How Item Substitution at Pick Release Works for Transfer Order Lines Under Budgetary Control

You can enable item substitution during pick release for your expense destination transfer orders that are enabled for budgetary control.

Here's how it works:

1. The process starts with the creation of an internal requisition under budgetary control for an expense destination. The transfer order created by the internal requisition is also under budgetary control.
2. The requisitioned item is available on the transfer order. The Allow Item Substitution column is checked on the transfer order line if valid substitutes are setup for the item and the destination organization is enabled for item substitution.

   You can view the Allow Item Substitution check box on the Manage Transfer Orders page. If you drill down into the order, you can also view this check box on the Edit Transfer Order page for the specific transfer order.

3. The shipment line is created with the requisitioned item. Once the line is pick released, picks are created for substitute items if sufficient on-hand quantity for the original shipment line isn't available.

   You can see that the Allow Item Substitution column is checked for the transfer order on the Manage Shipment Lines page.

4. On the Confirm Pick Slips page, the pick slip shows the substitute item picked if the on-hand quantity for the requisitioned item isn't sufficient.
5. On the Manage Shipment Lines page, the shipment line shows the requisitioned item and its substitute after pick release and can be further processed to ship confirm.