Creating Item Substitutions

Item Substitution allows an enterprise to substitute one item for another under specified conditions. Substitute items can take the place of a requested item. Some substitutions are intended to replace an existing item on a specific date, some substitutions are intended to apply during a promotional period, yet others may be used to phase out one product and phase in another.

Complete the following steps to create item substitutions:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Administration > Item > Search Item Substitution.
    The Search Item Substitution screen displays.

  3. Click the New Item Substitution button.
    The New Item Substitution screen displays.

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  4. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Field

    Description

    * Base Item

    Use the picker tool to select the base item that items can be substituted for.

    * Replacing Item

    Use the picker tool to select the item that will replace the base item.

    * Record Type

    Select a record type from the dropdown list. In this case, select Substitution.

    * Start Date

    Use the calendar and clock tools to select a start date for the item substitution to occur.

    * End Date

    Use the calendar and clock tools to select an end date for the item substitution to occur.

    * Substitution Key

    Enter a substitution key or click on the key icon to user a system-generated key.

    Reason

    Enter text to explain the reason for this substitution.

    Exclude

    Check the box for an excluded item.

    Allocate Amount Percentage

    Enter a numerical value as a percentage for the allocation amount.

    Max Quantity

    Enter a numerical value for the maximum quantity.

    Use Base Inventory

    Check the box to use the base inventory for the substitution.

    Balance On Hand Code

    Enter the code corresponding to the balance on hand.

    Active

    Check the box to select an item in the Active state.

    Buyer Organization

    User the picker tool to select the buyer organization.

    Buyer Site

    User the picker tool to select the site from the buyer organization.

    SellerSiteOrganization

    User the picker tool to select the seller's organization.

    Seller Site

    User the picker tool to select the site from the seller's organization.

    Precedence

    Enter a numerical value for the precedence.

  5. Click the Create button.
    A green success message displays.