Adding a Part Substitution on a Stock Order at the Time of Receipt
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After receiving a part order, delete the Received field value for the part number you intend to substitute a part in place of the original part number.
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Select the Delete Remaining checkbox.
Parts Order screen
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Move the cursor over the Part Number and select Substitute Part from the pop-up menu.
Parts Order screen
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The Subs screen will appear.
Subs screen
Note:
The system will automatically populate the fields on the Subs screen, If a substitute part has been set up on the Subs tab on the selected part's profile. -
On the Subs screen, enter a Substitute Part number.
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Enter the Quantity for the substitute part.
Subs screen
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(OPTIONAL) select the Update part master subs? checkbox, to update the Subs tab on the part master with the substitute part information.
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Click the Save button.
The Part Quick Add screen will appear if the substitution part has not been setup within the system.
Part Quick Add screen
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Fill out the Part Quick Add screen with the substitute part information.
Click on the Save button.
The Parts Order screen will appear.
Parts Order screen
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Move the cursor over a Part Number and select Substitute Part from the pop-up menu.
The Subs screen will appear listing the newly add substitute part.
Subs screen
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Click the Save button.
The Parts Order screen will appear listing the substitution part as the last entry added.
Parts Order screen
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Click the Update button, a picpack will be produced and the sales order or work order requisition will be updated.