Transferring Required Items

When you transfer products in your warehouse to fulfill either a sales order or a purchase order some of those products have additional items that are essential to purchase with the primary 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.

The required item types are set in the Valid Product Relationship Typescontrol maintenance record.

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

Use the Related Products Display Modecontrol maintenance record to indicate how to display the Product Relationships window. For transfers, the Auto-Fill function is treated as a Review option.

To transfer a required product:

Display the transfer 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.

Note: When a product has available substitutes, Related Items displays in red on the status bar.

Right-click on the line item with substitutes and select Subs/Related Items to display the Product Relationships window.

Note: Depending on your settings in the Related Products Display Modecontrol maintenance record, the system may add required items automatically, display the Product Relationships window, or prompt you before displaying the window.

In the Required Items area, review the 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 quantity listed in the Min Qty field is the suggested order quantity. For example, this field may read 125 (5/parent). Indicating that if you ordered 25 items of the parent product, then you should order 125 of the required item so that each parent has 5 of the 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.