With Item Substitution on Sales Orders, you can create substitute items for supported Item types. During the sales order entry process, you can then review available substitute items on the sales order record. This capability allows you to address situations of inventory shortage of items during the sales process.
Item substitution is supported for the following item types:
- Inventory Item
- Lot and Serial Numbered Inventory Item
- Assembly Item
- Lot and Serial Numbered Assembly Item
Note: Substitute items are not available on Matrix Parent Items.
Important: The use of item substitution is supported only through the user interface.
We need to review the following before enabling Item Substitution:
Sales Orders — A sales order is a transaction that records a commitment to sell items or services to a customer. Sales orders have no accounting impact until items are shipped or services are completed.
Availability
The Item Substitution on Sales Orders feature is available in the Supply Chain Management SuiteApp.
Limitations
- The feature supports sales orders only.
- The feature does not support item substitution at the time of item selection for manufacturing or shipping.
- The feature does not support Web Store Features.
- Use of Item Substitution requires that you check the Enable Item Substitution box for both standard and custom roles. This means that you must customize standard roles who want to use item substitution, to be able to check the box on each role record.