Item Substitution on Sales Orders

Important:

This feature is part of the Supply Chain Management SuiteApp V4.0. For instructions on installing the SuiteApp, see Installing the Supply Chain Management SuiteApp.

With Item Substitution on Sales Orders, you can create substitute items for supported Item types. While entering a sales order, you can review available substitute items right on the sales order record. This helps you deal with inventory shortages during the sales process.

Item substitution is supported for the following item types:

• Inventory Item

• Lot and Serial Numbered Inventory Item

• Assembly Item

• Lot and Serial Numbered Assembly Item

Note:

Substitute items are not available on Matrix Parent Items.

Important:

Use of item substitution is supported only through the user interface.

You may review the following before enabling Item Substitution:

Sales Orders — A sales order is a transaction that records a commitment to sell items or services to a customer. Sales orders don't impact accounting until items are shipped or services are completed.

For more information, read Sales Orders.

Limitations

• The feature supports sales orders only.

• The feature doesn't support item substitution when selecting items for manufacturing or shipping.

• The feature doesn't support Web Store features.

• Use of Item Substitution requires that you check the Enable Item Substitution box for both standard and custom roles. This means that you must customize any standard roles that use item substitution so you can check the box on each role record. For more information, see Roles and Permissions for Item Substitution.

Related Topics

• Setup Requirements for Item Substitution on Sales Orders
• Using Item Substitution on Sales Orders
• Sales Orders

General Notices