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Def - Substitution Items
Def - Substitution Items
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The purpose of this page is to view, add or delete one or more substitution item(s) that can be used in place of an ordered item. From here, users may easily add substitute items to the sales order transaction or sales quote transaction.

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Toolbar Icons
Description
Help
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Help - Global
Help - Global
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Save
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Save - RV Header
Save - RV Header
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FieldsDescription
Order Item

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Item ID & Item Description
Item ID & Item Description
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This is a single-select standard lookup that is required. It defaults from the selected item in the Items grid of the Sales Transaction Record View. If no item was selected, it defaults from the first item in the Items grid of the Sales Transaction Record View. This lookup allows users to navigate between different items when the transaction has multiple items. If a new selection is made, this Record View will automatically reload to display any previously saved substitution items. This field is always editable.

This lookup contains all non-substitution items in the Items grid of the Sales Transaction Record View.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItem.OrderItemSK, ERPx_SOOrderItemSubstitution.OrderItemSK


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Toolbar IconsDescription
Add To OrderAdds all selected Items to the Items grid on the Sales Transaction Record View. Multiple substitute items can be selected and added to the order simultaneously.
Delete

Deletes the selected substitute item(s) from this page. This action does not delete the substitute items permanently. Substitute items can only be deleted permanently from the Assign Substitute Items Record View, accessed from the 'Favorites' tab of the Customer/Customer Address Record View.

Excel
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Excel - RV Grid
Excel - RV Grid
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New

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New - multi blank rows - RV Grid
New - multi blank rows - RV Grid
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This allows users to add one-time item substitutions for the current order item. Substitute items can only be permanently added from the Assign Substitute Items Record View, accessed from the 'Favorites' tab of the Customer/Customer Address Record View.

FieldsDescription
Checkbox
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Checkbox
Checkbox
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Invoice Description

Identifies the Item ID and Sales Invoice Description configured for the substitute item. This is a non-editable text box that is required. It defaults from the 'Customer Item ID' and 'Customer Item Description' fields configured for the substitute item on the Assign Substitute Items Record View. Else, if the item was not added as a substitution item for a favorite item for the Customer/Customer Address, then this field defaults from the 'Item ID' and 'Sales Invoice Description' fields on the 'Properties' tab of the Item Record View. This field is for informational use only and cannot be edited.

Database Fields: ERPx_IMItem.ItemID:SalesInvoiceDescription, ERPx_SOOrderItemSubstitution.SubstituteItemSK, ERPx_ARCustomerSubstituteItem.SubstituteItemSK

Item

Identifies the Item ID and the Item Description of the substitute item. This is single-select standard lookup that is required. It defaults from the 'Item ID' and 'Item Description' fields on the 'Properties' tab of the Item Record View. This field is for informational use only and cannot be edited.

This lookup contains Items that meet the following criteria:

  • Item is active.
  • Item is not already saved as a substitute for the Item and the Customer.
  • Item is inventory tracked.
  • Item has the same ’Managed Items’ by property as the Order Item.
  • Item has the same ‘Lot Tracked’ value as the Order Item.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_SOOrderItemSubstitution.SubstituteItemSK

Seq.

Displays the numerical sequence the substitution item appears on the page. This is a text box that is required. It is always editable by dragging & dropping a row in the grid above or below another row. When a new substitute item is added, it defaults to the next sequence number. This is a system assigned value and for information only.

Database Field: ERPx_SOOrderItemSubstitution.Sequence

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