Walkthrough: Free items, manually

Article01/31/20242 min read

As a Sales Operator, you might want to give some products for free when you do the order intake with a customer. In Aptean Beverage you can setup conditions for free products (discount promotions and free promotions) but there are off course also ways to do this manually. As a Sales Manager, you want to be able to report on products that were given for free. To make that possible, we made it possible that:

  • The sales operator is forced to select a (free) reason for free products.
  • The sales operator only has to select such a reason code in the sales line to make it free.

For the next exercise it is necessary that the Reason Code field is visible in the Sales Lines. The field is by default not visible but you can add it by Personalize your page if it is missing.

  1. Select the Search icon alt text, 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, Selangorian.
  4. In the No. field, enter 5033.
  5. In the Quantity field, enter 1.
  6. Enter 100 in the Line Discount % field. The error message that you get explains that 100 % discount is not allowed in combination with the Reason Code on the line. Refresh(F5) to undo the change.
  7. Select FREE_SALSP in the Reason Code field on the sales line and check the Line Discount % field.
  8. Choose the Release action.
  9. Confirm yourself that the Line Discount in the line is 100 % and the Line Amount is [blank].

Explanation

  1. In the Drink-IT Foundation Setup SAL_ORD (Sales orders and return orders, normal) is the Default Reason Code for Sales Orders. When we created the order, this code was filled it.
  2. In the Sales and Purchase Condition Setup, the field Reason Code Mandatory for Line Discounts is selected on the Sales FastTab.
  3. On the Reason Code Card page for SAL_ORD, the Free (Line Discount) field is [blank]. This explains why we got the error message when we tried to enter 100% discount with this code.
  4. On the card for FREE_SALSP, Sales is selected in the Free (Line Discount) field. This allow us to use this code when entering 100% line discount.