Purchasing Required Items

When you buy products to replenish your warehouse on-hand stock, it is useful for purchasing agents to know if products are sold with required items. Since required items may be purchased from different vendors than the parent product, required items are not enforced for purchase orders.

Use the Auto Open Related Items Window For Items W/O Avail in POE control maintenance record to indicate if the system opens Product Relationships during Purchase Order Entry. If set to yes, then the window displays if related items are assigned to the parent product.

For example, if you sell a specialty light fixture, there may be bulbs that only work in that fixture. Therefore, you must indicate in the Product Maintenance product record which items are required for those products. You can assist the salesperson by specifying required products, and then the system displays a list of items for the salesperson to select from and place on the order.

Note: If you delete a primary item from the purchase order, the system does not delete any required items for the product from the purchase order. You must delete them separately. The required item can also be deleted from the order without deleting the parent product.

Important: The purchase order entry program does not refer to the Related Products Display Modecontrol maintenance record.

To purchase a required product:

Display the purchase order.
In the Qty/Unit field and Product Description field, enter the product information for the original or primary product you need to add to the order.
Right-click on the line item with substitutes and select Subs/Related Items to display the Product Relationships window.

Note: Use the Auto Open Related Items Window For Items W/O Avail in POE control maintenance record to indicate if the system opens Product Relationships during Purchase Order Entry. If set to yes, then the window displays if related items are assigned to the parent product.

In the Required Items area, review the required items that will be added to the order.

Note: If you want to substitute this product you must select a substitute first. The Required Items area updates as you select or change the selection in the Sub? column.

In the Order Qty field, change the order quantity for the required items as needed. The default is zero (0).

The quantity listed in the Min Qty field is the suggested order quantity that should be ordered, but the purchasing agent can choose not to order required items.

Use the Detailed Scheduling tab to change ship dates or other scheduling data, if required.

Note: A warning displays if you change the ship date to ship the required item before the parent product.

Click Save and Exit to add the required item to the order.