Use Substitute Items During Pick Release for Transfer Orders

To automatically pick release a substitute item in place of the original requested item on a transfer order line, you must enable a specific organization and set up item substitute relationships.

Enable the specific organization.
1. 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
2. Search for the organization and enable the Warehouse accepts substitute items check box. This must be consistent with the destination inventory organization on the transfer order, and it ensures the Allow item substitution check box is checked for any transfer order lines raised in that organization.
Set up item substitute relationships.
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.
Note: When configuring a related item relationship, the Reciprocal check box isn't supported. To define a reciprocal item relationship, you must define two separate related item relationships. For example, Item A is related to Item B and Item B is related to Item A.