the promotion is about. It is shown on the order and can be printed on the invoice.
15. The rule has the Certified Status. Which means that it will be used in transactions that meet the criteria for the rule. Rules with other statuses will never be used in transactions.
16. On the Customer/Vendor (Source) FastTab we defined that this discount will be given to customer 50000 (Source Type and Source No.) and is based on transactions with that customer (Based on Source is Member).
17. On the Item FastTab, we explained for which products the discount is applicable: all items that belong to the Classification Item OBZERO. Use the Lookup button to view this classification.
18. On the Others FastTab:
    • In the Reason Code field, we selected FREE_PROM. This is why the line with the free 1310 items has this reason code.
    • We added an additional criterium for the rule. It is only applicable on sales lines with a Reason Code that belongs to the SALES group. In our example, we did not set this reason code by ourselves. It was automatically inserted from the Aptean Beverage Foundation Management.
19. On the Rates FastTab:
    • CRATE is selected as Unit of Measure (Quantity); the free items are given per crate.
    • In the Minimum Quantity field we entered 40.
    • The Calculation Code for the rule (PROM_DISC) is of the Calculation Type Promotion (Discount). Due to that type, the 100.00 was automatically set in the Rate Unit (Net%) field and cannot be changed.