Enter Complementary Part
Explanation
The purpose of complementary parts is to help increase sales when
receiving you receive an order or quotation request, by suggesting complementary parts to be
sold with the part on the order line. When a customer order line,
customer order rental line or a sales quotation line for
a parent part is saved, a window will automatically appear with the parts to offer. The
quantity (default zero), sales part ID, and description are displayed. You can then update
the quantity to the desired quantity and click OK to create the additional order lines.
To turn the complementary parts functionality on and off, in the
Customer Order/Order Lines
tab, Customer Order/Rental Order Lines
tab (or Quotation/Quotation Lines tab),
right-click, then click Properties. Click the
Customer Order tab
(or Sales Quotation tab), then select or clear the Complementary
Parts check box.
Prerequisites
This activity has the following prerequisites:
- Basic data must be entered for the parent parts and the
parts to be suggested when the parent part is entered on the order/quotation line.
- Parent
parts are connected to complementary parts in Complementary Parts Base Data
which can be reach via the Operations menu from the sales part windows or
directly from the Navigator.
- If the customer is set up to use the limit sales by assortments
functionality, complementary parts should be connected to the limited
assortments,
System Effects
As a result of this activity:
- Additional line(s) for the complementary part(s) will be automatically added to the customer order or sales
quotation.
- If the original order line is for sales the
complementary parts will be added on the Order Lines tab. If the
original order line is for rental the complementary parts will be added in
Rental Order Lines tab.
Window
Customer Order
Sales Quotation
Related Window Descriptions
Customer Order
Customer Order/Order Lines
Customer Order/Rental Order Lines
Sales Quotation
Sales Quotation/Quotation Lines
Complementary Parts Base Data
Procedure
- Open the appropriate window.
- Enter the customer ID in the Customer field, either manually or by
selecting it from the List of Values. Enter values in the other fields in
the header, if needed.
- Save the record.
- In the
Order Lines,
Rental Order Lines
or
Quotation Lines tab,
enter a customer order line or a quotation line for the parent part.
- Save the record. The Complimentary Parts window will open
automatically, listing the available complimentary parts. The sales
quotation or customer order will not be fully saved until you click OK or
Cancel, or close this window.
- Enter the sales quantity for the complementary part you want to add to your customer
order or sales quotation.
- Click OK.
- The Complimentary Parts window will close, and an order or
quotation line will be created for the quantity you indicated. The customer
order or sales quotation will now finish saving.