Mix and match discounts (form)

Article
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Click Retail > Common > Pricing and discounts > Mix and match discounts.

Use this form to create and modify mix-and-match discounts. A mix-and-match discount gives customers a discount when they purchase a specific combination of products.

Task that uses this form

Set up a mix-and-match discount

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab	Description
General	Specify general settings for the discount.
Details	Enter a description and a disclaimer.
Price/discount	Specify the amount of the discount.
Validation period	Specify the period in which the discount is valid.
Lines	Add the products that are discounted.
Line details	Enter a description of the selected line.

Buttons

Button	Description
Copy from	Create a new discount that is similar to an existing one. When you copy an existing discount, the settings and products from the existing discount are also copied to the new one. You can modify the information for the new discount.
Price groups	Select the price group that the discount applies to. This control is available only if Microsoft Dynamics AX 2012 R3 is installed.
Mix and match line groups	Select among predefined line groups. Then, in the Number of products needed field, type the quantity of the product that the customer must purchase to qualify for the discount.
Add	Add a single category, product, or variant to the discount.
Add products	Add multiple products or variants to the discount.
Remove	Remove the selected product from the discount.
Image	Add an image to the mix-and-match discount or mix-and-match discount line. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Add all variants	Automatically add a line for each variant that is available for the selected product Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Explode product	Display the variants for a master product. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.

Fields

Field	Description
Discount	Enter the ID number of the discount. If number sequences are set up, the discount ID is set automatically.
Name	Type the name of the discount.
Status	Select the status of the discount, either Enabled or Disabled. Discounts can be modified only if they are disabled.
Currency	Select a currency for the discount.
Discount concurrency mode	The method that is used to combine the discount with other discounts that apply to the same product. For mix-and-match discounts, Exclusive is the only available option.
Price group	Select the price group for the stores that the discount applies to. Note This control is available only if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Discount code	Enter a discount code that can be used to apply the discount offer. The discount code can be used for promotions in Sites Services. In Microsoft Dynamics AX 2012 R2, discount codes can also be used in retail stores and online stores.
Bar code	The barcode that is generated for the discount code. The barcode uses the barcode mask that is selected in the Bar code setup field in the Retail shared parameters form. The barcode is used by the Point of sale (POS) system.
Discount code required	Select this check box to indicate that the discount code must be entered to apply the discount. The discount code can be used for promotions in Sites Services. In Microsoft Dynamics AX 2012 R2, discount codes can also be used in retail stores and online stores.
Description	Type a description of the discount.
Disclaimer	Type any disclaimer that is required. This disclaimer is used when the discount is published through Sites Services.
Deal price	Select this option if you want the discount to specify the total price of the products. Then, in the Deal price value field, type the specific price of the discounted total. The Deal price value field is used for both tax-inclusive and tax-exclusive configurations. Depending on store settings, the price either includes or excludes tax.
Discount %	Select this option if you want the discount to subtract a percentage from the total price of the products. Then, in the Discount % value field, type the percentage of the discount. For example, the usual price of product A is 40.00, and the usual price of product B is 60.00. A mix-and-match discount of 30 percent applies to these products. Therefore, if a customer buys product A and product B together, the cost is 70.00 instead of 100.00.
Discount amount	Select this option if you want the discount to subtract a specific amount from the price of each product. Then, in the Discount amount value field, type the specific amount of the discount.
Least expensive	Select this option to specify which product or products are free. Then, in the Number of least expensive lines field, type the number of products that are free.
Line spec	Select this option to specify a discount for each product. Then, on the Lines tab, specify the discount or price per product.
Number of times applicable	Type the number of times that the discount can be applied to the products. Note This control is not available if Microsoft Dynamics AX 2012 R2 or AX 2012 R3 is installed.
Deal price value	See the description of the Deal price field.
Discount % value	Enter the percentage of the discount that is applied to the total product price when the Discount % discount type is selected.
Discount amount value	Enter the amount of the discount when the Discount amount discount type is selected.
Number of least expensive lines	Enter the number of products that are free when the Least expensive discount type is selected.
Standard	Select this option to specify an effective date and an expiration date for the discount.
Advanced	Select this option to use a predefined discount period for the discount.
Effective date	Select the date that the discount becomes effective.
Expiration date	Select the date that the discount expires.
Discount period number	Select a discount period in which the discount is valid.
Description	The description of the discount period.
Start date	The start date of the discount period.
End date	The end date of the discount period.
Category	The category of the product.
Product	The item number of the product.
Product variant	The ID number of the variant.
Name	The name of the product.
Unit	The unit of measure for the product.
Number of products needed	The number of products that the customer needs to buy in this line group before the discount applies.
Line group	Select a line group. The line group identifies the group and number of products that qualify for the discount.
Description	Type a description of the selected product.