Creating associated items

You can define associated items, including either substitute or complementary items. Before you can define associated items, you must define the item master and item location files.

  1. Select Associated Items.
  2. Click Create.
  3. Specify this information:
    Item Group
    Select an item group.
    Item
    Select an item number.
    Associated Item Sub Type
    Select whether the associated item is a Companion or a Substitute
    Related Item
    Select the substitute item number that can be used if the normal item's stock is insufficient.
    Company
    Optionally, select a related company from which to find a substitute item.
    Inventory Location
    Optionally, specify a location from which to find a substitute item.
    Effective Date
    Select the first date that this item can be used as a Substitute or Companion item.
    Expiration Date
    Select the last date that this item can be used as a Substitute or Companion item.
    Priority
    Specify a priority value.
  4. Click Submit.