Substitute items refer to acceptable alternate items that may be added to a sales transaction if the Ordered Item is not available. 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.

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: 2021.06.04 and newer

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Toolbar Icons	Description
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
Save	Saves the changes made to the record. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.
Fields	Description
Order Item	Identifies the Item, displayed as Item ID: Item Description. 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

Page Details

Toolbar Icons	Description
Add To Order	Adds 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. SubstituteSubstitute items only need to be added to the order if they need to be manually allocated.
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	Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported.
New	Adds new blank lines in the grid section to allow for data entry. 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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
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 or 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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