Substitute an item in a delivery note position

Substitute an item in a delivery note position.

For a delivery note position, if the received item is different from the expected item, then you can replace the item with an approved substitute item.

Prerequisites

Before you begin, complete the following:

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

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

   • In the Receipt Status field, ensure the value is not READY or RECEIVED.

2. In the Position grid, in the Po Items tab, in the Po Items grid, perform the following:

   • In the General tab, in the Received Qty field, ensure a value is defined.

   • In the General tab, ensure the Sup Item Occurrence field is empty.

   • Ensure the MS field is empty.

   • Ensure the Material Details, the PO Details, and the Rejected Material tabs are empty.

3. Ensure a substitute item is defined for the delivery note position. To register a substitute item, see Define a substitute material for a primary material and to approve the substitute item, see Approve a substitute material.

4. Ensure a supplementary item is not defined for the delivery note position.

To substitute a delivery note position

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

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

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

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

9. On the s60028 menu, in the Position Details group, select Material Substitution.

   The d0358 Select Substitute Material dialog appears.

10. In the Substitute Materials grid, select a substitute item.

11. Select Substitute.

    In the Position grid, in the Po items tab, in the Po items grid, the selected purchase order item is substituted with the selected substitute item.

12. To save the changes, on the Home menu, in the Record group, select Save.