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.
   
   

   

   
   
   

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.