Understanding Preferred Items

Preferred items are an up-sell to another item based on a relationship to an item ordered on a sales order.

The system provides real-time visibility to preferred item up-sell opportunities, which enables you to sell higher profit margin items, higher quality items, or promotional items. A preferred item also enables you to substitute the item on the order, not add an additional item.

The system enables you to show the adjusted price for the preferred item to the customer. Preferred items also provide visibility to profit margin and availability information.

The system supports preferred item up-selling when:

• Preferred items are set up in the Item Cross Reference program (P4104) using cross-reference type P (preferred items).

  See "Setting Up Item Cross-References" in the JD Edwards EnterpriseOne Applications Inventory Management Implementation Guide.

• The line on the sales order is a new line.

• The quantity on the line is greater than 0 (zero).

  The system does not support negative lines (credit) for preferred items.

• The item on the line is not a kit parent, kit component, configured parent, configured component, or bulk item.

• The line on the sales order is not a canceled line.

When preferred item up-sell opportunities exist for an item, the system displays the Line Advisor grid cell icon in the Line Advisor field in the Sales Order Detail grid.

To access the Preferred Items subform (S421009B) when preferred item opportunities exist, you perform one of these actions:

• Click the Line Advisor grid cell icon in the Line Advisor field of the detail line in the Sales Order Detail grid.

  The system opens the Line Advisor tab and highlights the corresponding row in the Sales Order Detail grid.

• Click the Line Advisor tab.

The Preferred Items subform displays up-sell opportunities for each item on the sales order. The system displays all preferred items even if the item is already on the sales order. The system can suggest kits, configured items, and bulk items as preferred items.

You can view the quantity, UOM, item number, item description, pricing unit of measure, unit price, unit cost, percent profit margin, and quantity available in the Preferred Items subform. The Quantity field in the Preferred Items grid is the same as the Quantity Ordered field in the related sales order line.

The system uses the transaction UOM of the related sales order line unless there is no conversion to that UOM for the preferred item. If the system cannot convert the preferred item to the UOM in the grid, then the system uses the preferred item's primary UOM and the quantity of the related sales order item in its primary UOM.

The system calculates the price for the quantity and UOM based on the related sales order line's quantity and UOM.

The system displays the foreign prices if the order is a foreign order and the taxed prices if the sales order uses tax inclusive pricing. Thus, the price fields displayed in the Preferred Items subform are the same fields as shown in the Sales Order Detail grid.

You must set the Display or Hide Cost Fields and Display or Hide Price Fields processing options on the Display tab of the Sales Order Entry program (P42101) to blank or 1 for the unit price, unit cost, and profit margin fields to appear in the Preferred Items subform. If you set the Display or Hide Cost Fields or Display or Hide Price Fields processing options to 2, then the system does not display the unit price or unit cost fields in the Preferred Items subform.

If either the Display or Hide Cost Fields or the Display or Hide Price Fields processing option is set to 2, then the system does not display the profit margin field.

You can select only one preferred item per sales order detail line in the Preferred Items subform. You can select more than one preferred item in a sales order.

The system performs the preferred item logic and displays preferred items for the newly added sales order line.

Also, the system determines if there are any preferred items for the new items added to the sales order from the Order Advisor tab.

If you add a sales order line that has a preferred item; change the order quantity, transaction UOM, or branch/plant field in the Sales Order Detail grid before saving the order; and click the Refresh button on the Line Advisor tab, then the system reprocesses the preferred items for that line.

The system stores items to suggest in the Preferred Items subform in the Line Advisor Work File table (F42X010W). After you select preferred items and click the Select Line button, the system stores data in the Sales Order Workfile. After you add preferred items to the sales order and save it, the system stores the data in the Sales Order Detail File table (F4211).

The system does not present the Line Advisor grid cell icon for preferred items under the following conditions:

• The line is in change mode while editing an existing sales order.

• The line is an existing sales order line while the order is in copy mode.