Configuring a Substitute Item

This section describes how to configure a substitute item.

A substitute item is an item that is substituted if there is not enough stock available for the original item during order allocation. Once an order has completed the initial allocation routine, the application verifies whether a stock-out condition exists on an order. A stock-out condition is defined as any point during the allocation routine when inventory is no longer available. If a stock-out condition exists, the application automatically re-allocates the order using the substitute item(s). An item can have more than one substitute record defined. Substitutes are applied against the order line using the order sequences defined for the substitute until the balance of all allocations is completed or all substitutes have been used.

The list of acceptable substitutes must include a quantity. For example, a warehouse operation can use two six-packs of soda as a substitute for one twelve-pack. Conversely, a warehouse operation can use one twelve-pack as a substitute for two six-packs.

The Allow Substitute field on the Shipment Order Detail screen is used to determine whether a substitute is allowed for the item when a stock-out condition occurs. When the substitute has been applied to the Shipment Order, a new detail line for each substitute item is added to the Shipment Order, directly under the original item. Each substitute has the Is Substitute check box selected. See the Infor WMS Order Processing User Guide for additional information on allocating Substitute Items.