Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

The Warehouse may be required by some Clients to ship substitute Products if the Product ordered is not in stock. In order to provide this service the ability to set up a list of substitution Products is needed. This program allows you to identify these substitute Products, and the Customers to whom they pertain.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to assign substitute Products for particular (or all) Customers associated with a Client.

Substitution may be set up to be dependent on the Customer (Ship-To). For instance, a particular retail outlet may have a preference regarding which Product is substituted.

Preconditions

Clients must be defined in program CR.06 [Client Names and Addresses] and CR.18 [Client Arrangements].

Products must be set up in program CR.62 [Client's Inventory Products].

Customer codes must be assigned in program CR.26 [Customer (Ship-To) Addresses].

During the Order entry process, a valid Product must first be entered and the Order should be entered as Deferred.

Subsequent Actions

Product substitution takes place when the Order is committed in program OE.91 [Batch Commit Orders].

The system will first attempt to fill the Order line according to standard FIFO (First In, First Out) procedures. Then, if no further Lots are available, it will look at the substitution table and allocate based on the sequence found in the table. Once the substitution list has been exhausted, the system will act based on the Order fill flag in Field 81 of program CR.62 [Client's Inventory Products]; i.e., Un-allocate, Short Ship, Cancel, or Force.

Program Fields and Functions

To review a text version of the field help, click here. Click thebutton (or press F5) to invoke field help at any time from within the job panel itself.