Walkthrough: Mix & Match Combine Item Functionality

We want to promote our beers in crates. With the Guildford Wholesalers (50000), we agreed that they receive a free item when purchasing a combined list of items meeting a minimum quantity.

Setup of the new sales and purchase condition rule.

The promotion in this exercise is defined in a condition rule. The following procedure defines how to create this rule.

1. Select the Search icon , enter Sales and Purchase Condition Rules, and then choose the related link.
   The Sales and Purchase Condition Rules page opens.
2. On the action bar, select New to create a new entry.
   The Sales and Purchase Condition Rule Card page opens.
3. On the General FastTab, in the Calculation Code field, select PROM_FREE.
   We use this code for our free item promotions.
   The Calculation Period for this code is Order.
   This means that the condition is calculated on each transaction.
4. In the Description field, specify the description of the rule.
   It makes clear what the promotion is about and is shown on the order and can be printed on the invoice.
5. On the Customer/Vendor (Source) FastTab, define 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).
6. On the Item FastTab, explain for which products the discount is applicable.
   The calculation is done per document and based on combined items specified in the Based on Item Type field.
7. On the Others FastTab, in the Reason Code field, select FREE_PROM2.
   This is how the free item line in the sales order will have this reason code.
   We added an additional criteria 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.
8. On the Rates FastTab, in Unit of Measure Code (Quantity) field, CRATE is selected; the free items are given per crate.
   In the Minimum Quantity field, enter 10.
   The Calculation Code for the rule (PROM_FREE) is of the Calculation Type Promotion (Free Item). Due to that type, the 100.00 was automatically set in the Rate Unit (Net%) field and cannot be changed.
   In the Free Item field, enter Item Other.
   In the Free item No. field, enter 1000.
   The Free Quantity is set as 1.
9. On the Rates FastTab, execute the Edit Combined Minimum Rates action.
   The Sales and Purchase Condition Minimum & Mandatory page opens.
10. Enter the following items:

11. Close Sales and Purchase Condition Minimum & Mandatory page.
12. On the General FastTab, change the Status to Certified.
    It signifies that it will be used in transactions that meet the criteria for the rule and rules with other statuses will never be used in transactions.

To execute the newly created Sales and Purchase condition rule:

1. Select the Search icon , enter Sales Orders, and then choose the related link.
   The Sales Orders page opens.
2. Select New to create a new entry.
   The Sales Order page opens.
3. On the General FastTab, in the Customer Name field, enter the name Guildford Wholesalers.
4. In the External Document No. field, enter the relevant value.
5. On the Lines FastTab, fill in the following fields:

6. On the action bar, select the Release or Calculate Drink-it Lines action.
7. Verify that, item 1000 has been added to the sales order.
8. Select the Reopen action and change the Quantity for 1010 to 2, and for item 1210 change the quantity to 3 on the sales lines.
9. Select the Release action.
10. Verify that, item 1000 is no longer added to the sales order due to the changing of the quantities in the sales order and not meeting the sales and purchase condition any longer.