1. Using Inventory Management
  2. Set Up Substitute Items for Transfer Order Lines Interfaced to an External WMS or 3PL

Set Up Substitute Items for Transfer Order Lines Interfaced to an External WMS or 3PL

Enable a specific organization and set up item substitute relationships to substitute an item in place of the original requested item on a transfer order line that's interfaced to an external Warehouse Management System (WMS) or Third-Party Logistics (3PL) provider.

Enable Specific Organization

You must first enable the specific organization.

  1. In the Setup and Maintenance work area, select the Manage Shipping Parameters task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Shipping
    • Task: Manage Shipping Parameters
  2. Search for the organization and select the Enable substitution for external system integrations check box. This check box must be enabled for the source organization if you want the original item to be substituted with substitute items when the original item is not available to meet the demand for a transfer order.
  3. In the Setup and Maintenance work area, select the Manage Inventory Organizations task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Inventory Management
    • Task: Manage Inventory Organizations
  4. Search for the organization and enable the Warehouse accepts substitute items check check box. This must be consistent with the destination inventory organization on the transfer order, and it ensures the Warehouse accepts substitute items check box is checked for any transfer order lines raised in that organization.

Set Up Item Substitute Relationships

To set up the item substitute relationships, navigate to the Manage Items task.

  1. In the Setup and Maintenance work area, select the Manage Items task:
    • Offering: Manufacturing and Supply Chain Materials Management
    • Functional Area: Product Information Management
    • Task: Manage Items
  2. Select the Relationships tab, and then the Related items tab.

    The relationships can be direct or chain relationships. You can define the relationships at either the master or the organizational level, but you can’t define them at both. If set at the organization level, the relationship refers to the destination organization in the context of a transfer order. If set at the master level, the relationship is always valid. The rank, within the level of the hierarchy, determines the order in which the items are considered at pick release. The type will always be substitute, and you have the option of defining the relationship as reciprocal, therefore both ways.

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