Parts Profile: Subs

Use the Subs screen to view substitute part information in the case where a vendor has discontinued a part and is distributing a new part to take its place. Use the Subs screen to add a part substitution onto a stock order. Subs information applies across all locations.

To open the Subs screen, click the Subs button on the Parts Order screen, or click the Update/View Profile link on the Parts Profile screen.

Topics in this section are:

Adding a Part Substitution on a Stock Order at the Time of Receipt

  1. After receiving a part order, delete the Received field value for the part number you intend to substitute for.

  2. Click the Delete Remaining checkbox.

  3. Move the cursor over the Part Number and select Substitute Part from the pop-up menu.

    Subs

    If a substitute part has been set up on the Substab of the original part's profile, then IntelliDealer automatically populates the fields on the Subs screen.

  4. Enter a Substitute Part number and a Quantity.

  5. (OPTIONAL) To update the Subs tab on the part master with the substitute part information, select the Update part master subs? checkbox.

  6. Click Save.

    The Part Quick Add screen appears if the substitution part has not been setup within the system.



  7. Fill out the Part Quick Add screen with the substitute part information, then click Save .



  8. Move the cursor over a Part Number and select Substitute Part from the pop-up menu.



  9. Click Save.



  10. Click Update.

    A picpack is produced and the sales order or work order requisition is updated.

Screen Description

The search field on the Subs screen is:

Field Description
Part Number The discontinued part number.

Fields on the Subs screen are:

Field Description
Substitute Part The new part number replacing the discontinued part number.
Quantity The number of the new substitute part that is needed to make up the old part number.
Description A brief description of the part.
Machine The unit the part can be used on.
Model The model number of the unit the part can be used on.
Update Part Master Sub?

If selected, updates the parent part master with the substitution part information, making the substitution permanent.

This field only appears if accessing the Subs screen through the Parts Order screen.

Click the Click here to transfer parent part information link to transfer part sales history and other ordering information from a discounted part to a substitute part number.

Click Save to save changes made on the Subs screen.

Click Close to close the screen without saving changes and return to the previous screen.

Data Source: PARTSUB

Security: 820 - Parts Profile

Revision: 2026.03