Attention: If you receive a substitute item, you must have previously defined a unit of measure conversion between the unit of measure on the purchase order and the unit of measure on the receipt.
To define item relationships:
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Navigate to the Item Relationships window. The Find Item Relationships window appears.
- Choose new to define a new relationship.
- Enter an item that represents the From part of the relationship.
- Enter an item that represents the To part of the relationship.
- Select the Type of relationship between the items.
- Related: The items are related in a non-specific way.
- Substitute: One item is a substitute for another. To define the parameters for substitute item relationships, select the Planning Details button and see defining details for substitute item relationships below.
- Attention: The Planning Details button is enabled only for the item relationship type Substitute.
- Cross-Sell: This relationship indicates that one item may be sold in lieu of another item.
- Up-Sell: This relationship indicates that a newer version of the item exists, and can be sold in place of the older item.
- Service: This relationship establishes service items for a repairable item.
- Prerequisite: This relationship indicates that you must possess one of the items as a requirement to possessing the other item.
- Collateral: This relationship indicates collateral, such as marketing brochures, that you possess for an item.
- Superceded: This relationship indicates that one item has replaced another item that is no longer available.
- Complimentary: This relationship indicates if a customer purchases one item, the other item is received for free.
- Impact: This relationship is used to relate items to each other but only under special conditions.
- Conflict: This relationship indicates that these items may never be used together.
- Mandatory Charge: This relationship indicates a mandatory charge if the customer purchases both items.
- Optional Charge: This relationship indicates an optional charge if the customer purchases both items.
- Promotional Upgrade: This relationship enables a customer to upgrade from one item to another item or equal or higher value, without an additional charge.
- Split: This relationship enables you to split support for an item so you do not have to manually split support at contract renewal. To use this relationship, you must be in a planning enabled organization.
- Merge: This relationship enables rules based consolidation of contracts. You may use the earliest or latest target end date for consolidation. This allows you to choose how contracts are consolidated. To use this relationship, you must be in a planning enabled organization.
- Migration: During contact renewal you are given the option of renewing contracts based on new licenses, or old licenses. To use this relationship, you must be in a planning enabled organization.
- Repair to: You use the Repair to item relationship with field service operations that use spares management functionality. If a part has been superseded by another part, the Repair to item relationship determines the replacement part.
- Indicate whether the item relationship is Reciprocal.
- Indicate if the item relationship type is substitute, indicate if planning is enabled for the substitute item.
- Enter the Effective Dates if the item relationship is Split, Merge, or Migration.
- Save your work.
Note: You can also define Item relationships by choosing Item Relationships from the Tools menu on the Master Items window.
To define details for Substitute Item Relationships:
- Navigate to the Planning Details Substitute window by choosing the Planning Details from the Item Relationships window.
- In the Planning Details region, enter the Substitution set.
- Select the Partial Fulfillment check box if applicable.
- Enter the Effective Dates for the Substitution.
- Select the All Customers check box if the substitution applies to all customers.
- If you have not checked the All Customers check box, enter the customer information in the Customer References region.
- Save your work.
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