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Overview


Excerpt

There might be cases in which you will have to allow certain vendors to substitute product lines on their POs. 


How to Activate Substitutions

 


In order to set this option up please follow the steps below:

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Ui step

Go to Setup > Vendors, look for the vendor that you want to set the option for and under the Actions column click on edit.


Ui step

 The Vendor Information window will open, check the Allow Substitutions option and save.

 

 




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Tip

Substitutions can only be made on POs with status Confirmed, Pending, and Partial Confirm.

How


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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Procurement Manager, Procurement User.


How to Make a Substitution

 


Once this is done, the system will allow the vendor to substitute products on POs.

This is how it will work for them:

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Ui step

From Purchase Order >> Confirm POs select the PO and under the Actions column click on Substitute Item.


Ui step

 Select the new product, set quantities, units and cost (if needed), then click on Save.


Ui step

The system will update the information and you will see it on the Confirm POs page. Once these changes are made, the system will send and email to the Procurement Managers and the company user that created the Prebook informing the substitution of the product.