Define a supplementary item for a PO item

Add supplementary items to an existing Purchase Order (PO) item. The PO item is the primary item and the supplementary item serves as a replacement when the primary item is unavailable.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Expediting and Logistics tab, ensure the Use Supplementary Items checkbox is selected.

2. Ensure no stock transaction exists for the project component.

3. If the PO item is related to a Delivery Request List (DRL), ensure the picking list status of the DRL is Open.

4. Ensure the PO item is not related to a standard material.

5. In the s20010 Project Components screen, ensure the Shelf Life Req checkbox is not selected for the PO item.

6. In the s51004 Expediting screen, ensure the Actual Dispatch Date field is not defined for the expedite item.

7. Ensure the expedite item is not split into two separate items.

8. Ensure the project component is not set as a replacement for a fabricate.

9. Ensure the MMT is not dispatched.

10. In the Delivery Note grid, in the General tab, perform the following:

    1. In the Rec Type field, ensure the value is PO/MMT Receipt.

    2. In the Receipt Status field, ensure the value is PRELIM.

To define a supplementary item for a PO item

11. Navigate to the s60028 Stock item Delivery Registration screen.

12. To refresh the screen, select the F5 key.

13. In the Delivery Note grid, select a row.

14. In the Position grid, in the Po Items tab, in the Po Items grid, select a row.

15. On the s60028 menu, in the Add Positions group, from the Split Line Item dropdown, select Define Supplementary Items.

    The d0079 Dialog Supplementary Items dialog appears.

16. Select Insert.

    In the Supplementary Items grid, a row is created.

17. Perform the following:

    1. In the Qty field, enter the quantity of the supplementary item.

    2. From the Unit dropdown, select the unit of measure for the value entered in the Qty field.

    3. To indicate the supplementary item is the cost carrier of the entire cost for all the supplementary items related to the expedite item, select the Cost Carrier checkbox.

18. Select Save.

    In the Position grid, in the Po Items tab, in the Po Items grid, the supplementary item is created.

19. On the Home menu, in the Record group, select Save.

    The supplementary item is defined for the selected PO item.