Enter Substitute Sales Part on Quotation Line
Explanation
If you enter a quotation line with a part that is not available, you may want to use a
substitute part to replace it with or to fill up to the desired sales quantity. By
right-clicking the quotation line, you can open the
Substitute Sales Part
dialog box and choose a substitute part.
For a released quotation line, you must first cancel the line and then enter new lines
with the original and substitute sales parts. You must then release the sales quotation
again. A message indicating that the desired quantity is not available is displayed when
converting the sales quotation into a customer order with an order type with priority
reservations.
Prerequisites
- The sales quotation header must have been entered and saved.
- The sales part, service part, or package part must have been entered and saved.
For the substitute sales parts function:
- To display the information message about the desired quantity not being available, an
order type with priority reservations must have been selected when converting the sales
quotation into a customer order.
- Substitute sales parts must be connected to the appropriate sales parts in the
Substitute
Sales Part Base Data window.
System Effects
If you have chosen substitute parts, the original quotation line is removed and new
quotation lines for the replacement parts are created. The sales part number of the
originally requested part is stored in the Original Part No column on the new quotation
line. If you decide to enter the available quantity or some of the originally ordered
sales part and some of the substitute sales part, two quotation lines are created.
Window
Sales Quotation
Related Window Descriptions
Sales Quotation
Substitute Sales Part
Procedure
- Right-click the quotation line and choose Substitute Sales Part... from the menu to open
the
Substitute Sales Part dialog box. The upper part of the
dialog automatically displays information for the originally requested sales part.
Information for all substitute parts connected to the selected part is automatically
displayed in the lower part of the window.
- Enter the quantity for the desired replacement part(s) in the Sales Qty column in the
lower part of the
Substitute Sales Part
dialog box. You can choose
to order the available quantity or some of the original sales part and some of the
substitute part.
- Adjust the price on the substitute sales part if you want to give the same price as the
original part.
- Click OK. The original quotation line is removed and new quotation lines for the
replacement parts are created.