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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.

(lightbulb) If a Customer/Customer Address has Favorite Items set up with Substitution Items, then this page will display the Substitution items when the associated favorite item is ordered.

Software Version: 2021.xx06.xx 04 and newer

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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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