BM-J  Enter Approved Substitutes

Purpose of Program

Use this program to enter approved substitute parts on any bill of material component.  A substitute part is another inventory item that can be used in place of a particular component should there be no stock available for that component.

You can define a substitute part globally, meaning that it can be substituted within any bill of material, by parent item number, meaning that it can only be substituted within a particular assembly, or by customer, meaning that it can only be substituted within a particular customer’s products (if you are a job shop).

These substitute parts can optionally print within BM-B, Print Bills of Material, BM-I, Print Summarized Bill of Material, and WO-D, Print Pick Lists.  If during the course of production substitute parts are used in place of standard components, they can be swapped into the work order bill of material through WO-K-E  Swap Substitute Parts.

General Program Operation

Enter the standard item number, which is the item number of the standard component within the bill of material.  If you wish the substitutes to be global, meaning that they would apply no matter the assembly or the customer, leave the Parent Part No and Customer Code fields blank.

If you want to make the substitute part(s) specific to a particular assembly, enter a Parent Item number, then the substitutes themselves (see instructions below), then save the record.  You can then create further records for other assemblies or customers for the same standard component, if needed.

If you are a job shop and want to make the substitute part(s) specific only to those products made for a particular customer, enter a Customer Code (or select one by clicking on the Lookup icon (or press F2), then the substitutes themselves (see instructions below), then save the record.

Each substitute part’s record is a combination of the Std Item number, Parent Part No, and Customer Code fields.  You can define a number of these combinations, each with its own group of substitutes.

Entering Substitutes

After you’ve defined the Std Item number, Parent Part No, Customer Code combination, you can then enter the substitute parts in the entry area in the bottom of the screen.  Enter the substitute item number or select by clicking on the Lookup icon (or press F2).  Substitutes must be pre-defined in IN-B  Enter Inventory.  You will be asked if you wish to save the record.  The entry area is now clear for entry of another substitute.  You can continue entering as many substitute parts as you wish.

If you wish to delete an existing substitute, while the cursor is in the Substitute Part field, click on the Display Lines button (or press F9) to get a listing of substitutes in a display window.  Highlight the substitute you want and press <Enter> or click on it to bring it into the entry area.  Once the desired substitute part is in the entry area, click on the Delete button (or press F4) to delete it.

As an alternative to using the display window, you can also retrieve existing substitutes using the standard search keys and buttons (First button or F5 key, Last button or F6 key, Previous button or F7 key, Next button or F8 key).