Enter Substitute Sales Part on Quotation Line

Explanation

If you enter a quotation line with a part that is not available, you may want to use a substitute part to replace it with or to fill up to the desired sales quantity. By right-clicking the quotation line, you can open the Substitute Sales Part dialog box and choose a substitute part.

For a released quotation line, you must first cancel the line and then enter new lines with the original and substitute sales parts. You must then release the sales quotation again. A message indicating that the desired quantity is not available is displayed when converting the sales quotation into a customer order with an order type with priority reservations.

Prerequisites

• The sales quotation header must have been entered and saved.
• The sales part, service part, or package part must have been entered and saved.

For the substitute sales parts function:

• To display the information message about the desired quantity not being available, an order type with priority reservations must have been selected when converting the sales quotation into a customer order.
• Substitute sales parts must be connected to the appropriate sales parts in the Substitute Sales Part Base Data window.

System Effects

If you have chosen substitute parts, the original quotation line is removed and new quotation lines for the replacement parts are created. The sales part number of the originally requested part is stored in the Original Part No column on the new quotation line. If you decide to enter the available quantity or some of the originally ordered sales part and some of the substitute sales part, two quotation lines are created.

Window

Sales Quotation

Related Window Descriptions

Sales Quotation
Substitute Sales Part

Procedure

1. Right-click the quotation line and choose Substitute Sales Part... from the menu to open the Substitute Sales Part dialog box. The upper part of the dialog automatically displays information for the originally requested sales part. Information for all substitute parts connected to the selected part is automatically displayed in the lower part of the window.
2. Enter the quantity for the desired replacement part(s) in the Sales Qty column in the lower part of the Substitute Sales Part dialog box. You can choose to order the available quantity or some of the original sales part and some of the substitute part.
3. Adjust the price on the substitute sales part if you want to give the same price as the original part.
4. Click OK. The original quotation line is removed and new quotation lines for the replacement parts are created.