Setup Requirements for Item Substitution on Sales Orders

• Prerequisite

• Installing the Supply Chain Management SuiteApp

• Enabling Item Substitution on Sales Orders

• Roles and Permissions for Item Substitution

• Adding Substitute Items to Item Records

• Customizing the Sales Order Form for Item Substitution

Prerequisite

Before setting up Item Substitution, be sure to enable the Multi-Location Inventory feature in your account. For more information, see Multi-Location Inventory Setup.

For more information, read Enabling Features.

Installing the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

• Bundle Name — Supply Chain Management

• Bundle ID — 47193

For further instructions, see Installing Supply Chain Management. For more information on installing bundles, see Installing a Bundle.

Enabling Item Substitution on Sales Orders

After the Supply Chain Management SuiteApp has been installed, you must enable the Item Substitution feature in your account.

Important:

Access to the Supply Chain Preferences page is supported only for users with Administrator roles.

To enable Item Substitution:

1. Go to Transactions > Management > Supply Chain Management.

2. On the Supply Chain Management page, click the Preferences link.

3. On the Supply Chain Preferences page, click Edit.

4. On the Features subtab, check the Item Substitution box.

5. Click Save.

When you have enabled the feature in your account, set up the roles records of those who will use Item Substitution. For more information, see Roles and Permissions for Item Substitution.

Roles and Permissions for Item Substitution

You must enable Item Substitution for all standard and custom roles who are going to use the feature. Go to Setup > Users/Roles > User Management > Manage Roles. Edit or customize the role to set up the following:

• On the role record, under the Authentication section, check the Enable Item Substitution box.

  Note:

  Administrators can access Item Substitution records.

• For standard and custom roles that need to be able to set up item substitution on item records, set up the following permission on the role record:

  On the Permissions subtab:

  Subtab	Record	Level
  Custom Record	Item Substitute	Full

• For standard and custom roles that should be able to use item substitution on item records, set up the following permission on the role record:

  On the Permissions subtab:

  Subtab	Record	Level
  Custom Record	Item Substitute	View

When you have finished setting up the permissions, proceed to Script Deployment.

Script Deployment

After you have customized a role to access Item Substitute records, an administrator must also add the role to the Item Substitute Transactions CS script deployment.

To add access to item substitution records for a role:

1. Go to Customization > Scripting > Script Deployments.

2. Locate the Item Substitute Transactions CS script.

3. Click the Edit link for the script.

4. On the Audience subtab, in the Roles field, select the roles you want to have access to item substitution records.

   You can select multiple roles by holding down the Ctrl button while selecting each role.

5. When you have finished, click Save.

Adding Substitute Items to Item Records

On assembly and inventory item records, you can set up substitute items directly on the item record.

To add substitute items to an item record:

1. Go to Lists > Accounting > Items.

2. Search for the item you want to add substitutes for.

3. Click the Edit link for the item.

4. Click the Item Substitution subtab.

5. In the Substitute Item dropdown list, select an item and then click Add.

   Repeat to add more substitute items.

6. When you have finished, click Save.

There is currently no limit to the number of substitute items you can add for an item. You can go back to the item record anytime to edit the substitute items.

Note:

If you add Item B as a substitute of Item A, it does not follow that Item A is also a substitute of Item B. You have to go to Item B’s record to add Item A as a substitute.

Customizing the Sales Order Form for Item Substitution

To work with item substitution on a sales order, you have to create a custom sales order form.

To customize the sales order form for item substitution:

1. Go to

2. Click Customize at the top of the form and then select Customize Form.

3. n the Name field, enter a name to identify the form.

4. Click the Sublist Fields subtab.

5. Under the Label column, locate Item Substitution and Original Item. Select the Show box for each.

6. Click Save.

Related Topics

Item Substitution on Sales Orders

Using Item Substitution on Sales Orders

Sales Orders

General Notices