Change to Alternate Purchase Part

Explanation

Use this activity to change the quantity of a purchase part if you want to substitute it with an approved alternate part. This feature is useful if, for example, you are informed by a supplier that he or she cannot deliver the required part in time but that other parts are available as substitutes.

Note: Alternate parts cannot be specified for purchase orders with order code 6 (External Service Order), nor for purchase order lines showing a value in the Cust Order No field.

Prerequisites

• The alternate part must have been defined in the Alternate Purchase Part Base Data window.
• The combination of purchase part and supplier must have been established.
• The purchase order must have Planned, Released, or Confirmed status.
• The purchase order line must have Released or Confirmed status.

System Effects

The original part order line will have its quantity changed to the value you enter in the Add/Change Alternate Parts dialog box. If the quantity is changed to zero (0), the line will be canceled.

The alternate part(s) for which you have entered a new quantity will be added to the purchase order, and the original part number will be added as a reference to the lines.

Windows

Purchase Order

Related Window Descriptions

Purchase Order
Purchase Order/Part Order Lines
Add/Change Alternate Parts

Procedure

To substitute a purchase part with an alternate part, perform the following steps:

1. Open the Purchase Order window and click the Part Order Lines tab.
2. Select the purchase order line for the part you want to replace with an alternate. Then right-click and click Add/Change Alternate Parts. The Add/Change Alternate Parts dialog box appears.
3. The header of the dialog box shows purchasing information for the original purchase part. In the Quantity field, change the quantity of the primary part.
4. Go to the table to enter information about the alternate part(s) you want to order. All available alternate parts are identified in the Alternate Part No column.
5. In the Quantity field, enter the quantity of the alternate part. The default value is 0 (zero). If you enter a number greater than zero, a purchase order line for the alternate part is added to the Part Order Lines tab of the Purchase Order window.
6. The purchasing unit of measure, shown in the Purch U/M field, appears automatically, as does the value in the Price U/M field, which indicates the unit of measure used in pricing.
7. The value shown in the Discount (%) field reflects the discount percentage received from a supplier agreement or from any price list, standard price, purchase group per supplier, or supplier. You can modify the existing value or, if none exists, enter one.
8. The value shown in Additional Cost field shows the fixed charge or additional fee that the supplier receives for handling the purchase order line, expressed in the suppliers currency. Again, you can modify the existing value or, if none exists, enter one. Note: You can also enter or change the additional cost directly on the purchase order line.
9. Once you have completed steps 6 and 7, the total cost for the line is shown in the Total field.
10. If applicable and desired, enter the revision number of the part you want to buy in the Part Revision field.
11. When you are done, click OK. This returns you to the Purchase Order window.