Walkthrough: Mix & Match Mandatory item functionality

We want to promote our beers in crates. With the Guildford Wholesalers (50000), we agreed that they get glasses which the customer can chose between different sizes for free with every 10 crates that they order as long as minimum three crates of our Cronus Blond 8.5% beer are bought.

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. 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, the PROM_MIX code is selected. We use this code for our ‘mix & match’ promotions.
   The Calculation Period for this code is Order. This means that the condition is calculated on each transaction.
   On the General FastTab, the Description field, explains what the promotion is about. It is shown on the order and can be printed on the invoice.
4. On the Customer/Vendor (Source) FastTab, define the discount that will be given to customer 50000 (Source Type and Source No.) and is based on transactions with that customer (Based on Source is Member).
5. On the Item FastTab, explains for which products the discount is applicable.
   The calculation is done per document and based on all the items that belong to the classification other : ALLBC. Use the Lookup button to view this classification.
6. 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.
7. On the Rates FastTab, in Unit of Measure (Quantity) field select CRATE; the free items are given per crate.
   In the Minimum Quantity field enter 10.
   The calculation code for the rule (PROM_MIX) 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 Type field, enter Mix & match.
   The Free Quantity field, is set as 1.
8. On the Rates FastTab, execute the Edit Free Mix & Match Item Rates action.
   The Sales and Purchase Condition Rates Mix & Match page opens.
9. Enter the following fields:

11. Close the Sales and Purchase Condition Rates Mix & Match page.
12. On the Rates FastTab, execute the Edit Mix & Match Item Mandatory Rates action.
    The Sales and Purchase Condition Combined Minimum & Mandatory page opens.
13. Enter the following fields:

14. On the General FastTab, change the *Status field value to Certified.<br.> This indicates that it will be used in transactions that meet the criteria for the rule.,br>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 No. 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 Release.
7. Verify that, there is no pop-up for undefined mix & match promotion lines. The mandatory item is not specified in the sales order with the minimum quantity of three crates.
8. Select the Reopen action and change the Quantity for 1010 to seven, and add item 1210 with Quantity three to the sales lines.
9. Select the Release action.
10. Verify that the pop-up appears for undefined mix & match promotion lines.
11. On the action bar, select Actions > Functions > Get Mix & Match Promotion Lines.
    The Promotion Item Mix & Match Selection (Sales and Purchase) page will open were the items defined in the rule will appear and the quantity can be defined, choose one or both items.
12. Close the Promotion Item Mix & Match Selection (Sales and Purchase) page.
    Item specified in the mix & match will be added on the sales order.
    Verify the reason code contains the value FREEPROM2.
13. Release the sales order.
    Verify the mix and match pop-up doesn’t appear during the release(Mix & Match defined in the previous step).