To transfer a required product:When you transfer products in your warehouse to fulfill either a sales order or a purchase order some of those products have additional items that are essential to purchase with the parent product.
For example, if you transfer a lamp which requires specific bulb types. Each lamp requires six bulbs. These bulbs are sold when the lamp sells. On an order that lists five lamps, the system's minimum quantity is 30. The system prompts the purchasing agent to add them to the order in this quantity.
The required item types are set in the Valid Product Relationship Types control maintenance record.
Note: If you delete a parent product from the transfer, the system does not delete any required items for the product from the transfer. You must delete them separately. The required item can also be deleted from the order without deleting the parent item.
Use the Related Items Display Mode control maintenance record to indicate how to display the Product Relationships window. For transfers, the Auto-Fill function is treated as a Review option.
To transfer a required product:
Display the order which requires an additional product sale.
In the Qty/Unit field and Product Description field, enter the product information for the original or primary product you need to add to the order.
Do one of the following:
If a product reminder message displays indicating that the parent product has related items, press Enter to close the reminder message, then use the Subs hot key to display the related Items screen.
If no message displays, but the Subs hot key highlights to indicate that the product substitute items, then use the Subs hot key to display the Related Items screen. If the parent product has substitutes, the system may display the Substitute Items screen first.
If you want to view the related items on the order, then place the cursor on the parent product and use the Subs hot key to display the related Items screen. If the primary product has substitutes, the system may display the Substitute Items screen first.
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. The Subs hot key highlights if there are related substitute or related products assigned to the primary product.
On the Related Products screen, review and select the items which you want add to the order.
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.
Use the Add Recommended hot key to add all related items to the order with their recommended quantities.
Use the Inquiry hot key to investigate product history or product file details, if needed.
Press Esc to add your items to the transfer order and exit this screen.