Understanding Line Advisor

Dynamic product suggestions display on the Line Advisor tab at the sales order header level of the Sales Order Entry program (P42101). The Line Advisor tab gives you information related to a specific sales order line and enables you to view the up-sell opportunities that the system found based on the item and quantity that the customer is purchasing, and preferred items.

The P42101 program uses the Reusable Subform for Line Advisor Reusable Subform program (P421009) to display the Line Advisor subform (S421009A) as a tab on the sales order header.

From the Line Advisor tab, you have access to the opportunities on the Up-Sell Opportunities (S421009C) and Preferred Items (S421009B) subforms.

The system processes Line Advisor functionality only for new lines entered in Add, Update, and Copy mode.

You access the Line Advisor tab by selecting the tab or selecting the Line Advisor grid cell icon in the Line Advisor column in the Sales Order Detail grid.

The Line Advisor tab contains the following features:

• Refresh button.

• Line Number field.

• Item Number field.

• Branch/Plant field.

• Up-Sell Opportunities grid.

  Displays up to four quantity level up-sell opportunities for the selected sales order line in the Up-Sell Opportunities subform (S421009C).

• Preferred Items grid.

  Displays all items set up as preferred items in the Item Cross Reference program (P4104) using cross-reference type P for the selected sales order line in the Preferred Items subform (S421009B).

  Preferred items must exist in the branch/plant of the original item entered on the sales order. If the preferred item does not have that valid branch/plant, then the system does not display the preferred item.