Substituting Items

A substitution definition for an item must be established for a SetID on the Define Item - Substitutes page before it can be modified for the business unit on the Define Business Unit Item - Substitutes page. You cannot add substitute items to substitution definitions at the business unit level unless they are defined for the SetID. At the business unit level, you can only remove substitute items from the substitution definition or modify their attributes.

Substitute items must be unique for the item. You can't enter the same item twice with different dates. For example, Substitute A with effective dates from January 1, 1999 to February 1, 1999 and Substitute A with effective dates from February 1, 2000 to August 30, 2000 cannot be substitutes for the same item. In this case, you need to define a different substitute for the second set of effective dates.

If you use PeopleSoft Manufacturing, you must maintain substitute item data at the business unit level and at the BOM level for all component items for which substitutions are allowed. You can also use substitute items in conjunction with discontinued items. As you phase out one item and drive its current quantity on hand to 0, you can define its replacement component as a substitute. In this way, when no quantity is on hand to meet demand of the phased-out item, the substitute is recommended instead. A substitute item cannot be a phantom or a component of a phantom. In addition, where substitutes exist, the item cannot be changed to a phantom.

Use the Define Item - Substitutes page (INV_ITEMS_DEFIN7) to establish a substitution definition at the Item SetID Level for an item through the Usage option.

An item substitution definition specifies alternate items that may be used in PeopleSoft Inventory, Order Management, Purchasing, or Manufacturing when sufficient quantity of the requested item is unavailable.

Navigation:

Items > Review Item Information > Review Item SetID Attributes > Substitutes

Items > Define Items and Attributes > Define Item > Substitutes

This example illustrates the fields and controls on the Define Items - Substitute page. You can find definitions for the fields and controls later on this page.

Usage

This example illustrates the fields and controls on the Define Item — Usage Page. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Use for Shipments	Indicates whether the substitute item is valid for material stock requests and sales orders during the picking process.
Use for Manufacturing	Indicates whether the substitute item can be used for substitutions on BOMs or production picking plans.
Use for Procurement	Defines whether the substitute item will be available for use in Procurement at the item SetID level to perform Automatic Item Substitution and/or Manual Item Substitution. You must also define the Purchasing Attributes for an item ID for the item to be used in the Purchasing, eProcurement system. Choose from these values:. Automatic Substitution: This Substitute Item will be eligible for use in Procurement when performing Automatic Item Substitution Do Not Use: This Substitute Item will not be eligible for use in the Procurement applications. This is the default value. Manual Substitution: This Substitute Item will be eligible for use in Procurement when performing Manual Item Substitution. Manual and Automatic: This Substitute Item will be eligible for use in Procurement when performing Manual and Automatic Item Substitution Note: PeopleSoft Purchasing uses the substitution definition from only the SetID level.

Use the Copy SetID to BU Substitute Items page (INV_SETID_BU_SP) to copy an item's substitution definition at the SetID level to the business unit level.

Navigation:

Click the Copy to Business Unit link on the Define Item - Substitutes page.

To copy the substitution definition for the item from the SetID to a business unit, select the business unit's row, and then click OK. If a substitution definition for the item exists for the business unit, the system replaces it with the SetID's substitution definition for the item.