Cross Ref (cross-reference)

These processing options specify the cross-reference types for substitute, replacement, complimentary, and associated items. You create the cross-reference information in the Item Cross Reference program (P4104). Cross-references associate the internal item numbers with other internal item numbers or those from other entities.

1. Substitute Items

Enter a value from UDC 41/DT that the system uses to search the cross-reference information for substitute items. Substitute items are goods that are sold when you do not have the quantity on hand for the original item. This code is typically S in the Item Cross Reference Revisions program. You can use substitutions only for customers who, in the Customer Billing Instructions form, allow substitutes.

If you have a substitute item, the system displays a check mark in the row header and column. Optionally, you can access the Substitute/Complimentary Items form to sell the substitute item. If you enter a quantity for the substitute item, the system creates a second order detail line with the substitute item information.

2. Complementary Items

Enter a value from UDC 41/DT that the system uses to search the cross-reference information for complimentary items. Complimentary items are recommended items as part of the sale. Complimentary items are not free goods, but are sold in addition to the original item. This code is typically C in the Item Cross Reference Revisions program.

If you have a complimentary item, the system displays a check mark in the row header and column. Optionally, you can access the Substitute/Complimentary Items form to sell the complimentary item with the original item. If you enter a quantity for the complimentary item, the system creates a second order detail line with the complimentary item information.

3. Replacement Items

Enter a value from UDC 41/DT that the system uses to search the cross-reference information for replacement items. Replacement items are goods that are sold when you or the supplier discontinues an item. The replacement code is typically R in the Item Cross Reference Revisions program. You can create replacement cross-references only for those items for which the Stocking Type field on the Item Master or Item Branch Plant forms is obsolete or consumed.

4. Pricing for Substitute Items

Specify which price the system retrieves when you sell substitute items. Substitute items are goods that are sold when you do not have the quantity available for the original item. If you substitute an item, you can charge the customer the price for the item that was originally ordered or you can use the price that you set up for the substitute item. Values are:

Blank: Use the price of the original item, as defined in the Item Base Price File table (F4106).

1: Retrieve the price of the substitute item as defined in the F4106 table.

5. Promotional Items

Enter a value from UDC 41/DT that the system uses to search the cross-reference information for promotional items. Promotional items are goods that are awarded in lieu of the original item. This code is typically P in the Item Cross Reference Revisions program.