Purchase Order Substitution

Owned by Megan Stanage (Unlicensed)
Jun 12, 2023
2 min read

Global order promising > Setup > Item substitution > Purchase order substitution

The Purchase order substitution form allows inbound processes to substitute a purchase order line with a different item or even multiple items.

Purchase order substitution includes an endpoint to connect to vendors and configurations in Dynamics 365 Finance and Supply Chain Management. The endpoint allows vendors to pass items that will be substituted to the user’s purchase order. 

It is the customer's responsibility to add customizations to call the Order endpoint during the appropriate business processes (e.g., ASN receipt). 

Set up how and when those purchase orders lines can be substituted without the effort required to configure all possible combinations on the Distinct Item Substitution form.

Header Section

FIELDDESCRIPTION
Substitution group IDUnique identifier for the purchase order item substitution group.
DescriptionDescription of the purchase order item substitution group.

Purchase Order Item Substitution Detail Section

FIELDDESCRIPTION
EffectiveStart date for this purchase order item substitution line.
ExpirationExpiration date for this purchase order item substitution line.
Duplicate Record

Click this button to create a duplicate item substitution group record.

Purchase Order Item Substitution Item Section

FIELDDESCRIPTION
Item numberItem to consider substituting "to."
Substitution pricing rule

Controls pricing for the substituted item:

  • None: Currently functions the same as the Substitute item price pricing rule.
  • Substitute item price: Use pricing from the substituted item.
  • Original line price: Use pricing from the original demand line.
  • Lower price: Use the lower of the original line price and substituted line price.
  • Higher price: Use the higher of the original line price and the substituted line price.
Configuration/Size/Color/StyleSpecify "to" product dimensions.


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