Purchasing Required Items

When you buy products to replenish your warehouse on-hand stock, it is useful for the purchasing agent to know whether or not the product has related items. Since required items may be purchased from a different vendor than the parent product, required items are not enforced for purchase orders.

The required item types are set in the Valid Product Relationship Types control maintenance record.

Note: If you delete a parent product from the purchase order, the system does not delete any required items for the product from the purchase order. You must delete them separately. The required item can be deleted from the order without deleting the parent product.

Important: The purchase order entry program does not refer to the Related Products Display Mode control maintenance record.

To purchase a required product on a purchase order:

  1. Display the order which requires an additional product sale.

  2. In the Qty/Unit field and Product Description field, enter the product information for the parent product you need to add to the order.

Note: The Subs hot key highlights if there are related substitute or related items assigned to the parent product.

  1. At the product reminder message indicating that the parent product has additional sale items, press Enter to display the Related Products screen.

Note: Use the Auto Open Related Items Window For Items W/O Avail In POE control maintenance record to indicate if the Product Relationships screen displays. If set to yes, then the screen displays if related items are assigned to the parent product. If set to no, you must use the Alt-B hot key to display the screen.

  1. If there are substitute items, the Substitute Items screen displays first. Decide on substitute items, then press Esc to display the Related Products screen.

Note: You can also access the Related Products screen by using the Subs hot key and selecting Related Items.

  1. On the Related Products screen, review and select the items which you want add to the order.

  2. Change the Order Qty field to the quantity you want to add to the order. By default, this field is set to zero (0).

Note: Set the recommended quantity in Product Maintenance.

  1. Use the Add Recommended hot key to add all related items to the order with their recommended quantities.

  2. Use the Inquiry hot key to investigate product history or product file details, if needed.

  3. Press Esc to add your items to the purchase order and exit this screen.